Arctera™ Insight Management Console Help
- Getting started
- About Arctera Insight Management Console
- Prerequisites for using Arctera Insight Management Console
- Arctera Insight Management Console web browser support
- What's new in this release
- Signing in to Arctera Insight Management Console
- Signing out from Arctera Insight 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 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 Workspace Archiving
- About SCIM Archiving
- About Import Collector
- About Insight 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 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 Insight Archiving access
- Managing Custom Headers
- Managing Discard Rules
- Managing Index Exclusion
- Managing Authentication
- Configuring the Arctera Insight Archiving 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 Insight Archiving 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
Selecting options to provision and manage user accounts
To select options to provision and manage user accounts
- In the left navigation pane, select Configuration > User Management.
- On the User Management page, select one of the following provisioning options:
You can provision and manage users in the following ways:
Manually by using Arctera Insight Management Console
Use this option if you need to provision a small number of user accounts or prefer to manually create archive accounts in the Arctera Insight Management Console for each new user.
Manually and remotely by using the following tools:
On-premise CloudLink
Use this option to provision user accounts from Microsoft Active Directory and IBM Lotus Domino Directory.
Microsoft Office 365
Use this option to provision and manage user accounts from Microsoft Office 365.
Google Workspace
Use this option to provision user accounts from Google Workspace.
System for Cross-domain Identity Management (SCIM)
Use this option to provision and manage user accounts from across multiple applications and services.
See About SCIM Archiving.
Remote provisioning eliminates the need to manually create archive accounts in the Arctera Insight Management Console for each new user. When configured, it automatically synchronizes new users, and their archive accounts appear in the Arctera Insight Management Console. You can use one or more tools simultaneously.
Note:
If users exist in only one environment, the user accounts synchronized through remote provisioning tools remain independent. Their archives cannot be overwritten or removed, even if they do not exist in another group.
If users exist in a hybrid environment, you must select one or more remote provisioning tools. Otherwise, migrated users may not be provisioned correctly.
- Click Save.
- Click Go To Next Step.
Arctera Insight Management Console navigates you to the My Configuration page and guides you to perform the required configuration steps for the provisioning options you have selected.