Brief Overview

Integrate with AWS S3 to securely transfer data for analytics, Insights backups, or automated workflows. Follow the steps in this article to connect your AWS S3 storage connection.

How It Works

AWS S3 connections page overview

The AWS S3 Connections page is a central hub for viewing and managing all of your configured S3 connections.

1. AWS S3 table

The AWS S3 connections table lists all configured connections.

Table columns:

1. Connection ID: Unique identifier for the connection

2. Connection name: Custom name given to the connection

3. Authentication method: Type of authentication used

4. Bucket name: Name of the S3 bucket connected

5. Bucket path: Folder path within the bucket (if defined)

6. Region: AWS region where the bucket is hosted

7. Created by: User who created the connection

8. Last modified by: User who last updated the connection

2. Table icons

Manage columns

Remove or add columns from the table

1. Click the Manage columns icon

2. Select which columns you'd like to have in the table

3. Click Apply

Add new connection

1. Click the + Add New Connection button to add a new AWS S3 connection

Export connections

1. Click the Export Connections icon to download a csv or xlsx file containing all configured connection details

Search

1. Use the Search bar to quickly find specific connections

Item options

Available actions:

1. Click the Edit icon to update the connection

2. Click the Delete icon to remove the connection

How to setup an AWS S3 connection

You can add a new connection whether it's your first or you're adding to existing ones.

1. Choose how to start:

   1. If this is your first connection:

      1. Go to the Available connections tab

      2. Hover over the AWS S3 tile

      3. Click Setup

   2. If you already have connections:

      1. Go to the Active connections tab

      2. Hover over the AWS S3 tile

      3. Click Manage Connections

      4. A table will open showing all configured connections for that integration

      5. Click Add new connection

2. You'll be taken to the Add AWS S3 Connection page

3. Give your connection a clear, descriptive name so you can easily recognize it later

   1. For example: MarketingReports_S3_EU

4. Select an authentication method from the dropdown that matches your security and access setup:

   1. Bucket settings:

      1. Enter the name of your S3 bucket

      2. Optional: Specify a folder or sub-folder within the bucket

      3. Select the region where your bucket is hosted

   2. IAM Role - Bucket on customer's side:

      1. Enter the name of your S3 bucket

      2. Optional: Specify a folder or sub-folder within the bucket

      3. Enter the IAM role ARN (Amazon Resource Name) that WalkMe uses to access the bucket

      4. Select the region where your bucket is hosted

   3. Access key & secret key:

      1. Enter the name of your S3 bucket

      2. Optional: Specify a folder or sub-folder within the bucket

      3. Enter the AWS access key

      4. Identifies the AWS user making the request

      5. Enter the AWS secret key

      6. Authenticates the request and works with the access key to securely sign it

      7. Select the region where your bucket is hosted

5. Click Test Connection to validate that your connection works

   1. If the test is successful, you'll see a confirmation message

   2. If there's an issue, you'll get an error message with steps to fix it

6. Click Save