Arctera™ Insight Archiving : Customer Administration Guide

Last Published:
Product(s): Veritas Alta Archiving (1.0), Veritas Alta eDiscovery (1.0)
  1. About customer administration
    1.  
      About Arctera Insight Archiving customer administration
    2.  
      Revision history
    3.  
      Obtaining the customer and partner administration documentation
    4.  
      About customers, partners, and provisioning
  2. Using the Customer Service tool
    1.  
      About the Customer Service tool
    2.  
      Accessing the Customer Service tool
  3. My Config
    1.  
      Viewing your company's configuration details
  4. Provisioning customers
    1.  
      About provisioning a customer
    2.  
      Stages of customer provisioning
    3.  
      Arctera Insight Archiving customer provisioning prerequisites
    4.  
      Provisioning a customer
    5.  
      Configuring the MYOK feature
    6.  
      Configuring the indexing languages for the new customer
    7.  
      Configuring the archiving options for a new customer
    8.  
      Obtaining the credentials of a customer's primary administrator account
    9.  
      About creating additional administrator accounts for a customer
    10.  
      Creating and updating archive accounts in bulk from a user upload list
    11. Creating Google G Suite Gmail archive accounts in bulk from a downloaded Google user list
      1.  
        Downloading a list of users from the Google Admin console
      2.  
        Converting a Google user list CSV file to the required format for the bulk import process
    12.  
      Confirming the completion of the new customer order
  5. Managing customers
    1.  
      About the Customers page
    2.  
      Finding a customer in the customer list
    3.  
      Making a customer a favorite in the customer list
    4.  
      Accessing customer details
    5.  
      About the Customer Details page
    6.  
      Disabling or enabling a customer's access to the archive
    7.  
      Editing a customer's company details
    8.  
      Resetting a customer's primary administrator password
    9.  
      Editing a customer's archiving options
    10.  
      Viewing and exporting the details of a customer's archive accounts
    11.  
      Viewing and editing a customer's onboarding checklist information
    12.  
      Configuring trusted networks for a customer
    13.  
      Viewing a customer's email retention settings
    14.  
      Viewing the mail monitoring details for a customer
    15.  
      About configuring Authentication Management for a customer
    16.  
      Confirming the completion of a customer order
  6. Reseller portal
    1.  
      About reseller portal
    2.  
      Viewing reseller details
    3.  
      Generating billing report
  7. Distributor portal
    1.  
      About distributor portal
    2.  
      Viewing distributor details
    3.  
      Generating billing report
  8. Customer Service administration roles
    1.  
      About Customer Service administration roles
    2.  
      Changing the permissions for a built-in Customer Service administration role
    3.  
      Creating custom Customer Service administration roles
    4.  
      Editing, renaming, or deleting custom Customer Service administration roles
    5.  
      Assigning Customer Service administration roles
  9. Reporting
    1.  
      About reporting in Customer Service
    2.  
      Viewing the Customer Service reports
    3.  
      Creating subscriptions to the Customer Service reports

Arctera Insight Archiving customer provisioning prerequisites

Before you can provision a customer you must distribute the following documents to the client for completion and return:

  • Onboarding checklist. The client completes this Microsoft Word document to provide an overview of their email environment, including mail server information and usage statistics. The answers to these questions help to ensure that the correct settings are configured during the implementation of the archive.

    The onboarding checklist template file can be downloaded from the Arctera Support website.

  • User upload list.The client uses this Excel spreadsheet to provide details of the mail accounts for which archive accounts are required. You can use this list to perform the bulk creation or update of archive accounts for the client. The bulk process creates an archive account for each user in the list who does not already have one. If a listed user already has an archive account, the archive account is updated with any changed details that the list specifies. Any existing archive accounts for unlisted users remain unchanged.

    See Creating and updating archive accounts in bulk from a user upload list.

    The client can choose to provision a subset of their mail accounts if they want. Make sure that the client understands that if an archive account does not exist then Arctera Insight Archiving archives the mail to the Unassigned Legacy account .

    The required information for each account includes the user's first name, last name, primary email address, and any alias email addresses. A template file for the user upload list contains annotations to explain the required content for each column. The user upload template file can be downloaded from the following article on our Support website:

    http://www.veritas.com/docs/000075300

    Note:

    For Google G Suite Gmail users we can bulk-provision from a user list that the customer has exported from G Suite.

    See Creating Google G Suite Gmail archive accounts in bulk from a downloaded Google user list.

When you provision a customer you need the ERP billing system transaction ID for the customer order. You enter the transaction ID when you confirm that the transaction has been completed, at the end of the provisioning process.