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

Editing a customer's archiving options

You can view and edit the archiving options for a customer from the Archiving Options tab of the Customer Details page.

Note:

Customer administrators can configure some of these options themselves from the Archive Administration component of the Management Console.

To edit a customer's archiving options

  1. In the left navigation pane, select Customer Service > Customers.
  2. Search for and select the required customer from the customer list.

    See Finding a customer in the customer list.

  3. On the Archiving Options tab, modify the options for the customer, as required.

    Note:

    Some options are displayed or editable only if the customer is configured to use the related primary or secondary services.

    Archiving Options: These options let you configure some properties that relate to the customer's archive. Some of the options are hidden if the company has not purchased the associated feature.

    Enable Send/Reply/Forward

    Determines whether users can send, reply, and forward emails from within the archive.

    Archive BlackBerry Messages

    Determines whether messages from BlackBerry devices are archived, and whether to archive the messages individually or to a centralized mailbox.

    Centralized Mailbox Name

    If you chose to archive BlackBerry messages to a centralized mailbox, the mailbox name must be specified here.

    EC Indicator Active

    Determines whether the optional Email Continuity service is enabled.

    Number of days to store Email

    This setting is associated with the optional Veritas Alta Archiving Email Continuity service. For most customers this value should be set to 0, which sets an unlimited period. If the service is enabled, then by default it saves 7 days of historical emails. You can use this setting to change the number of days for which email can be searched for within the archive.

    Note:

    This setting does not constitute a retention policy. Items are not deleted after this period.

    Is Account Auto Generated

    If this setting is enabled, Veritas Alta Archiving creates archive accounts automatically for any accounts that have not been added to the system. For example, if Veritas Alta Archiving encounters a journaled message that contains an address with the company's domain name but without an archive account, such as a proxy address, it automatically creates an archive account for that address.

    Enablement of this setting can result in a very large number of unwanted archive accounts for aliases and distribution groups.

    Note:

    This setting is disabled by default, and under most circumstances it should never be enabled. Enablement requires the client's written authorization, with an acknowledgement of the implications of this option relating to the billing for additional accounts.

    Email Direction: These options let you select which messages to archive, based on message direction. By default all of the options are selected. We recommend that mail is archived from all message directions, so that the archive reflects the content of the active mailboxes.

    Include Inbound Emails

    Archive the email messages that are sent to email addresses within the customer domain from outside the domain.

    Include Outbound Emails

    Archive the email messages that are sent to email addresses outside the customer domain from inside the domain.

    Include Internal Emails

    Archive the email messages that are sent between email addresses within the customer domain.

    Exclusion Options: These options let you choose whether to archive items for everyone, or to specify a list of users to archive or to exclude.

    Archive emails for all users

    Veritas Alta Archiving attempts to archive all of the items that it receives.

    Archive emails for all users, except anyone listed below

    If you select this option you must enter the email addresses of any users for which Veritas Alta Archiving is not to archive messages.

    Archive emails for the users listed below

    If you select this option you must enter the email addresses of any users for which Veritas Alta Archiving is to archive messages.

    Active Folder Synchronization: This option lets you enable or disable the synchronization of mailbox folders between Outlook and Veritas Alta Archiving.

    Note:

    This option requires the ArchiveTools Folder Sync application. The option is available only if the customer subscribes to the Folder Sync service and has the Folder Sync application configured.

    Status

    Enabled/Disabled

    Number of users Synchronizing

    For information only: The number of mailboxes that Folder Sync is currently synchronizing.

    Last Synchronized

    For information only: The date and time that Folder Sync last performed a folder synchronization.

    Alternate Indexing Options: These options determine how Veritas Alta Archiving indexes archived items.

    Enable native search in alternate languages

    This option determines the languages in addition to English for which Veritas Alta Archiving performs indexing.

    Veritas Alta Archiving performs indexing in English by default. Indexing can be configured for additional languages to enable the search facilities in Alta eDiscovery, Alta Personal Archive, and Mobile Web Access to more fully support searches in those languages.

    Additional language indexing is currently available for Japanese. The indexing uses a Japanese language analyzer, which provides better search results for different Japanese scripts.

    Note:

    For existing customers any changes to this option require the assistance of the Veritas Alta Archiving Operations team.

  4. Click Save if you made any changes.