Arctera™ Insight Capture Configuration Guide

Last Published:
Product(s): Veritas Alta Capture (1.0)
  1. INTRODUCTION
    1.  
      Overview
  2. DASHBOARD
    1.  
      Overview
    2. Importer Jobs
      1.  
        Exporting to CSV
      2.  
        Browsing Importer Jobs & Setting the Number of Entries per Page
  3. IMPORTERS
    1.  
      Adding a New Importer
    2.  
      Managing an Importer
    3. File-Based Collector Options
      1. File Source Configuration
        1.  
          Configuring Azure Storage
      2.  
        PGP Configurations
      3.  
        Quarantine Location
      4.  
        Miscellaneous Settings
      5.  
        Timestamp Formatting
      6.  
        Attachment Validation
    4. Amazon S3
      1.  
        Activities Captured
      2.  
        Source Configuration
      3.  
        Next Steps
    5. Audio Video
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Collector Options
        2.  
          XML Template Configuration Guideline
      3.  
        Next Steps
    6. BlackBerry
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          BlackBerry Options
        2.  
          BlackBerry Filtering
      3.  
        Next Steps
    7. Bloomberg
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Disclaimer Validation
        2.  
          Bloomberg Options
        3.  
          Email Address to Use
        4.  
          IB Message Body
        5.  
          Processing Bloomberg Firm-Level Files
      3.  
        Next Steps
    8. Box
      1.  
        Activities Captured
      2.  
        Creating a Box Application
      3. Source Configuration
        1.  
          Additionally Processed Data
        2.  
          Advanced Configuration Options
      4.  
        Next Steps
    9. CellTrust
      1.  
        Activities Captured
      2.  
        Source Configuration
      3.  
        Next Steps
    10. Cloud9
      1.  
        Activities Captured
      2.  
        Setting up Cloud9
      3. Source Configuration
        1.  
          Advanced Configuration Options
        2.  
          Attachments Configuration
      4.  
        Next Steps
    11. Chatter
      1.  
        Activities Captured
      2.  
        Creating a Salesforce Application
      3. Source Configuration
        1.  
          Advanced Configuration Options
      4.  
        Next Steps
    12. Chatter Cipher Cloud
      1.  
        Activities Captured
      2.  
        Creating a Salesforce Application
      3. Source Configuration
        1.  
          Advanced Configuration Options
        2.  
          Attachments Configuration
      4.  
        Next Steps
    13. Cisco Webex Teams
      1.  
        Activities Captured
      2.  
        Creating Cisco Webex Teams Application
      3. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Miscellaneous Settings
        3.  
          Splitting Messages
        4.  
          Attachments Configuration
      4.  
        Next Steps
    14. Citrix Workspace & ShareFile
      1. Activities Captured
        1.  
          Notes
      2.  
        Creating Citrix Workspace & ShareFile App
      3.  
        Granting Permissions
      4. Source Configuration
        1.  
          Activities to Be Processed
        2.  
          Advanced Configuration Options
        3.  
          Attachments Configuration
      5.  
        Next Steps
    15. Dropbox Business
      1.  
        Activities Captured
      2.  
        Creating a Dropbox Application
      3. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Attachments Configuration
        3.  
          Advanced Configuration Options
      4.  
        Next Steps
    16. Dubber Speik Recordings
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Source Type
        2.  
          Dubber Speik Recordings Configuration
        3.  
          Advanced Configuration Options
      3.  
        Next Steps
    17. Dubber Speik SMS
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Dubber Speik SMS Configuration
        2.  
          Advanced Configuration Options
      3.  
        Next Steps
    18. EML
      1. Advanced Configuration
        1.  
          Source Configuration
        2.  
          Timestamp Formatting
      2.  
        Next Steps
    19. EWS
      1.  
        Activities Captured
      2.  
        Providing Necessary Permissions to the Account
      3.  
        Setting Up Security and Compliance for Microsoft 365
      4.  
        Microsoft Entra ID App Creation
      5.  
        Microsoft Entra ID Permissions
      6.  
        Source Configuration
      7.  
        History Tracking
      8.  
        Next Steps
    20. Exchange Graph API
      1.  
        Activities Captured
      2.  
        Microsoft Entra ID App Creation
      3.  
        Microsoft Entra ID Permissions
      4.  
        Source Configuration
      5.  
        Next Steps
    21. FX Connect
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          FX Connect Configuration
        2.  
          Threading and Formatting
        3.  
          Message Body
      3.  
        Next Steps
    22. Google Drive
      1.  
        Activities Captured
      2.  
        Service Account Creation
      3.  
        Domain-Wide Authority Delegation to the Service Account
      4.  
        Creating Administrative Role for the User Manager Service Account
      5. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Advanced Configuration Options
      6.  
        Next Steps
    23. IceChat
      1.  
        Activities Captured
      2.  
        Source Configuration
      3.  
        Next Steps
    24. iMessage
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Advanced Configuration Options
      3.  
        Next Steps
    25. JSON
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          JSON Collector Options
      3.  
        Next Steps
