Veritas™ AdvisorMail User Guide

Last Published:
Product(s): AdvisorMail (Version Not Specified)
  1. Introducing AdvisorMail
    1.  
      About AdvisorMail
    2.  
      AdvisorMail features
    3.  
      About AdvisorMail system security
    4.  
      AdvisorMail Multi-tier architecture
    5.  
      System requirements
  2. Standard Features
    1. About AdvisorMail's Standard Features
      1.  
        1) Left Navigation Pane
      2.  
        2) User and Office Location
      3.  
        3) Upper Banner
      4.  
        4) Title Bar
      5.  
        5) Advanced Search
      6.  
        6) Action Bar
      7.  
        7) Right Click Menu
      8.  
        8) Selecting Records
  3. Email Archive
    1. About Email Archive
      1.  
        1) Folders
      2.  
        2) Title Bar
      3.  
        3) Advanced Search Options
      4.  
        4) Action Bar
      5.  
        5) Right Click Menu
      6.  
        6) List View
    2. Focus View
      1.  
        1) Title Bar
      2.  
        2) Header
      3.  
        3) Header Icons
      4.  
        4) Attachments
      5.  
        5) Action Bar/More Menu
      6.  
        6) Violation Tabs
      7.  
        7) Right Click Menu
      8.  
        8) Violation Jump Bar
      9.  
        9) Snippet Box
      10.  
        10) Email Body
    3. Snippet View
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Header
      5.  
        5) Header Icons
      6.  
        6) Attachments
      7.  
        7) Recipients
      8.  
        8) Snippet Section
      9.  
        9) Right Click Menu
  4. Compliance Rules
    1.  
      About Compliance Rules
    2. Keywords and Phrases
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Keywords and Phrases
      6.  
        6) Fuzziness
    3. Whitelist
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Whitelist Text
    4. Attachments
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Attachments
    5. Random Sample
      1.  
        1) Title Bar
      2.  
        2) Random Sample Mechanism
    6. Inbound Addresses
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Inbound Rules
      6.  
        6) More Menu
    7. Outbound Addresses
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Outbound Rules
      6.  
        6) More Menu
  5. Administration
    1.  
      About Administration
    2. Controls
      1.  
        1) Title Bar
      2.  
        2) System Settings
      3.  
        3) Predefined Text
    3. Auditors
      1.  
        1) Title bar
      2.  
        2) Actions bar
      3.  
        3) Right Click menu
      4.  
        4) Auditors list
      5.  
        5) More menu
      6.  
        6) Show Deleted Auditors
      7.  
        The Add Auditor dialog
      8.  
        The Edit Auditor dialog
    4. Offices
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click menu
      5.  
        5) Offices table
      6.  
        6) Login to Offices
      7.  
        The Add Office dialog
      8.  
        The Edit Office dialog
    5. IP Filtering
      1.  
        1) Title Bar
      2.  
        2) Search Bar
      3.  
        3) Action Bar
      4.  
        4) IP ranges
    6. Bloomberg Settings
      1.  
        1) Bloomberg Settings Actions Bar
      2.  
        2) Bloomberg Settings Table
      3.  
        3) Bloomberg Settings: Upload PGP Private Key
  6. Reports
    1.  
      About Reports
    2. Archive Report
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Archive Report
    3. Auditor Report
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Auditor Report
    4. Email Report
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Email Report
    5. Auditor Login Report
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Auditor Login Report
  7. Data Requests
    1.  
      About Data Requests
    2. New Request
      1.  
        1) Title Bar
      2.  
        2) General Information
      3.  
        3) Offices
      4.  
        4) Folders
      5.  
        5) Addresses and Domains
      6.  
        6) Text Search
    3.  
      Submitting Your Data Request
    4. Data Request History
      1.  
        1)Title Bar
      2.  
        2) Action Bar
      3.  
        3) Request History
    5. Data Request Results
      1.  
        1) Title Bar
      2.  
        2) Data Request Details
      3.  
        3) Download Results
    6. About the Data Request Email Templates
      1.  
        New Data Request Confirmation Notification
      2.  
        ACTION REQUIRED Notification
      3.  
        Request Completed Notification
      4.  
        Shipping Request Confirmation Notification
  8. Preferences
    1.  
      About Preferences
    2. User Preferences
      1.  
        1) Title Bar
      2.  
        2) User Login Settings
      3.  
        3) Password Settings
      4.  
        4) Privileges
    3. Display Preferences
      1.  
        1) Title Bar
      2.  
        2) Settings
  9. Instant Message Archiving
    1.  
      About IM Archiving

2) Advanced Search

The Advanced Search mechanism allows the Administrator to quickly and easily customize this report. The Advanced Search parameters are:

  • Date Range - The options available include every month, every quarter, and every year dating back to Nov 2006. The default option is the current month.

  • Offices - The options available include All Active Offices, All Offices, the Corporate office and all 2nd tier offices. The default option is All Active Offices.

  • Auditors - The options available include All Active Auditors, All Auditors, the Corporate System Administrator and all remaining auditors. The default option is All Active Auditors.

  • Exclude auditors who have never logged in - If checked, the report only returns auditors who have logged in.

    Selecting multiple filters is the same as adding an "AND" to your search criteria. Once all search parameters have been entered, click the Search button to run the search.

    Persistent Filtering does not apply to Offices Advanced Search parameters.