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.  
      Logging in to Archive Administration
    5.  
      Changing your password
  2. Archive Overview
    1.  
      About the Archive Overview
    2.  
      Viewing the Full Archive Usage report
  3. My Config
    1.  
      About the My Config page
    2.  
      About Services
    3.  
      Selecting the User Management options
    4.  
      Configuring Office 365 Sync
    5.  
      Creating a custom role group for the Office 365 Sync account
    6. About Office 365 mailbox delegation permissions synchronization
      1.  
        Requirements for delegation permissions synchronization
      2.  
        Effects of synchronized mailbox delegation permissions
      3.  
        Conditions that cause the removal of all delegate access to an archive account
      4.  
        About the synchronization of delegation permissions with a scheduled sync
    7. About Provisioning
      1.  
        Configuring the Office 365 Sync provisioning options
      2.  
        Configuring the Personal.cloud deployment options
      3.  
        Configuring the administrator notification options
    8.  
      About Office 365 synchronizations
    9.  
      Running and scheduling Office 365 synchronization events
    10.  
      Office 365 Sync reporting
    11.  
      Viewing the Office 365 Sync summary and reports
    12.  
      CloudLink Sync Summary
    13. 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
    14. 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.  
        Removing user access
      10.  
        Enabling services for existing archive accounts
      11.  
        Editing Mobile Web Access permission for existing archive accounts
      12.  
        Unlocking an archive account
      13.  
        Exporting archive account information
  4. Archive Collectors
    1.  
      About Archive Collectors
    2. About Box File Archiving
      1.  
        Setting up the link to Box
      2.  
        Removing the link to Box
      3.  
        Enabling file collection automatically when the service maps an account
      4.  
        Enabling unmapped user reporting
      5.  
        Adding to the list of file extensions that are archived from Box
      6.  
        Changing the file extensions to archive for individual users
      7.  
        Enabling or disabling file collection manually for mapped users
      8.  
        Downloading a Box user list
    3. About Salesforce Chatter Archiving
      1.  
        Configuring Salesforce Chatter Archiving
      2.  
        Viewing the Salesforce Chatter Archiving summary
      3.  
        Enabling and disabling Salesforce Chatter Archiving
    4. About Lync On-Premises Archiving
      1.  
        Enabling and disabling the Lync On-Premises Archiving feature
    5. About Bloomberg Archiving
      1.  
        Bloomberg Settings
      2.  
        Upload a token-signing certificate
      3.  
        The History panel
  5. 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. 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
  7. 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
  8. Import Data
    1.  
      About Import Data
    2.  
      Importing data into archives
  9. 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
  10. 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
  11. 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
  12. 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 whitelists
    6.  
      Updating your email security provider routing configuration
    7.  
      Testing the Email Continuity configuration
    8.  
      Managing Email Continuity
    9.  
      Email Continuity FAQ
  13. Reporting and Notifications
    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.  
      Usage notifications
    15.  
      Enabling or disabling usage notifications
    16.  
      Changing the usage notification threshold and frequency
    17.  
      Adding email addresses for usage notifications
    18.  
      Removing email addresses from usage notifications
  14. Personal.cloud Deployment for IBM Notes
    1.  
      Personal.cloud deployment for IBM Notes
  15. Archive Administration Updates in Previous Releases
    1.  
      About the updates for previous releases
    2.  
      March 2017 updates
    3.  
      August 2016 updates
    4.  
      May 2016 updates
    5.  
      January 2016 updates
    6.  
      December 2015 updates
    7.  
      November 2015 updates
    8.  
      August 2015 updates
    9.  
      May 2015 updates
    10.  
      February 2015 updates
    11.  
      November 2014 updates
    12.  
      August 2014 updates
    13.  
      May 2014 updates
    14.  
      November 2013 updates
    15.  
      July 2013 updates
    16.  
      May 2013 updates
    17.  
      February/March 2013 updates
    18.  
      November 2012 updates
    19.  
      May 2012 updates
    20.  
      March 2012 updates
    21.  
      January/February 2012 updates
    22.  
      January 2012 updates
  16. Archive Administration Known Issues
    1.  
      Archive Administration Known Issues

Creating a custom role group for the Office 365 Sync account

The Microsoft Office 365 account that performs the Office 365 synchronizations must have certain administrator permissions assigned. You can specify an Office 365 Global Administrator account, but you may prefer to use an account that has only the required permissions. The following procedure describes how to create an Office 365 custom role group that has the required permissions. Any account that you assign to this custom role group can be used as the account that you specify on the Office 365 Config page.

To create a custom role group for the Office 365 Sync account

  1. Sign in to Microsoft Office 365 as a Global Administrator.
  2. Click the Admin app to open the Office 365 Admin center.
  3. If you want to create a new user account to assign to the custom role group, perform the following steps:

    • Under Users > Active Users, click the + icon.

    • Complete the Create new user account dialog.

    Note:

    You may experience a delay before Office 365 makes the new account available in the Exchange Admin Center.

  4. In the left menu bar of the Office 365 admin center, expand Admin centers (Admin in the old admin center), and select Exchange.

  5. In the left navigation pane of the Exchange Admin Center, click Permissions.
  6. On the admin roles page, click the + icon to add a new role group.
  7. At the top of the new role group window, enter a role group name in the Name field.
  8. In the Roles section of the New Role Group window, click the + icon to add the required roles.
  9. In the Select a Role window, select all of the following roles and then click Add:
    • ApplicationImpersonation

    • Distribution Groups

    • Mail Recipients

  10. Click Ok to close the Select a Role window and to return to the New Role Group window.
  11. In the Members section of the new role group window, click the + icon to add an account to the role group.
  12. In the Select Members window, select the account that you want to make a member of the role group and then click Add.
  13. Click Ok to close the Select Members window and to return to the new role group window.
  14. Click Save to save the new role group.

    Note:

    The new role group now appears in the list of Admin Role Groups on the admin roles page. If you do not see the new role group, wait several minutes and then refresh the page. You can use the credentials of any account that is a member of this role group for Office 365 Sync.