    26. LSEG (Refinitiv)
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          LSEG Options
        2.  
          Message Body
      3.  
        Next Steps
    27. Microsoft Teams
      1.  
        Activities Captured
      2.  
        Notes
      3.  
        Microsoft Entra ID App Creation
      4.  
        Microsoft Entra ID Permissions
      5.  
        License Info
      6.  
        Enabling Billing for Microsoft Teams APIs in Microsoft Graph
      7. Source Configuration
        1.  
          Model Selection
        2.  
          Conversation Areas to Capture
        3.  
          Threading and Formatting
        4.  
          Timestamp Formatting
        5.  
          Advanced Configuration Options
        6.  
          Attachments Configuration
        7.  
          Splitting Messages
      8.  
        Next Steps
    28. Microsoft Teams for Audio and Video
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Advanced Configuration Options
      3.  
        Next Steps
    29. Microsoft Teams via Webhooks
      1.  
        Activities Captured
      2.  
        Note
      3.  
        Microsoft Entra ID App Creation
      4.  
        Microsoft Entra ID Permissions
      5.  
        Managing Encryption Keys
      6.  
        License Info
      7.  
        Enabling Billing for Microsoft Teams APIs in Microsoft Graph
      8.  
        Working in the Globanet Portal
      9. Source Configuration
        1.  
          Message Decryption Options
        2.  
          Advanced Configuration Options
        3.  
          Attachments Configuration
        4.  
          Message Body
      10.  
        Next Steps
    30. NTR-X
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Notes
        2.  
          Advanced Configuration Options
      3.  
        Next Steps
    31. OneDrive for Business
      1.  
        Activities Captured
      2.  
        Activities Not Captured
      3.  
        Microsoft Entra ID App Creation
      4.  
        Microsoft Entra ID Permissions
      5. Source Configuration
        1.  
          Attachments Configuration
        2.  
          Timestamp Formatting
        3.  
          Advanced Configuration Options
      6.  
        Next Steps
    32. Pivot
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Primary Address to Use
      3.  
        Next Steps
    33. Redtail Speak
      1.  
        Activities Captured
      2.  
        Source Configuration
      3.  
        Next Steps
    34. RingCentral
      1.  
        Activities Captured
      2.  
        Compliance Exports
      3.  
        Creating a RingCentral Application
      4. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Advanced Configuration Options
        3.  
          Attachments Configuration
      5.  
        Next Steps
    35. ServiceNow
      1.  
        Activities Captured
      2. Activities not Captured
        1.  
          Creating a ServiceNow Application
        2. Source Configuration
          1.  
            Timestamp Formatting
          2.  
            Advanced Configuration Options
          3.  
            Attachments Configuration
          4.  
            Message Body
      3.  
        Next Steps
    36. SharePoint
      1.  
        Activities Captured
      2.  
        Microsoft Entra ID App Creation
      3.  
        Microsoft Entra ID Permissions
      4.  
        Setting Up Security and Compliance for Microsoft 365
      5. Source Configuration
        1.  
          SharePoint Activities
        2.  
          Timestamp Formatting
        3.  
          Advanced Configuration Options
        4.  
          Processing Mode
      6.  
        Next Steps
    37. Slack eDiscovery
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Advanced Configuration Options
        3.  
          Attachments Configuration
        4.  
          Message Body
      3.  
        Next Steps
    38. Symphony
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Advanced Configuration Options
        2.  
          Split Messages
        3.  
          Include Record Type
      3.  
        Next Steps
    39. Text-Delimited
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Collector Options
        2.  
          Message Body
      3.  
        XML Template Configuration Guideline
      4.  
        Next Steps
    40. X (Twitter)
      1.  
        Activities Captured
      2.  
        Creating an X (Twitter) Application
      3. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Advanced Configuration Options
      4.  
        Next Steps
    41. UBS
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          UBS Options
      3.  
        Next Steps
    42. Web Page Capture
      1.  
        Activities Captured
      2.  
        URLs Configuration
      3.  
        Message Construction
      4.  
        Time Stamp Formatting
      5.  
        Advanced Configuration Options
      6.  
        Next Steps
    43. WhatsApp
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Advanced Configuration Options
      3.  
        Next Steps
    44. Workplace from Facebook
      1.  
        Activities Captured
      2.  
        Activities not Captured
      3.  
        Custom Integration Creation in Workplace
      4. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Attachments Configuration
        3.  
          Advanced Configuration Option
      5.  
        Next Steps
    45. XIP
      1. Source Configuration
        1.  
          XIP Collector Options
      2.  
        Next Steps
    46. XSLT/XML
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          XSLT Collector Options
      3.  
        Next Steps
    47. Verba
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Advanced Configuration Options
      3.  
        Next Steps
    48. Verint
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Advanced Configuration Options
