Blob Storage in 9.2

With the introduction of 9.2 there are two new types of document stores: 

 
2017-12-06_21-04-14.png

I'm going to focus on the Microsoft Azure Blob Store for now, as that's what I have access to.  Before continuing within  Content Manager, I first flip over to Azure and create a new storage container.  Once that has been created I'll flip back over to CM.

After creating the container I then went to the storage account and found the access keys.  From there I can copy the connnection string to my clipboard and paste it into the new document store dialog.  

2017-12-06_20-59-48.png

Now back over in CM I can complete the details of the document store.

2017-12-06_21-08-49.png

Then I clicked test to verify the settings...

2017-12-06_21-08-55.png

Then I go create a new document record type that will use this document store...

2017-12-06_21-10-30.png

Now I can import a document and see what happens...

2017-12-06_21-12-14.png

Over in Azure I can see the file has been uploaded..

2017-12-06_21-14-55.png

I can manually transfer a few records to the document store from the electronic sub-menu of the context menu...

2017-12-07_2-15-59.png

When prompted I just need to pick the new document store..

2017-12-07_2-16-39.png

Alternatively, I could transfer the entire contents of any store into this one by selecting transfer from the context menu of a document store.  The default options are the best.  You should not need to use the others.

2017-12-07_2-19-07.png

Lastly, I might want to use the Blob storage as a cheaper storage layer for older content.  I should use the tiered storage options if available to me.  I can make this a storage tier 3.

2017-12-07_2-21-52.png

But I'll update the main document store so that the dates are tracked (it was already at level 1)...

2017-12-07_2-23-46.png

Now I can create a saved search that I'll run routinely to move records to cheaper cloud storage.  Note the search below finds all items using the main store but accessed more than a year ago.

2017-12-07_2-26-38.png

I would tag all the resulting records and transfer them to storage tier 3.  This could be automated via a powershell script as well.  Lastly, workgroup server level document caching may be warranted when using blob storage.