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
Signing in to Arctera Insight Management Console
Before you access Arctera Insight Management Console, you must log in using your Arctera Insight Archiving credentials.
To log in to Arctera Insight Management Console
- In a supported browser, enter the Arctera Insight Management Console URL.Note: Contact your administrator if you do not know your Arctera Insight Management Console URL or you need access permission for Arctera Insight Management Console. For more information on supported browsers, see Arctera Insight Archiving Compatibility List. 
- Enter your username and password on the authentication screen.Note: Consecutive incorrect password entries lock your account. If you forget your password, you can reset it. See Resetting a forgotten password. 
- Under Security, select a security option.Refer to the following table for more information: This is a public computer Arctera Insight 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 selected. If the ongoing session on the public computer remains idle for 20 minutes, the application displays an alert to extend the session. - Click Extend to extend the session within 60 seconds. Else, the session ends automatically. After you extend the session, the session timeout interval is set to another 20 minutes of the idle session. 
- Click End to end the session. 
 This is a private computer Arctera Insight Management Console caches your credentials for one year and lets you bypass the Login page after you log in successfully. To clear your credentials from the cache, log out of Arctera Insight Management Console. Arctera Insight Management Console automatically logs you out after 10 hours of inactivity. If the ongoing session on the private computer remains idle for 10 hours, the application displays an alert to extend the session. - Click Extend to extend the session within 60 seconds. Else, the session ends automatically. After you extend the session, the session timeout interval is set to another 10 hours of the idle session. 
- Click End to end the session. 
 
- Click Sign In.
- If the multi-factor authentication (MFA) is enabled for you, the OTP field appears on the authentication screen.This email-based authentication and the Time-based One Time Password (TOTP) authentication enhances the access and data security of Management Console. Administrators have the permission to enable or disable multi-factor authentication at the user and tenant level. - If the email-based authentication (EML) is enabled for you, a one-time password (OTP) is sent to your registered email address for authentication and access to the application. This OTP remains valid for 5 minutes from the time of receiving the email. - Manually enter the OTP on the authentication screen within 5 minutes. Copy-pasting the OTP is not allowed. If you fail to provide OTP within 5 minutes of receiving it, the application displays a message that the OTP has expired. To obtain a new OTP, click Resend OTP. The application sends a new OTP. 
- If the Time-based One Time Password authentication (TOTP) is enabled for you, the application redirects you to an Authenticator Setup page. - Scan the QR Code using the Google or Microsoft Authenticator app on your mobile phone at the time of your first login - Configure the Authenticator app on your mobile phone. See Configuring the Authenticator app on your mobile phone. - Click Continue to get a time-based OTP in the Authenticator app. - Enter that OTP in the OTP field of the Authentication page, and click Continue. 
 
If you have previously created an account for same user, please remove that entry and attempt to complete the setup again.
To install the Microsoft Authenticator app on your phone
- While installing the app, if prompted, allow notifications about the app.
- Upon installation, open the app and click the plus (+) icon at top and select Work or School account or Other account.
- Add your work  account by using any of the following methods:- Use the installed authenticator app to scan the QR Code provided on the authentication page of Arctera Insight Archiving application. 
- Sign in with your application credentials and follow the screen instructions. 
 Upon successful scanning or signing in, your account gets connected to Microsoft Authenticator. 
To install the Google Authenticator app on your phone
- While installing the app, if prompted, allow notifications about the app.
- Upon installation, log in with your Google account credentials. Scroll down and click the plus (+) icon.
- Scan the QR Code with the Google Authenticator app. Your account gets connected to the Google Authenticator app.
As an administrator, you can reset the Authenticator device for users if the user accidently removes the account from authenticator app or misplaces the device on which the app is installed. Users can request you to setting up a new device at the next login.
To reset the Authenticator device for a user
- On the Arctera Insight Management Console, select Configuration > Account Management.
- Search for and select the account for which you want to reset the Authenticator device.
- Click Edit to view the user account details.
- Under the Status section, click Remove adjacent to the Authenticator Device field.
Upon successful sign-in, the window appears, presenting the latest release updates for Arctera Insight Management Console, Insight eDiscovery, Insight Personal Archive, Insight Capture, and Insight Surveillance as shown in the sample image below.
- To temporarily hide this window, click . 
- To access this window later, click the profile icon and choose . 
- To permanently hide this window, click . Subsequently, upon next login, this window will no longer appear. To enable its visibility, contact your system administrator. However, it will reappear automatically with the next release updates. 
- To read the complete release notes document, click .