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
About Retention Management
From the section, you can manage the settings and polices that determine how long archived messages are retained in Arctera Insight Archiving. By default, Arctera Insight Archiving retains archived messages indefinitely (although this is not recommended since it will result in Storage overages in future). If required, you can configure Arctera Insight Archiving to collect archived messages for removal after those messages have been retained for a defined retention period.
The default retention period is a global setting that determines how long archived messages are retained before they are collected for removal. After you configure the global retention period and enable the storage expiry setting, the collection of archived messages for removal begins. During the daily collection events, any messages that have been retained for longer than the default retention period are scheduled for removal 14 days later. The Retention Administrator receives daily notification emails during the 14-day grace period informing them of the number of archived messages that are scheduled for removal.
Note:
Any archived messages that have a matter-level, search-level, or message-level legal hold applied from Arctera Insight eDiscovery are not removed.
Beyond the global retention period, the retention period for archived messages can be modified by creating retention policies to associate with the following policy targets. See Supported retention scenarios for WORM and non-WORM Insight Archiving customers.
: A global tag that you create and assign to users. Once you create a managed tag and associate a retention policy, users can apply the tag to archived messages to modify their retention period. The retention period of the associated retention policy determines how long tagged messages are retained in Arctera Insight Archiving.
The Active Directory Groups or Distribution List are synchronized using provisioning services. Associating a retention policy with the active directory groups or distribution list modify the retention period of the archived messages for all members of that group or list. The retention period of the associated retention policy determines how long the messages for the members are retained in Arctera Insight Archiving.
: The retention period applied to items during archiving is determined by several factors. See Supported retention scenarios for WORM and non-WORM Insight Archiving customers.. Retention is applied in the following order:
If a classification-based retention policy is not applied to the item, then the longest retention policy among the multiple applicable retention policies gets applied to it.
If a classification-based retention policy is applied to the item, and this classification policy has an associated retention policy, then retention of that item is determined by the retention policy associated with the applied classification policy. Classification-based retention supersedes retention set by other means, irrespective of whether it is shorter or longer than any other applicable retention policies for that item.
In the above-mentioned example, if the item is responsive to more than one classification policy with associated retention policies, then the longest retention policy is applied. Classification-based retention supersedes retention set by other means as mentioned above.