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Arctera™ Management Console Help

Last Published:
Product(s): Veritas Alta eDiscovery (1.0)
  1. Getting started
    1.  
      About Arctera Management Console
    2.  
      Prerequisites for using Arctera Management Console
    3.  
      Arctera Management Console web browser support
    4.  
      What's new in this release
    5.  
      Signing in to Arctera Management Console
    6.  
      Signing out from Arctera 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 Arctera 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 Arctera 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 Personal Archive 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 Provisioning Archiving
      1.  
        Configuring Google Provisioning for SAML and SSO authentication to your custom SAML app
      2.  
        Enabling the Google Workspace service
      3.  
        Configuring Google Provisioning Archiving Collector
    13. About Google Collection Archiving
      1.  
        Enabling the Google Workspace Collection Service for a user account
      2.  
        Configuring the Google Collection archive
    14. About ChatGPT conversation data Archiving
      1.  
        Configuring ChatGPT archive collectors
    15. About Google Messages Archiving
      1.  
        Configuring Google Messages archiving collectors
    16. About SCIM Archiving
      1.  
        Configuring SCIM collectors by using SCIM provisioning
      2.  
        Configuring SCIM archiving by using Azure Active Directory
    17. About Import Collector
      1.  
        Configuring an Import collector
    18. About Arctera Capture Services Archiving
      1.  
        Enabling Arctera Capture Services for Archiving
      2.  
        Configuring Capture Services for Archiving
    19. About Microsoft Teams (Audio Video) Archiving
      1.  
        Configuring Microsoft Teams (Audio Video) archiving collectors
    20. About Audio-Video Archiving
      1.  
        Configuring audio-video archiving collectors
    21. About Audio-Video Archiving using NTR-X Collectors
      1.  
        Configuring audio-video archiving using NTR-X collectors
    22. About Dubber Speik SMS Archiving
      1.  
        Configuring Dubber Speik SMS archiving collectors
    23. About Dubber Speik Recordings Archiving
      1.  
        Configuring Dubber Speik Recordings archive collectors
    24. About Text-Delimited Archiving
      1.  
        Configuring Text-Delimited archiving collectors
    25. About XSLT-XML Archiving
      1.  
        Configuring XSLT-XML archiving collectors
    26. About JSON Archiving
      1.  
        Configuring JSON archiving collectors
    27. About EML Archiving
      1.  
        Configuring EML archiving collectors
    28. About iMessage Archiving
      1.  
        Configuring iMessage archiving collectors
    29. About LinkedIn Archiving
      1.  
        Configuring LinkedIn archiving collectors
    30. About Signal Archiving
      1.  
        Configuring Signal archiving collectors
    31. About Verint Archiving
      1.  
        Configuring Verint archiving collectors
    32. About WeChat Archiving
      1.  
        Configuring WeChat archiving collectors
    33. About WhatsApp Archiving
      1.  
        Configuring WhatsApp archiving collectors
    34. About Cloud9 Archiving
      1.  
        Configuring Cloud9 archiving collectors
    35. About Verba Archiving
      1.  
        Configuring Verba archiving collectors
    36. About Copilot Archiving
      1.  
        Configuring Copilot archiving collectors
    37. About Zoom Phone Archiving
      1.  
        Configuring Zoom Phone archiving collectors
  6. Managing Roles and Permissions
    1.  
      Understanding and configuring administration roles
    2.  
      Viewing existing roles
    3.  
      Modifying the built-in roles
    4.  
      Creating custom roles
    5. Assigning roles and privileges to user accounts
      1.  
        Assigning the reviewer role and privileges to an archive account
      2.  
        Importing multiple user accounts for monitoring
      3.  
        Assigning the administrator roles and privileges to a user account
    6. Assigning roles and privileges to Azure Active Directory groups
      1.  
        Assigning the reviewer role and privileges to Active Directory groups
      2.  
        Assigning the administrator roles and privileges to Active Directory groups
  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 Unified Platform access
    7.  
      Managing Custom Headers
    8.  
      Managing Discard Rules
    9.  
      Managing Index Exclusion
  8. Managing Authentication
    1.  
      Configuring the Arctera Unified Platform 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 Arctera Unified Platform 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 Unified Platform reports and notifications
    2. Reports
      1.  
        Generating Messaging reports
      2.  
        Generating Arctera Personal Archive reports
      3.  
        Generating Arctera eDiscovery reports
      4.  
        Generating Transcription reports
      5.  
        Generating Personal Archive Mobile Web Access reports
      6.  
        Generating message reconciliation report
      7.  
        Generating an Arctera 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
      5.  
        Generating a transcription trend report
      6.  
        Generating a AI units trend report
      7.  
        Generating the AI Wallet Statement
    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
      4.  
        Capture Notifications
    6. Capture
      1.  
        Generating Arctera Capture-specific reports
  12. Classification
    1.  
      About classification
    2.  
      Which emails get classified?
    3.  
      Steps for setting up classification
    4.  
      Accessing the Arctera Classification
    5.  
      Arctera Unified Platform 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 Unified Platform
    2.  
      Adding a relying party trust for Arctera Unified Platform
    3.  
      Generating a -signing certificate

Modifying the built-in roles

Built-in roles are predefined roles with a default set of permissions. The following built-in roles and their permissions are available.

  • Account manager - manages users, aliases, settings, and passwords

  • Role manager - configures administrator roles and permissions for archive accounts

  • Policy manager - specifies archiving options and settings

  • Retention manager - specifies archive retention policies and settings

  • Continuity manager - manages email continuity feature (only available if your organization subscribes to the email continuity service)

  • Arctera eDiscovery Administrator - configures and manages Arctera eDiscovery usage

  • System administrator - oversees all Arctera Personal Archive accounts including other administrators

  • Archive collections manager - configures and manages archiving from third-party content sources

Note:

You can modify privileges for most roles to meet organizational requirements. You cannot edit the permissions for the System administrator roles. You can only edit Share Export, Download Export, and Privilege Delete permissions for the Arctera eDiscovery Administrator role.

To modify a built-in role

  1. In the left navigation pane, click Role Management > Administration Roles.
  2. Expand the Built-in Roles section and identify the role you want to modify.
  3. Expand the role to view associated permissions.
  4. Select or clear the check boxes next to the permissions you want to add or remove for the selected role.

    Note:

    You cannot remove the Archive Overview permission.

  5. Click Save.