Enterprise Vault.cloud™ Archive Administration Help

Last Published:
Product(s): Enterprise Vault.cloud (Version Not Specified)
  1. Getting started with Archive Administration
    1.  
      About Enterprise Vault.cloud Archive Administration
    2.  
      Prerequisites for Archive Administration
    3.  
      Archive Administration web browser support
    4.  
      What's new in this release
    5.  
      Signing in to Archive Administration
    6.  
      Signing out from Archive Administration
    7.  
      Resetting a forgotten password
    8.  
      Password policy
  2. Archive Overview
    1.  
      About the Archive Overview
    2.  
      Viewing the Full Archive Usage report
  3. Customer Dashboard
    1.  
      About customer dashboard
    2.  
      Viewing and exporting dashboard statistics details
  4. My Config
    1.  
      About the My Config page
    2.  
      About Services
    3.  
      Selecting the User Management options
    4. About Provisioning
      1.  
        Configuring the Personal.cloud 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 the details of an archive account
      5.  
        About the Account Details page
      6.  
        Editing an archive account
      7.  
        Deleting an archive account
      8.  
        Deploying users
      9.  
        Enabling services for existing Exchange Online 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
  5. Archive Collectors
    1.  
      About Archive Collectors
    2.  
      Adding new archive collectors
    3. 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
    4. About Bloomberg Archiving
      1.  
        Configuring the Bloomberg Sync
    5. 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 Team service for customer
      4.  
        Configuring Microsoft Teams Sync
    6. About OneDrive for Business Archiving
      1.  
        Registering a Microsoft Azure App for OneDrive for Business Collector
      2.  
        Enabling the OneDrive for Business service for customer
      3.  
        Configuring OneDrive for Business Sync
  6. Role Management
    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. Policy Management
    1.  
      About Policy Management
    2.  
      Configuring archive options
    3.  
      Disabling account archiving
    4.  
      Configuring an advanced password policy
    5.  
      Configuring trusted networks for Enterprise Vault.cloud access
  8. Classification
    1.  
      About classification
    2.  
      Which emails get classified?
    3.  
      Steps for setting up classification
    4.  
      Accessing the Veritas Information Classifier
    5.  
      Enterprise Vault.cloud item properties for use in custom classification policies
  9. Import Data
    1.  
      About Import Data
    2.  
      Importing data into archives
  10. Authentication Management
    1.  
      Configuring the Enterprise Vault.cloud 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
  11. AD FS Configuration Guide
    1.  
      Configuring AD FS to work with Enterprise Vault.cloud
    2.  
      Adding a relying party trust for Enterprise Vault.cloud
    3.  
      Generating a token-signing certificate
  12. Retention Management
    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
  13. Continuity Management
    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
  14. Reports Management
    1.  
      About Enterprise Vault.cloud reports and logs
    2.  
      Viewing the Activity Log
    3.  
      Viewing the Message Log
    4.  
      Viewing the Usage Log
    5.  
      Viewing the Usage Reports
    6.  
      Creating a Retention Log Report
    7.  
      Viewing the Mobile Browser Log
    8.  
      Viewing the Personal Browser Log
    9.  
      Viewing the Discovery Browser Log
    10.  
      Creating a Messaging Report
    11.  
      Creating a Personal Archive Report
    12.  
      Creating a Mobile Web Access Report
    13.  
      Creating a Discovery Archive Report
    14.  
      Creating a Mail Reassignment status report
  15. Notification Management
    1.  
      Usage notifications
    2.  
      Enabling or disabling usage notifications
    3.  
      Changing the usage notification threshold and frequency
    4.  
      Adding email addresses for usage notifications
    5.  
      Removing email addresses from usage notifications
  16. Personal.cloud Deployment for IBM Notes
    1.  
      Personal.cloud deployment for IBM Notes
  17. Archive Administration Updates in Previous Releases
    1.  
      About the updates for previous releases
  18. Archive Administration Known Issues
    1.  
      Archive Administration Known Issues

Configuring Exchange Online sync

You must configure Exchange Online Sync if you selected the option on the User Management page to manage account provisioning with Exchange Online.

To set up Exchange Online Sync, you must first provide the credentials of a Office 365 account. After successful access to the Exchange Online Archiving service, you can do the provisioning and configuring steps. Finally, you need to schedule the Exchange Online sync.

