Arctera™ Insight Capture Configuration Guide

Last Published:
Product(s): Veritas Alta Capture (1.0)
  1. INTRODUCTION
    1.  
      Overview
  2. DASHBOARD
    1.  
      Overview
    2. Importer Jobs
      1.  
        Exporting to CSV
      2.  
        Browsing Importer Jobs & Setting the Number of Entries per Page
  3. IMPORTERS
    1.  
      Adding a New Importer
    2.  
      Managing an Importer
    3. File-Based Collector Options
      1. File Source Configuration
        1.  
          Configuring Azure Storage
      2.  
        PGP Configurations
      3.  
        Quarantine Location
      4.  
        Miscellaneous Settings
      5.  
        Timestamp Formatting
      6.  
        Attachment Validation
    4. Amazon S3
      1.  
        Activities Captured
      2.  
        Source Configuration
      3.  
        Next Steps
    5. Audio Video
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Collector Options
        2.  
          XML Template Configuration Guideline
      3.  
        Next Steps
    6. BlackBerry
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          BlackBerry Options
        2.  
          BlackBerry Filtering
      3.  
        Next Steps
    7. Bloomberg
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Disclaimer Validation
        2.  
          Bloomberg Options
        3.  
          Email Address to Use
        4.  
          IB Message Body
        5.  
          Processing Bloomberg Firm-Level Files
      3.  
        Next Steps
    8. Box
      1.  
        Activities Captured
      2.  
        Creating a Box Application
      3. Source Configuration
        1.  
          Additionally Processed Data
        2.  
          Advanced Configuration Options
      4.  
        Next Steps
    9. CellTrust
      1.  
        Activities Captured
      2.  
        Source Configuration
      3.  
        Next Steps
    10. Chatter
      1.  
        Activities Captured
      2.  
        Creating a Salesforce Application
      3. Source Configuration
        1.  
          Advanced Configuration Options
      4.  
        Next Steps
    11. Chatter Cipher Cloud
      1.  
        Activities Captured
      2.  
        Creating a Salesforce Application
      3. Source Configuration
        1.  
          Advanced Configuration Options
        2.  
          Attachments Configuration
      4.  
        Next Steps
    12. Cisco Webex Teams
      1.  
        Activities Captured
      2.  
        Creating Cisco Webex Teams Application
      3. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Miscellaneous Settings
        3.  
          Splitting Messages
        4.  
          Attachments Configuration
      4.  
        Next Steps
    13. Citrix Workspace & ShareFile
      1. Activities Captured
        1.  
          Notes
      2.  
        Creating Citrix Workspace & ShareFile App
      3.  
        Granting Permissions
      4. Source Configuration
        1.  
          Activities to Be Processed
        2.  
          Advanced Configuration Options
        3.  
          Attachments Configuration
      5.  
        Next Steps
    14. Dropbox Business
      1.  
        Activities Captured
      2.  
        Creating a Dropbox Application
      3. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Attachments Configuration
        3.  
          Advanced Configuration Options
      4.  
        Next Steps
    15. Dubber Speik Recordings
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Source Type
        2.  
          Dubber Speik Recordings Configuration
        3.  
          Advanced Configuration Options
      3.  
        Next Steps
    16. Dubber Speik SMS
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Dubber Speik SMS Configuration
        2.  
          Advanced Configuration Options
      3.  
        Next Steps
    17. EML
      1. Advanced Configuration
        1.  
          Source Configuration
        2.  
          Timestamp Formatting
      2.  
        Next Steps
    18. EWS
      1.  
        Activities Captured
      2.  
        Providing Necessary Permissions to the Account
      3.  
        Setting Up Security and Compliance for Microsoft 365
      4.  
        Microsoft Entra ID App Creation
      5.  
        Microsoft Entra ID Permissions
      6.  
        Source Configuration
      7.  
        History Tracking
      8.  
        Next Steps
    19. Exchange Graph API
      1.  
        Activities Captured
      2.  
        Microsoft Entra ID App Creation
      3.  
        Microsoft Entra ID Permissions
      4.  
        Source Configuration
      5.  
        Next Steps
    20. FX Connect
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          FX Connect Configuration
        2.  
          Threading and Formatting
        3.  
          Message Body
      3.  
        Next Steps
    21. Google Drive
      1.  
        Activities Captured
      2.  
        Service Account Creation
      3.  
        Domain-Wide Authority Delegation to the Service Account
      4.  
