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Managing storage accounts

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Overview

Storage accounts are the destinations where Azure Documenter publishes the generated PDF documents. You can add, edit, and delete Azure Storage accounts from Storage accounts under Settings to control where documents are stored.

Business value

Managing your own Azure Storage accounts lets you control where generated documents are stored, so you can align document storage with your organization's retention, access, and compliance requirements instead of relying solely on the default system storage.

Prerequisites

Required permissions

Only users with the following roles can access Storage accounts and add, edit, or delete an Azure Storage account:

Role Access
Account owner, Owner, Contributor Full access to Storage accounts — can add, edit, and delete Azure Storage accounts

How it works

  • Each Azure Storage account is added using its Azure Storage account connection string; the Azure Storage account name is auto-populated from the connection string once validation succeeds.
  • A default system storage is available out of the box and cannot be edited or deleted.
  • Any Azure Storage account you add can be edited or deleted using the icons shown against it.
  • A storage account can only be deleted if it isn't currently associated with any document configuration.
  • Storage accounts you add appear as available publish destinations when creating or editing a document configuration.

Steps

Use the following steps to add, edit, or delete an Azure Storage account. Start from Storage accounts under Settings.

Add an Azure Storage account

Adding a storage account makes it available as a publish destination for generated documents.

  1. Click Add in the Storage accounts section of Explorer View.
  2. Enter the Azure Storage account connection string. The Azure Storage account name is auto-populated once the connection string is validated.
  3. Click Save.

Edit an Azure Storage account

Editing lets you update the connection string of an existing storage account without removing and re-adding it.

  1. Click the Edit icon next to the storage account you want to update.
  2. Provide the new connection string and save your changes.

Delete an Azure Storage account

Deleting a storage account permanently removes it from the list of available publish destinations.

  1. Click the Delete icon next to the storage account you want to remove.

Example scenario

An Azure Documenter admin adds an Azure Storage account to store generated PDF documents for a compliance team. When the storage account's access key is later rotated, the admin edits the storage account with the updated connection string. After the team switches to a new storage account, the admin deletes the old one once it's no longer used as a publish destination on any document configuration.

Limitations

  • The default Turbo360 Storage cannot be edited or deleted.
  • A storage account can only be deleted if it isn't associated with any document configuration.

Troubleshooting

  1. Can't edit or delete the default storage account
    Cause: The storage account is the default Turbo360 Storage, which is protected from edits and deletion.
    Fix: Add a custom Azure Storage account instead if you need an editable or removable publish destination.

  2. Can't delete a custom storage account
    Cause: The storage account is still selected as the publish destination on one or more document configurations.
    Fix: Update those document configurations to use a different publish destination, then delete the storage account.

  3. Connection string validation fails when adding a storage account
    Cause: The connection string entered is incorrect, incomplete, or belongs to a storage account the Service Principal cannot access.
    Fix: Retrieve the correct connection string from the Azure portal under Storage accounts > Access keys and re-enter it.

FAQs

  1. Can I edit or delete the default Turbo360 Storage?
    No. The default Turbo360 Storage is a system storage and cannot be edited or deleted.

  2. Why can't I delete a storage account I added?
    A storage account can only be deleted if it isn't currently selected as the publish destination on any document configuration. Update those configurations to use a different storage account first, then delete it.

  3. Who can manage storage accounts?
    Users with the Account owner, Owner, or Contributor role. Storage account management isn't available to other roles.

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