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Arctera™ Insight Archiving : Customer Administration Guide

Last Published: 2025-08-11

Product(s): Veritas Alta Archiving (1.0), Veritas Alta eDiscovery (1.0)

About the Customer Details page

The Customer Details page displays the details for the selected customer. The details are organized on the tabs that are listed across the top of the page.

Table: Tabs on the Customer Details page describes the contents of each tab.

Note:

Some of the tabs are hidden if the customer is not configured to use the associated features.

Table: Tabs on the Customer Details page

Tab on Customer Details page	This tab lets you do the following	More information
Company Details	Disable a customer, which excludes them from the archive and suspends archiving. View and edit a customer's details including its company settings, selected Arctera Insight Archiving services, registered domains, and journaling addresses. Reset the primary administrator password for a customer.	See Disabling or enabling a customer's access to the archive. See Editing a customer's company details. See Resetting a customer's primary administrator password.
Archiving Options	Determine whether users can send, reply, and forward messages from Arctera Insight Archiving. Specify a list of users to include in or to exclude from archiving. Determine whether inbound, outbound, and internal messages are archived. Enable or disable the synchronization of mailbox folders between Outlook and Arctera Insight Archiving. This option requires ArchiveTools Folder Sync.	See Editing a customer's archiving options.
Accounts	View information about the accounts that are assigned to the customer's archive, and output the account details to an .xls file. Create archive accounts from a customer's upload list.	See Viewing and exporting the details of a customer's archive accounts. Creating accounts from the upload list is normally done as part of the provisioning process. See Creating and updating archive accounts in bulk from a user upload list.
Onboarding Checklist	View and edit the customer's onboarding checklist information.	See Viewing and editing a customer's onboarding checklist information.
IMAP4/POP3 Accounts	This tab is no longer used.
Legacy Import	This tab is not used.
Trusted Networks	View, configure, and edit trusted IP address ranges to control from where the customer's users can access the archive.	See Configuring trusted networks for a customer.
Retention	View email retention settings, if the customer has set up email retention policies for their archive.	See Viewing a customer's email retention settings.
Mail Monitoring	Check whether Arctera Insight Archiving currently receives journaling traffic from the customer, and view sample emails.	See Viewing the mail monitoring details for a customer.
Authentication Management	View and configure the Arctera Insight Archiving authentication service settings for the customer.	See About configuring Authentication Management for a customer.
Bulk Import	This tab is no longer used. Note: This tab is visible only if a journal address with the mail server type of Native Domino 8.x is defined in the Journal Addresses section of the Company Details tab.
Transaction ID Confirmation	Submit a confirmation when you have completed an order for a customer that was generated through the ERP order system.	See Confirming the completion of a customer order.