Arctera™ Insight Management Console Help

Last Published:
Product(s): Veritas Alta eDiscovery (1.0)
  1. Getting started
    1.  
      About Arctera Insight Management Console
    2.  
      Prerequisites for using Arctera Insight Management Console
    3.  
      Arctera Insight Management Console web browser support
    4.  
      What's new in this release
    5.  
      Signing in to Arctera Insight Management Console
    6.  
      Signing out from Arctera Insight Management Console
    7.  
      Resetting a forgotten password
    8.  
      Changing your profile password
  2. Archive Overview
    1. About Archive Overview
      1.  
        Archive Usage
      2.  
        Sync Activity
      3.  
        Roles
    2.  
      Viewing the Archive Usage Snapshot report
  3. Working with Dashboard
    1.  
      About dashboard
    2.  
      Monitoring a status of active archives
    3.  
      Monitoring storage consumption
    4.  
      Monitoring a status of Insight Capture collectors activities
    5.  
      Monitoring a status of transcription service usage
  4. Managing Configurations
    1.  
      About the Configuration page
    2.  
      Viewing provisioned services
    3.  
      Selecting options to provision and manage user accounts
    4. About Provisioning
      1.  
        Configuring the Insight Personal Archive deployment options
      2.  
        Configuring the administrator notification options
    5.  
      CloudLink Sync Summary
    6. About Managed Tags
      1.  
        Creating a managed tag
      2.  
        Assigning a managed tag to users
      3.  
        Changing the retention policy associated with a managed tag
      4.  
        Deleting a managed tag
    7. About Account Management
      1.  
        Searching for archive accounts
      2.  
        Using search filters
      3.  
        Creating an archive account
      4.  
        Viewing and editing the archive account details
      5.  
        About the Account Details page
      6.  
        Editing an archive account
      7.  
        Deleting an archive account
      8.  
        Deploying users
      9.  
        Enabling services for existing archive accounts
      10.  
        Configuring the MYOK feature
      11.  
        Removing user access
      12.  
        Disabling bulk user accounts
      13.  
        Editing Mobile Web Access permission for existing archive accounts
      14.  
        Unlocking an archive account
      15.  
        Exporting archive account information
      16.  
        Editing contact details of a system administrator
  5. Managing Archive Collectors
    1.  
      About Archive Collectors
    2.  
      Adding new archive collectors
    3.  
      Updating configuration of existing archive collectors
    4.  
      Stopping or restarting import job of archive collectors
    5.  
      Viewing the latest status of Archive Collectors
    6.  
      Cloning archive collectors
    7.  
      Deleting an existing archive collector
    8.  
      Deleting a history of archive collectors
    9. About Exchange Online Archiving
      1.  
        Setting up modern authentication in Azure AD for Exchange Online sync
      2.  
        Configuring Exchange Online sync
      3.  
        About Exchange Online folder synchronization
      4.  
        Prerequisite for migrating Exchange Online Users configured with Folder Sync to Exchange Online Folder Synchronization
      5.  
        Configuring Exchange Online folder synchronization
      6.  
        Configuring Microsoft Azure Active Directory Group synchronization
    10.  
      About Bloomberg Archiving
    11. About Google Chat Archiving
      1.  
        Configuring Google Chat Archiving
    12. About Google Workspace Archiving
      1.  
        Configuring Google Workspace for SAML and SSO authentication to your custom SAML app
      2.  
        Enabling the Google Workspace service
      3.  
        Configuring Google Workspace Archiving Collector
    13. About SCIM Archiving
      1.  
        Configuring SCIM collectors by using SCIM provisioning
      2.  
        Configuring SCIM archiving by using MS Office 365
    14. About Import Collector
      1.  
        Configuring an Import collector
    15. About Insight Capture Services Archiving
      1.  
        Enabling Insight Capture Services for Archiving
      2.  
        Configuring Capture Services for Archiving
    16. About Audio-Video Archiving
      1.  
        Configuring audio-video archiving collectors
    17. About Audio-Video Archiving using NTR-X Collectors
      1.  
        Configuring audio-video archiving using NTR-X collectors
    18. About Dubber Speik SMS Archiving
      1.  
        Configuring Dubber Speik SMS archiving collectors
    19. About Dubber Speik Recordings Archiving
      1.  
        Configuring Dubber Speik Recordings archive collectors
    20. About Text-Delimited Archiving
      1.  
        Configuring Text-Delimited archiving collectors
    21. About XSLT-XML Archiving
      1.  
        Configuring XSLT-XML archiving collectors
