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.  
      Compatibility and the latest updates
    4.  
      Known Issues
    5.  
      Accessing new Arctera Insight Personal Archive portal
    6.  
      Logging in
    7.  
      About Email Continuity
    8.  
      About legacy data
    9.  
      Setting application preferences
    10.  
      Resetting a forgotten password
    11.  
      Changing your message view
  2. Managing archives and archived messages
    1.  
      About Folder Sync
    2.  
      Folder Sync FAQ
    3.  
      Viewing Synchronized Folders in Insight Personal Archive
    4.  
      Monitoring other accounts
    5.  
      Viewing delegate archives
    6. Working with archived emails
      1.  
        Composing new emails
      2.  
        Viewing archived emails
      3.  
        Replying to archived emails
      4.  
        Forwarding archived emails
      5.  
        Restoring archived emails
      6.  
        Applying tags
      7.  
        Removing tags
      8.  
        Saving archived emails to your computer
      9.  
        Downloading email attachments
      10.  
        Printing archived emails
      11.  
        Sending archived email to InsightBook
    7.  
      Viewing collaboration messages
  3. Managing InsightBooks
    1.  
      About InsightBooks
    2.  
      Understanding InsightBooks dashboard
    3.  
      Setting a vacation period
    4.  
      Creating InsightBooks
    5.  
      Creating Notes in InsightBooks
    6.  
      Working with InsightBooks
  4. Managing searches
    1.  
      About Insight Personal Archive Search
    2.  
      Using Quick Search
    3.  
      Using Advanced Search
    4.  
      Using folder search
    5.  
      Creating a new search
    6.  
      About Hit Highlighting
    7.  
      Search syntax
    8.  
      About stop words and special characters in searches
    9. 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
    10.  
      Wildcard searches
    11.  
      Proximity searches
    12.  
      Double-byte character set searches
    13.  
      About enhanced searches in Japanese
    14.  
      Using Search Filters
    15.  
      Creating Saved Searches
    16.  
      Updating Saved Searches
    17.  
      Deleting Saved Searches
    18.  
      Searchable attachment types
    19.  
      Insight Personal Archive Search FAQs
  5. Managing tags
    1.  
      About Insight Personal Archive tags
    2.  
      Updating tags
    3.  
      Deleting tags

Creating InsightBooks

You can create a new InsightBook to collect and analyze emails and collaboration items based on specific search criteria.

To create a new InsightBook

  1. On the InsightBooks tab, click New Search.
  2. Create a query by using Advanced Search or Query Search, and click Search.

    Based on the search criteria, the application displays the resulting emails and collaboration messages.

  3. Click Create InsightAIBook.

    The Create InsightBook dialog box appears.

  4. Enter a unique name of the InsightBook and a description.
  5. Click Configure InsightAI to configure InsightAI by selecting the content sources you want to include in your search results.

    The InsightAI Configuration window appears. Select the required options and click Save.

    • Emails - This option is selected by default. Select it to include emails in the search results, or clear it to exclude emails.

    • Include Attachments - This option is clear by default. Select it to include email attachments in the search results, or leave it clear to exclude attachments.

    • Collab - This option is selected by default. Select it to include collaboration messages in the search results, or clear it to exclude them.

  6. Click Save.

    The new InsightBook appears on the dashboard as shown in the sample image below.

When you open an InsightBook, the following primary panels are displayed:

  • In the left panel, the list of emails and collaboration items included in this InsightBook are displayed. Items are categorized as Emails and Collaboration and display counts for quick reference.

    Upon selecting an email or a collaboration message, click the More options icon. Click Preview to view the item in detail. Click Remove to remove that item from the list.

  • In the middle panel, the default prompts such as Summarize, Summarize by speakers, Topics, Sentiment, Timeline, and Timeline Table are displayed. In the input box at the bottom, you can type prompts (queries) for InsightAI analysis. You can directly save the AI generated response as a note.

    The middle pane also displays the AI units being consumed.

  • In the right panel, you can add, view, or search for notes related to the InsightBook. AI-generated responses can also be saved as notes for later reference. You can set the notes as private.