Arctera™ Insight Management Console Help

Last Published:
Product(s): Veritas Alta eDiscovery (1.0)
  1. Getting started
    1.  
      About Arctera Insight Management Console
    2.  
      Prerequisites for using Arctera Insight Management Console
    3.  
      Arctera Insight Management Console web browser support
    4.  
      What's new in this release
    5.  
      Signing in to Arctera Insight Management Console
    6.  
      Signing out from Arctera Insight 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.  
      Monitoring a status of active archives
    3.  
      Monitoring storage consumption
    4.  
      Monitoring a status of Insight Capture collectors activities
    5.  
      Monitoring a status of AI Wallet usage
  4. Managing Configurations
    1.  
      About the Configuration page
    2. Viewing provisioned services
      1.  
        Managing Domains
    3.  
      Selecting options to provision and manage user accounts
    4. About Provisioning
      1.  
        Configuring the Insight Personal Archive deployment options
      2.  
        Configuring the administrator notification options
    5.  
      CloudLink Sync Summary
    6. About Managed Tags
      1.  
        Creating a managed tag
      2.  
        Editing managed tags
      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
        1.  
          Archive Detail
        2.  
          Status
        3.  
          Services
        4.  
          Archive Aliases
        5.  
          Delegate Access
        6.  
          History
      6.  
        Editing an archive account
      7.  
        Deleting an archive account
      8.  
        Deploying users
      9.  
        Enabling services for existing archive accounts
      10. Configuring the Manage Your Own Keys (MYOK) Feature
        1.  
          Enabling a customer for the MYOK feature
        2.  
          Installing the Azure App and assigning it the Admin role
        3.  
          Generating a Storage Key URI
        4.  
          Acknowledging a successful configuration
        5.  
          Configuring key rotation policy
      11.  
        Removing user access
      12.  
        Disabling bulk user accounts
      13.  
        Editing Mobile Web Access permission for existing archive accounts
      14.  
        Unlocking an archive account
      15.  
        Exporting archive account information
      16.  
        Editing contact details of a system administrator
      17.  
        Managing InsightBooks permissions
  5. Managing Archive Collectors
    1.  
      About Archive Collectors
    2.  
      Adding new archive collectors
    3.  
      Updating configuration of existing archive collectors
    4.  
      Stopping or restarting import job of archive collectors
    5.  
      Viewing the latest status of Archive Collectors
    6.  
      Cloning archive collectors
    7.  
      Deleting an existing archive collector
    8.  
      Deleting a history of archive collectors
    9. 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
      6.  
        Configuring Microsoft Azure Active Directory Group synchronization
    10.  
      About Bloomberg Archiving
    11. About Google Chat Archiving
      1.  
        Configuring Google Chat Archiving
    12. About Google Workspace Archiving
      1.  
        Configuring Google Workspace for SAML and SSO authentication to your custom SAML app
      2.  
        Enabling the Google Workspace service
      3.  
        Configuring Google Workspace Archiving Collector
    13. About SCIM Archiving
      1.  
        Configuring SCIM collectors by using SCIM provisioning
      2.  
        Configuring SCIM archiving by using Azure Active Directory
    14. About Import Collector
      1.  
        Configuring an Import collector
    15. About Insight Capture Services Archiving
      1.  
        Enabling Insight Capture Services for Archiving
      2.  
        Configuring Capture Services for Archiving
    16. About Microsoft Teams (Audio Video) Archiving
      1.  
        Configuring Microsoft Teams (Audio Video) archiving collectors
    17. About Audio-Video Archiving
      1.  
        Configuring audio-video archiving collectors
    18. About Audio-Video Archiving using NTR-X Collectors
      1.  
        Configuring audio-video archiving using NTR-X collectors
    19. About Dubber Speik SMS Archiving
      1.  
        Configuring Dubber Speik SMS archiving collectors
    20. About Dubber Speik Recordings Archiving
      1.  
        Configuring Dubber Speik Recordings archive collectors
    21. About Text-Delimited Archiving
      1.  
        Configuring Text-Delimited archiving collectors
    22. About XSLT-XML Archiving
      1.  
        Configuring XSLT-XML archiving collectors
    23. About JSON Archiving
      1.  
        Configuring JSON archiving collectors
    24. About iMessage Archiving
      1.  
        Configuring iMessage archiving collectors
    25. About LinkedIn Archiving
      1.  
        Configuring LinkedIn archiving collectors
    26. About Signal Archiving
      1.  
        Configuring Signal archiving collectors
    27. About Verint Archiving
      1.  
        Configuring Verint archiving collectors
    28. About WeChat Archiving
      1.  
        Configuring WeChat archiving collectors
    29. About WhatsApp Archiving
      1.  
        Configuring WhatsApp archiving collectors
    30. About Cloud9 Archiving
      1.  
        Configuring Cloud9 archiving collectors
    31. About Verba Archiving
      1.  
        Configuring Verba archiving collectors
    32. About Copilot Archiving
      1.  
        Configuring Copilot archiving collectors
    33. About Zoom Phone Archiving
      1.  
        Configuring Zoom Phone archiving collectors
  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 multiple archive accounts for monitoring
    7.  
      Assigning the Department Reviewer Role
  7. Managing Policies
    1.  
      About Policy Management
    2.  
      Configuring archive options
    3.  
      Enabling and disabling account archiving
    4.  
      Configuring the InsightAI feature
    5.  
      Configuring an advanced password policy
    6.  
      Configuring trusted networks for Arctera Insight Archiving access
    7.  
      Managing Custom Headers
    8.  
      Managing Discard Rules
    9.  
      Managing Index Exclusion
  8. Managing Authentication
    1.  
      Configuring the Arctera Insight 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 -signing certificate
    6.  
      Validating the Identity Provider URL
    7.  
      Activating single sign-on
  9. Managing Retention Policies
    1.  
      About Retention Management
    2.  
      Supported retention scenarios for WORM and non-WORM Insight Archiving customers
    3.  
      Configuring the default retention period
    4.  
      Creating a retention policy
    5.  
      Editing a retention policy
    6.  
      Deleting a retention policy
    7.  
      Associating a retention policy with a policy target
    8.  
      Disassociating a retention policy from a policy target
    9.  
      Enabling and disabling the storage expiry setting
    10.  
      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 Arctera Insight Archiving reports and notifications
    2. Reports
      1.  
        Generating Messaging reports
      2.  
        Generating Insight Personal Archive reports
      3.  
        Generating Insight eDiscovery reports
      4.  
        Generating Transcription reports
      5.  
        Generating Mobile Web Access reports
      6.  
        Generating message reconciliation report
      7.  
        Generating an Insight Surveillance specific Report
    3. Usage
      1.  
        Generating a service usage report
      2.  
        Generating a mailbox statistics report
      3.  
        Generating an archived message size report
      4.  
        Generating a capacity trend 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
      8.  
        Subscribing to receive SIEM/SOAR Logs
    5. Notifications
      1. Usage Notification
        1.  
          Configuring the usage notifications feature
      2. Retention Notifications
        1.  
          Enabling or disabling retention notifications
        2.  
          Adding or excluding email addresses for retention notifications
        3.  
          Viewing retention notification configuration history
      3. Reconciliation Report Notifications
        1.  
          Enabling or disabling reconciliation report notifications
        2.  
          Adding or removing email addresses for reconciliation report notifications
    6. Insight Capture
      1.  
        Generating Insight Capture-specific reports
  12. Classification
    1.  
      About classification
    2.  
      Which emails get classified?
    3.  
      Steps for setting up classification
    4.  
      Accessing the Arctera Insight Classification
    5.  
      Arctera Insight 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 Arctera Insight Archiving
    2.  
      Adding a relying party trust for Arctera Insight Archiving
    3.  
      Generating a -signing certificate

