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)

Bloomberg Options

The following options are available:

  • Use Legacy Bloomberg Importer style of date processing - Scans the date and time stamp of dump files and ensures their time zones correspond with those of the device on which Insight Capture is running (recommended for dump files created before March of 2009). If this option is not selected, it is assumed that date processing should be accomplished based on the Universal Time Coordinated (UTC) time zone, which is used for all current Bloomberg files. However, Bloomberg files created before March 2009 will be processed successfully, even if this option is not selected (selection, however, is recommended).

  • Full attachment validation - By default enabled, the entire source (file group) is quarantined, in case the attachment of a message is missing or corrupted, i.e., the selection under Attachment Validation (Fail messages with missing attachments) will be ignored.

  • Full disclaimer validation - By default enabled, the entire source (file group) is quarantined, in case the disclaimer of a message is missing or corrupted, i.e., the selection under Disclaimer Validation (Fail messages with missing disclaimers) will be ignored.

  • Split IB Conversations by day - If checked, messages with the same UTC day will be imported into one message.

  • Max IB Message Size: (MB) - When this option is checked and the maximum size is set, the messages with larger message size will be split. Note that attachments with larger size will not be split.

  • For IB: use EndTime as SentTime instead of StartTime - The SentTime in the imported message of IB source files will be replaced with the EndTime of the message, instead of StartTime.

    Note:

    If Split IB Messages by day is enabled, DateTimeUTC is prioritized.

  • For MSG: exclude TO, CC and BCC data from message body - When this option is checked, TO, CC, and BCC data of the source MSG message is removed from the body of the message.

  • For IB: Easy Review Mode - When this option is checked, Participant Entered and Participant Left events are shown in a separate table at the bottom of the message.

  • For IB: Ignore Historical Data - When this option is checked, there will not be any historical events from prior days.

  • For IB: Ignore Data with History Tag - When this option is checked, data with "History" tag will be ignored.

Note:

In the below examples, the time stamps in the body message are UTC, while the SentTime of the generated output is UTC +4. The SentTime of the message is adjusted to the time zone of the device it is opened on.

The mapping of SentDate (10:26 PM) can be changed using the "For IB: use EndTime as SentTime instead of StartTime" checkbox. By default, SentTime of the email is shown the same as StartTime.

If For IB: use EndTime as SentTime instead of StartTime is enabled the SentTime of the generated email is shown the same as the EndTime of the message.