To configure Exchange Online sync

  1. Navigate to the Archive Administration portal (old Manage user interface). Do any of the following:
    • In the left navigation pane, under My Config, select User Management.

      On the User Management page, ensure that the Using Office 365 check box is selected. Click Save and then click Go to next step.

      Click the Exchange Online link to navigate to the Archive Collectors portal.

      Archive Administration navigates you to the My Configuration page and guides you to perform the required configuration steps for the provisioning options you have selected.

    • In the left navigation pane, select Archive Collectors.

      The Archive Collectors portal appears.

      Note:

      The Archive Collectors node appears in the left navigation pane, only when either of the following secondary services is selected:

      • When the Using Microsoft Office 365 check box is selected on the User Management page.

      • When the Bloomberg Archiving check box is selected on the Customer Details page of the Customer Service tab.

    By default, the Exchange Online page appears.

  2. On the Credential Management page, select the appropriate credential type to connect to the Exchange Online portal.

    You can switch between the modern and the legacy authentication process. This affects how Enterprise Vault.cloud connects to Microsoft to get your tenant information.

    • If you want to select the modern authentication method, select the Azure AD registered app configuration option. Specify the following:

      Client ID

      Client ID (also known as Registered Azure AD application ID) is the unique identifier that gets generated while setting up the modern authentication in Azure AD.

      Provide this application ID in this field.

      Tenant Name

      This is a Primary Domain for the Azure AD tenant. You can get this ID from the Tenant Information section on Overview page of Azure AD portal.

      Certificate

      Certificate is the Self-signed .PFX file.

      If a certificate is already uploaded, the Use existing certificate option appears by default. The thumbprint and expiry details of this certificate appears.

      To upload a new certificate, select the Use new certificate option, and upload the .PFX file.

      Certificate Password

      This is a password used for the self-signed certificate.

      Provide this password when you upload a new certificate.

    • If you want to use legacy authentication option, select the PowerShell credential + Exchange services credentials option. Specify the following:

      PowerShell credentials

      Provide the credentials for an Exchange Online account under which Exchange Online Sync can run the PowerShell commands to synchronize the accounts.

      Username: Enter the email address of an Exchange Online account that has the required permissions.

      Password: Enter the password for the Exchange Online account.

      Exchange web services credentials

      Provide the credentials for an Exchange Online account under which Exchange Online Sync can run the Exchange web services commands to synchronize the accounts.

      Use the same credentials as PowerShell: It is recommended to select this check box, to use the same account that you specified for running the PowerShell commands. Unless you have a requirement to use a different account, ensure that this check box is selected, and go on to the next step. To use a different Exchange Online account to deploy the web folders, clear this check box and enter the account's Username and Password.

  3. Click Test to verify connection with Exchange Online endpoint.
  4. Click Save to navigate to the Provisioning and configuration tab.

    Else, you can manually to the Provisioning and configuration tab. The application displays the connection confirmation notification and the last successful connection date and time. This notification disappears in a few seconds.

  5. On the Provisioning page, do the following steps:

    Synchronize user name from

    Select one of the following options:

    Email Address: Select this option to match the Username with the primary email address associated with the archive account.

    User Principal Name: Select this option to match the Username with the user principal name associated with the archive account.

    Domain Provisioning

    Select one of the following options:

    Provision specific domains: Select this option to choose the Exchange Online domains for which you want to provision archive accounts. Then click Specify Domains and select the required domains from the list. The Select Domains check box lists all the domains that are associated with the configured Exchange Online account. To set a primary domain, select Set as Primary for the required domain. When you have chosen the domains, click OK to save the options you selected.

    Provision all domains: Select this option to provision archive accounts for all the Exchange Online domains that are associated with the configured Exchange Online account.

    Archive Provisioning

    Select one of the following options:

    Provision Distribution Lists: Select this option to create archive accounts for the users that are associated with specific Exchange Online distribution lists for your company. Then click Specify Lists and select the required distribution lists. When you have chosen the distribution lists, click OK to save the options you selected.

