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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.

This is where the call recordings will be saved.
  1. Sign in at https://aws.amazon.com/console/.
  2. Select S3 and then select + Create Bucket.
  3. Complete the following configuration settings:
    1. Add a name and select a region and then select Next.
    2. Accept the default configuration and then select Next.
    3. Accept the default permissions and then select Next.
    4. Review the settings and then accept by selecting Create Bucket.

2. Create the access policy.

This will allow you to upload call recordings and use the call recording playback feature in call reports.
  1. Select AWS on the top left to return to the main console.
  2. Use Find Services to search for and choose IAM.
  3. Select Access Management in the left navigation menu.
  4. Select Policies and then select Create Policy.
  5. From Select a Service > Service, search for and choose S3.
  6. From the Actions Pane, choose the following options:
    • Under Write, choose AbortMultipartUpload and PutObject.
    • Under List, choose ListBucket.
    • Under Read, choose 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. Select Add ARN.
    2. Choose the bucket name you just created and then check the Any box.
    3. Select Add.
  8. Choose Next: Tags.
  9. Optional: Add tags to help identify, organize and search for resources.
  10. Choose Next: Review. Review the Review Policy to set the Name and Description fields.
  11. Select 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

The following steps are required to create a user that will be used by GoTo Connect to upload recordings.
  1. Select AWS on the top left to return to the main console.
  2. Use Find Services to search for and choose IAM.
  3. Select Access Management in the left navigation menu.
  4. Select User and then select Add User.
  5. Complete the User Name field and then check Programmatic Access from Select AWS Access Type > Access Type.
  6. Optional: Enable the Provide user access to the AWS Management Console check box if you would like to grant additional console access to users.
  7. Select the Next: Permissions button.
  8. From Set Permissions, choose Attach Existing Policies Directly.
  9. Using the search box, search for and choose the policy created in section 2.
  10. Select Next: Tags > Next: Review at the bottom right corner of the page.
  11. Review the information carefully and then select Create User.
What to do next: Download the .csv and note the AWS Access Key ID, AWS Secret Access 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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