Arctera™ Insight Archiving : Customer Administration Guide
- About customer administration
- Using the Customer Service tool
- My Config
- Provisioning customers
- About provisioning a customer
- Stages of customer provisioning
- Arctera Insight Archiving customer provisioning prerequisites
- Provisioning a customer
- Configuring the MYOK feature
- Configuring the indexing languages for the new customer
- Configuring the archiving options for a new customer
- Obtaining the credentials of a customer's primary administrator account
- About creating additional administrator accounts for a customer
- Creating and updating archive accounts in bulk from a user upload list
- Creating Google G Suite Gmail archive accounts in bulk from a downloaded Google user list
- Confirming the completion of the new customer order
- Managing customers
- About the Customers page
- Finding a customer in the customer list
- Making a customer a favorite in the customer list
- Accessing customer details
- About the Customer Details page
- Disabling or enabling a customer's access to the archive
- Editing a customer's company details
- Resetting a customer's primary administrator password
- Editing a customer's archiving options
- Viewing and exporting the details of a customer's archive accounts
- Viewing and editing a customer's onboarding checklist information
- Configuring trusted networks for a customer
- Viewing a customer's email retention settings
- Viewing the mail monitoring details for a customer
- About configuring Authentication Management for a customer
- Confirming the completion of a customer order
- Reseller portal
- Distributor portal
- Customer Service administration roles
- Reporting
About customers, partners, and provisioning
The terms customer, partner, and provisioning all have specific meanings in the context of Arctera Insight Archiving:
Provisioning refers to the creation of new instances of email archives, and the configuration of primary and secondary services in Arctera Insight Archiving. Provisioning also encompasses providing all of the necessary archive software and access permissions.
A customer is a company that receives an Arctera Insight Archiving archive and archive services for its own use.
A customer can access the Archive Administration tab in the Arctera Insight Management Console, from where it can manage its own users and services, and generate reports.
A partner resells Arctera Insight Archiving services, and has the rights to manage customer archives created under the partner group on behalf of customers. A partner may or may not also be a customer. A child partner resells archive services, and is managed by its parent partner. A partner customer is the customer of a child partner.
A partner cannot create child partners or customers under its own instance, and it cannot add or remove services. These actions require an order to be placed through Arctera.
A partner or child partner can access the following tabs of the Arctera Insight Management Console, subject to the services it is licensed for.
Table: Arctera Insight Management Console tabs and their purpose
Tab in Arctera Insight Management Console | Description |
|---|---|
Partner Management tab | Provides access to the Partner Management tool, for provisioning and managing child partners. |
Customer Service tab | Provides access to the Customer Service tool, for provisioning and managing customers. |
Archive Administration tab | Provides access to the Archive Administration tool, for managing your own company's archive. |
Note:
The tools and options that are available to you also depend on the administration roles that are assigned to the Arctera Insight Archiving administrator account with which you access the Arctera Insight Management Console.