Veritas Alta™ Archiving : Customer Administration Guide

To create the archive instance for a customer

1. In the left navigation pane of Archive Administration Console, select Customer Service > Customers.
2. On the Customers page, click Add Customer.
3. In Company Details, select the Parent Partner:

   • To provision a direct customer, select Symantec Hosted Exchange (SHS).

   • To provision a customer for a partner, select that partner as the parent partner.

4. Complete the remainder of the options in the Company Details section, as follows:

   Company Status	This option should be set to Enable.
   Company Type	Select from the following: Production: Customer has purchased the service. Trial: Customer has chosen to trial the service. Demo: Use for internal or test accounts only.
   Organization Size (Trial Companies Only)	If you chose Trial as the company type, indicate the number of trial users.
   Number of Days Trial (Trial Companies Only)	If you chose Trial as the company type, enter the number of days for the trial period.
   Company Name	Enter the name for the new customer company.
   Parent Partner	Select the parent partner or upstream partner who created the current partner. If you are creating a partner, this field allows you to create a new partner on behalf of a downstream partner.
   Advanced Service Contract	Select this check box only if the customer purchased through the advanced service provider. This field indicates the customer purchases through or is an advanced service provider.
   Oracle ID	Enter the Oracle ID for the customer. This field is mandatory. 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.
   Storage Capacity	Specify the storage space (in TB) to be provided to the customer.
   Manage Retention Settings	Select this option only if you want the customer to be able to configure its retention management settings. Note: For more information about setting up retention management, see the section about retention management in the Archive Administration help.
   Manage WORM Settings	Select this check box if the customer has purchased a 7 year or a 10 year Veritas Alta eDiscovery Suite option. By default, this option is disabled. To enable this option, under Services > Primary Services, you must select the Alta eDiscovery check box. Note: WORM stands for Write Once Read Many. It is a non-rewritable and non-erasable data storage media that - Prevents accidental or intentional erasure of data Authenticates time and date of data storage Protects stored data for a specific retention period
   WORM Policy Period	This option appears only after you select the Manage WORM Settings check box. You can configure the retention time for which the customer data must be retained after it is committed to WORM storage. Select the 7 Years option if the customer has purchased a 7 year Veritas Alta eDiscovery Suite. Select the 10 Years option if the customer has purchased a 10 year Veritas Alta eDiscovery Suite. The data committed to WORM storage cannot be deleted till the retention period expires. Once the retention duration has expired, the storage system allows the deletion of the file. Note: After specifying the WORM Policy Period and the Services for which you want to manage WORM settings, the Stock Keeping Units (SKUs) are available for the customer. The SKUs can be released for - Primary services - Personal Archive, Alta eDiscovery, and Email Continuity Secondary service - Alta Classification When you provision a customer, the following SKUs are available: A SKU for 7 years retention period, if you select the 7 Years option. A SKU for 10 years retention period, if you select the 10 Years option. A SKU without any WORM policy, if you do not select the Manage WORM Settings option.
   Enable Import Data	Select this check box to enable administrators of the customer to view the Import Data option.
   Enable File Collector	Select this check box to enable administrators of the customer to enable files collection using archive collectors.
   Manage Your Own Encryption Keys (MYOK)	Select this check box to enable customer administrator to manage its own encryption key, instead of using the Microsoft Azure encryption key. Note: After enabling this feature, when the customer administrator logs in to the Veritas Alta View Compliance and Governance Management Console for the first time, the customer can see the Service Alert window. The window displays the steps to complete the MYOK configuration on the Microsoft Azure portal. To understand the configuration process in detail, the customer administrator can access the link provided on the same window. Until the MYOK configuration is completed, the Veritas Alta View Compliance and Governance Management Console restricts the customer administrator from using any other features.
   Default Time Zone	Select a default time zone for the customer. The customer administrator can change the time zone if they want.
   Default Date Format	Select a default date format for the customer. The customer administrator can change the date format if they want.

5. In the Services section, under Primary Services, do as follows:

   • Select each primary service that the customer requires:

     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 optional Veritas Alta Archiving Email Continuity service. 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 service. For more information about provisioning the Email Continuity service, see the Veritas Alta Archiving Email Continuity Provisioning Guide, which is available from the our internal Support website. See Obtaining the customer and partner administration documentation.
     	Allows an administrator to designate reviews.

     Note:

     For more information about any primary service, point to its name in the Product column.

   • For each selected primary service, in the Add # Users (Minimum) box, enter the number of users. This column does not apply for Demo company types.

6. In the Services section, under Secondary Services, select which secondary Veritas Alta Archiving services the customer requires:

   Note:

   The selections you made in step 5 determine which secondary services are available.

   Personal Archive for BlackBerry	Enables support for Personal Archive for BlackBerry. If you select this service, additional options appear in the Archiving Options section of the Archiving Options tab to let you configure whether and how BlackBerry messages are archived.
   Exchange Folder Synchronization	Enables 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.
   SharePoint Archiving	Enables 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 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 support for the archiving of files from specified Box accounts.
   Lync On-Premise Archiving	Enables support for the archiving of conversations from a Microsoft Lync on-premises server, using 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.
   Microsoft Teams	Enables support for the archiving of Microsoft Teams messages (chats, public channels, and private channels).
   OneDrive for Business	Enables support for the archiving of files and folders of OneDrive for Business.

   Note:

   For more information about any secondary service, point to its name in the Product column.

7. Under Domains, specify one or more domains for the company 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.

   • To specify more domains, repeat the first two steps. You can specify as many domains as required.

   • If you specify more than one domain, choose which domain is the primary domain by selecting the Primary Domain check box next to that domain.

8. If you selected Email Continuity as a primary service in step 5, then in the Email Continuity Options section, specify the following:

   • EC Method: Select the AV/AS provider from the drop-down menu.

   • Mail Server: Type in the IP address of the mail server for the Email Continuity service.

   • Domain Name: Select the domain name from the drop-down menu.

   Then click Add to add the continuity options.

9. In the Journal Addresses section, enter the journaling information 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 Google Journal.

   • Click Add to add the journal address details.

   • To add another journal address, repeat the above steps. Bear in mind that customers typically journal to one address only for each mail server type.

10. Click Save at the top of the page to save the configuration and create the customer archive instance.

    The Company Details page refreshes and a message appears at the top of the page confirming that the customer has been added successfully.

    Note:

    You must set the customer's indexing languages to complete the initial setup.

    See Configuring the indexing languages for the new customer.