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

Converting a Google user list CSV file to the required format for the bulk import process

A CSV file of Google users that has been downloaded from the Google Admin console can be converted to a format that is suitable for use with the bulk user account creation process.

Note:

This procedure uses the Veritas Alta Archiving Google CSV Converter tool (version 1.0.0.2) to process the Google CSV file.

To convert the Google user list CSV file to the required format for the bulk import process

  1. Check the contents of the output Google CSV file that the client has supplied. Note the following:

    • The import process uses only the first three columns from the Google CSV file, namely Email address, First name, and Last name. These three columns must be present in the CSV file. The rest of the columns and their content are ignored for the purposes of the conversion.

    • The CSV file name must not contain any special characters.

  2. Obtain the Veritas Alta Archiving Google CSV Converter tool, and double-click the file Google CSV Converter.exe to start it.

    Note:

    For more details of the conversion process, refer to the Transfer of Information (TOI) document that accompanies the converter tool.

  3. Click Load File and select the Google CSV file that you want to convert.

    The CSV Input pane then displays the contents of the loaded CSV file.

  4. Under Configuration, select the check boxes for the generic archive account configuration options.

    Note:

    These options are applied generically for all of the users, but you have the opportunity later in the procedure to edit the values manually for individual users.

    Choose the generic options as follows:

    • Select Is Archive to enable archiving to the archive account.

    • Select Personal Archive to enable login to Alta Personal Archive for the account.

    • Under Role, select the role for each archive account. You can choose from Account, Reviewer, or Administrator.

    • If you choose Administrator as the role, you can optionally select the View All Accounts check box, to add the ability to view all accounts.

    • If you choose Administrator as the role, the Enter Built-In Privilege option becomes available. Select this option to specify a built-in privilege for the user, and then select the privilege from the Built-In Privilege radio buttons.

  5. Click Convert to create the initial definition for the output file.

    The Preview window shows the current definition for the content of the output file.

  6. Examine the values in the Preview window, and if required make any manual changes to the values for any individual users.

    Note:

    You can change the generic configuration settings and rerun the Convert if you want, but this action overwrites any manual changes you have made in the Preview window.

  7. Click Save to save the output file content as currently defined in the Preview window.

    When you name the output CSV file, do not include any special characters.

  8. Close the Google CSV Converter tool.

    You can now check the output CSV file, and use it as a user upload list for the bulk creation of users.

    See Creating and updating archive accounts in bulk from a user upload list.