        Creating Administrative Role for the User Manager Service Account
      5. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Advanced Configuration Options
      6.  
        Next Steps
    22. IceChat
      1.  
        Activities Captured
      2.  
        Source Configuration
      3.  
        Next Steps
    23. JSON
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          JSON Collector Options
      3.  
        Next Steps
    24. LSEG (Refinitiv)
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          LSEG Options
        2.  
          Message Body
      3.  
        Next Steps
    25. Microsoft Teams
      1.  
        Activities Captured
      2.  
        Notes
      3.  
        Microsoft Entra ID App Creation
      4.  
        Microsoft Entra ID Permissions
      5.  
        License Info
      6.  
        Enabling Billing for Microsoft Teams APIs in Microsoft Graph
      7. Source Configuration
        1.  
          Model Selection
        2.  
          Conversation Areas to Capture
        3.  
          Threading and Formatting
        4.  
          Timestamp Formatting
        5.  
          Advanced Configuration Options
        6.  
          Attachments Configuration
        7.  
          Splitting Messages
      8.  
        Next Steps
    26. Microsoft Teams via Webhooks
      1.  
        Activities Captured
      2.  
        Note
      3.  
        Microsoft Entra ID App Creation
      4.  
        Microsoft Entra ID Permissions
      5.  
        Managing Encryption Keys
      6.  
        License Info
      7.  
        Enabling Billing for Microsoft Teams APIs in Microsoft Graph
      8.  
        Working in the Globanet Portal
      9. Source Configuration
        1.  
          Message Decryption Options
        2.  
          Advanced Configuration Options
        3.  
          Attachments Configuration
        4.  
          Message Body
      10.  
        Next Steps
    27. NTR-X
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Notes
        2.  
          Advanced Configuration Options
      3.  
        Next Steps
    28. OneDrive for Business
      1.  
        Activities Captured
      2.  
        Activities Not Captured
      3.  
        Microsoft Entra ID App Creation
      4.  
        Microsoft Entra ID Permissions
      5. Source Configuration
        1.  
          Attachments Configuration
        2.  
          Timestamp Formatting
        3.  
          Advanced Configuration Options
      6.  
        Next Steps
    29. Pivot
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Primary Address to Use
      3.  
        Next Steps
    30. Redtail Speak
      1.  
        Activities Captured
      2.  
        Source Configuration
      3.  
        Next Steps
    31. RingCentral
      1.  
        Activities Captured
      2.  
        Compliance Exports
      3.  
        Creating a RingCentral Application
      4. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Advanced Configuration Options
        3.  
          Attachments Configuration
      5.  
        Next Steps
    32. ServiceNow
      1.  
        Activities Captured
      2. Activities not Captured
        1.  
          Creating a ServiceNow Application
        2. Source Configuration
          1.  
            Timestamp Formatting
          2.  
            Advanced Configuration Options
          3.  
            Attachments Configuration
          4.  
            Message Body
      3.  
        Next Steps
    33. SharePoint
      1.  
        Activities Captured
      2.  
        Microsoft Entra ID App Creation
      3.  
        Microsoft Entra ID Permissions
      4.  
        Setting Up Security and Compliance for Microsoft 365
      5. Source Configuration
        1.  
          SharePoint Activities
        2.  
          Timestamp Formatting
        3.  
          Advanced Configuration Options
        4.  
          Processing Mode
      6.  
        Next Steps
    34. Slack eDiscovery
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Advanced Configuration Options
        3.  
          Attachments Configuration
        4.  
          Message Body
      3.  
        Next Steps
    35. Symphony
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Advanced Configuration Options
        2.  
          Split Messages
        3.  
          Include Record Type
      3.  
        Next Steps
    36. Text-Delimited
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Collector Options
        2.  
          Message Body
      3.  
        XML Template Configuration Guideline
      4.  
        Next Steps
    37. X (Twitter)
      1.  
        Activities Captured
      2.  
        Creating an X (Twitter) Application
      3. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Advanced Configuration Options
      4.  
        Next Steps
    38. UBS
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          UBS Options
      3.  
        Next Steps
    39. Web Page Capture
      1.  
        Activities Captured
      2.  
        URLs Configuration
      3.  
        Message Construction
