Arctera™ Insight Personal Archive Help

Last Published:
Product(s): Veritas Alta Archiving (1.0)
  1. Getting started
    1.  
      About Arctera Insight Personal Archive
    2.  
      Prerequisites for Insight Personal Archive
    3.  
      Insight Personal Archive compatibility
    4.  
      Accessing new Arctera Insight Personal Archive portal
    5.  
      Logging in to Insight Personal Archive
    6.  
      Configuring Microsoft Outlook web folders
    7.  
      Monitoring other accounts
    8.  
      Viewing delegate archives
    9.  
      About Email Continuity
    10.  
      About legacy data
    11.  
      Configuring the Insight Personal Archive settings
    12.  
      Resetting a forgotten password
    13.  
      Changing your message view
  2. Working with messages
    1.  
      Viewing archived messages
    2.  
      Replying to archived messages
    3.  
      Forwarding archived messages
    4.  
      Restoring archived messages
    5.  
      Saving archived messages to your computer
    6.  
      Downloading message attachments
    7.  
      Printing archived messages
    8.  
      Composing new messages
  3. Working with InsightBooks
    1.  
      About InsightBooks
    2. Understanding InsightBooks dashboard
      1.  
        Setting a vacation period
    3.  
      Setting a vacation period
    4.  
      Creating InsightBooks
    5.  
      Creating Notes in InsightBooks
    6.  
      Managing InsightBooks
  4. Using Search
    1.  
      About Insight Personal Archive Search
    2.  
      Using Quick Search
    3.  
      Using Advanced Search
    4.  
      Search syntax
    5.  
      About stop words and special characters in searches
    6. Boolean operator searches
      1.  
        AND operator search
      2.  
        OR operator search
      3.  
        NOT operator search
      4.  
        About using multiple Boolean operators
      5.  
        About using Boolean operators with phrase searches
      6.  
        About Boolean operators and special characters
    7.  
      Wildcard searches
    8.  
      Proximity searches
    9.  
      Double-byte character set searches
    10.  
      About enhanced searches in Japanese
    11.  
      Using Search Filters
    12.  
      Creating Saved Searches
    13.  
      Updating Saved Searches
    14.  
      Deleting Saved Searches
    15.  
      Searchable attachment types
    16.  
      Insight Personal Archive Search FAQs
  5. Using Insight Personal Archive tags
    1.  
      About Insight Personal Archive tags
    2.  
      Applying tags
    3.  
      Removing tags
    4.  
      Updating tags
    5.  
      Deleting tags
  6. Using Folder Sync
    1.  
      About Folder Sync
    2.  
      Viewing Synchronized Folders in Insight Personal Archive
    3.  
      Folder Sync FAQ
  7. Insight Personal Archive known issues
    1.  
      Insight Personal Archive Known Issues
  8. Insight Personal Archive updates in previous releases
    1.  
      About the Insight Personal Archive updates in previous releases

Understanding InsightBooks dashboard

Accessing the dashboard

To access the InsightBooks dashboard, open the Personal Archive application and navigate to the InsightBooks tab in the left pane. If you are accessing it for the first time, the following InsightBooks are displayed by default:

  • Week in Review:

    This Week in Review InsightBook automatically gathers all emails and collaboration messages received during the past week, from Monday through Sunday. It helps users quickly review recent communications and identify key discussions or updates without manually filtering content.

  • Return from Vacation:

    The Return from Vacation InsightBook allows users to set a custom vacation period. When the user returns, the InsightBook displays all emails and collaboration messages received during that timeframe, making it easier to catch up on missed communications. See Setting a vacation period.

Searching InsightBooks

You can search for a specific InsightBook using the Search field in the top-right corner of the dashboard. Enter a keyword, such as the InsightBook name or a related topic, and the list filters automatically to display matching InsightBooks. This helps users quickly locate a particular collection without scrolling through the entire list.