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 AI Wallet usage

The AI Wallet tab displays statistics for total AI units deposited, withdrawn, and the current balance, and lists recent AI‑unit transactions from Arctera Insight Surveillance, Arctera Insight eDiscovery, and Arctera Insight Personal Archive across different services. This statistical data can be exported in CSV file format for analysis or reporting purposes.

To monitor a status of AI Units usage and exporting its statistical report

  1. In the left navigation pane, click Dashboard and select the AI Wallet tab. Refer to a sample image for better visualization.

    The header of the page provides the following details:

    • AI Units Deposited - cumulative units credited to the customer.

    • AI Units Withdrawn - cumulative units consumed by the customer.

    • AI Units Balance - remaining units available for the customer.

    The tabbed transaction panel provides the following details:

    • Recent Withdrawals - This tab displays the five latest transactions/records. It includes the transaction date indicating when AI units were debited or credited, the name of the source application that consumed the AI units, and the feature responsible for the consumption. It also shows the number of AI units debited (in red) or credited (in green) and the resulting AI units balance after each transaction.

    • Recent Deposits - This tab displays the five latest transactions/records. It includes the transaction date when AI units were credited, the credit type (such as recharged or free credits), the number of AI units added (shown in green), and the updated AI units balance after each deposit.

    • Top Withdrawers - This tab displays the five latest records. It includes the user names and email addresses of the accounts that have consumed the highest number of AI units. It also shows the total AI units withdrawn by each user.

  2. To check the detailed transaction report, select Click Here.

    The application navigates you to the AI Wallet Statement tab on the Usage Scorecard page. Refer to a sample image for better visualization.

  3. On the filter options pane, specify the criteria to get the statement.

    Filter facet

    Description

    Select Duration

    Select a predefined time period or a custom range for transactions.

    Applications

    Select all or a specific application for which you want the statement.

    Features

    Select all or a specific feature for which you want the statement.

    Currently, There are two options:

    • Audio Summary

    • InsightBooks

    Transaction Types

    Select all or a specific transaction type for which you want the statement.

    Currently, There are two options:

    • Only deposits

    • Only withdrawal

    Filter Accounts

    Click Filter Accounts. The Add/Remove Accounts dialog box appears.

    Search for and select one or more accounts, and click Save. The count of selected accounts appears.

  4. Click Apply.

    The AI Wallet statement is generated based on the selected criteria.