    22. About JSON Archiving
      1.  
        Configuring JSON archiving collectors
    23. About iMessage Archiving
      1.  
        Configuring iMessage archiving collectors
    24. About LinkedIn Archiving
      1.  
        Configuring LinkedIn archiving collectors
    25. About Signal Archiving
      1.  
        Configuring Signal archiving collectors
    26. About Verint Archiving
      1.  
        Configuring Verint archiving collectors
    27. About WeChat Archiving
      1.  
        Configuring WeChat archiving collectors
    28. About WhatsApp Archiving
      1.  
        Configuring WhatsApp archiving collectors
  6. Managing Roles and Permissions
    1.  
      About Role Management
    2.  
      Editing the built-in administrator roles
    3.  
      Creating custom administrator roles
    4.  
      Assigning administrator roles to an archive account
    5.  
      Assigning the reviewer role to an archive account
    6.  
      Assigning several archive accounts for monitoring
  7. Managing Policies
    1.  
      About Policy Management
    2.  
      Configuring archive options
    3.  
      Enabling and disabling account archiving
    4.  
      Configuring the InsightAI feature
    5.  
      Configuring an advanced password policy
    6.  
      Configuring trusted networks for Arctera Insight Archiving access
    7.  
      Managing Custom Headers
    8.  
      Managing Discard Rules
  8. Managing Authentication
    1.  
      Configuring the Arctera Insight Archiving authentication service
    2.  
      Enabling the Authentication Settings permission for the Policy Manager role
    3.  
      Assigning the Policy Manager role to an administrator
    4.  
      Selecting an authentication method
    5.  
      Uploading a token-signing certificate
    6.  
      Validating the Identity Provider URL
    7.  
      Activating single sign-on
  9. Managing Retention Policies
    1.  
      About Retention Management
    2.  
      Supported retention scenarios for WORM and non-WORM Insight Archiving customers
    3.  
      Configuring the default retention period
    4.  
      Creating a retention policy
    5.  
      Editing a retention policy
    6.  
      Deleting a retention policy
    7.  
      Associating a retention policy with a policy target
    8.  
      Disassociating a retention policy from a policy target
    9.  
      Enabling and disabling the storage expiry setting
    10.  
      Viewing the storage expiry status table
  10. Managing Email Continuity Services
    1.  
      About Email Continuity
    2.  
      Email Continuity prerequisites
    3.  
      Configuring Email Continuity
    4.  
      Provisioning the Email Continuity service for your mail servers
    5.  
      Adding the Email Continuity IP ranges to your firewall and mail server allowlists
    6.  
      Updating your email security provider routing configuration
    7.  
      Testing the Email Continuity configuration
    8.  
      Managing Email Continuity
    9.  
      Email Continuity FAQ
  11. Managing Reports and Notifications
    1.  
      About Arctera Insight Archiving reports and notifications
    2. Reports
      1.  
        Generating Messaging reports
      2.  
        Generating Insight Personal Archive reports
      3.  
        Generating Mobile Web Access reports
      4.  
        Generating Insight eDiscovery reports
      5.  
        Generating an Insight Surveillance specific Report
      6.  
        Generating Transcription reports
    3. Usage
      1.  
        Generating a service usage report
      2.  
        Generating a mailbox statistics report
      3.  
        Generating an archived message size report
      4.  
        Generating a capacity trend report
    4. Logs
      1.  
        Viewing the Activity Log
      2.  
        Viewing the Message Log
      3.  
        Viewing the Usage Log
      4.  
        Creating a Retention Log Report
      5.  
        Viewing the Mobile Browser Log
      6.  
        Viewing the Personal Browser Log
      7.  
        Viewing the Discovery Browser Log
      8.  
        Subscribing to receive SIEM/SOAR Logs
    5. Notifications
      1.  
        Enabling or disabling usage notifications
      2.  
        Changing the usage notification threshold and frequency
      3.  
        Adding or removing email addresses for usage notifications
    6.  
      Generating Insight Capture-specific reports
  12. Classification
    1.  
      About classification
    2.  
      Which emails get classified?
    3.  
      Steps for setting up classification
    4.  
      Accessing the Arctera Insight Classification
    5.  
      Arctera Insight Archiving item properties for use in custom classification policies
  13. Managing Data Import
    1.  
      About Import Data
    2.  
      Importing data into archives
  14. AD FS Configuration Guide
    1.  
      Configuring AD FS to work with Arctera Insight Archiving
    2.  
      Adding a relying party trust for Arctera Insight Archiving
    3.  
      Generating a token-signing certificate

