Important Update: Cohesity Products Documentation
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Arctera™ Management Console Help
- Getting started
- About Arctera Management Console
- Prerequisites for using Arctera Management Console
- Arctera Management Console web browser support
- What's new in this release
- Signing in to Arctera Management Console
- Signing out from Arctera Management Console
- Resetting a forgotten password
- Changing your profile password
- Archive Overview
- Working with Dashboard
- Managing Configurations
- About the Configuration page
- Viewing provisioned services
- Selecting options to provision and manage user accounts
- About Provisioning
- CloudLink Sync Summary
- About Managed Tags
- About Account Management
- Searching for archive accounts
- Using search filters
- Creating an archive account
- Viewing and editing the archive account details
- About the Account Details page
- Editing an archive account
- Deleting an archive account
- Deploying users
- Enabling services for existing archive accounts
- Configuring the Manage Your Own Keys (MYOK) Feature
- Removing user access
- Disabling bulk user accounts
- Editing Personal Archive Mobile Web Access permission for existing archive accounts
- Unlocking an archive account
- Exporting archive account information
- Editing contact details of a system administrator
- Managing InsightBooks permissions
- Managing Archive Collectors
- About Archive Collectors
- Adding new archive collectors
- Updating configuration of existing archive collectors
- Stopping or restarting import job of archive collectors
- Viewing the latest status of Archive Collectors
- Cloning archive collectors
- Deleting an existing archive collector
- Deleting a history of archive collectors
- About Exchange Online Archiving
- Setting up modern authentication in Azure AD for Exchange Online sync
- Configuring Exchange Online sync
- About Exchange Online folder synchronization
- Prerequisite for migrating Exchange Online Users configured with Folder Sync to Exchange Online Folder Synchronization
- Configuring Exchange Online folder synchronization
- Configuring Microsoft Azure Active Directory Group synchronization
- About Bloomberg Archiving
- About Google Chat Archiving
- About Google Provisioning Archiving
- About Google Collection Archiving
- About ChatGPT conversation data Archiving
- About Google Messages Archiving
- About SCIM Archiving
- About Import Collector
- About Arctera Capture Services Archiving
- About Microsoft Teams (Audio Video) Archiving
- About Audio-Video Archiving
- About Audio-Video Archiving using NTR-X Collectors
- About Dubber Speik SMS Archiving
- About Dubber Speik Recordings Archiving
- About Text-Delimited Archiving
- About XSLT-XML Archiving
- About JSON Archiving
- About EML Archiving
- About iMessage Archiving
- About LinkedIn Archiving
- About Signal Archiving
- About Verint Archiving
- About WeChat Archiving
- About WhatsApp Archiving
- About Cloud9 Archiving
- About Verba Archiving
- About Copilot Archiving
- About Zoom Phone Archiving
- Managing Roles and Permissions
- Managing Policies
- About Policy Management
- Configuring archive options
- Enabling and disabling account archiving
- Configuring the InsightAI feature
- Configuring an advanced password policy
- Configuring trusted networks for Arctera Unified Platform access
- Managing Custom Headers
- Managing Discard Rules
- Managing Index Exclusion
- Managing Authentication
- Configuring the Arctera Unified Platform authentication service
- Enabling the Authentication Settings permission for the Policy Manager role
- Assigning the Policy Manager role to an administrator
- Selecting an authentication method
- Uploading a -signing certificate
- Validating the Identity Provider URL
- Activating single sign-on
- Managing Retention Policies
- About Retention Management
- Supported retention scenarios for WORM and non-WORM Arctera Unified Platform customers
- Configuring the default retention period
- Creating a retention policy
- Editing a retention policy
- Deleting a retention policy
- Associating a retention policy with a policy target
- Disassociating a retention policy from a policy target
- Enabling and disabling the storage expiry setting
- Viewing the storage expiry status table
- Managing Email Continuity Services
- About Email Continuity
- Email Continuity prerequisites
- Configuring Email Continuity
- Provisioning the Email Continuity service for your mail servers
- Adding the Email Continuity IP ranges to your firewall and mail server allowlists
- Updating your email security provider routing configuration
- Testing the Email Continuity configuration
- Managing Email Continuity
- Email Continuity FAQ
- Managing Reports and Notifications
- Classification
- Managing Data Import
- AD FS Configuration Guide
Assigning roles and privileges to user accounts
The Management Console has the following primary roles:
: This role is assigned to user accounts by default when they are created in the Management Console. You can assign built-in or custom roles to these user accounts as needed. If a reviewer or administrator needs to be switched to an individual user account, you can change their existing Reviewer or Administrator role to the user account.
: This role is assigned to a user account to grant the following privileges to the user to access Arctera eDiscovery and manage cases. These privileges apply at the case level.
Manage Review Status: User can add/edit Case Review Status.
Manage Case Status: User can add, remove and modify Case Status.
Manage Saved Searches: User can make changes to saved searches added under Case.
Review Email: Assign review status to email.
View Case logs and Reports: User can view logs and save reports.
Manage Reviewers: User can manage reviewers/paralegal.
Department Reviewers: User will act like an eDiscovery reviewer, but their purview will be restricted to assigned departments.
See Assigning the reviewer role and privileges to an archive account. and See Importing multiple user accounts for monitoring.
: This role provides administration-level permissions and privileges to user accounts. The available built-in and custom roles can be assigned to the user account.
See Assigning the administrator roles and privileges to a user account.