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

Viewing distributor details

To view distributor details

  1. In the left navigation pane, select Customer Service > Distributor Portal.

    The Distributor Portal View page provides you with the following details of distributors:

    Column Heading

    Description

    Customer Name

    Lets you view customer name.

    Reseller Name

    Lets you view the name of the reseller associated with the customer.

    Last Login

    Lets you view the date of the last login to the services by the customers. This information provides the date when the customers most recently accessed or logged in to the provided services.

    Admin Contact

    Lets you view the contact email address of the administrator from customers side. This email address serves as the point of contact for administrative purposes and communication related to the customer accounts or services.

    Primary Usage

    Lets you view the percentage of primary services usage by the customer.

    Secondary Usage

    Lets you view the percentage of secondary services usage by the customer.

    Storage Allocation(GB)

    Lets you view the storage space (in GB) allocated to customer.

    Storage Usage

    Lets you view the ratio of allocated to utilized storage by customer.

    Storage Overage(GB)

    Lets you view additional storage space (in GB) utilized beyond allocated space by customers for data storage.

    Transcription Allocation(GB)

    Lets you view the space (in GB) allocated to customers for transcription-specific services.

    Transcription Usage

    Lets you view the space (in GB) actually utilized by customers for transcription-specific services.

    Transcription Overage(GB)

    Lets you view additional storage space (in GB) utilized beyond allocated space by customers for transcription services.

    Renewal Date

    Lets you view the Zuora subscription expiration date if the Zuora subscription service is enabled for customers. If the service is disabled, this field remains blank.

    PA Quota

    Lets you know number of Alta Personal Archive licenses allocated to a customer.

    # of PA Accounts

    Lets you know number of Alta Personal Archive accounts used by a customer.

    PA % Used

    Lets you know percentage of Alta Personal Archive licenses utilized by a customer.

    Personal Archive Last Accessed

    Lets you know the last access date of Personal Archive within the past six months.

    eDiscovery Quota

    Lets you know number of Alta eDiscovery licenses allocated to a customer.

    # of eDiscovery Accounts

    Lets you know number of Alta eDiscovery accounts used by a customer.

    eDiscovery % Used

    Lets you know percentage of Alta eDiscovery licenses utilized by a customer.

    eDiscovery Last Accessed

    Lets you know the last access date of Alta eDiscovery within the past six months

    EC Quota

    Lets you know number of Email Continuity licenses allocated to a customer.

    # of EC Accounts

    Lets you know number of Email Continuity accounts used by a customer.

    EC % Used

    Lets you know percentage of Email Continuity licenses utilized by a customer.

    Surveillance Quota

    Lets you know number of Alta Surveillance licenses allocated to a customer.

    # of Surveillance Accounts

    Lets you know number of Alta Surveillance accounts used by a customer.

    Surveillance % Used

    Lets you know percentage of Alta Surveillance licenses utilized by a customer.

    Surveillance Last Accessed

    Lets you know the last access date of Alta Surveillance within the past six months

    Last Journal

    Lets you know when was the journal feed last active.

    Usage Over Time

    Lets you view user account wise usage overage of services.

    To access this report, locate the Usage Over Time column in the corresponding row and click Show Report link. Specify the duration and interval, then click Apply. This report is identical to the Service Usage Report > User Statistics Report.

    User List

    Lets you export the latest user list per customer.

    To access a list of users and their details, locate the User List column in the corresponding row and click Export.

    Usage Notification Enabled

    When your user account is enabled for usage notification, this field allows you to see a list of redacted email addresses for sending overage notification emails. Notifications are not sent to users with the user notification option disabled.

    Note:

    Only administrators have permission to enable usage notification for other user accounts.

    To access a list of email addresses for sending the overage notification emails, locate the Usage Notification Enabled column in the corresponding row and click Show Emails link.

    Capacity Trend Report

    Presents data for each user account, showing their allocated and utilized storage capacity for a specified duration.

    This report helps in gauging proximity to licensed and utilized storage limits to proactively decide on acquiring extra storage or receiving advance notifications to prevent overage charges.

    To access a report for a specific user account, locate the Capacity Trend Report column in the corresponding row and click Show Report link. Specify the duration and interval, then click Apply.

    Transcription Trend Report

    Presents data for each user account, showing their allocated and utilized transcription service for a specified duration.

    This report helps in gauging proximity to licensed and utilized transcription service limits to proactively decide on acquiring extra storage or receiving advance notifications to prevent overage charges.

    To access a report for a specific user account, locate the Transcription Trend Report column in the corresponding row and click Show Report link. Specify the duration and interval, then click Apply.

  2. By default, the application displays a fewer columns. To view additional columns and access more details on the page, do the following:
    • Click the Column icon in the top-right corner of the page as shown in the sample image below.

    • Select the column you want to see on page and click Apply as shown in the sample image below.

  3. To search for and select the distributor, perform any of the following steps:
    • Use navigation arrows at the bottom of the page for easy access to the first, previous, next, and last pages.

    • To find the required distributor, in the Search field, enter the keywords that characterize the distributor name that you want to search for, and then press ENTER on a keyboard or click the Search icon.

  4. To view the details of specific resellers, expand the Filter by resellers section located near the navigation pane, and select the required resellers as shown in the sample image below.

    The page displays records for the selected resellers only.