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

Monitoring a status of active archives

The Archive tab provides statistics about active archives, storage allocation, storage size, storage overage, and more. This statistical data can be exported for analysis or reporting purposes.

Each day, when the Archive dashboard is used to gather statistics for a specified duration, the application fetches only the initial call of the day to query Elasticsearch for data regarding each date-groupID-period combination. This data is then stored in a database. Subsequent calls for the same day retrieve data directly from the database, thereby enhancing the performance of the Archive Dashboard.

To monitor a status of active archives and export its statistical report

  1. In the left navigation pane, click Dashboard and select the Archive tab.
  2. In the top-right corner of the page, select the duration for which you want to view the archiving statistics.

    By default, message statistics duration is set to All, and display the Overage details. Upon selecting other predefined durations, the application hides the Overage details.

    The following statistical data is displayed numerically and graphically. To view the message count in numbers and the corresponding percentage ratio, hover over the colored area of the chart.

    Note:

    Refer to a sample image of the Archive tab components for better visual reference.

    Message Statistics

    Total Messages

    Lets you view total number of messages that include emails, collaboration messages, and files available in active archives.

    Active Archive

    Lets you view total number of active archives.

    Allocation(GB)

    Lets you view the allocated storage size in gigabytes for storing messages.

    Total Size

    Lets you view total size of messages that include emails, collaboration messages, and files available in active archives.

    Overage(GB)

    Lets you view the additional storage usage in gigabytes for storing messages. However, this option is appears only when the message statistics duration is set to All.

    Storage overage calculation:

    The storage overage is calculated by adding the shared storage allocation and any additional storage purchased, then subtracting the storage usage.

    [Storage overage = (Shared storage allocation + Additional storage purchased) - Storage usage]

    • Each licensed archive contributes 15GB to the Shared storage allocation.

    • Licensed archives consist of both prepaid storage and the additional storage acquired due to user overages.

    Distribution By Attachment

    Lets you know count of messages with and without attachments.

    Count By Message Size

    Lets you know number of messages grouped according to their size range.

    Distribution By Message Format Type

    Lets you know number of messages grouped according to their types such as Exchange, MS Teams, OneDrive, and so on.

    Count By Direction Type

    Lets you know number of messages grouped according to their direction types such as Inbound, Outbound, Internal, and so on.

    Storage Consumption By Age

    Lets you know the storage size (in GB) grouped by data age, such as storage older than one year, two years, and so on.

    Active Archives Over 12 Months

    Lets you know number of active archives over the past 12 months.

    Note:

    Data collection for the Active Archives Count metric started in June 2025. Therefore, fewer bars may appear in the chart initially. Over the period, as more data is collected, the chart will display a full set of 12 monthly bars for this metric.

    Total Size Over 12 Months (in GB)

    Lets you know total size over the past 12 months.

    Top Mail Accounts (For Emails only)

    Lets you know the top email accounts.

  3. Click the Export icon to export the report in Excel, PDF, CSV, or Word format.