      3.  
        Next Steps
    49. Viva Engage (Yammer)
      1.  
        Activities Captured
      2.  
        Notes
      3.  
        Microsoft Entra ID App Creation
      4.  
        Microsoft Entra ID Permissions
      5. Source Configuration
        1.  
          Threading and Formatting
        2.  
          Message Body
        3.  
          Advanced Configuration Options
        4.  
          Attachments Validation
        5.  
          Attachments Configuration
        6.  
          Splitting Messages
      6.  
        Next Steps
    50. Yieldbroker
      1.  
        Activities Captured
      2. Source Configuration
        1.  
          Advanced Configuration Options
        2.  
          Message Body
      3.  
        Next Steps
    51. YouTube
      1.  
        Activities Captured
      2.  
        Creating a YouTube Application
      3. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Threading
        3.  
          Message Body
        4.  
          Advanced Configuration Options
      4.  
        Next Steps
    52. Zoom Chat
      1.  
        Activities Captured
      2.  
        Creating a Zoom OAuth App
      3. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Advanced Configuration Options
        3.  
          Threading Options
        4.  
          Attachments Configuration
      4.  
        Next Steps
    53. Zoom Meetings
      1.  
        Activities Captured
      2.  
        Notes
      3.  
        Creating a Zoom OAuth App
      4. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Meeting File Download Options
        3.  
          Advanced Configuration Options
      5.  
        Next Steps
    54. Zoom Meetings Chats
      1.  
        Activities Captured
      2.  
        Notes
      3.  
        Creating a Zoom OAuth App
      4. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Advanced Configuration Options
      5.  
        Next Steps
    55. Zoom Meetings via Archiving API
      1.  
        Activities Captured
      2.  
        Notes
      3.  
        Creating a Zoom OAuth App
      4. Source Configuration
        1.  
          Timestamp Formatting
        2.  
          Meeting File Download Options
        3.  
          Advanced Configuration Options
      5.  
        Next Steps
  4. MONITORED USERS
    1.  
      Monitored Users
    2.  
      All (Based on Native API)
    3.  
      Manually Maintain the List
    4. Microsoft Entra ID
      1.  
        Microsoft Entra ID App Creation
      2.  
        Microsoft Entra ID Permissions
    5.  
      Monitored Users for Twitter
    6.  
      Monitored Users (N/A)
  5. FILTERS
    1.  
      Filters
    2.  
      Keyword Filter
    3. Mail Filter
      1.  
        Microsoft Entra ID App Creation
      2.  
        Microsoft Entra ID App Permissions
    4.  
      Message Size Filter
    5.  
      Participants Count Filter
    6.  
      Time Stamp Filter
    7.  
      XML Filter
  6. TARGETS
    1.  
      Targets
    2. Amazon S3 Target
      1.  
        Output Configuration
      2.  
        Envelope
      3.  
        Webhook Client Configuration
      4.  
        Status Update Configuration
    3. Azure Blob Target
      1.  
        Configuring Azure Storage
      2.  
        Output Folder Configuration
      3.  
        Envelope
      4.  
        Webhook Client Configuration
      5.  
        Status Update Configuration
    4.  
      Direct SMTP Target
    5.  
      EWS Server Target
    6. SFTP Target
      1.  
        FTP/SFTP Connection
      2.  
        Output Folder Configuration
      3.  
        Envelope
      4.  
        Webhook Client Configuration
      5.  
        Status Update Configuration
    7.  
      SMTP Target
    8. Google Vault Target
      1.  
        Google Vault Configuration
      2.  
        Google Vault Target
    9.  
      EV Folder Target
  7. SETTINGS
    1.  
      Importer Settings
    2.  
      Reporting & Message Tracking
    3.  
      Message Headers
    4.  
      Logging
    5.  
      Importer Schedule
    6.  
      Filtering
    7.  
      Processing
    8.  
      Advanced Configuration Options
  8. REPORTS
    1.  
      Overview
    2.  
      Managing Reports
    3.  
      Audit
    4.  
      Unprocessed Messages
    5.  
      Target Delivery Failure
    6.  
      Missing Attachment Failure
    7.  
      Missing Disclaimer Failure
    8.  
      Data Acquisition Failure
    9.  
      Notes
  9. APPENDIX
    1.  
      Creating a Certificate (Private and Public Keys)

Setting up Cloud9

The Firm Admin of your organization must complete the following steps to generate an App Key and Secret in Cloud9.

  1. Sign in to Cloud9 Portal.
  2. In the left-hand navigation pane, click API Keys.
  3. Under Manage your Cloud9 API Keys, select the firm.
  4. Click Generate API Key.

To generate a Call Data App Key and App Secret

  1. From the API drop-down list, select Calls Data.
  2. Choose the appropriate Environment.
  3. Enter allowed IP addresses in the Whitelisted IP(s) field. Enter the relevant email(s) under Owner Email(s).
  4. Under Scope of Access, select Read-Only, then choose the following permissions:

    • metadata

    • recordings

  5. Click Generate Key & Secret. Copy and securely store the generated Call Data API Key and Call Data Secret Key for source configuration.

To generate a Management App Key and App Secret:

  1. From the API drop-down list, select Management.
  2. Choose the appropriate Environment.
  3. Enter allowed IP addresses in the Whitelisted IP(s) field.
  4. Enter the relevant email(s) under Owner Email(s).
  5. Under Scope of Access, select Read-Only, then choose the following permission:

    • users

  6. Click Generate Key & Secret. Copy and securely store the generated Management API Key and Management Secret Key for source configuration.