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. 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
  9. 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
  10. 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
  11. 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
  12. 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.  
      Usage notifications
    14.  
      Enabling or disabling usage notifications
    15.  
      Changing the usage notification threshold and frequency
    16.  
      Adding email addresses for usage notifications
    17.  
      Removing email addresses from usage notifications
  13. Personal.cloud Deployment for IBM Notes
    1.  
      Personal.cloud deployment for IBM Notes
  14. 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
  15. Archive Administration Known Issues
    1.  
      Archive Administration Known Issues

Creating an archive account

From the Account Management page, you can manually create an archive account for a user.

To create an archive account

  1. In the left navigation pane, click Account Management.
  2. At the top of the Account Management page, click Archives and then click New Archive.
  3. On the Accounts page, under Archive Detail, enter the required details as follows:

    Email Address

    Enter the primary email address for the user.

    Note:

    If your organization has more than one domain, select the correct domain from the drop-down list.

    First Name

    Enter the first name of the user.

    Last Name

    Enter the last name of the user.

    User Name

    The user name for the account. By default Archive Administration uses the email address as the user name, but you can change it if you want.

    Password

    Enter a password for the user that meets the password policy requirements for your organization.

    See Configuring an advanced password policy.

    Note:

    This option does not appear if you selected Enable Personal Archive Access and send Welcome Message under Provisioning > Personal Archive Deployment Options > Personal Archive Access. In that case, Archive Administration generates a password automatically to send to the user.

    Confirm Password

    If you entered a password you must enter the password again to confirm it.

    Time Zone

    Select the correct time zone for the user.

    Role

    Indicates the role that is currently configured for this archive account.

  4. Under Status, select the status options for the user:

    Account

    Select whether the account is created in an enabled or disabled state.

    Login

    Select whether Enterprise Vault.cloud account logins are unlocked or locked.

    Archiving

    Select whether archiving is enabled or disabled.

    If you select Enabled, the email messages for the user start journaling to Enterprise Vault.cloud immediately after you create the archive account.

    Folder Sync

    Indicates whether the Folder Sync feature is enabled or disabled.

    Note:

    This status is for information only. Folder Sync cannot be enabled or disabled from Archive Administration. Folder Sync is enabled or disabled at an account level from the Folder Sync application.

    External Reviewer

    Select whether the user is to be an external reviewer. External reviewers are the users that are not part of your organization, but who need to review archived messages for a Discovery.cloud matter.

    The following conditions apply to archive accounts for external reviewers:

    • Can only be assigned the Accounts role.

    • Can be assigned to any matter like users with the normal Reviewer role assigned.

    • Can only access the E-Discovery tab in Discovery.cloud.

    • Can only access the matters that are assigned to them.

    • Can apply labels, review statuses, and notes to messages if granted permission.

    • Cannot access a matter once the matter expires.

    • Cannot restore, forward, or reply to messages regardless of the configuration for your organization.

    • Cannot edit the labels or the review statuses that are already assigned to a message.

    An external reviewer has their account disabled for archiving.

  5. Under Services, select the services that you want to enable for the archive account:

    Personal.cloud

    Lets the user access Personal.cloud.

    Personal.cloud Mobile

    Lets the user access Mobile Web Access.

    Note:

    For this service to be enabled, you must also enable the option for Mobile Web Access on the Archive Options page.

    Discovery.cloud

    Lets the user access Discovery.cloud.

    Advanced Supervision

    Lets the user be granted Advanced Supervision access and permissions.

    Chatter

    Enables Salesforce Chatter archiving for the user.

    Note:

    This option is available only if your organization subscribes to the service.

    Office 365

    Enables Microsoft Office 365 Personal Archive collections for the user.

    Note:

    This feature is no longer supported in Enterprise Vault.cloud and should not be selected.

    Blackberry

    Enables Personal Archive for BlackBerry for the user.

  6. Under Archive Aliases if required, enter an alias email addresses that you want to associate with the archive account. Then click Add. Repeat to add more aliases if necessary.

    Note:

    Any messages that are sent to these alias email addresses are forwarded automatically to the primary email address. If you do not associate an alias email address with the archive account, messages that are sent to alias email address are saved in the Unassigned Legacy Account.

  7. Click Save to save the details you entered and to create the new user.