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

Accessing the Customer Service tool

To access the Customer Service tool, use Mozilla Firefox and Google Chrome. Event though, it is recommended to refer to the Arctera Insight Archiving Compatibility List.

To access the Customer Service tool you require the credentials of an administrator account that is assigned a Customer Service administration role. The Customer Service administration roles allow access to the areas of Customer Service that are required to perform a particular administration function.

See About Customer Service administration roles.

To access the Customer Service tool

  1. In a supported web browser, enter your Arctera Insight Archiving administration URL.

    Note:

    Ask your Enterprise Vault company administrator if you do not know the administration URL, or if you need access permission.

  2. On the Login page, select a security option:

    This is a public or shared computer

    The Management Console prompts you for your credentials each time you access the Login page and automatically logs you out after 20 minutes of inactivity.

    This option is the default option.

    This is a private computer

    The Management Console caches your credentials for one year and lets you bypass the Login page for the current browser session after you log in successfully.

    To clear your credentials from the cache, log out of the Management Console.

  3. Enter your Arctera Insight Archiving administrator account user name and password.
  4. Click Log In.

    Note:

    After five consecutive incorrect password tries, an account is locked out of the Management Console. You can reset your password at any time with the Forgot Password link on the login screen. Arctera Insight Archiving emails a new password to the account's primary email address.

  5. You may have access to multiple areas of the Management Console, depending on your account permissions. If the Customer Service tool is not your default view in the Management Console, click the Customer Service tab at the bottom of the left navigation pane.