Adding a relying party trust for Arctera Insight Archiving

The first step to configure your AD FS environment is to add a relying party trust for Arctera Insight Archiving.

Note:

We recommend that you do not change the Index Value of the Endpoint from its default value. Changing the Index Value of the Endpoint can prevent the Arctera Insight Archiving authentication service from working properly with your AD FS environment.

To add a relying party trust for Arctera Insight Archiving

  1. Access the AD FS Management console.
  2. In the left pane of the AD FS Management console, expand Trust Relationships, right-click Relying Party Trusts, and then click Add Relying Party Trust.
  3. In the Welcome panel of the Add Relying Party Trust Wizard, click Start.
  4. In the Select Data Source panel, select Enter data about the relying party manually, and then click Next.
  5. In the Specify Display Name panel, enter Cloud Archive in the Display Name field, and then click Next.
  6. In the Choose Profile panel, select a profile, and then click Next.
  7. In the Configure Certificate panel, click Next to skip this optional step.

    Note:

    We recommend that you do not configure a certificate. Configuring a certificate prevents the Arctera Insight Archiving authentication service from working properly with your AD FS environment.

  8. In the Configure URL panel, select Enable support for the SAML 2.0 WebSSO protocol.
  9. In the Configure URL panel, enter the Entity ID from the Your Trust Information section on the Authentication Management page of Arctera Insight Management Console in the Relying party SAML 2.0 SSO service URL field, and then click Next.

    Note:

    The Entity ID varies based on the location of your organization. If you cannot find the Entity ID for your organization, contact Arctera Services & Support.

  10. In the Configure Identifiers panel, enter the Entity ID again in the Relying party trust identifier field, click Add to add the identifier, and then click Next.
  11. For AD FS 3.0 only, in the Configure Multi-factor Authentication Now? panel, select I do not want to configure multi-factor authentication settings for this relying party trust at this time, and then click Next.
  12. In the Choose Issuance Authorization Rules panel, select Permit all users to access this relying party, and then click Next.
  13. In the Ready to Add Trust panel, review the configured settings, and then click Next.
  14. In the Finish panel, select Open the Edit Claim Rules dialog for this relying party trust when the wizard closes, and then click Close.
  15. In the Edit Claim Rules for Cloud Archive window, click Add Rule.
  16. In the Select Rule Template panel of the Add Transform Claim Rule Wizard, select Send LDAP Attributes as Claims in the Claim rule template field, and then click Next.
  17. In the Configure Rule panel, enter Send Claims to Cloud Archive in the Claim rule name section.
  18. In the Configure Rule panel, select Active Directory in the Attribute store section.
  19. In the Configure Rule panel, select the following sets of LDAP attributes and outgoing claim types in the Mapping of LDAP attributes to outgoing claim types section.

    LDAP attribute

    Outgoing claim type

    E-Mail-Addresses

    E-Mail Address

    Given-Name

    Given Name

    Surname

    Surname

  20. In the Configure Rule panel, click Finish to close the Add Transform Claim Rule Wizard.
  21. In the Edit Claim Rules for Cloud Archive window, click OK to close the window.
  22. In the AD FS Management Console, select Cloud Archive in the Relying Party Trusts pane.
  23. In the Cloud Archive section of the Actions pane, click Properties.
  24. In the Cloud Archive Properties window, select the Advanced tab.
  25. In the Secure hash algorithm field, select one of the following algorithms:

    • SHA-1

    • SHA-256

    Note:

    We recommend that you select the SHA-1 algorithm.

  26. Click OK to close the Cloud Archive Properties window.