    Provision Dynamic Distribution Lists: Select this option to create archive accounts for the users that are associated with specific Exchange Online dynamic distribution lists for your company. Then click Specify Lists and select the required dynamic distribution lists. When you have chosen the dynamic distribution lists, click OK to save the options you selected.

    Provision all users: Select this option to provision archive accounts for all the users in the domains that you specified in the previous step.

    SMTP Journaling

    Select whether to provision journaling for Exchange Online Sync manually or automatically:

    Manually provision journaling in Exchange Online: Select this option if you want to configure Exchange Online journaling manually from within the Exchange Online interface. If you choose this option, you must configure a suitable journaling rule manually in Exchange Online before you attempt to run a synchronization.

    Choose manual provisioning if you want to configure specific journaling rules, for example to journal for a named distribution group. Otherwise you can choose automatic provisioning.

    For information on how to configure journaling manually for Exchange Online Sync, see Setting up Exchange Online journaling in the Enterprise Vault.cloud Journaling Guide.

    Note:

    The journal address that you must provide if you configure Exchange Online journaling manually is shown in the Journal address box under the Automatically provision journaling in Exchange Online option.

    Automatically provision journaling in Exchange Online: Select this option to let Archive Administration configure a journaling rule automatically in Exchange Online. Archive Administration attempts to create the journaling rule when you click Next at the end of this procedure. The rule journals all items to the assigned Exchange Online journal address. Archive Administration prepopulates the Journal address box with the Exchange Online journal address that Enterprise Vault.cloud has assigned to your company.

    Note:

    You must also set up a send connector for Exchange Online. See Setting up Exchange Online journaling in the Enterprise Vault.cloud Journaling Guide.

    Personal Archive Deployment Options

    Under Web Folder Configuration, specify the following details:

    • Deploy Web Folder to Exchange Online: Select this check box if you want Exchange Online Sync to deploy a Personal.cloud web folder when it provisions an archive account.

    • Archive Folder Name: Enter the name to use for the Personal.cloud web folder, such as Personal Archive.

    • Archive Folder URL: Enter your access URL for Personal.cloud.

    Under Personal Archive Access, configure whether Enterprise Vault.cloud automatically enables access to Personal.cloud and sends a welcome message email to each user.

    • Enable Personal Archive access and send Welcome Message: Select this option to enable Personal.cloud access to each account that is provisioned, and to enable welcome messages to be sent to the provisioned users. If you select this option, you must select one of the sub-options.

    • Don't send Welcome Message if already sent: Select this option to send a welcome message to a provisioned user only once. This is the default option.

    • Send Welcome Message anyway: Select this option to send a welcome message every time that Exchange Online Sync synchronizes the account, even if a welcome message was sent previously.

    Click the Compose Welcome Message Template link to create a new welcome message notification.

    Notification Options

    Under Administration Roles to Notify, do the following:

    Show Notify Roles: Click this option to select the roles you want to get notified. Expand the role to view number of users available under that role.

    Show Custom Roles: Click this option to select the customized roles you have created.

  6. Click Next to save the provisioning details, and navigate to the Configuration page.
  7. On the Configuration page, do the following steps:

    Synchronize Shared Mailboxes

    Select this check box to target every shared mailbox for synchronization in all of your Exchange Online domains.

    Mailbox Delegate Permissions

    Select one of the following options to decide further action.

    Do not synchronize delegation permissions: Perform no synchronization of mailbox delegation permissions. If any mailbox delegation permissions are already synchronized, these remain unaffected.

    Synchronize delegation permissions: Synchronize the delegation permissions that are applied to the targeted mailboxes. In Personal.cloud a user is then able to access the archived content for each mailbox to which they have been granted delegate access.

    Remove synchronized delegation permissions: Remove any synchronized Exchange Online delegation permissions. All delegated access to Exchange Online archives is removed.

  8. Click Next to save the configuration details, and navigate to the Exchange Online Sync Schedular page.
  9. On the Exchange Online Sync Schedular page, do the following steps:

    Sync Schedular

    Select this option to set up a synchronization schedule. Specify the start date and time for initiating the sync.

    Sync Now

    Select this option to run the Exchange Online synchronization on demand. Click Run Now for initiating the sync.

  10. Click Next to navigate to the Summary page.
  11. On the Summary page, ensure the details. In case, you want to modify anything, click Edit to navigate to corresponding page.