      4.  
        Time Stamp Formatting
      5.  
        Advanced Configuration Options
      6.  
        Next Steps
    40. Workplace from Facebook
      1.  
        Activities Captured
      2.  
        Activities not Captured
      3.  
        Custom Integration Creation in Workplace
      4. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Attachments Configuration
        3.  
          Advanced Configuration Option
      5.  
        Next Steps
    41. XIP
      1. Source Configuration
        1.  
          XIP Collector Options
      2.  
        Next Steps
    42. XSLT/XML
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          XSLT Collector Options
      3.  
        Next Steps
    43. Verint
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Advanced Configuration Options
      3.  
        Next Steps
    44. Viva Engage (Yammer)
      1.  
        Activities Captured
      2.  
        Notes
      3.  
        Microsoft Entra ID App Creation
      4.  
        Microsoft Entra ID Permissions
      5.  
        Setting Up Viva Engage (Yammer)
      6. Source Configuration
        1.  
          Threading and Formatting
        2.  
          Message Body
        3.  
          Advanced Configuration Options
        4.  
          Attachments Validation
        5.  
          Attachments Configuration
        6.  
          Splitting Messages
      7.  
        Next Steps
    45. Yieldbroker
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Advanced Configuration Options
        2.  
          Message Body
      3.  
        Next Steps
    46. YouTube
      1.  
        Activities Captured
      2.  
        Creating a YouTube Application
      3. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Threading
        3.  
          Message Body
        4.  
          Advanced Configuration Options
      4.  
        Next Steps
    47. Zoom Chat
      1.  
        Activities Captured
      2.  
        Creating a Zoom OAuth App
      3. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Advanced Configuration Options
        3.  
          Threading Options
        4.  
          Attachments Configuration
      4.  
        Next Steps
    48. Zoom Meetings
      1.  
        Activities Captured
      2.  
        Notes
      3.  
        Creating a Zoom OAuth App
      4. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Meeting File Download Options
        3.  
          Advanced Configuration Options
      5.  
        Next Steps
    49. Zoom Meetings Chats
      1.  
        Activities Captured
      2.  
        Notes
      3.  
        Creating a Zoom OAuth App
      4. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Advanced Configuration Options
      5.  
        Next Steps
    50. Zoom Meetings via Archiving API
      1.  
        Activities Captured
      2.  
        Creating a Zoom oAuth App
      3. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Meeting File Download Options
        3.  
          Advanced Configuration Options
      4.  
        Next Steps
  4. MONITORED USERS
    1.  
      Monitored Users
    2.  
      All (Based on Native API)
    3.  
      Manually Maintain the List
    4. Microsoft Entra ID
      1.  
        Microsoft Entra ID App Creation
      2.  
        Microsoft Entra ID Permissions
    5.  
      Monitored Users for Twitter
    6.  
      Monitored Users (N/A)
  5. FILTERS
    1.  
      Filters
    2.  
      Keyword Filter
    3. Mail Filter
      1.  
        Microsoft Entra ID App Creation
      2.  
        Microsoft Entra ID App Permissions
    4.  
      Message Size Filter
    5.  
      Participants Count Filter
    6.  
      Time Stamp Filter
    7.  
      XML Filter
  6. TARGETS
    1.  
      Targets
    2. Amazon S3 Target
      1.  
        Output Configuration
      2.  
        Envelope
      3.  
        Webhook Client Configuration
      4.  
        Status Update Configuration
    3. Azure Blob Target
      1.  
        Configuring Azure Storage
      2.  
        Output Folder Configuration
      3.  
        Envelope
      4.  
        Webhook Client Configuration
      5.  
        Status Update Configuration
    4.  
      Direct SMTP Target
    5.  
      EWS Server Target
    6.  
      SMTP Target
    7. Google Vault Target
      1.  
        Google Vault Configuration
      2.  
        Google Vault Target
    8.  
      EV Folder Target
  7. SETTINGS
    1.  
      Importer Settings
    2.  
      Reporting & Message Tracking
    3.  
      Message Headers
    4.  
      Logging
    5.  
      Importer Schedule
    6.  
      Filtering
    7.  
      Processing
    8.  
      Advanced Configuration Options
  8. REPORTS
    1.  
      Overview
    2.  
      Managing Reports
    3.  
      Audit
    4.  
      Unprocessed Messages
    5.  
      Target Delivery Failure
    6.  
      Missing Attachment Failure
    7.  
      Missing Disclaimer Failure
    8.  
      Data Acquisition Failure
    9.  
      Notes
  9. APPENDIX
    1.  
      Creating a Certificate (Private and Public Keys)

