Arctera™ Insight Management Console Help

Last Published:
Product(s): Veritas Alta eDiscovery (1.0)
  1. Getting started
    1.  
      About Arctera Insight Management Console
    2.  
      Prerequisites for using Arctera Insight Management Console
    3.  
      Arctera Insight Management Console web browser support
    4.  
      What's new in this release
    5.  
      Signing in to Arctera Insight Management Console
    6.  
      Signing out from Arctera Insight Management Console
    7.  
      Resetting a forgotten password
    8.  
      Changing your profile password
  2. Archive Overview
    1. About Archive Overview
      1.  
        Archive Usage
      2.  
        Sync Activity
      3.  
        Roles
    2.  
      Viewing the Archive Usage Snapshot report
  3. Working with Dashboard
    1.  
      About dashboard
    2.  
      Monitoring a status of active archives
    3.  
      Monitoring storage consumption
    4.  
      Monitoring a status of Insight Capture collectors activities
    5.  
      Monitoring a status of transcription service usage
  4. Managing Configurations
    1.  
      About the Configuration page
    2.  
      Viewing provisioned services
    3.  
      Selecting options to provision and manage user accounts
    4. About Provisioning
      1.  
        Configuring the Insight Personal Archive deployment options
      2.  
        Configuring the administrator notification options
    5.  
      CloudLink Sync Summary
    6. About Managed Tags
      1.  
        Creating a managed tag
      2.  
        Assigning a managed tag to users
      3.  
        Changing the retention policy associated with a managed tag
      4.  
        Deleting a managed tag
    7. About Account Management
      1.  
        Searching for archive accounts
      2.  
        Using search filters
      3.  
        Creating an archive account
      4.  
        Viewing and editing the archive account details
      5.  
        About the Account Details page
      6.  
        Editing an archive account
      7.  
        Deleting an archive account
      8.  
        Deploying users
      9.  
        Enabling services for existing archive accounts
      10.  
        Configuring the MYOK feature
      11.  
        Removing user access
      12.  
        Disabling bulk user accounts
      13.  
        Editing Mobile Web Access permission for existing archive accounts
      14.  
        Unlocking an archive account
      15.  
        Exporting archive account information
      16.  
        Editing contact details of a system administrator
  5. Managing Archive Collectors
    1.  
      About Archive Collectors
    2.  
      Adding new archive collectors
    3.  
      Updating configuration of existing archive collectors
    4.  
      Stopping or restarting import job of archive collectors
    5.  
      Viewing the latest status of Archive Collectors
    6.  
      Cloning archive collectors
    7.  
      Deleting an existing archive collector
    8.  
      Deleting a history of archive collectors
    9. About Exchange Online Archiving
      1.  
        Setting up modern authentication in Azure AD for Exchange Online sync
      2.  
        Configuring Exchange Online sync
      3.  
        About Exchange Online folder synchronization
      4.  
        Prerequisite for migrating Exchange Online Users configured with Folder Sync to Exchange Online Folder Synchronization
      5.  
        Configuring Exchange Online folder synchronization
      6.  
        Configuring Microsoft Azure Active Directory Group synchronization
    10.  
      About Bloomberg Archiving
    11. About Google Chat Archiving
      1.  
        Configuring Google Chat Archiving
    12. About Google Workspace Archiving
      1.  
        Configuring Google Workspace for SAML and SSO authentication to your custom SAML app
      2.  
        Enabling the Google Workspace service
      3.  
        Configuring Google Workspace Archiving Collector
    13. About SCIM Archiving
      1.  
        Configuring SCIM collectors by using SCIM provisioning
      2.  
        Configuring SCIM archiving by using MS Office 365
    14. About Import Collector
      1.  
        Configuring an Import collector
    15. About Insight Capture Services Archiving
      1.  
        Enabling Insight Capture Services for Archiving
      2.  
        Configuring Capture Services for Archiving
    16. About Audio-Video Archiving
      1.  
        Configuring audio-video archiving collectors
    17. About Audio-Video Archiving using NTR-X Collectors
      1.  
        Configuring audio-video archiving using NTR-X collectors
    18. About Dubber Speik SMS Archiving
      1.  
        Configuring Dubber Speik SMS archiving collectors
    19. About Dubber Speik Recordings Archiving
      1.  
        Configuring Dubber Speik Recordings archive collectors
    20. About Text-Delimited Archiving
      1.  
        Configuring Text-Delimited archiving collectors
    21. About XSLT-XML Archiving
      1.  
        Configuring XSLT-XML archiving collectors
