Arctera™ Insight Management Console Help
- Getting started
- About Arctera Insight Management Console
- Prerequisites for using Arctera Insight Management Console
- Arctera Insight Management Console web browser support
- What's new in this release
- Signing in to Arctera Insight Management Console
- Signing out from Arctera Insight Management Console
- Resetting a forgotten password
- Changing your profile password
- Archive Overview
- Working with Dashboard
- Managing Configurations
- About the Configuration page
- Viewing provisioned services
- Selecting options to provision and manage user accounts
- About Provisioning
- CloudLink Sync Summary
- About Managed Tags
- About Account Management
- Searching for archive accounts
- Using search filters
- Creating an archive account
- Viewing and editing the archive account details
- About the Account Details page
- Editing an archive account
- Deleting an archive account
- Deploying users
- Enabling services for existing archive accounts
- Configuring the Manage Your Own Keys (MYOK) Feature
- Removing user access
- Disabling bulk user accounts
- Editing Mobile Web Access permission for existing archive accounts
- Unlocking an archive account
- Exporting archive account information
- Editing contact details of a system administrator
- Managing InsightBooks permissions
- Managing Archive Collectors
- About Archive Collectors
- Adding new archive collectors
- Updating configuration of existing archive collectors
- Stopping or restarting import job of archive collectors
- Viewing the latest status of Archive Collectors
- Cloning archive collectors
- Deleting an existing archive collector
- Deleting a history of archive collectors
- About Exchange Online Archiving
- Setting up modern authentication in Azure AD for Exchange Online sync
- Configuring Exchange Online sync
- About Exchange Online folder synchronization
- Prerequisite for migrating Exchange Online Users configured with Folder Sync to Exchange Online Folder Synchronization
- Configuring Exchange Online folder synchronization
- Configuring Microsoft Azure Active Directory Group synchronization
- About Bloomberg Archiving
- About Google Chat Archiving
- About Google Workspace Archiving
- About SCIM Archiving
- About Import Collector
- About Insight Capture Services Archiving
- About Microsoft Teams (Audio Video) Archiving
- About Audio-Video Archiving
- About Audio-Video Archiving using NTR-X Collectors
- About Dubber Speik SMS Archiving
- About Dubber Speik Recordings Archiving
- About Text-Delimited Archiving
- About XSLT-XML Archiving
- About JSON Archiving
- About iMessage Archiving
- About LinkedIn Archiving
- About Signal Archiving
- About Verint Archiving
- About WeChat Archiving
- About WhatsApp Archiving
- About Cloud9 Archiving
- About Verba Archiving
- About Copilot Archiving
- About Zoom Phone Archiving
- Managing Roles and Permissions
- Managing Policies
- About Policy Management
- Configuring archive options
- Enabling and disabling account archiving
- Configuring the InsightAI feature
- Configuring an advanced password policy
- Configuring trusted networks for Arctera Insight Archiving access
- Managing Custom Headers
- Managing Discard Rules
- Managing Index Exclusion
- Managing Authentication
- Configuring the Arctera Insight Archiving authentication service
- Enabling the Authentication Settings permission for the Policy Manager role
- Assigning the Policy Manager role to an administrator
- Selecting an authentication method
- Uploading a -signing certificate
- Validating the Identity Provider URL
- Activating single sign-on
- Managing Retention Policies
- About Retention Management
- Supported retention scenarios for WORM and non-WORM Insight Archiving customers
- Configuring the default retention period
- Creating a retention policy
- Editing a retention policy
- Deleting a retention policy
- Associating a retention policy with a policy target
- Disassociating a retention policy from a policy target
- Enabling and disabling the storage expiry setting
- Viewing the storage expiry status table
- Managing Email Continuity Services
- About Email Continuity
- Email Continuity prerequisites
- Configuring Email Continuity
- Provisioning the Email Continuity service for your mail servers
- Adding the Email Continuity IP ranges to your firewall and mail server allowlists
- Updating your email security provider routing configuration
- Testing the Email Continuity configuration
- Managing Email Continuity
- Email Continuity FAQ
- Managing Reports and Notifications
- Classification
- Managing Data Import
- AD FS Configuration Guide
About Arctera Insight Management Console
Arctera Insight Archiving is a cloud-based archiving service that lets your organization store, manage, supervise, and discover all of your business-critical communications. Once your organization enables the service, it can journal a copy of all the messages that are sent and received within your organization to Arctera Insight Archiving.
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Arctera Insight Management Console is a web-hosted interface that enables administrators to configure and manage Arctera Insight Archiving and perform the following tasks:
Provision and manage Arctera Insight Archiving archive accounts.
Configure and manage the archiving of content sources.
Assign and manage user roles.
Manage archiving options and policies.
Manage retention policies and tags.
Configure classification for all content that meets the enabled classification policies.
Manage the Email Continuity option.
Generate usage reports.
Recent updates to Arctera Insight Management Console include the following enhancements:
With the Import Data feature in Arctera Insight Management Console, you can import legacy email into the archive. Every company has existing emails, whether located in the active user mailboxes, personal stores, document management systems, or other communication libraries. You can consolidate some or all of these legacy email sources into your archive.
Delegates can now view the mailbox folder structure. Administrators can control whether the delegates can view the mailbox folder structure using Arctera Insight Management Console.
Administrators can remotely manage account provisioning and sync users from CloudLink, Microsoft Office 365, or Google Workspace, and SCIM. If users exist solely in one environment, their archives will not be overwritten or removed during synchronization.
Administrators can configure the Privilege Delete archive options and determine whether Insight eDiscovery Administrator is enabled to delete emails in Insight eDiscovery permanently.
With the enhancements in the built-in administrator roles, you cannot edit the System administrator role's permissions. Only the Share Export, Download Export, and Privilege Delete permissions can be edited for the Insight eDiscovery Administrator role.
With the enhancements in reports, administrators can now create a Insight eDiscovery Report and a Mail Reassignment status report. The 7-Day Rolling Attachment Summary and 7-Day Rolling by User report are no longer available. The Messaging Report now shows charts for the Number of emails imported and the Size of emails imported and contains a Summary for the selected period.
The passwords must be minimum of 8 characters long for enhanced security instead of the earlier policy of 6 characters long passwords.
Office 365 Sync provisioning has been enhanced to include more options, such as and .
The application supports multi-factor authentication (MFA). The email-based authentication and the Time-based One Time Password (TOTP) authentication enhances the access and data security of Management Console.
The window displays users the latest release updates for all Arctera Insight Archiving applications every time they log in. It can be disabled or enabled for users, if needed.
Information about the changes that were included with earlier releases of Arctera Insight Management Console is provided elsewhere in this help.
For details of all the updates in each release of the Arctera Insight Archiving service suite, see the Arctera Insight Archiving Platform Documentation.