Veritas Alta™ View Compliance and Governance User Guide

To create an archive account

1. In the left navigation pane, select Configuration > Account Management.
   
2. Click Archives > New Archive.
   
3. On the Accounts page, under Archive Detail, provide the following details:

   Email Address	Enter the primary email address for the user. Note: If your organization has more than one domain, select the correct domain from the drop-down list.
   First Name	Enter the first name of the user.
   Last Name	Enter the last name of the user.
   User Name	The user name for the account. By default Veritas Alta View Compliance and Governance Management Console uses the email address as the user name, but you can change it if you want.
   Password	Enter a password for the user that meets the password policy requirements for your organization. See Configuring an advanced password policy. Note: This option does not appear if you selected Enable Personal Archive Access and send Welcome Message under Provisioning > Personal Archive Deployment Options > Personal Archive Access. In that case, Veritas Alta View Compliance and Governance Management Console generates a password automatically to send to the user.
   Confirm Password	If you entered a password you must enter the password again to confirm it.
   Time Zone	Select the correct time zone for the user.
   Role	Indicates the role that is currently configured for this archive account.
   RepID	Provide the RepID of the email address.
   Notes	Specify any special notes for this archive, if required.
   Departments	This option is available exclusively for the customers for whom the Advanced Supervision primary service is enabled, and not for all customers. If the Advanced Supervision primary service is not enabled, the Veritas Alta View Compliance and Governance Management Console console does not display this option. Click Edit to open the Add/Remove Departments dialog box. Search for and select one or multiple departments created in Advanced Supervision. Add or remove the monitor employees of the departments, if required. Click Update to save the selection. After updating from Veritas Alta View Compliance and Governance Management Console console, users automatically get listed under the Monitored Employees section of the selected department in Advanced Supervision. If auditing of Monitored employees is enabled in Advanced Supervision, the above action gets audited in Advanced Supervision and the corresponding monitored employee audit record can be viewed in the Audit Viewer section of Advanced Supervision application. However, for this synchronization, the SQL Server and the Audit server must communicate with each other and the Auditing service should be enabled for the selected department.
   Supervision Roles	This option is available exclusively for the customers for whom the Advanced Supervision primary service is enabled, and not for all customers. If the Advanced Supervision primary service is not enabled, the Veritas Alta View Compliance and Governance Management Console console does not display this option. After you select this service, you can quickly access departments and users available in Advanced Supervision to manage their roles and permissions. Click Add to search for and select one or multiple departments. View the monitored employees of those departments, and assign roles and permissions to them. Click Update. After updating from Veritas Alta View Compliance and Governance Management Console console, user roles automatically get updated in Advanced Supervision. If auditing of Role Assignments is enabled in Advanced Supervision, the above action gets audited in Advanced Supervision and the corresponding role assignments audit record can be viewed in the Audit Viewer section of Advanced Supervision application.

4. Under Status, select the status options for the user:

   Account	Select whether the account is created in an enabled or disabled state.
   Login	Select whether Veritas Alta Archiving account logins are unlocked or locked.
   Archiving	Select whether archiving is enabled or disabled. If you select Enabled, the email messages for the user start journaling to Veritas Alta Archiving immediately after you create the archive account.
   Folder Sync	Indicates whether the Folder Sync feature is enabled or disabled. Note: This status is for information only. Folder Sync cannot be enabled or disabled from Veritas Alta View Compliance and Governance Management Console. Folder Sync is enabled or disabled at an account level from the Folder Sync application.
   External Reviewer	Select whether the user is to be an external reviewer. External reviewers are the users that are not part of your organization, but who need to review archived messages for a Alta eDiscovery matter. The following conditions apply to archive accounts for external reviewers: Can only be assigned the Accounts role. Can be assigned to any matter like users with the normal Reviewer role assigned. Can only access the E-Discovery tab in Alta eDiscovery. Can only access the matters that are assigned to them. Can apply labels, review statuses, and notes to messages if granted permission. Cannot access a matter once the matter expires. Cannot restore, forward, or reply to messages regardless of the configuration for your organization. Cannot edit the labels or the review statuses that are already assigned to a message. An external reviewer has their account disabled for archiving.

5. Under Services, select the services that you want to enable for the archive account:

   Alta Personal Archive	Lets the user access Alta Personal Archive.
   Alta Personal Archive Mobile	Lets the user access Mobile Web Access. Note: For this service to be enabled, you must also enable the option for Mobile Web Access on the Archive Options page.
   Alta eDiscovery	Lets the user access Alta eDiscovery.
   Advanced Supervision	Lets the user be granted Advanced Supervision access and permissions.
   Exchange Online	Enables Exchange Online Personal Archive collections for the user. Note: This feature is no longer supported in Veritas Alta Archiving and should not be selected.

6. Under Archive Aliases, if required, enter an alias email addresses that you want to associate with the archive account. Click Add. Repeat to add more aliases if necessary.

   Note:

   Any messages that are sent to these alias email addresses are forwarded automatically to the primary email address. If you do not associate an alias email address with the archive account, messages that are sent to alias email address are saved in the Unassigned Legacy Account.

7. Click Save to save the details you entered and to create the new user.