Arctera™ Insight Management Console Help
- Getting started
- About Arctera Insight Management Console
- Prerequisites for using Arctera Insight Management Console
- Arctera Insight Management Console web browser support
- What's new in this release
- Signing in to Arctera Insight Management Console
- Signing out from Arctera Insight Management Console
- Resetting a forgotten password
- Changing your profile password
- Archive Overview
- Working with Dashboard
- Managing Configurations
- About the Configuration page
- Viewing provisioned services
- Selecting options to provision and manage user accounts
- About Provisioning
- CloudLink Sync Summary
- About Managed Tags
- About Account Management
- Searching for archive accounts
- Using search filters
- Creating an archive account
- Viewing and editing the archive account details
- About the Account Details page
- Editing an archive account
- Deleting an archive account
- Deploying users
- Enabling services for existing archive accounts
- Configuring the MYOK feature
- Removing user access
- Disabling bulk user accounts
- Editing Mobile Web Access permission for existing archive accounts
- Unlocking an archive account
- Exporting archive account information
- Editing contact details of a system administrator
- Managing Archive Collectors
- About Archive Collectors
- Adding new archive collectors
- Updating configuration of existing archive collectors
- Stopping or restarting import job of archive collectors
- Viewing the latest status of Archive Collectors
- Cloning archive collectors
- Deleting an existing archive collector
- Deleting a history of archive collectors
- About Exchange Online Archiving
- Setting up modern authentication in Azure AD for Exchange Online sync
- Configuring Exchange Online sync
- About Exchange Online folder synchronization
- Prerequisite for migrating Exchange Online Users configured with Folder Sync to Exchange Online Folder Synchronization
- Configuring Exchange Online folder synchronization
- Configuring Microsoft Azure Active Directory Group synchronization
- About Bloomberg Archiving
- About Google Chat Archiving
- About Google Workspace Archiving
- About SCIM Archiving
- About Import Collector
- About Insight Capture Services Archiving
- About Audio-Video Archiving
- About Audio-Video Archiving using NTR-X Collectors
- About Dubber Speik SMS Archiving
- About Dubber Speik Recordings Archiving
- About Text-Delimited Archiving
- About XSLT-XML Archiving
- About JSON Archiving
- About iMessage Archiving
- About LinkedIn Archiving
- About Signal Archiving
- About Verint Archiving
- About WeChat Archiving
- About WhatsApp Archiving
- Managing Roles and Permissions
- Managing Policies
- Managing Authentication
- Configuring the Arctera Insight Archiving authentication service
- Enabling the Authentication Settings permission for the Policy Manager role
- Assigning the Policy Manager role to an administrator
- Selecting an authentication method
- Uploading a token-signing certificate
- Validating the Identity Provider URL
- Activating single sign-on
- Managing Retention Policies
- About Retention Management
- Supported retention scenarios for WORM and non-WORM Insight Archiving customers
- Configuring the default retention period
- Creating a retention policy
- Editing a retention policy
- Deleting a retention policy
- Associating a retention policy with a policy target
- Disassociating a retention policy from a policy target
- Enabling and disabling the storage expiry setting
- Viewing the storage expiry status table
- Managing Email Continuity Services
- About Email Continuity
- Email Continuity prerequisites
- Configuring Email Continuity
- Provisioning the Email Continuity service for your mail servers
- Adding the Email Continuity IP ranges to your firewall and mail server allowlists
- Updating your email security provider routing configuration
- Testing the Email Continuity configuration
- Managing Email Continuity
- Email Continuity FAQ
- Managing Reports and Notifications
- Classification
- Managing Data Import
- AD FS Configuration Guide
About the Account Details page
If you view the details of an archive account, the account details page displays a number of panels that provide information about the account.
The panel contains the following details for the archive account:
The primary email address for the user. | |
The first name of the user. | |
The last name of the user. | |
By default Arctera Insight Management Console uses the email address as the user name. | |
The time zone that Arctera Insight Archiving uses for the user. | |
The role that is currently configured for this archive account. |
The , , and panel displays the current status of the archive account, the Arctera Insight Archiving services that are currently configured for it, and the account's email aliases.
Note:
A red flag next to the Status heading indicates that the archive account is an external reviewer.
