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

Configuring the MYOK feature

Configuring the MYOK feature for customers is a multi-stage process that requires collaboration between the Arctera Insight Management Console administrator and the customer administrator. The stages involved in the MYOK feature configuration are described below.

Stage 1: Enabling a customer for the MYOK feature

During the initial provisioning of a new customer, the Arctera Insight Management Console administrator can access the MYOK option on the Company Details page. However, after the customer has been created, this option becomes unavailable.

Note:

The customer for whom the MYOK feature is not enabled can contact Arctera support to access this option; however, the process incurs additional time and cost.

To enable a customer for the MYOK feature

  1. In the left navigation pane, select Customer Service > Customers.
  2. On the Company Details tab, specify or ensure all the required customer details.
  3. [Mandatory] Select the Manage Your Own Encryption Keys check box.
  4. Click Save.

    After saving the customer profile, the application sends the Service Alert notification to the customer.

Stage 2: Installing the Azure App and assigning role to it

To install the Azure App and assign a role to it

  1. Log in to the Arctera Insight Management Console with the customer administrator credentials.
  2. Ensure that the Service Alert notification is received and displayed immediately after login.
  3. Click Install Azure App to begin the app installation. The application redirects you to the Azure Sign-in page.

    Enter your administrator credentials to log in to Azure. If permission to install Management Console is denied, click Retry Install Azure App. Accept the requested permissions to initiate the installation. This app gets installed on the customer's Azure subscription.

  4. On the Microsoft Azure portal, select Access Control > Check Access tab, and then click Add Role Assignment. Assign the Key Vault Crypto Officer role to the installed Azure app.

  5. Select the Arctera app that is installed on customer Azure portal, and assign the selected role to it.

Stage 3: Generating a Key Vault Encryption Key Identifier URI

To generate a Key Vault Encryption Key Identifier URI

  1. On the Microsoft Azure portal, navigate to Storage Accounts, and select your account.
  2. In the left pane of your storage account page, select Encryption as shown in the sample image below.

  3. On the Encryption page, select the Encryption Type as Customer-managed keys.

    Enabling Customer-managed keys grants your storage account access to the selected key vault. Additionally, enabling this feature activates soft delete and purge protection on the key vault, which cannot be disabled.

  4. On your Microsoft Azure portal, select Home > Key Vault.

  5. On the Key Vaults page, in the left navigation pane, under Objects, select Keys, and click Generate/Import.

  6. On the Create a key page, specify the required details, and click Create to generate a key. Select the key name to view the key.

  7. Click the key as shown in the above-mentioned sample image to view its details.
  8. Copy the key from the Key Identifier field.

Stage 4: Acknowledging a successful configuration

To acknowledge a successful configuration

  1. Paste the key path into the Key Vault Encryption Key Identifier URI field on the Service Alert notification window. Then, click Save Storage Uri.

  2. Ensure that the Service Alert window displays all the steps are completed, as shown in the sample image below.

    The application initiates the storage provisioning process and transitions the MYOK configuration steps from storage provisioning started to storage provisioning completed.

  3. After storage provisioning is completed, click Acknowledge to confirm successful provisioning and prevent further display of this service alert. Else, click Skip.
  4. To confirm if the MYOK feature is enabled, on the Arctera Insight Management Console, select Policy Management > Archive Options.
  5. Ensure that the status under the Manage Your Own Keys section is set to Enabled.