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
    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.  
        Assigning a managed tag to users
      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 MS Office 365
    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
  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 several archive accounts for monitoring
  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 Mobile Web Access reports
      4.  
        Generating Insight eDiscovery reports
      5.  
        Generating an Insight Surveillance specific Report
      6.  
        Generating Transcription reports
    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.  
          Enabling or disabling usage notifications
        2.  
          Changing the usage notification threshold and frequency
        3.  
          Adding or removing email addresses for usage notifications
        4.  
          Viewing usage notification configuration history
      2. Capacity Notifications
        1.  
          Enabling or disabling capacity notifications
        2.  
          Changing the capacity notification threshold and frequency
        3.  
          Adding or removing email addresses for capacity notifications
        4.  
          Viewing capacity notification configuration history
      3. Retention Notifications
        1.  
          Enabling or disabling retention notifications
        2.  
          Adding or excluding email addresses for retention notifications
        3.  
          Viewing retention notification configuration history
    6.  
      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

Configuring archive options

Administrator can enable or disable the archive options to configure archiving policies and AI-driven capabilities for the Arctera Insight applications subscribed by a customer.

To configure archive options

  1. In the left navigation pane, select Policy Management > Archive Options.
  2. Click Edit to configure the required features.

    Refer to the details in the table below.

    Archive Option

    Description

    Manage Your Own Encryption Keys (MYOK)

    This option is informational only and cannot be configured through this interface. This configuration is available only during initial provisioning, before any data is stored.

    See Configuring the Manage Your Own Keys (MYOK) Feature. or contact Arctera support.

    Email Direction

    Specifies which types of emails are archived. By default, all message types are selected. Select the email direction, as needed.

    • Inbound Emails - Select this option to enable archiving email messages sent to addresses within your domain from external domains.

    • Outbound Emails - Select this option to enable archiving email messages sent from addresses within your domain to external domains.

    • Internal Emails - Select this option to enable archiving email messages exchanged between addresses within your domain.

    Archiving Actions

    Determines whether the Insight Personal Archive users can send, reply, forward, print, or save messages.

    • Send, Reply, and Forward - Select this option to allow users to send, reply to, and forward messages in Insight Personal Archive.

    • Save - Select this option to allow users to save archived messages to your computer from Insight Personal Archive.

    • Print - Select this option to allow users to print archived messages from Insight Personal Archive.

    Time Zone and Date Format

    Specifies the time zone and date format.

    • Personal Time Zone - Select the appropriate archiving time zone.

    • Default Company Time Zone - Select the default time zone for your company.

    • Date Format - Select the default date format for your company.

    Mobile Web Access

    Determines which permissions to be enabled for Mobile Web Access users.

    • Status - Select this option to enable or disable Mobile Web Access permission.

    • Automatically grant Mobile Web Access permission for new accounts - Select this option to grant Mobile Web Access permission for new archive accounts when you create them manually in Arctera Insight Management Console.

      Note:

      This option does not apply to archive accounts that are created through CloudLink or Exchange Online Sync.

    • Send, Reply and Forward from Mobile Web Access - Select this option to enable the Send, Reply, and Forward options in Mobile Web Access.

    To use this feature, Insight Personal Archive administrator requires the Mobile Web Access permission. You can set it for the Insight Personal Archive administrator role.

    See Editing Mobile Web Access permission for existing archive accounts.

    Privileged Delete

    Determines if the permanent delete access to be enabled in Insight eDiscovery or Insight Personal Archive.

    • eDiscovery - Toggle the switch to enable or disable the delete emails permission for Insight eDiscovery users.

    • Personal Archive - Toggle the switch adjacent to Insight Personal Archive to choose whether to enable or disable the delete emails permission for Insight Personal Archive users.

    To use this feature, the Insight eDiscovery and Insight Personal Archive administrator requires the Privilege Delete permission. You can set it for the administrator role. See Editing the built-in administrator roles.

    View Delegate Archives Folder Structure

    Determines if the ability to view delegate archive folders in Insight Personal Archive to be enabled or disabled.

