Getting started with an existing directory - Amazon WorkDocs

Getting started with an existing directory

The steps in this section explain how to set up an Amazon WorkDocs site by enabling an existing AWS Directory Service directory.

Before you begin

  • You must have an existing AWS Directory Service directory in the current Region. This can be a Simple AD directory or an AD Connector directory.

  • If you belong to a compliance program such as PCI, FedRAMP, or DoD, you must set up an AWS Managed Microsoft AD Directory to meet compliance requirements. For more information, see Getting started with AWS Managed Microsoft AD.

  • When you launch a new Amazon WorkDocs site, you must specify profile information for the administrator. This information includes first name, last name, and email address. Do not use Admin as your account user name. Admin is a reserved user role in Amazon WorkDocs.

Step 1: Launch the Amazon WorkDocs site

Follow the steps below to launch your Amazon WorkDocs site using an existing AWS Directory Service directory.

To launch the Amazon WorkDocs site

  1. Open the Amazon WorkDocs console at https://console.aws.amazon.com/zocalo/.

  2. On the Manage Your WorkDocs Sites page, choose Create a New WorkDocs Site.

Step 2: Enable a directory and set an administrator

Follow the steps below to enable your existing directory and set an administrator.

To enable an existing directory

  1. On the Select a Directory page, select your AWS Directory Service directory from the Available Directories list and choose Enable Directory.

  2. On the Set WorkDocs Administrator page, enter a user name from the AWS Directory Service directory and choose Select Administrator.

    It takes several minutes for the directory to be connected and the Amazon WorkDocs site to be created. When the directory has been successfully connected, the Status value of the site changes to Active.

All the users in the directory are added to your account as active Amazon WorkDocs users, by default. They can sign in and start using Amazon WorkDocs at any time. For more information about user roles, see User roles overview.

Step 3: Complete admin control panel setup

After you receive the administrator registration email, connect to the Amazon WorkDocs site using the browser of your choice, then complete setup from your admin control panel.

To complete admin control panel setup

  1. In the administrator registration email, use the link to sign in to Amazon WorkDocs.

  2. Under Admin, choose Open admin control panel.

  3. Change settings for preferred language, storage, security, and recovery bin. For more information, see Managing site settings.

  4. (Optional) Under Manage Users, choose Invite Users. You can also edit user settings.

For more information, see Inviting and managing Amazon WorkDocs users.