    22. About JSON Archiving
      1.  
        Configuring JSON archiving collectors
    23. About iMessage Archiving
      1.  
        Configuring iMessage archiving collectors
    24. About LinkedIn Archiving
      1.  
        Configuring LinkedIn archiving collectors
    25. About Signal Archiving
      1.  
        Configuring Signal archiving collectors
    26. About Verint Archiving
      1.  
        Configuring Verint archiving collectors
    27. About WeChat Archiving
      1.  
        Configuring WeChat archiving collectors
    28. About WhatsApp Archiving
      1.  
        Configuring WhatsApp archiving collectors
  6. Managing Roles and Permissions
    1.  
      About Role Management
    2.  
      Editing the built-in administrator roles
    3.  
      Creating custom administrator roles
    4.  
      Assigning administrator roles to an archive account
    5.  
      Assigning the reviewer role to an archive account
    6.  
      Assigning several archive accounts for monitoring
  7. Managing Policies
    1.  
      About Policy Management
    2.  
      Configuring archive options
    3.  
      Enabling and disabling account archiving
    4.  
      Configuring the InsightAI feature
    5.  
      Configuring an advanced password policy
    6.  
      Configuring trusted networks for Arctera Insight Archiving access
    7.  
      Managing Custom Headers
    8.  
      Managing Discard Rules
  8. Managing Authentication
    1.  
      Configuring the Arctera Insight Archiving authentication service
    2.  
      Enabling the Authentication Settings permission for the Policy Manager role
    3.  
      Assigning the Policy Manager role to an administrator
    4.  
      Selecting an authentication method
    5.  
      Uploading a token-signing certificate
    6.  
      Validating the Identity Provider URL
    7.  
      Activating single sign-on
  9. Managing Retention Policies
    1.  
      About Retention Management
    2.  
      Supported retention scenarios for WORM and non-WORM Insight Archiving customers
    3.  
      Configuring the default retention period
    4.  
      Creating a retention policy
    5.  
      Editing a retention policy
    6.  
      Deleting a retention policy
    7.  
      Associating a retention policy with a policy target
    8.  
      Disassociating a retention policy from a policy target
    9.  
      Enabling and disabling the storage expiry setting
    10.  
      Viewing the storage expiry status table
  10. Managing Email Continuity Services
    1.  
      About Email Continuity
    2.  
      Email Continuity prerequisites
    3.  
      Configuring Email Continuity
    4.  
      Provisioning the Email Continuity service for your mail servers
    5.  
      Adding the Email Continuity IP ranges to your firewall and mail server allowlists
    6.  
      Updating your email security provider routing configuration
    7.  
      Testing the Email Continuity configuration
    8.  
      Managing Email Continuity
    9.  
      Email Continuity FAQ
  11. Managing Reports and Notifications
    1.  
      About Arctera Insight Archiving reports and notifications
    2. Reports
      1.  
        Generating Messaging reports
      2.  
        Generating Insight Personal Archive reports
      3.  
        Generating Mobile Web Access reports
      4.  
        Generating Insight eDiscovery reports
      5.  
        Generating an Insight Surveillance specific Report
      6.  
        Generating Transcription reports
    3. Usage
      1.  
        Generating a service usage report
      2.  
        Generating a mailbox statistics report
      3.  
        Generating an archived message size report
      4.  
        Generating a capacity trend report
    4. Logs
      1.  
        Viewing the Activity Log
      2.  
        Viewing the Message Log
      3.  
        Viewing the Usage Log
      4.  
        Creating a Retention Log Report
      5.  
        Viewing the Mobile Browser Log
      6.  
        Viewing the Personal Browser Log
      7.  
        Viewing the Discovery Browser Log
      8.  
        Subscribing to receive SIEM/SOAR Logs
    5. Notifications
      1.  
        Enabling or disabling usage notifications
      2.  
        Changing the usage notification threshold and frequency
      3.  
        Adding or removing email addresses for usage notifications
    6.  
      Generating Insight Capture-specific reports
  12. Classification
    1.  
      About classification
    2.  
      Which emails get classified?
    3.  
      Steps for setting up classification
    4.  
      Accessing the Arctera Insight Classification
    5.  
      Arctera Insight Archiving item properties for use in custom classification policies
  13. Managing Data Import
    1.  
      About Import Data
    2.  
      Importing data into archives
  14. AD FS Configuration Guide
    1.  
      Configuring AD FS to work with Arctera Insight Archiving
    2.  
      Adding a relying party trust for Arctera Insight Archiving
    3.  
      Generating a token-signing certificate