    Note:

    To use this feature, Folder Sync must be enabled for the account and delegate archives. For delegate archives with Folder Sync enabled, user would be able to see the folder structure on selection in Insight Personal Archive.

    If you have over 4,000 synchronized monitored and delegate archive folders, the loading time in the Active Folders tab might take up to five minutes.

    The delegate archive folder structure keeps synchronizing even though the View Delegate Archive Folder Structure option in Management Console is enabled or disabled. When the delegate account users logs in to Insight Personal Archive, they can view their folder structure.

    Export to Azure private storage location

    Determines if the Insight eDiscovery data can be exported to the Azure location. Toggle the switch to enable or disable this feature.

    If the status is set to Enabled, the Create new Storage Account button is displayed in Insight eDiscovery. Click Create new Storage Account to allow a customer to create an Azure storage account during exporting items from Insight eDiscovery.

    Note:

    This is an on-demand feature and is enabled for the customers only after their request for it. It allows customers to create their private storage account and get a storage account SAS URL to work with their storage account. You can configure the status (Enabled or Disabled) and the retention period of this feature from the database only.

    If the status is set to Disabled, you cannot see the Create new Storage Account button.

    You can generate only one Azure storage account per customer. After creating a storage account, the Create new Storage Account button gets disabled. If you hover over the disabled button, the Storage account is already created tooltip is displayed.

    Contact Arctera Customer Service representative to enable it.

    OCR Status

    Determines whether the Optical Character Recognition (OCR) service is enabled or disabled for customers and displays all the supported file types like .pdf, .jpeg, .png, and more.

    Toggle to enable or disable this feature in Management Console, Insight eDiscovery, and Insight Personal Archive.

    If the status is set to Enabled, customers can extract text from scanned documents, images, or non-editable files, converting them into searchable and editable formats archived in Management Console, Insight eDiscovery, and Insight Personal Archive.

    Note:

    This feature is now visible as a read-only section, allowing customers to verify the service activation status. Customers must contact Arctera Support to activate or deactivate the service.

    Show Display Name

    Determines whether the Show Display Name service configured for users.

    Toggle to enable or disable viewing the display names of the sender and recipient instead of only email addresses in Insight eDiscovery, Insight Personal Archive, and Insight Personal Archive Mobile Web Applications.

    AI Features > eDiscovery InsightAI

    This feature is available to customers only if the Insight eDiscovery primary service is subscribed by them.

    Toggle to enable or disable this option to view the InsightAI feature in Insight eDiscovery.

    If the status is set to Enabled, users can efficiently analyze and manage documents by receiving instant summaries, extracting key topics, and performing sentiment analysis across various content types like emails, collaboration messages, and files. users can also query specific documents or search results, customize analysis preferences, and monitor resource usage with AI Wallet.

    If the status is set to Disabled, users cannot access InsightAI services.

    AI Features > Personal Archive InsightBooks

    This feature is available to customers only if the Insight eDiscovery primary service is subscribed by them.

    Toggle to enable or disable this option to view the InsightBooks feature in Insight Personal Archive.

    If the status is set to Enabled, users can create, view, and manage InsightBooks, and use GenAI to analyze emails and collaboration content. They can also share InsightBooks with other users and monitor resource usage with AI Wallet.

    If the status is set to Disabled, customers cannot access InsightBooks services.

    AI Features > Surveillance Translation

    This feature is available to customers only if the Insight Surveillance primary service is subscribed by them.

    Toggle to enable or disable this option to view the Translation feature in Insight Surveillance.

    If the status is set to Enabled, users can view the Translate button and manage the translation of email content. All changes to the Surveillance Translation option are audited and can be reviewed on the Logs page.

    If the status is set to Disabled, customers cannot access translation services.

    Show Item ID Filter

    Determines whether the Show Item ID Filter service is configured for users. It allows users to locate a single email using its unique, encrypted Item ID.

    If the status is set to Enabled, the display name appears alongside the email address, providing clearer identification.

    In the Insight Personal Archive application, the archive list shows the display name for each archive. If the display name is not available, the first name and last name are shown. If neither is present, the email address is displayed instead.

  3. Click Save.