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
Editing a customer's company details
You can view and edit the details of a customer's company from the Company Details tab of the Customer Details page.
To edit a customer's company details
- In the left navigation pane, select Customer Service > Customers.
- Search for and select the required customer from the customer list.
- On the Company Details tab, as required update the fields explained in the following section, and click Save.
The Company Details section of the Company Details tab shows settings for the company and its archive.
Note:
Some of these settings cannot be changed.
The settings are as follows:
Company Name | The customer company name. Note: Never change the company name unless you have the client's request to do so and you have provided the required notification to other internal teams including Order Services, Billing, and Provisioning. |
The amount of storage in gigabyte (GB) utilized by the customer. It includes the data of emails and collaboration messages. The subscription renewal team can easily view the current storage utilization by the customer and take billing-specific decisions. | |
Parent Partner | The company name of the parent partner. Note: You cannot change the parent partner for a customer in the Customer Service tool. |
Billing Number | The customer's Billing Number, displayed where applicable. |
Oracle ID | The customer's Oracle database ID. An Oracle ID is now mandatory for all companies. If you edit the details of a company that previously had no Oracle ID assigned, you must assign an Oracle ID before you can save the changes. If you enter an Oracle ID that is already assigned to one or more customers, a Confirm dialog shows the details of those assignments. You can then choose whether to continue with the specified Oracle ID. |
Manage Retention Settings | Lets the customer access the retention management settings in Archive Administration, to perform retention management for its company. |
Created On | The date and time when the customer archive was established. |
Updated On | The date and time when the customer archive was last updated. |
Last Access Date | The date and time when the customer archive was last accessed. |
Default Time Zone | The default time zone for the customer. |
Default Date Format | The default date format for the customer. |
Admin Account Details | Click the link to view the Admin Account Details dialog. The dialog shows the email address and the user name for the company's primary administrator account. From the Admin Account Details dialog you can also reset the primary administrator password if required. |
Note:
To view the Veritas Alta Archiving archive access and management URLs for the customer, click in the button bar at the top of the page.
The Services section of the Company Details tab lists the primary Veritas Alta Archiving services and secondary Veritas Alta Archiving services that are registered for the customer. The section also shows the current number of users for each service.
Note:
For more information about any service, point to its name in the Product column.
The Veritas Alta Archiving Order Services team processes client requests for additional primary services or secondary services, or for an increase the number of accounts.
To add a primary service or secondary service for the customer, select the check box for that service. Then complete any additional information that the Customer Service tool prompts you to provide.
Note:
The available secondary services depend on which primary services are selected.
Primary Services:
Personal Archive | Allows an administrator to deploy Alta Personal Archive and create new archives. |
Alta eDiscovery | Allows an administrator to designate Alta eDiscovery reviewers. |
Email Continuity | Lets you configure the Veritas Alta Archiving email continuity feature. If you select this service, the Email Continuity Options section becomes available on the Company Details tab to enable you to configure settings for this feature. For more information about provisioning the Email Continuity service, see the Veritas Alta Archiving Email Continuity Provisioning Guide, which is available from our internal Support website. See Obtaining the customer and partner administration documentation. |
Allows an administrator to designate reviews. |
Secondary Services:
Personal Archive for BlackBerry | Enables the support for the Personal Archive for BlackBerry service. If you select this service, additional options appear in the Archiving Options section of the Archiving Options tab to let you configure how BlackBerry messages are archived. |
Exchange Folder Synchronization | Enables the support for the optional ArchiveTools Folder Sync application. If you select this service, the Active Folder Synchronization options become available on the Archiving Options tab to let you enable or disable Folder Sync. |
Exchange Online Folder Synchronization | Exchange Online folder synchronization is an add-on service to personal Archive. Before you select this secondary service, ensure that you have selected the Personal Archive check box under Primary Services. This feature is useful for Exchange Online folder synchronization on cloud. Enables you to synchronize mailbox folders natively from the Veritas Alta View Compliance and Governance Management Console, while the Archive Tool synchronizes on-premise Exchange Online mailbox folders. |
SharePoint Archiving | Enables the support for the optional ArchiveTools for SharePoint feature, which lets users of Alta eDiscovery direct SharePoint documents to their archive. This option requires the Alta eDiscovery primary service to be selected. |
Salesforce Chatter Archiving | Enables the support for archiving of Salesforce Chatter messages. This option requires the Alta eDiscovery primary service to be selected. |
Office 365 Personal Archive Collection | This feature is no longer supported. |
Box File Archiving | Enables the support for file archiving from specified Box accounts. |
Lync On-Premise Archiving | Enables support for the archiving of conversations from a Microsoft Lync on-premises server, through the Veritas Alta Archiving Lync Connector on-premises application. Note: If you select this option then under Journal Addresses you must configure at least one journal address with the mail server type Lync OnPrem. |
Alta Classification | Enables support to analyze the emails to assign classification tags. |
Bloomberg Archiving | Enables support for the archiving of Instant Bloomberg and Bloomberg messages. |
The Domains section of the Company Details tab contains information about the domains that are specified for the customer's company.
You can add additional domains if required, as follows:
In the Domain box, type in a domain name, omitting the "www" prefix. The domain name cannot include any special characters.
Note:
For Google G Suite Gmail archiving, enter the domain name that the customer has registered with Google.
Click Add.
If you specify more than one domain, choose which domain is the primary domain by selecting the check box next to that domain.
The Email Continuity section of the Company Details tab contains information about the optional Email Continuity feature, if it is configured. Email Continuity provides a back-up email system if the customer's primary mail server fails.
Note:
This section appears only if the Email Continuity service was selected for the customer.
The Email Continuity section specifies the following information:
: The AV/AS provider, which must be selected from the drop-down menu.
: The IP address of the mail server for the continuity service.
: The domain name, which must be specified from the drop-down menu.
The Journal Addresses section of the Company Details tab lists the email addresses that are configured for journaling, and the associated mailbox type. All emails that journal from the customer's servers to these addresses are available to archive, if journaling is configured appropriately. You can specify multiple journal addresses if required.
If you need to add a journal address for the customer, you can do so as follows:
In the Address box, type in the journal address for the customer, without the "www" prefix. The journal address cannot include any special characters, other than a dash.
Then, from the drop-down menu that is adjacent to the Address box, select the journaling domain. The menu lists any custom journal domains for the partner, its child customers, and child partners.
Note:
For Google G Suite Gmail journaling, the journal address should match the journal address that you provide to the customer for specifying in the Google Admin console.
In the Mail Server Type box, select the mail server type from the drop-down menu.
Note:
For Google G Suite Gmail journaling, select .
Click to add the journal address details.
To add another journal address, repeat these steps. Bear in mind that customers typically journal to one address only for each mail server type.