The section shows the following information about the status of the account:
Indicates whether the account is in an enabled or disabled state. | |
Indicates whether Arctera Insight Archiving logins for the account are unlocked or locked. | |
Indicates whether archiving is enabled or disabled. | |
Indicates whether the Folder Sync feature is enabled or disabled. |
The section indicates which Arctera Insight Archiving services the account is enabled for:
 | Indicates that the service is enabled for the account. |
The section lists all the archive alias email addresses for the account, and the date at which each alias was created.
 | Indicates that this email address is the primary administrator account. |
The panel appears if one or more users or mail-enabled security groups has synchronized delegate access permissions for the archive account.
Note the following:
At this release, Arctera Insight Archiving can synchronize the delegate permissions that are set on Exchange on-premises mailboxes and Exchange Online mailboxes. The Exchange or Exchange Online administrator typically sets these permissions. Arctera Insight Archiving does not synchronize the delegate access to mailbox folders that users can set from Outlook.
For Exchange on-premises mailboxes the synchronization of delegation permissions requires CloudLink version 4.0. For more information, see the CloudLink Administration Guide.
For Exchange Online mailboxes the delegation permissions synchronization is controlled through the settings on the page of Arctera Insight Management Console.
The panel shows:
The delegate users and mail-enabled security groups that have synchronized delegate access permissions for the archive account.
For each of delegate, which delegate access permissions are granted in Arctera Insight Archiving.
The following icons indicate whether a delegate archive access permission is granted:
Indicates that the permission is granted in Arctera Insight Archiving
Indicates that the permission is not granted in Arctera Insight Archiving
The following tables list the delegate archive access permissions, and their effect in Arctera Insight Archiving.
Table: Effect of delegate archive access permissions when granted to a user
Delegate archive access permission | Granted in these circumstances | Effect of granted permission in Insight Personal Archive |
|---|---|---|
The user or a group to which they belong has a synchronized delegation permission. | The user is able to read the delegated account's archived items in their Insight Personal Archive. | |
The user or a group to which they belong has a synchronized delegation permission. | No effect in Insight Personal Archive at this release. | |
The user or a group to which they belong has a synchronized delegation permission. | No effect in Insight Personal Archive at this release. |
Table: Effect of delegate archive access permissions when granted to a mail-enabled security group
Delegate archive access permission | Granted in these circumstances | Effect of granted permission in Insight Personal Archive |
|---|---|---|
The group has a synchronized delegation permission. | Users who belong to the group can read the delegated account's archived items in their Insight Personal Archive. Note: If the user has a synchronized delegation permission, the Deny permission takes precedence and the user is not given read access. | |
The group has a synchronized delegation permission. | No effect in Insight Personal Archive at this release. | |
The group has a synchronized delegation permission. | No effect in Insight Personal Archive at this release. |
The panel does not list any synchronized deny delegation permissions, although Arctera Insight Archiving takes account of these permissions when it determines whether to allow delegated access. If conflicting delegation permissions are synchronized, Arctera Insight Archiving gives precedence to deny permissions. For example, suppose that a user is granted delegation permission for a mailbox. Suppose also that the user belongs to a mail-enabled security group that has delegation permission for the same mailbox. If Arctera Insight Archiving synchronizes both of these delegation permissions, then it does not grant the user read access permission for the mailbox archive.
The following illustration shows the panel for an example archive account.
The panel shows that three users or groups have delegate archive access permissions for this account:
User has permission. This permission means that when qagbr3 logs in to Insight Personal Archive, qagbr3 is able to read the archived items for the account.
Group has permission. This permission has no effect in Arctera Insight Archiving at this release.
Group has both permission and permission. The permission means that a user who belongs to this group can view the account's archived items from Insight Personal Archive, unless the user has a delegation permission that Arctera Insight Archiving has synchronized. The permission has no effect in Arctera Insight Archiving at this release.
The panel contains a summary of the most recent changes that were made to the archive account's settings. The panel logs any changes that relate to the details that are shown on the account details page, including any of the following:
The creation details for the account. This information is always shown at the top of the panel.
Changes to the first name, last name, user name, primary email address, time zone, or role.
Changes to the account status, such as account enabling and login enabling.
Changes to enabled services.
Changes to archive aliases.
Note:
Changes to Folder Sync status are not recorded in the panel.
The panel shows a maximum of 30 changes.
To obtain more details for a particular change, you can click at the bottom of the history pane to explore the Arctera Insight Archiving logs. The link takes you to the page under in the left pane.
See About Arctera Insight Archiving reports and notifications.