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

Stages of customer provisioning

Table: Steps to provision a customer in Arctera Insight Archiving lists the process for provisioning a new customer in Arctera Insight Archiving.

Table: Steps to provision a customer in Arctera Insight Archiving

Step

Action

Reference

Step 1

Obtain the prerequisite information.

See Arctera Insight Archiving customer provisioning prerequisites.

Step 2

Create the archive instance for the customer.

See Provisioning a customer.

Step 3

Set the indexing languages for the new customer.

See Configuring the indexing languages for the new customer.

Step 4

Configure the archiving options for the new customer.

See Configuring the archiving options for a new customer.

Step 5

Obtain the details of the customer's primary administrator account.

See Obtaining the credentials of a customer's primary administrator account.

Step 6

Create additional administrator accounts for the customer, if required.

See About creating additional administrator accounts for a customer.

Step 7

Create bulk archive accounts from the client's user upload list.

See Creating and updating archive accounts in bulk from a user upload list.

Step 8

Confirm that you have completed the ERP system order to provision the new customer.

See Confirming the completion of the new customer order.