Veritas Alta™ Archiving : Customer Administration Guide
- About customer administration
- Using the Customer Service tool
- My Config
- Provisioning customers
- About provisioning a customer
- Stages of customer provisioning
- Veritas Alta Archiving customer provisioning prerequisites
- Provisioning a customer
- Configuring the MYOK feature
- Configuring the indexing languages for the new customer
- Configuring the archiving options for a new customer
- Obtaining the credentials of a customer's primary administrator account
- About creating additional administrator accounts for a customer
- Creating and updating archive accounts in bulk from a user upload list
- Creating Google G Suite Gmail archive accounts in bulk from a downloaded Google user list
- Confirming the completion of the new customer order
- Managing customers
- About the Customers page
- Finding a customer in the customer list
- Making a customer a favorite in the customer list
- Accessing customer details
- About the Customer Details page
- Disabling or enabling a customer's access to the archive
- Editing a customer's company details
- Resetting a customer's primary administrator password
- Editing a customer's archiving options
- Viewing and exporting the details of a customer's archive accounts
- Viewing and editing a customer's onboarding checklist information
- Configuring trusted networks for a customer
- Viewing a customer's email retention settings
- Viewing the mail monitoring details for a customer
- About configuring Authentication Management for a customer
- Confirming the completion of a customer order
- Reseller portal
- Distributor portal
- Customer Service administration roles
- Reporting
Creating and updating archive accounts in bulk from a user upload list
If the client has provided a user upload list, you can use the list to perform the bulk creation or modification of archive accounts for the client.
See Veritas Alta Archiving customer provisioning prerequisites.
Note:
For Google G Suite Gmail customers, you can take a CSV file of Google users that the customer has downloaded from the Google Admin console and convert it to a format that is suitable for use in this procedure.
See Creating Google G Suite Gmail archive accounts in bulk from a downloaded Google user list.
The user upload list may contain new users and existing users. The list is processed as follows:
For each listed user an archive account is created if one does not exist. If the archive account already exists, its details are updated if the list specifies any different information.
Archive accounts for unlisted users remain unchanged.
The primary administrator account and the unassigned legacy account are never modified.
Newly provisioned users must reset their password or have it reset for them, before they can access Veritas Alta Archiving. More details are given at the end of the following procedure.
To create and update archive accounts in bulk from a client's user upload list
Review the user upload list, to ensure that the columns have been completed correctly. In particular, note the following:
A First Name is required for all general email accounts. The first name is a required field for resetting a user's password.
The Primary Email and User Name columns should have the same content for each user.
Any Domain Name included in the user upload list must be configured in the Domains section of the customer's company details before you proceed. Otherwise the creation of the related accounts fails.
Ensure that the Aliases column does not include the Primary Email and User Name address.
- In the left navigation pane of Archive Administration Console, select Customer Service > Customers. Then select the required customer from the customer list, to display the Company Details page.
- From the list of tabs along the top of the main pane, click the Accounts tab.
- Click Import.
- In the Account Import dialog box, click Browse, and browse to the location of the client's user upload list file. Then select the file from its location and click Import.
- The dialog box displays the results of the completed import including user names, account status, and details of the upload status such as Account successfully added.
Before you close the Account Import dialog box, click Export to Excel if you want to capture the information to an Excel spreadsheet.
- Close the Account Import dialog box.
The newly imported accounts now appear in the list of accounts on the Accounts tab.
Note that the customer's unassigned legacy account and primary administrator account are not shown on the Accounts tab.
- For each new account in the Accounts tab, check that any user alias email addresses are correct. If the alias email addresses are not entered for an account, any messages that are sent or received for those addresses go to the Unassigned Legacy account. Email reassignments to the correct archive accounts must be run manually by the Veritas Alta Archiving data management team.
- The passwords for any newly provisioned users must be reset before the users can access Veritas Alta Archiving. Users can select the Forgot Password link on the Veritas Alta Archiving login page to request a temporary password, which is sent to their primary email address. Alternatively, an administrator can assign a password to the user's archive account as follows:
Log on to the Veritas Alta View Compliance and Governance Management Console with the credentials of the customer's primary administrator.
In Archive Administration, select Account Management.
Select the user account.
On the Edit Account dialog, enter a new password.