Managing Discard Rules

A Discard Rule was previously referred as a Bypass Rule. This rule is an instruction that bypasses specific review items when the rule is active and applied. To manage discard rules, you must have access to the Policy Management page.

Note:

You cannot edit or delete the discard rule. However, you can activate the required rules and deactivate the rules that are no more required.

Adding Discard Rules

To add a new discard rule

  1. In the left navigation pane, select Policy Management > Discard Rules.
  2. On the action bar, click Add Row, and specify the following details in the newly added row.

    SenderAddress

    Specify the value in the name@example.com format only.

    Subject

    Specify text, number, or an alphanumeric value. You can include spaces and special characters if required.

    AttachmentType

    Specify the type of attachment.

    If you do not explicitly specify the attachment type, the application considers all types of attachments in the rule.

  3. Activate or deactivate the rule.

    • To save this rule in the Active state, select the Active check box. The activated discard rule remains available for use.

    • To save this rule in the Inactive state, do not select the Active check box. The deactivated discard rule remains unavailable for use.

  4. On the action bar, click Save.

    Upon saving a rule, you cannot modify the SenderAddress, Subject, and Attachment Type values. You can only activate or deactivate it. Therefore, the application prompts you to confirm that you want to perform the operation.

  5. Click Yes to save the rule. Else, click No to abort the operation.
Searching for discard rules

In the action bar of the Discard Rules page, enter partial or full keywords in the search field. Else, in the item grid, click on the column headings to sort the list. The application displays the relevant rules. You can activate or deactivate the rules, but you cannot edit them.

Importing discard rules in bulk

Before importing discard rules in bulk, it is crucial to understand that the existing discard rules will be completely replaced or overwritten during the import. Make sure to review the procedures carefully.

To import discard rules in bulk

  1. Ensure that you have a list of discard rules in the standard DiscardRule Bulk Import Template. Refer to Discard Rules Bulk Import Template article if assistance is required.
  2. In the left navigation pane, select Policy Management > Discard Rules.
  3. On the action bar, click Import.
  4. In the Discard Rules Import dialog box, do the following as needed:

    • Click the Sample ".csv" file to get the sample template.

    • Click Choose File to browse and select the CSV file of discard rules.

  5. Click Import.

    The application imports the rules in bulk and replaces/overwrites the currently available rules.

To retain existing discard rules during bulk import

  1. Click Export on the action bar to download the current rules as a DiscardRules.csv file.
  2. Copy or add these rules to the discard rules template.
  3. Import the updated template.
  4. On the Discard Rules page, search any previously available rule to ensure the existing rule is preserved.