Arctera™ Insight Personal Archive Help

Last Published:
Product(s): Veritas Alta Archiving (1.0)
  1. Getting started
    1.  
      About Arctera Insight Personal Archive
    2.  
      Prerequisites for Insight Personal Archive
    3.  
      Insight Personal Archive compatibility
    4.  
      Accessing new Arctera Insight Personal Archive portal
    5.  
      Logging in to Insight Personal Archive
    6.  
      Configuring Microsoft Outlook web folders
    7.  
      Monitoring other accounts
    8.  
      Viewing delegate archives
    9.  
      About Email Continuity
    10.  
      About legacy data
    11.  
      Configuring the Insight Personal Archive settings
    12.  
      Resetting a forgotten password
    13.  
      Changing your message view
  2. Working with messages
    1.  
      Viewing archived messages
    2.  
      Replying to archived messages
    3.  
      Forwarding archived messages
    4.  
      Restoring archived messages
    5.  
      Saving archived messages to your computer
    6.  
      Downloading message attachments
    7.  
      Printing archived messages
    8.  
      Composing new messages
  3. Working with InsightBooks
    1.  
      About InsightBooks
    2.  
      Understanding InsightBooks dashboard
    3.  
      Setting a vacation period
    4.  
      Creating InsightBooks
    5.  
      Creating Notes in InsightBooks
    6.  
      Managing InsightBooks
  4. Using Search
    1.  
      About Insight Personal Archive Search
    2.  
      Using Quick Search
    3.  
      Using Advanced Search
    4.  
      Search syntax
    5.  
      About stop words and special characters in searches
    6. Boolean operator searches
      1.  
        AND operator search
      2.  
        OR operator search
      3.  
        NOT operator search
      4.  
        About using multiple Boolean operators
      5.  
        About using Boolean operators with phrase searches
      6.  
        About Boolean operators and special characters
    7.  
      Wildcard searches
    8.  
      Proximity searches
    9.  
      Double-byte character set searches
    10.  
      About enhanced searches in Japanese
    11.  
      Using Search Filters
    12.  
      Creating Saved Searches
    13.  
      Updating Saved Searches
    14.  
      Deleting Saved Searches
    15.  
      Searchable attachment types
    16.  
      Insight Personal Archive Search FAQs
  5. Using Insight Personal Archive tags
    1.  
      About Insight Personal Archive tags
    2.  
      Applying tags
    3.  
      Removing tags
    4.  
      Updating tags
    5.  
      Deleting tags
  6. Using Folder Sync
    1.  
      About Folder Sync
    2.  
      Viewing Synchronized Folders in Insight Personal Archive
    3.  
      Folder Sync FAQ
  7. Insight Personal Archive known issues
    1.  
      Insight Personal Archive Known Issues
  8. Insight Personal Archive updates in previous releases
    1.  
      About the Insight Personal Archive updates in previous releases

About InsightBooks

Overview

InsightBook in Personal Archive organizes emails and collaboration messages into curated collections based on search criteria. It enables contextual analysis and targeted responses through AI-powered queries. Users can create new InsightBooks or access default ones, such as Week in Review and Return from Vacation, for quick review and insights. Refer to the sample image below.

InsightAI analysis is limited to Emails and Collaboration messages analysis within an InsightBook. InsightBooks streamline the process of analyzing communications by allowing users to apply GenAI prompts (as it is integrated with InsightAI) to summarize key topics, extract action items, or review trends. It improves productivity by consolidating relevant messages into one place that enables users to catch up efficiently after a break or review past activity with minimal effort. Sharing and collaboration options allow teams to use common filters and notes for consistent understanding. Shared InsightBooks can be updated or deleted only by their creators, and AI-generated notes are read-only.

Prerequisites

InsightBooks feature is available if:

  • Application level setting: The Arctera Insight Management Console administrator enables the Personal Archive InsightBooks archive option in Management Console > Policy Management > Archive Options.

  • User account level setting: After application level setting is enabled, the Manage InsightBooks setting is configured in Management Console > Configuration > Manage InsightBooks.

For more details, refer to the Arctera Insight Management Console help.