Veritas Alta™ View Compliance and Governance User Guide

Last Published:
Product(s): Veritas Alta Archiving (1.0), Veritas Alta eDiscovery (1.0)
  1. Getting started
    1.  
      About Veritas Alta View Compliance and Governance Management Console
    2.  
      Prerequisites for using Veritas Alta View Compliance and Governance Management Console
    3.  
      Veritas Alta View Compliance and Governance Management Console web browser support
    4.  
      What's new in this release
    5.  
      Signing in to Veritas Alta View Compliance and Governance Management Console
    6.  
      Signing out from Veritas Alta View Compliance and Governance 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.  
      Viewing and exporting statistics of Alta Capture-specific archives
    3.  
      Viewing and exporting mail statistics of EVC-specific archives
  4. Managing Configurations
    1.  
      About the Configuration page
    2.  
      Viewing provisioned services
    3.  
      Selecting the User Management options
    4. About Provisioning
      1.  
        Configuring the Alta 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.  
        Removing user access
      11.  
        Disabling bulk user accounts
      12.  
        Editing Mobile Web Access permission for existing archive accounts
      13.  
        Unlocking an archive account
      14.  
        Exporting archive account information
      15.  
        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 the import job of archive collectors
    5.  
      Restarting import job of archive collectors
    6.  
      Viewing the latest status of Archive Collectors
    7.  
      Deleting an existing archive collector
    8. 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
    9. About Bloomberg Archiving
      1.  
        Configuring the Bloomberg Synchronization
    10. About Microsoft Teams Archiving
      1.  
        Registering a Microsoft Azure App for Teams Collector
      2.  
        Requesting access to protected APIs in Microsoft Graph
      3.  
        Enabling Microsoft Teams Archiving service for customer
      4.  
        Configuring Microsoft Teams Synchronization
    11. About OneDrive for Business Archiving
      1.  
        Registering a Microsoft Azure App for OneDrive for Business Collector
      2.  
        Enabling the OneDrive for Business Archiving service for customer
      3.  
        Configuring OneDrive for Business Synchronization
    12. About Data Uploading
      1.  
        Configuring data uploading collection
    13. About Alta Capture Services Archiving
      1.  
        Enabling Alta Capture Services for Archiving
      2.  
        Configuring Capture Services for Archiving
  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 an advanced password policy
    5.  
      Configuring trusted networks for Veritas Alta Archiving access
    6.  
      Managing Custom Headers
    7.  
      Managing Discard Rules
  8. Managing Authentication
    1.  
      Configuring the Veritas Alta 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.  
      Configuring the default retention period
    3.  
      Creating a retention policy
    4.  
      Editing a retention policy
    5.  
      Deleting a retention policy
    6.  
      Associating a retention policy with a policy target
    7.  
      Disassociating a retention policy from a policy target
    8.  
      Enabling and disabling the storage expiry setting
    9.  
      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 Veritas Alta Archiving reports, logs, usage, and notifications
    2. Reports
      1.  
        Generating a Messaging Report
      2.  
        Generating a Personal Archive Report
      3.  
        Generating a Mobile Web Access Report
      4.  
        Generating a Discovery Archive Report
      5.  
        Generating an Advanced Supervision specific Report
    3. Usage
      1.  
        Generating a service usage report
      2.  
        Generating a mailbox statistics report
      3.  
        Generating an archived message size 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
    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
  12. Classification
    1.  
      About classification
    2.  
      Which emails get classified?
    3.  
      Steps for setting up classification
    4.  
      Accessing the Veritas Alta Classification
    5.  
      Veritas Alta 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 Veritas Alta Archiving
    2.  
      Adding a relying party trust for Veritas Alta Archiving
    3.  
      Generating a token-signing certificate
  15. Alta Personal Archive Deployment for IBM Notes
    1.  
      Alta Personal Archive deployment for IBM Notes
  16. Archive Administration Updates in Previous Releases
    1.  
      About the updates for previous releases

Importing data into archives

Before you use the Import Data feature, note that:

  • The Import Data feature is available for administrators of those customers for whom the Enable Import Data option is selected while creating or updating customer details. The users who have the Import Data privilege can view the Import Data option.

