Veritas Alta™ View Compliance and Governance User Guide

Last Published:
Product(s): Veritas Alta Archiving (1.0), Veritas Alta eDiscovery (1.0)
  1. Getting started
    1.  
      About Veritas Alta View Compliance and Governance Management Console
    2.  
      Prerequisites for using Veritas Alta View Compliance and Governance Management Console
    3.  
      Veritas Alta View Compliance and Governance Management Console web browser support
    4.  
      What's new in this release
    5.  
      Signing in to Veritas Alta View Compliance and Governance Management Console
    6.  
      Signing out from Veritas Alta View Compliance and Governance Management Console
    7.  
      Resetting a forgotten password
    8.  
      Changing your profile password
  2. Archive Overview
    1. About Archive Overview
      1.  
        Archive Usage
      2.  
        Sync Activity
      3.  
        Roles
    2.  
      Viewing the Archive Usage Snapshot report
  3. Working with Dashboard
    1.  
      About dashboard
    2.  
      Viewing and exporting statistics of Alta Capture-specific archives
    3.  
      Viewing and exporting mail statistics of EVC-specific archives
  4. Managing Configurations
    1.  
      About the Configuration page
    2.  
      Viewing provisioned services
    3.  
      Selecting the User Management options
    4. About Provisioning
      1.  
        Configuring the Alta Personal Archive deployment options
      2.  
        Configuring the administrator notification options
    5.  
      CloudLink Sync Summary
    6. About Managed Tags
      1.  
        Creating a managed tag
      2.  
        Assigning a managed tag to users
      3.  
        Changing the retention policy associated with a managed tag
      4.  
        Deleting a managed tag
    7. About Account Management
      1.  
        Searching for archive accounts
      2.  
        Using search filters
      3.  
        Creating an archive account
      4.  
        Viewing and editing the archive account details
      5.  
        About the Account Details page
      6.  
        Editing an archive account
      7.  
        Deleting an archive account
      8.  
        Deploying users
      9.  
        Enabling services for existing archive accounts
      10.  
        Removing user access
      11.  
        Disabling bulk user accounts
      12.  
        Editing Mobile Web Access permission for existing archive accounts
      13.  
        Unlocking an archive account
      14.  
        Exporting archive account information
      15.  
        Editing contact details of a system administrator
  5. Managing Archive Collectors
    1.  
      About Archive Collectors
    2.  
      Adding new archive collectors
    3.  
      Updating configuration of existing archive collectors
    4.  
      Stopping the import job of archive collectors
    5.  
      Restarting import job of archive collectors
    6.  
      Viewing the latest status of Archive Collectors
    7.  
      Deleting an existing archive collector
    8. About Exchange Online Archiving
      1.  
        Setting up modern authentication in Azure AD for Exchange Online sync
      2.  
        Configuring Exchange Online sync
      3.  
        About Exchange Online folder synchronization
      4.  
        Prerequisite for migrating Exchange Online Users configured with Folder Sync to Exchange Online Folder Synchronization
      5.  
        Configuring Exchange Online folder synchronization
    9. About Bloomberg Archiving
      1.  
        Configuring the Bloomberg Synchronization
    10. About Microsoft Teams Archiving
      1.  
        Registering a Microsoft Azure App for Teams Collector
      2.  
        Requesting access to protected APIs in Microsoft Graph
      3.  
        Enabling Microsoft Teams Archiving service for customer
      4.  
        Configuring Microsoft Teams Synchronization
    11. About OneDrive for Business Archiving
      1.  
        Registering a Microsoft Azure App for OneDrive for Business Collector
      2.  
        Enabling the OneDrive for Business Archiving service for customer
      3.  
        Configuring OneDrive for Business Synchronization
    12. About Data Uploading
      1.  
        Configuring data uploading collection
    13. About Alta Capture Services Archiving
      1.  
        Enabling Alta Capture Services for Archiving
      2.  
        Configuring Capture Services for Archiving
  6. Managing Roles and Permissions
    1.  
      About Role Management
    2.  
      Editing the built-in administrator roles
    3.  
      Creating custom administrator roles
    4.  
      Assigning administrator roles to an archive account
    5.  
      Assigning the reviewer role to an archive account
    6.  
      Assigning several archive accounts for monitoring
  7. Managing Policies
    1.  
      About Policy Management
    2.  
      Configuring archive options
    3.  
      Enabling and disabling account archiving
    4.  
      Configuring an advanced password policy
    5.  
      Configuring trusted networks for Veritas Alta Archiving access
    6.  
      Managing Custom Headers
    7.  
      Managing Discard Rules
  8. Managing Authentication
    1.  
      Configuring the Veritas Alta Archiving authentication service
    2.  
      Enabling the Authentication Settings permission for the Policy Manager role
    3.  
      Assigning the Policy Manager role to an administrator
    4.  
      Selecting an authentication method
    5.  
      Uploading a token-signing certificate
    6.  
      Validating the Identity Provider URL
    7.  
      Activating single sign-on
  9. Managing Retention Policies
    1.  
      About Retention Management
    2.  
      Configuring the default retention period
    3.  
      Creating a retention policy
    4.  
      Editing a retention policy
    5.  
      Deleting a retention policy
    6.  
      Associating a retention policy with a policy target
    7.  
      Disassociating a retention policy from a policy target
    8.  
      Enabling and disabling the storage expiry setting
    9.  
      Viewing the storage expiry status table
  10. Managing Email Continuity Services
    1.  
      About Email Continuity
    2.  
      Email Continuity prerequisites
    3.  
      Configuring Email Continuity
    4.  
      Provisioning the Email Continuity service for your mail servers
    5.  
      Adding the Email Continuity IP ranges to your firewall and mail server allowlists
    6.  
      Updating your email security provider routing configuration
    7.  
      Testing the Email Continuity configuration
    8.  
      Managing Email Continuity
    9.  
      Email Continuity FAQ
  11. Managing Reports and Notifications
    1.  
      About Veritas Alta Archiving reports, logs, usage, and notifications
    2. Reports
      1.  
        Generating a Messaging Report
      2.  
        Generating a Personal Archive Report
      3.  
        Generating a Mobile Web Access Report
      4.  
        Generating a Discovery Archive Report
      5.  
        Generating an Advanced Supervision specific Report
    3. Usage
      1.  
        Generating a service usage report
      2.  
        Generating a mailbox statistics report
      3.  
        Generating an archived message size report
    4. Logs
      1.  
        Viewing the Activity Log
      2.  
        Viewing the Message Log
      3.  
        Viewing the Usage Log
      4.  
        Creating a Retention Log Report
      5.  
        Viewing the Mobile Browser Log
      6.  
        Viewing the Personal Browser Log
      7.  
        Viewing the Discovery Browser Log
    5. Notifications
      1.  
        Enabling or disabling usage notifications
      2.  
        Changing the usage notification threshold and frequency
      3.  
        Adding or removing email addresses for usage notifications
  12. Classification
    1.  
      About classification
    2.  
      Which emails get classified?
    3.  
      Steps for setting up classification
    4.  
      Accessing the Veritas Alta Classification
    5.  
      Veritas Alta Archiving item properties for use in custom classification policies
  13. Managing Data Import
    1.  
      About Import Data
    2.  
      Importing data into archives
  14. AD FS Configuration Guide
    1.  
      Configuring AD FS to work with Veritas Alta Archiving
    2.  
      Adding a relying party trust for Veritas Alta Archiving
    3.  
      Generating a token-signing certificate
  15. Alta Personal Archive Deployment for IBM Notes
    1.  
      Alta Personal Archive deployment for IBM Notes
  16. Archive Administration Updates in Previous Releases
    1.  
      About the updates for previous releases

