Veritas Alta™ Archiving : Customer Administration Guide

Last Published:
Product(s): Veritas Alta Archiving (1.0), Veritas Alta eDiscovery (1.0)
  1. About customer administration
    1.  
      About Veritas Alta Archiving customer administration
    2.  
      Revision history
    3.  
      Obtaining the customer and partner administration documentation
    4.  
      About customers, partners, and provisioning
  2. Using the Customer Service tool
    1.  
      About the Customer Service tool
    2.  
      Accessing the Customer Service tool
  3. My Config
    1.  
      Viewing your company's configuration details
  4. Provisioning customers
    1.  
      About provisioning a customer
    2.  
      Stages of customer provisioning
    3.  
      Veritas Alta Archiving customer provisioning prerequisites
    4.  
      Provisioning a customer
    5.  
      Configuring the MYOK feature
    6.  
      Configuring the indexing languages for the new customer
    7.  
      Configuring the archiving options for a new customer
    8.  
      Obtaining the credentials of a customer's primary administrator account
    9.  
      About creating additional administrator accounts for a customer
    10.  
      Creating and updating archive accounts in bulk from a user upload list
    11. Creating Google G Suite Gmail archive accounts in bulk from a downloaded Google user list
      1.  
        Downloading a list of users from the Google Admin console
      2.  
        Converting a Google user list CSV file to the required format for the bulk import process
    12.  
      Confirming the completion of the new customer order
  5. Managing customers
    1.  
      About the Customers page
    2.  
      Finding a customer in the customer list
    3.  
      Making a customer a favorite in the customer list
    4.  
      Accessing customer details
    5.  
      About the Customer Details page
    6.  
      Disabling or enabling a customer's access to the archive
    7.  
      Editing a customer's company details
    8.  
      Resetting a customer's primary administrator password
    9.  
      Editing a customer's archiving options
    10.  
      Viewing and exporting the details of a customer's archive accounts
    11.  
      Viewing and editing a customer's onboarding checklist information
    12.  
      Configuring trusted networks for a customer
    13.  
      Viewing a customer's email retention settings
    14.  
      Viewing the mail monitoring details for a customer
    15.  
      About configuring Authentication Management for a customer
    16.  
      Confirming the completion of a customer order
  6. Reseller portal
    1.  
      About reseller portal
    2.  
      Viewing reseller details
    3.  
      Generating billing report
  7. Distributor portal
    1.  
      About distributor portal
    2.  
      Viewing distributor details
    3.  
      Generating billing report
  8. Customer Service administration roles
    1.  
      About Customer Service administration roles
    2.  
      Changing the permissions for a built-in Customer Service administration role
    3.  
      Creating custom Customer Service administration roles
    4.  
      Editing, renaming, or deleting custom Customer Service administration roles
    5.  
      Assigning Customer Service administration roles
  9. Reporting
    1.  
      About reporting in Customer Service
    2.  
      Viewing the Customer Service reports
    3.  
      Creating subscriptions to the Customer Service reports

About customers, partners, and provisioning

The terms customer, partner, and provisioning all have specific meanings in the context of Veritas Alta Archiving:

  • Provisioning refers to the creation of new instances of email archives, and the configuration of primary and secondary services in Veritas Alta Archiving. Provisioning also encompasses providing all of the necessary archive software and access permissions.

  • A customer is a company that receives an Veritas Alta Archiving archive and archive services for its own use.

    A customer can access the Archive Administration tab in the Veritas Alta View Compliance and Governance Management Console, from where it can manage its own users and services, and generate reports.

  • A partner resells Veritas Alta Archiving services, and has the rights to manage customer archives created under the partner group on behalf of customers. A partner may or may not also be a customer. A child partner resells archive services, and is managed by its parent partner. A partner customer is the customer of a child partner.

    A partner cannot create child partners or customers under its own instance, and it cannot add or remove services. These actions require an order to be placed through Veritas.

A partner or child partner can access the following tabs of the Veritas Alta View Compliance and Governance Management Console, subject to the services it is licensed for.

Table: Veritas Alta View Compliance and Governance Management Console tabs and their purpose

Tab in Veritas Alta View Compliance and Governance Management Console

Description

Partner Management tab

Provides access to the Partner Management tool, for provisioning and managing child partners.

Customer Service tab

Provides access to the Customer Service tool, for provisioning and managing customers.

Archive Administration tab

Provides access to the Archive Administration tool, for managing your own company's archive.

Note:

The tools and options that are available to you also depend on the administration roles that are assigned to the Veritas Alta Archiving administrator account with which you access the Veritas Alta View Compliance and Governance Management Console.