File Source Configuration

There are the following options to configure the source:

  • SFTP/FTP

  • Amazon S3

  • Azure Storage

Note:

For the Symphony collector, only SFTP/FTP is available as a file source.

In case SFTP/FTP configurations is selected:

For Connection:

  1. Enter the hostname of the remote FTP server and the folder path provided by the source in the Host and Path fields, respectively. The default ports used for SSH key Authentication by Bloomberg, IceChat, and Redtail Speak collectors is 22. The default FTP port for any Source is 21.
  2. Make sure the connection settings match those of the SFTP server. Enter the Path to the required folder.
  3. Enable Use SSH Key Authentication to open the configuration window. SSH Key Authentication is used for connecting to the source SFTP server.
  4. For Authentication, enter the Username provided by the source.
  5. Click the Import Private Key button and Import SSH Key will open.
  6. Copy and paste the Private Key.
  7. Enter Password.
  8. Click Import and the Public Key field will be populated automatically.
  9. In case you enable Use Security, select FTP connection type from the Connection Type drop-down list. FTP can run in either passive or active mode. The information about the connection type should be provided by the FTP host. If you wish to use FTP over SSL, enable the Use Security checkbox and choose the connection method Implicit SSL,Explicit SSL or SSH.
  10. Enter the Username and Password fields provided by the source.
  11. Click Test Connection. If the connection is successful, a green check sign is displayed.
  12. To enable anonymous FTP connections, enable the Anonymous Access checkbox which is the default settings.

To capture data from Amazon S3, triggers and a Lambda function need to be created on the Amazon S3 site. The trigger is run when specific actions occur within a bucket and the source bucket items with their metadata are imported to the archive bucket. the data from the archive bucket are captured.

If the Amazon S3 source is selected, the Amazon S3 Configuration window will open.

The following information is required:

  • Access Key - enter the access key which you can find in the Users > Security Credentials of your Amazon S3 account.

  • Secret Key - enter the secret key acquired while setting up the Security Credentials. Save it in a secure place as that secret key is provided only once.

  • Bucket Name - enter the archive bucket name.

  • Region Endpoint - enter the Region Endpoint which you can find in the Bucket Overview > Properties of your Amazon S3 bucket. Note that if Region Endpoint is not set correctly, the archive content will not be captured and processed.

To capture data stored from different sources in Azure Blob storage, it should be configured accordingly. For more information on how to configure Azure Storage, see the Configuring Azure Storage section. The stored data will then be capture from the storage.

Using custom domains is not supported, the URL must point to one of the well-known Azure Storage endpoints listed below:

  • blob.core.windows.net

  • blob.core.usgovcloudapi.net

  • blob.core.chinacloudapi.cn

To configure Azure Storage:

  1. Enable Connection String and enter the Connection String copied in step 10 of the Configuring Azure Storage section.

    OR,

  2. Enable Service SAS URL and enter the Service SAS URL copied in step 10 of the Configuring Azure Storage section.
  3. Enter Blob Container Name from step 11th of the Configuring Azure Storage section.

For File Filter a wildcard can be used to denote the file types to be included or excluded. Each type of filter is separated by the vertical pipe character |. For example: *.tar.gz | ".txt.

For Filter by Time:

  1. If None is selected, the data is not filtered by time.
  2. When Only download files modified within the last X days is selected, only the data modified within the mentioned days will be downloaded.
  3. When Only download files modified earlier than/later than is selected only the data modified earlier than or later than the mentioned date will be downloaded. Both options can be selected simultaneously to choose a period.

For Options:

  1. Maintain history of downloaded file for X days (0 = infinite) sets how many days the history of downloaded files will remain. If the number of days is set to 0, the history is maintained forever.
  2. If Download subdirectories recursively is checked, files from subdirectories of the mentioned path will be downloaded too.
  3. If Delete files on server after downloading is checked, the downloaded files will be deleted from the server.