Selecting the User Management options

The User Management page under Configuration lets you select the options that you use to provision and manage your Veritas Alta Archiving archive accounts. You can perform the provisioning and management manually through Veritas Alta View Compliance and Governance Management Console, or you can use remote provisioning. Remote provisioning avoids the need to create a new archive account manually in Veritas Alta View Compliance and Governance Management Console for each new user in your organization. If you configure remote provisioning, new archive accounts appear automatically in Veritas Alta View Compliance and Governance Management Console when the remote option synchronizes new users.

The remote provisioning options are:

  • CloudLink: This option lets you use the separately installable ArchiveTools CloudLink tool to manage the provisioning of Microsoft Active Directory and IBM Lotus Domino Directory accounts.

  • Office 365 Sync: This option provides automatic provisioning for Office 365 accounts.

  • System for Cross-domain Identity Management (SCIM): This option provides provisioning of accounts by using SCIM.

User accounts can be synchronized with either Office 365 Sync, CloudLink, or SCIM. You have the option to use any of the remote provisioning options together to manage different groups of users. Since the users that are synchronized from different remote options remain independent, the archive accounts that exist in one group are not removed if those accounts do not exist in the other group.

To select the User Management options

  1. In the left navigation pane, select Configuration > User Management.
  2. On the User Management page, select one of the following provisioning options:

    • Manage account provisioning using the console application

    • Manage account provisioning remotely

  3. When you select the option to manage account provisioning remotely, select Using on-premise CloudLink tool, or Using Microsoft Office 365, or both.

    Note:

    Users can be synced from either Exchange Online, CloudLink, and SCIM.

    • If users exist in only one environment, their archives cannot be overwritten or removed when they are synchronized by either Exchange Online, CloudLink, or SCIM.

    • If users exist in a hybrid environment (setup), ensure that both the above-mentioned options are selected. Otherwise, users that are migrated from on-premise CloudLink to Exchange Online may not be provisioned correctly.

  4. Click Save.
  5. Click Go To Next Step.

    Veritas Alta View Compliance and Governance Management Console navigates you to the My Configuration page and guides you to perform the required configuration steps for the provisioning options you have selected.

More Information

About the Configuration page

About Provisioning