Signing in to Arctera Insight Management Console

Before you access Arctera Insight Management Console, you must log in using your Arctera Insight Archiving credentials.

To log in to Arctera Insight Management Console

  1. In a supported browser, enter the Arctera Insight Management Console URL.

    Note:

    Contact your administrator if you do not know your Arctera Insight Management Console URL or you need access permission for Arctera Insight Management Console.

    For more information on supported browsers, see Arctera Insight Archiving Compatibility List.

  2. Enter your username and password on the authentication screen.

    Note:

    Consecutive incorrect password entries lock your account. If you forget your password, you can reset it. See Resetting a forgotten password.

  3. Under Security, select a security option.

    Refer to the following table for more information:

    This is a public computer

    Arctera Insight Management Console prompts you for your credentials each time you access the Login page and automatically logs you out after 20 minutes of inactivity.

    This option is the default option selected.

    If the ongoing session on the public computer remains idle for 20 minutes, the application displays an alert to extend the session.

    • Click Extend to extend the session within 60 seconds. Else, the session ends automatically. After you extend the session, the session timeout interval is set to another 20 minutes of the idle session.

    • Click End to end the session.

    This is a private computer

    Arctera Insight Management Console caches your credentials for one year and lets you bypass the Login page after you log in successfully. To clear your credentials from the cache, log out of Arctera Insight Management Console.

    Arctera Insight Management Console automatically logs you out after 10 hours of inactivity.

    If the ongoing session on the private computer remains idle for 10 hours, the application displays an alert to extend the session.

    • Click Extend to extend the session within 60 seconds. Else, the session ends automatically. After you extend the session, the session timeout interval is set to another 10 hours of the idle session.

    • Click End to end the session.

  4. Click Sign In.
  5. If the multi-factor authentication (MFA) is enabled for you, the OTP field appears on the authentication screen.

    This email-based authentication and the Time-based One Time Password (TOTP) authentication enhances the access and data security of Management Console. Administrators have the permission to enable or disable multi-factor authentication at the user and tenant level.

    • If the email-based authentication (EML) is enabled for you, a one-time password (OTP) is sent to your registered email address for authentication and access to the application. This OTP remains valid for 5 minutes from the time of receiving the email.

      Manually enter the OTP on the authentication screen within 5 minutes. Copy-pasting the OTP is not allowed. If you fail to provide OTP within 5 minutes of receiving it, the application displays a message that the OTP has expired. To obtain a new OTP, click Resend OTP. The application sends a new OTP.

    • If the Time-based One Time Password authentication (TOTP) is enabled for you, the application redirects you to an Authenticator Setup page as shown in the sample image below.

      Scan the QR Code using the Google or Microsoft Authenticator app on your mobile phone at the time of your first login

      Configure the Authenticator app on your mobile phone. See Configuring the Authenticator app on your mobile phone.

      Click Continue to get a time-based OTP in the Authenticator app.

      Enter that OTP in the OTP field of the Authentication page, and click Continue.

Configuring the Authenticator app on your mobile phone

If you have previously created an account for same user, please remove that entry and attempt to complete the setup again.

To install the Microsoft Authenticator app on your phone

  1. While installing the app, if prompted, allow notifications about the app.
  2. Upon installation, open the app and click the plus (+) icon at top and select Work or School account or Other account.
  3. Add your work account by using any of the following methods:
    • Use the installed authenticator app to scan the QR Code provided on the authentication page of Arctera Insight Archiving application.

    • Sign in with your application credentials and follow the screen instructions.

    Upon successful scanning or signing in, your account gets connected to Microsoft Authenticator.

To install the Google Authenticator app on your phone

  1. While installing the app, if prompted, allow notifications about the app.
  2. Upon installation, log in with your Google account credentials. Scroll down and click the plus (+) icon.
  3. Scan the QR Code with the Google Authenticator app. Your account gets connected to the Google Authenticator app.
Resetting the Authenticator device for users

As an administrator, you can reset the Authenticator device for users if the user accidently removes the account from authenticator app or misplaces the device on which the app is installed. Users can request you to setting up a new device at the next login.

To reset the Authenticator device for a user

  1. On the Arctera Insight Management Console, select Configuration > Account Management.
  2. Search for and select the account for which you want to reset the Authenticator device.
  3. Click Edit to view the user account details.
  4. Under the Status section, click Remove adjacent to the Authenticator Device field as shown in the sample image below.
About the New Features updates

Upon successful sign-in, the New Features window appears, presenting the latest release updates for Arctera Insight Management Console, Insight eDiscovery, Insight Personal Archive, Insight Capture, and Insight Surveillance as shown in the sample image below.

  • To temporarily hide this window, click Close.

  • To access this window later, click the profile icon and choose Show New Features.

  • To permanently hide this window, click Do Not Show Again. Subsequently, upon next login, this window will no longer appear. To enable its visibility, contact your system administrator. However, it will reappear automatically with the next release updates.

  • To read the complete release notes document, click View Detailed Release Notes.