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
Associating a retention policy with a policy target
After you create a retention policy, you can associate it with a policy target. The policy targets that can be associated with a retention policy include managed tags and Active Directory Distribution List.
Note:
You can associate a retention policy with more than one policy target. However, each policy target can only be associated with one retention policy.
To associate a retention policy with a policy target
- In the left navigation pane, select Retention Management > Retention Policies.
- Click on the policy you want to associate with a target.
- Under Policy Details, ensure that the policy details are appropriate.
- Under Targets, click Add Targets.
The Policy Target window appears.
- In the Target Type drop-down, one of the following targeted users to associate with the policy. The currently available options:
All
Distribution Lists
Tags
Active Directory Groups:
This option allows customers who sync Azure Active Directory groups using ADGroupSync or SCIM Group Sync to use group membership information for retention.
You must associate Managed Tags when a policy is set to target Active Directory Groups. Managed Tags are applied to items based on group membership at the time the items are received. Therefore, when the Managed Tags are not associated, the group membership is evaluated only at the time of item expiry.
- Click Add.