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
Configuring archive options
The page under the node lets you configure the following options for Arctera Insight Archiving:
- displays whether you are enabled or disabled to manage your own encryption keys to encrypt your data.
- determines whether inbound, outbound, and internal messages are archived in Arctera Insight Archiving.
- determines whether Outlook folder synchronization is enabled, for those organizations that subscribe to the Folder Sync service.
- determines whether Insight Personal Archive users can send, reply, forward, print, or save messages.
- sets the default time zone and date format for Arctera Insight Archiving.
- determines whether Mobile Web Access is enabled or disabled, and controls related settings.
- determines whether Insight eDiscovery Administrator is enabled to permanently delete emails in Insight eDiscovery.
- determines whether the user can see the folder structure upon selection in Arctera Insight Archiving, Personal Archive. To utilize this feature, enable FolderSync for both accounts and delegates.
- determines whether the data can be exported to the Azure location. To use this feature, enable the Export to Azure private storage location.
- indicates whether the Optical Character Recognition (OCR) service is enabled or disabled for customers and displays all the supported file types like .pdf, .jpeg, .png, and more.
Note:
This functionality, previously available but not displayed in the user interface, is now presented as a read-only section. It enables customers to independently verify the activation status of the service for their account. Customers cannot activate or deactivate this service independently. For this assistance, they must contact the Arctera Support Team.
- determines whether the Show Display Name in the Item Preview service is enabled or disabled for customers and displays users/accounts/archives/custodians names.
- determines whether the InsightAI service is enabled or disabled for customers.
For more details about InsightAI, refer to the InsightAI: Frequently Asked Questions article.
To configure archive options
- In the left navigation pane, select Policy Management > Archive Options.
- Click Edit.
- Under Email Direction, select the check box for one or more of the following message types:
Inbound Emails - archive the email messages that are sent to email addresses within your domain from outside your domain.
Outbound Emails - archive the email messages that are sent to email addresses outside your domain from inside your domain.
Internal Emails - archive the email messages that are sent between email addresses within your domain.
Note:
By default, all message types are selected.
- Under Active Folder Synchronization, choose whether folder synchronization is Enabled or Disabled.
Note:
This feature uses the Folder Sync application to synchronize Microsoft Outlook folders to Arctera Insight Archiving. The option is only available if your organization subscribes to the service and has the Folder Sync application configured.
- Under Arctera Insight Archiving Actions, select the check boxes for the actions that you want to enable in Insight Personal Archive:
Send, Reply and Forward - enables the options to send, reply, and forward messages in Insight Personal Archive.
Save - enables the option to save archived messages to your computer from Insight Personal Archive.
Print - enables the option to print archived messages from Insight Personal Archive.
- Under Time Zone and Date Format, configure the following options:
Personal Time Zone - the time zone for your archive account.
Default Company Time Zone - the default time zone for your organization.
Date Format - the default date format for your organization.
- Under Mobile Web Access, select the required options:
Select the Status option as Enabled or Disabled to determine whether Mobile Web Access is enabled or disabled for all archive accounts that have Mobile Web Access permission.
Note:
An archive account must have Mobile Web Access permission before the user can use this feature.
See Editing Mobile Web Access permission for existing archive accounts.
Select Automatically grant Mobile Web Access permission for new accounts if you want Arctera Insight Archiving to grant Mobile Web Access permission for new archive accounts when you create them manually in Arctera Insight Management Console.
Note:
This option does not apply to archive accounts that are created through CloudLink or Exchange Online Sync.
Select Send, Reply and Forward from Mobile Web Access to enable the Send, Reply, and Forward options in Mobile Web Access.
- Under Privilege Delete, do the following as required:
Toggle the switch adjacent to Insight eDiscovery to choose whether to enable or disable the delete emails permission for Insight eDiscovery users.
Toggle the switch adjacent to Personal Archive to choose whether to enable or disable the delete emails permission for Personal Archive users.
Note:
To use this feature, the Insight eDiscovery Administrator requires Privilege Delete permission. You can set Privilege Delete for the Insight eDiscovery Administrator role. See Editing the built-in administrator roles.
- Under View Delegate Folder Structure, choose whether the ability to view delegate archive folders in PA is Enabled or Disabled.
Note:
To use this feature, Folder Sync must be enabled for the account and delegate archives. For delegate archives with Folder Sync enabled, user would be able to see the folder structure on selection in Insight Personal Archive.
If you have over 4,000 synchronized monitored and delegate archive folders, the loading time in the Active Folders tab might take up to five minutes.
The delegate archive folder structure keeps synchronizing even though the View Delegate Folder Structure option in manage is enabled or disabled. When the delegate account users logs in to Insight Personal Archive, they can view their folder structure.
- Under Export to Azure private storage location, if the status is set to Enabled, the Create new Storage Account button is displayed. Click Create new Storage Account to allow a customer to create an Azure storage account during exporting items from Insight eDiscovery.
Note:
This is an on-demand feature and is enabled for the customers only after their request for it. It allows customers to create their private storage account and get a storage account SAS URL to work with their storage account. You can configure the status (Enabled or Disabled) and the retention period of this feature from the database only. If the status is set to Disabled, you cannot see the Create new Storage Account button.
You can generate only one Azure storage account per customer. After creating a storage account, the Create new Storage Account button gets disabled. If you hover over the disabled button, the Storage account is already created tooltip is displayed.
- Under OCR Status, toggle to enable or disable this feature in Management Console, Insight eDiscovery, and Insight Personal Archive.
If the status is set to Enabled, customers can extract text from scanned documents, images, or non-editable files, converting them into searchable and editable formats archived in Management Console, Insight eDiscovery, and Insight Personal Archive.
- Under Show Display Name in Item Preview, toggle to enable or disable this feature in Insight eDiscovery and Insight Surveillance.
If the status is set to Enabled, a customer can view user's display names along with their email address.
- Under InsightAI, toggle to enable or disable this feature in Management Console, Insight eDiscovery, and Insight Personal Archive.
If the status is set to Enabled, customers can efficiently analyze and manage documents by receiving instant summaries, extracting key topics, and performing sentiment analysis across various content types like emails, collaboration messages, and files. They can also query specific documents or search results, customize analysis preferences, and monitor resource usage with transparent token management tools.
For more details about InsightAI, refer to the InsightAI: Frequently Asked Questions article.
- Click Save.