Veritas Alta™ Archiving : Customer Administration Guide

Last Published:
Product(s): Veritas Alta Archiving (1.0), Veritas Alta eDiscovery (1.0)
  1. About customer administration
    1.  
      About Veritas Alta Archiving customer administration
    2.  
      Revision history
    3.  
      Obtaining the customer and partner administration documentation
    4.  
      About customers, partners, and provisioning
  2. Using the Customer Service tool
    1.  
      About the Customer Service tool
    2.  
      Accessing the Customer Service tool
  3. My Config
    1.  
      Viewing your company's configuration details
  4. Provisioning customers
    1.  
      About provisioning a customer
    2.  
      Stages of customer provisioning
    3.  
      Veritas Alta Archiving customer provisioning prerequisites
    4.  
      Provisioning a customer
    5.  
      Configuring the MYOK feature
    6.  
      Configuring the indexing languages for the new customer
    7.  
      Configuring the archiving options for a new customer
    8.  
      Obtaining the credentials of a customer's primary administrator account
    9.  
      About creating additional administrator accounts for a customer
    10.  
      Creating and updating archive accounts in bulk from a user upload list
    11. Creating Google G Suite Gmail archive accounts in bulk from a downloaded Google user list
      1.  
        Downloading a list of users from the Google Admin console
      2.  
        Converting a Google user list CSV file to the required format for the bulk import process
    12.  
      Confirming the completion of the new customer order
  5. Managing customers
    1.  
      About the Customers page
    2.  
      Finding a customer in the customer list
    3.  
      Making a customer a favorite in the customer list
    4.  
      Accessing customer details
    5.  
      About the Customer Details page
    6.  
      Disabling or enabling a customer's access to the archive
    7.  
      Editing a customer's company details
    8.  
      Resetting a customer's primary administrator password
    9.  
      Editing a customer's archiving options
    10.  
      Viewing and exporting the details of a customer's archive accounts
    11.  
      Viewing and editing a customer's onboarding checklist information
    12.  
      Configuring trusted networks for a customer
    13.  
      Viewing a customer's email retention settings
    14.  
      Viewing the mail monitoring details for a customer
    15.  
      About configuring Authentication Management for a customer
    16.  
      Confirming the completion of a customer order
  6. Reseller portal
    1.  
      About reseller portal
    2.  
      Viewing reseller details
    3.  
      Generating billing report
  7. Distributor portal
    1.  
      About distributor portal
    2.  
      Viewing distributor details
    3.  
      Generating billing report
  8. Customer Service administration roles
    1.  
      About Customer Service administration roles
    2.  
      Changing the permissions for a built-in Customer Service administration role
    3.  
      Creating custom Customer Service administration roles
    4.  
      Editing, renaming, or deleting custom Customer Service administration roles
    5.  
      Assigning Customer Service administration roles
  9. Reporting
    1.  
      About reporting in Customer Service
    2.  
      Viewing the Customer Service reports
    3.  
      Creating subscriptions to the Customer Service reports

Revision history

The following table lists the revision history for this guide.

Table: Customer Administration Guide revision history

Document issue date

Change

March 2023

This guide has been updated to reflect information about Reseller Portal and Distributor Portal.

July 2018

This guide has been updated to describe the new Alta Classification secondary service. This service enables customers to integrate Veritas Alta Archiving with the Veritas Information Classifier.

For information on classification, see the Archive Administration Help and the Alta eDiscovery User Guide.

November 2017

This guide has been updated to reflect the removal of the Salesforce ID field from the Company Details.

The guide has also been updated to describe the new location in Odyssey Service Cloud for downloading the customer and partner administration documentation.

March 2023

This guide has been updated to reflect information about Reseller Portal and Distributor Portal.

May 2017

This guide has been updated to reflect the following change, which was made in the March 2017 release. The Alternate Indexing Options feature that was previously available only for the Sydney data center has now been rolled out to all data centers. This setting determines if indexing is performed for any languages in addition to English. Additional indexing is currently available for Japanese.

  • When you provision a new customer in any data center you must now set the indexing languages, even if English only is required.

    See Configuring the indexing languages for the new customer.

  • For existing customers you cannot change the indexing options from the Veritas Alta View Compliance and Governance Management Console. Any changes require the assistance of the Veritas Alta Archiving Operations Team.

March 2017

The guide has been updated for the support of Google G Suite Enterprise edition Gmail archiving, as follows:

  • The sections on Provisioning Customers and Managing Customers have been updated to add some notes regarding the configuration of domains and journaling addresses for Google G Suite Gmail archiving,

  • A new section describes the bulk provisioning of Gmail archive accounts, which uses a CSV file of users downloaded from the Google Admin console as a starting point. A new tool converts the CSV file into a format that is compatible with the user import process.

    See Creating Google G Suite Gmail archive accounts in bulk from a downloaded Google user list.

December 2016

For the Sydney (APJ) data center a new Alternate Indexing Options setting was added under the Archiving Options tab of the Customer Details. This setting determines if indexing is performed for any languages in addition to English. Additional indexing is currently available for Japanese. Japanese indexing enables the search facilities in Alta eDiscovery, Alta Personal Archive, and Mobile Web Access to provide better search results for different Japanese scripts.

  • When you provision a new customer you must set the indexing languages, even if English only is required.

  • For existing customers you cannot change the indexing options from the Veritas Alta View Compliance and Governance Management Console. Any changes require the assistance of the Veritas Alta Archiving Operations Team.

November 2016

Updates for the November 2016 release of the Veritas Alta View Compliance and Governance Management Console:

  • The user upload list template no longer includes a password column. Users who are provisioned from an upload list must reset their password or have it reset for them before they can access Veritas Alta Archiving.

    See Creating and updating archive accounts in bulk from a user upload list.

  • The assignment of an Oracle ID is now mandatory when you provision a customer or edit a customer's company details. If you enter an Oracle ID that is already assigned to another customer, a Confirm dialog lists the existing assignments and lets you choose whether to continue.

August 2016

A change has been made to the user interface option that creates archive accounts from a client's user upload list. The option no longer includes an Is Partial Import check box. Previously unless you selected this check box, the process deleted any existing archive accounts for users not on the list. Now, existing archive accounts for unlisted users always remain unchanged.

See Creating and updating archive accounts in bulk from a user upload list.

December 2015

Minor updates for the release of the rebranded Veritas Alta View Compliance and Governance Management Console user interface.

October 2015

Updates to describe the new Transaction ID Confirmation tab for ERP billing in Customer Details.

Rebranding for Veritas.

August 2015

  • Updates for the August 2015 release of the Veritas Alta View Compliance and Governance Management Console:

    • The Export to Excel option on the Accounts tab of the Customer Details page has been modified. The output file no longer includes any password information. You no longer have the option to reset the passwords for users who have not logged on to their archive accounts.

  • The description in this guide of the Customers page now indicates that Archive size is shown in MB.

May 2015

  • Updates for the May 2015 release of Veritas Alta View Compliance and Governance Management Console:

    • Description of the new Lync On-Premise Archiving secondary service, and the new Lync OnPrem mail server type for journal addresses.

  • Removal of the information on using the Bulk Import tab on the Customer Details page. The Domino Bulk Import feature is now deprecated.

  • Revised instructions on how to obtain the customer and partner administration documentation.

February 2015

First publication in this format.