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 AI Wallet usage
  4. Managing Configurations
    1.  
      About the Configuration page
    2. Viewing provisioned services
      1.  
        Managing Domains
    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.  
        Editing managed tags
      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
        1.  
          Archive Detail
        2.  
          Status
        3.  
          Services
        4.  
          Archive Aliases
        5.  
          Delegate Access
        6.  
          History
      6.  
        Editing an archive account
      7.  
        Deleting an archive account
      8.  
        Deploying users
      9.  
        Enabling services for existing archive accounts
      10. Configuring the Manage Your Own Keys (MYOK) Feature
        1.  
          Enabling a customer for the MYOK feature
        2.  
          Installing the Azure App and assigning it the Admin role
        3.  
          Generating a Storage Key URI
        4.  
          Acknowledging a successful configuration
        5.  
          Configuring key rotation policy
      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
      17.  
        Managing InsightBooks permissions
  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 Azure Active Directory
    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 Microsoft Teams (Audio Video) Archiving
      1.  
        Configuring Microsoft Teams (Audio Video) archiving collectors
    17. About Audio-Video Archiving
      1.  
        Configuring audio-video archiving collectors
    18. About Audio-Video Archiving using NTR-X Collectors
      1.  
        Configuring audio-video archiving using NTR-X collectors
    19. About Dubber Speik SMS Archiving
      1.  
        Configuring Dubber Speik SMS archiving collectors
    20. About Dubber Speik Recordings Archiving
      1.  
        Configuring Dubber Speik Recordings archive collectors
    21. About Text-Delimited Archiving
      1.  
        Configuring Text-Delimited archiving collectors
    22. About XSLT-XML Archiving
      1.  
        Configuring XSLT-XML archiving collectors
    23. About JSON Archiving
      1.  
        Configuring JSON archiving collectors
    24. About iMessage Archiving
      1.  
        Configuring iMessage archiving collectors
    25. About LinkedIn Archiving
      1.  
        Configuring LinkedIn archiving collectors
    26. About Signal Archiving
      1.  
        Configuring Signal archiving collectors
    27. About Verint Archiving
      1.  
        Configuring Verint archiving collectors
    28. About WeChat Archiving
      1.  
        Configuring WeChat archiving collectors
    29. About WhatsApp Archiving
      1.  
        Configuring WhatsApp archiving collectors
    30. About Cloud9 Archiving
      1.  
        Configuring Cloud9 archiving collectors
    31. About Verba Archiving
      1.  
        Configuring Verba archiving collectors
    32. About Copilot Archiving
      1.  
        Configuring Copilot archiving collectors
    33. About Zoom Phone Archiving
      1.  
        Configuring Zoom Phone 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 multiple archive accounts for monitoring
    7.  
      Assigning the Department Reviewer Role
  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
    9.  
      Managing Index Exclusion
  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 -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 Insight eDiscovery reports
      4.  
        Generating Transcription reports
      5.  
        Generating Mobile Web Access reports
      6.  
        Generating message reconciliation report
      7.  
        Generating an Insight Surveillance specific Report
    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. Usage Notification
        1.  
          Configuring the usage notifications feature
      2. Retention Notifications
        1.  
          Enabling or disabling retention notifications
        2.  
          Adding or excluding email addresses for retention notifications
        3.  
          Viewing retention notification configuration history
      3. Reconciliation Report Notifications
        1.  
          Enabling or disabling reconciliation report notifications
        2.  
          Adding or removing email addresses for reconciliation report notifications
    6. Insight Capture
      1.  
        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 -signing certificate

Creating an archive account

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 Arctera Insight 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, Arctera Insight 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 Arctera Insight Management 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 Arctera Insight Management 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 Arctera Insight Management 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 Arctera Insight Management 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 Arctera Insight 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 Arctera Insight 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 Arctera Insight 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 Insight 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 Insight 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.

    Bypass Surveillance

    This feature is available only if your organization is subscribed to the Insight Surveillance service. Refer to the sample image below.

    It lets you manually bypass (exclude) specific user accounts from being added as monitored employees in any department within Insight Surveillance, even when departments are populated automatically.

    • Set the Bypass Surveillance option to Yes to prevent the user from being added to any department in Insight Surveillance.

    • Set the Bypass Surveillance option to No to allow the user to be included in surveillance departments.

    Note: The Bypass Surveillance column appears on the Account Management page as shown below.

    If it is not visible, click the Select columns to show or hide icon and ensure the column is selected for display as shown below.

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

    Insight Personal Archive

    Lets the user access Insight Personal Archive.

    Insight 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.

    Insight eDiscovery

    Lets the user access Insight 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 Arctera Insight 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.