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

Creating subscriptions to the Customer Service reports

Customer Service reports can be delivered in a weekly email to the customer accounts that have the Archive Administration roles you select. You can also set up a subscription for a specified email address to a monthly email report.

To create subscriptions to Customer Service reports

  1. In the left navigation pane of Customer Service, expand the Reporting node and click Report Subscriptions.
  2. In the Select Customer drop-down menu, select the customer who is to be the subject of the report.
  3. In the Select Report drop-down menu, select the report you want to send.
  4. Select the Send reports update check box.
  5. Under Administration Roles to Subscribe, choose which Archive Administration roles are to receive the subscription. For example, if you select Policy Manager all of the selected customer's accounts that hold the Policy Manager role are sent the report.

    Note:

    To see which of the selected customer's accounts currently belong to a particular role, click the role name in the role list.

  6. To subscribe someone who does not currently use the archive, enter that person's email address in the Email box, and click Submit.
  7. Click Save.