  • The yearly quota limit indicator is available that indicates the available data limit for the current year and the consumed limit. The in-progress upload data is considered as a consumed limit. In case of upload failure for upload in-progress files, the data is added back to the available limit within 5 to 10 minutes of the upload failure. (The duration of the yearly quota period is considered from January 1 to December 31.)

  • When you consume the data limit you are entitled, you would be notified when you attempt to upload a file.

  • Only PST, MSG, and EML files can be imported. To import the MSG and EML files, you must create a ZIP file.

  • While uploading a ZIP file, the application does not identify its actual content size. The quota limit changes as per the actual data size imported. It is recommended to check and ensure the actual content size manually while creating a ZIP file. Else, the import batch may fail due to exceeded quota limit.

  • You can select and upload multiple PST and ZIP files simultaneously.

  • You can select multiple PST files and/or one CSV file. If the CSV file has a valid account mapping, then account IDs automatically populate on the user interface, along with the valid PST file name. Only PST files are displayed on the user interface.

  • For PST files, the messages are archived in sender's and recipients' archives by default.

  • For PST files, you can archive messages in the PST owner's archive.

    In this case, an account must be mapped with the specified email address of the PST owner. If required, create an account for the PST owner's email address in the Veritas Alta View Compliance and Governance Management Console Console.

To import data into archives

  1. On the Veritas Alta View Compliance and Governance Management Console console, in the left navigation pane, click Import Data.

    Note:

    You must launch Import Data from the Veritas Alta View Compliance and Governance Management Console Console. Never use a direct URL of Import Data.

    If you have uploaded data earlier using Import Data, the import data page displays the details about the uploaded PST and ZIP (MSG and EML) files and the status of upload process. Else, the page does not show any record.

  2. On the top-right corner of the page, the application displays the available limit for uploading the files. Ensure that you have sufficient limit available for uploading the files.
  3. Click Import.

    The application displays the Upload PST or ZIP(MSG/EML) file and import data page.

  4. To browse for the files that you want to upload, either click Add upload items or click Browse. Search for and select the required files.

    Note:

    The application displays a list of selected PST, ZIP, and CSV files. You can upload multiple PST and ZIP (MSG and EML) files, and one CSV mapping files simultaneously.

    To remove the files that are added but do not need to be uploaded for some reason, click the Delete icon in the corresponding row.

  5. In the Import Type column, do the following:
    • If you have selected a PST file for uploading, ensure that the Import Type is displayed as PST by default.

      The list of PST files is displayed along with the mapped email IDs that are populated in the Owner Email field from the selected CSV file.

    • If you have selected a ZIP file for uploading, select the Import Type as MSG or EML.

      For example, if the ZIP file contains the MSG files, you must select Import type as MSG. If the ZIP file contains the EML files, you must select Import type as EML.

    • If you have selected the CSV mapping file and if that file finds a valid PST and Account ID, then the account email ID appears in the Owner Email field.

      You can select or clear this check box for your entries and update the owner email field.

  6. In the Journal Address column, select an appropriate journal address for each item.
  7. By default, the Archive message in sender's and recipients' archive check box is selected for all the selected files.

    If you clear this check box, the application displays the following error message.

    At least one archive option should be selected to process the PST file.

  8. Select the Archive messages in PST owner's archive check box if you need to archive messages in the PST owner's archive along with the sender's and recipients' archive.
  9. Ensure that all the error messages for the selected messages are resolved. Else, the Upload button remains disabled.
  10. Click Upload to send the file to the server, and do not refresh the page during the upload of the files.

    The Import Data page displays the status of files that you have uploaded.

  11. Expand individual rows to view the import history of items uploaded. It provides details such as import start and end dates, total items in a file, number of items imported, number of items failed, number of non-email items, number of oversized items, and error messages if any.

The following statuses are shown with file entry:

Status

Description

Upload in progress

Uploading the files

Upload complete

File upload process completed.

Import in progress

File is in import process.

Queued For import

Job is in queue and waiting to be picked for Import process.

Error

Error occurred while importing file.

Import complete

All found items are imported.

Import partially successful

All found items are not imported (contains some non email items or failed to import some items or oversized items).

Note:

Summary and detailed report for the uploaded PST and ZIP files with the count and size of emails imported is available in the reports section of Veritas Alta View Compliance and Governance Management Console console.

See Generating a Messaging Report.