Arctera™ Insight Archiving : Customer Administration Guide

Last Published:
Product(s): Veritas Alta Archiving (1.0), Veritas Alta eDiscovery (1.0)
  1. About customer administration
    1.  
      About Arctera Insight Archiving customer administration
    2.  
      Revision history
    3.  
      Obtaining the customer and partner administration documentation
    4.  
      About customers, partners, and provisioning
  2. Using the Customer Service tool
    1.  
      About the Customer Service tool
    2.  
      Accessing the Customer Service tool
  3. My Config
    1.  
      Viewing your company's configuration details
  4. Provisioning customers
    1.  
      About provisioning a customer
    2.  
      Stages of customer provisioning
    3.  
      Arctera Insight Archiving customer provisioning prerequisites
    4.  
      Provisioning a customer
    5.  
      Configuring the MYOK feature
    6.  
      Configuring the indexing languages for the new customer
    7.  
      Configuring the archiving options for a new customer
    8.  
      Obtaining the credentials of a customer's primary administrator account
    9.  
      About creating additional administrator accounts for a customer
    10.  
      Creating and updating archive accounts in bulk from a user upload list
    11. Creating Google G Suite Gmail archive accounts in bulk from a downloaded Google user list
      1.  
        Downloading a list of users from the Google Admin console
      2.  
        Converting a Google user list CSV file to the required format for the bulk import process
    12.  
      Confirming the completion of the new customer order
  5. Managing customers
    1.  
      About the Customers page
    2.  
      Finding a customer in the customer list
    3.  
      Making a customer a favorite in the customer list
    4.  
      Accessing customer details
    5.  
      About the Customer Details page
    6.  
      Disabling or enabling a customer's access to the archive
    7.  
      Editing a customer's company details
    8.  
      Resetting a customer's primary administrator password
    9.  
      Editing a customer's archiving options
    10.  
      Viewing and exporting the details of a customer's archive accounts
    11.  
      Viewing and editing a customer's onboarding checklist information
    12.  
      Configuring trusted networks for a customer
    13.  
      Viewing a customer's email retention settings
    14.  
      Viewing the mail monitoring details for a customer
    15.  
      About configuring Authentication Management for a customer
    16.  
      Confirming the completion of a customer order
  6. Reseller portal
    1.  
      About reseller portal
    2.  
      Viewing reseller details
    3.  
      Generating billing report
  7. Distributor portal
    1.  
      About distributor portal
    2.  
      Viewing distributor details
    3.  
      Generating billing report
  8. Customer Service administration roles
    1.  
      About Customer Service administration roles
    2.  
      Changing the permissions for a built-in Customer Service administration role
    3.  
      Creating custom Customer Service administration roles
    4.  
      Editing, renaming, or deleting custom Customer Service administration roles
    5.  
      Assigning Customer Service administration roles
  9. Reporting
    1.  
      About reporting in Customer Service
    2.  
      Viewing the Customer Service reports
    3.  
      Creating subscriptions to the Customer Service reports

Configuring trusted networks for a customer

You can configure trusted IP address ranges for a customer to control from where the customer's users can access the archive.

You can add a new trusted network, or edit or delete the trusted networks that are already defined.

To define a trusted network for a customer

  1. In the left navigation pane of Customer Service click Customers. Then select the required customer from the customer list, to display the Customer Details page.

    See Finding a customer in the customer list.

  2. From the list of tabs along the top of the main pane, select the Trusted Networks tab.
  3. In Starting and Ending enter the starting and ending IP address for the trusted address range.
  4. Select the check boxes to indicate whether the IP address range has access to Manage (the Arctera Insight Archiving Arctera Insight Management Console), and to Personal Archive and Discovery Archive.
  5. Click Add.
  6. When you have finished making changes on the Trusted Networks, click Save.

To view, edit, or delete a trusted network for a customer

  1. In the left navigation pane of Customer Service click Customers. Then select the required customer from the customer list, to display the Customer Details page.

    See Finding a customer in the customer list.

  2. From the list of tabs along the top of the main pane, select the Trusted Networks tab.

    The table lists the specified trusted networks.

  3. In the table of trusted networks, click Edit or Delete for the appropriate network, if required.
  4. If you clicked Edit, make the required changes to the entry and click Update.
  5. When you have finished making changes on the Trusted Networks tab, click Save.