Veritas Alta™ Archiving : Customer Administration Guide
- About customer administration
- Using the Customer Service tool
- My Config
- Provisioning customers
- About provisioning a customer
- Stages of customer provisioning
- Veritas Alta Archiving customer provisioning prerequisites
- Provisioning a customer
- Configuring the MYOK feature
- Configuring the indexing languages for the new customer
- Configuring the archiving options for a new customer
- Obtaining the credentials of a customer's primary administrator account
- About creating additional administrator accounts for a customer
- Creating and updating archive accounts in bulk from a user upload list
- Creating Google G Suite Gmail archive accounts in bulk from a downloaded Google user list
- Confirming the completion of the new customer order
- Managing customers
- About the Customers page
- Finding a customer in the customer list
- Making a customer a favorite in the customer list
- Accessing customer details
- About the Customer Details page
- Disabling or enabling a customer's access to the archive
- Editing a customer's company details
- Resetting a customer's primary administrator password
- Editing a customer's archiving options
- Viewing and exporting the details of a customer's archive accounts
- Viewing and editing a customer's onboarding checklist information
- Configuring trusted networks for a customer
- Viewing a customer's email retention settings
- Viewing the mail monitoring details for a customer
- About configuring Authentication Management for a customer
- Confirming the completion of a customer order
- Reseller portal
- Distributor portal
- Customer Service administration roles
- Reporting
Finding a customer in the customer list
You can use a variety of search and filter options to find a customer in the list of customers on the Customers page:
To search for a customer in the customer list using a keyword or phrase
- In the Search box above the customer list, type in a word or phrase to search on, and press Enter or click the Search icon.
Customer Service performs a search, and then shows all the customers whose search details match the search criteria you entered.
- To view the details of a customer in the search results, click the required row.
Note:
To clear the search results, remove the text from the Search box, and press Enter.
To search for a customer alphabetically in the customer list
- From the alphabet in the Quick Sort bar, click the letter that matches the initial letter of the customer name.
The customer list then shows all the customers whose initial letter matches the one you selected.
- To view the details of a customer in the search results, click the required row.
Note:
To clear the search results, click All in the Quick Sort bar.
To filter on recently searched customers in the customer list
- Under Custom Filters in the left navigation pane, select Recent.
- Click the Filter icon next to Custom Filters.
The customer list then shows the results of the filter, which filters the last five accounts that you have searched in the Customers list.
- To view the details of a customer in the filtered results, click the required row.
Note:
To clear the filter results, ensure Recent is highlighted in the Custom Filters list, and click the stop filter icon next to the Custom Filters heading.
To filter on favorite customers in the customer list
- Under Custom Filters in the left navigation pane, select Favorites.
- Click the Filter icon next to Custom Filters.
The customer list then shows the results of the filter.
- To view the details of a customer in the filtered results, click the required row.
Note:
To clear the filter results, ensure that Favorites is highlighted in the Custom Filters list, and click the stop filter icon next to the Custom Filters heading.
To filter the customer list by parent partner
- The Partner Filters area lists the parent partners that are associated with your company. If you want to search for a partner in the list, enter your search criteria in the Partner Filters search box.
- Under Partner Filters in the left navigation pane, click the name of the parent partner on which you want to filter.
- Click the Filter icon next to Partner Filters.
The customer list then shows the results of the filter.
- To view the details of a customer in the filtered results, click the required row.
Note:
To clear the filter results, click the stop filter icon next to the Partner Filters heading.