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How do I set up an AWS bucket for call recording storage?

    Learn how to set up an Amazon S3 bucket so that you can access your call recordings any time.
    Before you begin: You must have an account with Amazon S3 Services. For help, check out Amazon’s help docs.

    1. Create a bucket.

    About this task: This is where the call recordings will be saved.
    1. Log in at https://aws.amazon.com/console/.
    2. Click S3 and then click + Create Bucket.
    3. Complete the following configuration settings:

      1. Add a name and select a region and then click Next.
      2. Accept the default configuration and then click Next.
      3. Accept the default permissions and then click Next.
      4. Review the settings and then accept by clicking Create Bucket.

    2. Create the access policy.

    About this task: This will allow you to upload call recordings and use the call recording playback feature in call reports.
    1. Click AWS in the top left corner to return to the main console.
    2. Use Find Services to search for and select IAM.
    3. Click Access Management in the left navigation menu.
    4. Click Policies and then click Create Policy.
    5. From Select a Service > Service, search for and select S3.
    6. From the Actions Pane, select the following options:

      • Under Write, select AbortMultipartUpload and PutObject.
      • Under List, select ListBucket.
      • Under Read, select GetObject if you want to use the call recording playback feature.

    7. From the Resources Pane, complete the following settings for the bucket and object sections:

      1. Click Add ARN.
      2. Select the bucket name you just created and then check the Any box.
      3. Click Add.

    8. Click Review Policy to set the Name and Description fields.
    9. Click Create Policy.

      Tip: To make sure the policy was created successfully, try searching for it by name in the policy search box.

    3. Create the GoTo Connect User

    About this task: The following steps are required to create a user that will be used by GoTo Connect to upload recordings.
    1. Click AWS in the top left corner to return to the main console.
    2. Use Find Services to search for and select IAM.
    3. Click Access Management in the left navigation menu.
    4. Click User and then click Add User.
    5. Complete the User Name field and then check Programmatic Access from Select AWS Access Type > Access Type.
    6. Click the Next: Permissions button.
    7. From Set Permissions, select Attach Existing Policies Directly.
    8. Using the search box, search for and select the policy created in section 2.
    9. Click Next: Tags > Next: Review at the bottom right corner of the page.
    10. Review the information carefully and then click Create User.
    What to do next: Download the .csv and note the AWS Access Key ID, AWS Secret Acccess Key, along with the bucket name you created in section 1, as these are required to connect this bucket to your phone system for proper storage.
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