Arctera™ Insight Management Console Help

To create a managed tag

1. In the left navigation pane, select Configuration > Managed Tags.
2. In the top-right corner of the page, click Create New.
3. Under Create Managed Tag, do the following:

   • In the Tag Name field, enter a new tag name.

   • In the Policy Name field, select a policy.

     Note:

     You must create a retention policy before you can associate it with a managed tag.

     See Creating a retention policy.

4. Click Assign Policy to associate a retention policy with the managed tag.

   The Retention Policies dialog box appears.

   Note:

   To clear the Policy Name field, click Remove Policy.

5. In the Retention Period (days) field, check the duration of the assigned policy.
6. If required, in the Description field, enter a description for the tag.
7. From the Target Type drop-down, specify one of the following targeted users.

   The currently available options:

   • All

   • Distribution Lists

   • Tags

   • Active Directory Groups

     This option allows customers who sync Azure Active Directory groups using Active Directory Group synchronization or SCIM Group Sync to use group membership information for retention.

     It is recommended to associate all users assigned 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 when managed tags are associated to the policy. When the Managed Tags are not associated, the group membership is evaluated only at the time of item expiry.

     Note:

     Administrators, reviewers, and users cannot view emails linked to this tag or remove the tag from emails unless they are explicitly granted permissions. To allow permission, See Editing managed tags.

8. If required, under Set Managed Tag Permissions, configure the settings for Tagged Email Visibility and Remove Tags from Emails sections.

   • Selecting the Tagged Email Visibility options allow administrators, reviewers, and users to view messages of other users that have the managed tag applied.

   • Selecting the Remove Tags from Emails options allow administrators, reviewers, and users to remove the managed tag from messages belonging to other users.

9. Click Save.