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

Configuring archive options

The Archive Options page under the Policy Management node lets you configure the following options for Veritas Alta Archiving:

  • Email Direction - determines whether inbound, outbound, and internal messages are archived in Veritas Alta Archiving.

  • Active Folder Synchronization - determines whether Outlook folder synchronization is enabled, for those organizations that subscribe to the Folder Sync service.

  • Veritas Alta Archiving Actions - determines whether Alta Personal Archive users can send, reply, forward, print, or save messages.

  • Time Zone and Date Format - sets the default time zone and date format for Veritas Alta Archiving.

  • Mobile Web Access - determines whether Mobile Web Access is enabled or disabled, and controls related settings.

  • Privilege Delete - determines whether Alta eDiscovery Administrator is enabled to permanently delete emails in Alta eDiscovery.

To configure archive options

  1. In the left navigation pane, select Policy Management > Archive Options.
  2. Click Edit.
  3. Under Email Direction, select the check box for one or more of the following message types:
    • Inbound Emails - archive the email messages that are sent to email addresses within your domain from outside your domain.

    • Outbound Emails - archive the email messages that are sent to email addresses outside your domain from inside your domain.

    • Internal Emails - archive the email messages that are sent between email addresses within your domain.

    Note:

    By default, all message types are selected.

  4. Under Active Folder Synchronization, choose whether folder synchronization is Enabled or Disabled.

    Note:

    This feature uses the Folder Sync application to synchronize Microsoft Outlook folders to Veritas Alta Archiving. The option is only available if your organization subscribes to the service and has the Folder Sync application configured.

  5. Under Veritas Alta Archiving Actions, select the check boxes for the actions that you want to enable in Alta Personal Archive:
    • Send, Reply and Forward - enables the options to send, reply, and forward messages in Alta Personal Archive.

    • Save - enables the option to save archived messages to your computer from Alta Personal Archive.

    • Print - enables the option to print archived messages from Alta Personal Archive.

  6. Under Time Zone and Date Format, configure the following options:
    • Personal Time Zone - the time zone for your archive account.

    • Default Company Time Zone - the default time zone for your organization.

    • Date Format - the default date format for your organization.

  7. Under Mobile Web Access, select the required options:
    • Select the Status option as Enabled or Disabled to determine whether Mobile Web Access is enabled or disabled for all archive accounts that have Mobile Web Access permission.

      Note:

      An archive account must have Mobile Web Access permission before the user can use this feature.

      See Editing Mobile Web Access permission for existing archive accounts.

    • Select Automatically grant Mobile Web Access permission for new accounts if you want Veritas Alta Archiving to grant Mobile Web Access permission for new archive accounts when you create them manually in Veritas Alta View Compliance and Governance Management Console.

      Note:

      This option does not apply to archive accounts that are created through CloudLink or Exchange Online Sync.

    • Select Send, Reply and Forward from Mobile Web Access to enable the Send, Reply, and Forward options in Mobile Web Access.

  8. Under Privilege Delete, do the following as required:
    • Toggle the switch adjacent to Alta eDiscovery to choose whether to enable or disable the delete emails permission for Alta eDiscovery users.

    • Toggle the switch adjacent to Personal Archive to choose whether to enable or disable the delete emails permission for Personal Archive users.

    Note:

    To use this feature, the Alta eDiscovery Administrator requires Privilege Delete permission. You can set Privilege Delete for the Alta eDiscovery Administrator role. See Editing the built-in administrator roles.

  9. Under View Delegate Folder Structure, choose whether the ability to view delegate archive folders in PA is Enabled or Disabled.

    Note:

    To use this feature, Folder Sync must be enabled for the account and delegate archives. For delegate archives with Folder Sync enabled, user would be able to see the folder structure on selection in Alta Personal Archive.

    If you have over 4,000 synchronized monitored and delegate archive folders, the loading time in the Active Folders tab might take up to five minutes.

    The delegate archive folder structure keeps synchronizing even though the View Delegate Folder Structure option in manage is enabled or disabled. When the delegate account users logs in to Alta Personal Archive, they can view their folder structure.

  10. Under Export to Azure private storage location, if the status is set to Enabled, the Create new Storage Account button is displayed. Click Create new Storage Account to allow a customer to create an Azure storage account during exporting items from Alta eDiscovery.

    Note:

    This is an on-demand feature and is enabled for the customers only after their request for it. It allows customers to create their private storage account and get a storage account SAS URL to work with their storage account. You can configure the status (Enabled or Disabled) and the retention period of this feature from the database only. If the status is set to Disabled, you cannot see the Create new Storage Account button.

    You can generate only one Azure storage account per customer. After creating a storage account, the Create new Storage Account button gets disabled. If you hover over the disabled button, the Storage account is already created tooltip is displayed.

  11. Click Save.

More Information

About Policy Management