Veritas Alta™ View Compliance and Governance User Guide

Last Published:
Product(s): Veritas Alta Archiving (1.0), Veritas Alta eDiscovery (1.0)
  1. Getting started
    1.  
      About Veritas Alta View Compliance and Governance Management Console
    2.  
      Prerequisites for using Veritas Alta View Compliance and Governance Management Console
    3.  
      Veritas Alta View Compliance and Governance Management Console web browser support
    4.  
      What's new in this release
    5.  
      Signing in to Veritas Alta View Compliance and Governance Management Console
    6.  
      Signing out from Veritas Alta View Compliance and Governance Management Console
    7.  
      Resetting a forgotten password
    8.  
      Changing your profile password
  2. Archive Overview
    1. About Archive Overview
      1.  
        Archive Usage
      2.  
        Sync Activity
      3.  
        Roles
    2.  
      Viewing the Archive Usage Snapshot report
  3. Working with Dashboard
    1.  
      About dashboard
    2.  
      Viewing and exporting statistics of Alta Capture-specific archives
    3.  
      Viewing and exporting mail statistics of EVC-specific archives
  4. Managing Configurations
    1.  
      About the Configuration page
    2.  
      Viewing provisioned services
    3.  
      Selecting the User Management options
    4. About Provisioning
      1.  
        Configuring the Alta Personal Archive deployment options
      2.  
        Configuring the administrator notification options
    5.  
      CloudLink Sync Summary
    6. About Managed Tags
      1.  
        Creating a managed tag
      2.  
        Assigning a managed tag to users
      3.  
        Changing the retention policy associated with a managed tag
      4.  
        Deleting a managed tag
    7. About Account Management
      1.  
        Searching for archive accounts
      2.  
        Using search filters
      3.  
        Creating an archive account
      4.  
        Viewing and editing the archive account details
      5.  
        About the Account Details page
      6.  
        Editing an archive account
      7.  
        Deleting an archive account
      8.  
        Deploying users
      9.  
        Enabling services for existing archive accounts
      10.  
        Removing user access
      11.  
        Disabling bulk user accounts
      12.  
        Editing Mobile Web Access permission for existing archive accounts
      13.  
        Unlocking an archive account
      14.  
        Exporting archive account information
      15.  
        Editing contact details of a system administrator
  5. Managing Archive Collectors
    1.  
      About Archive Collectors
    2.  
      Adding new archive collectors
    3.  
      Updating configuration of existing archive collectors
    4.  
      Stopping the import job of archive collectors
    5.  
      Restarting import job of archive collectors
    6.  
      Viewing the latest status of Archive Collectors
    7.  
      Deleting an existing archive collector
    8. About Exchange Online Archiving
      1.  
        Setting up modern authentication in Azure AD for Exchange Online sync
      2.  
        Configuring Exchange Online sync
      3.  
        About Exchange Online folder synchronization
      4.  
        Prerequisite for migrating Exchange Online Users configured with Folder Sync to Exchange Online Folder Synchronization
      5.  
        Configuring Exchange Online folder synchronization
    9. About Bloomberg Archiving
      1.  
        Configuring the Bloomberg Synchronization
    10. About Microsoft Teams Archiving
      1.  
        Registering a Microsoft Azure App for Teams Collector
      2.  
        Requesting access to protected APIs in Microsoft Graph
      3.  
        Enabling Microsoft Teams Archiving service for customer
      4.  
        Configuring Microsoft Teams Synchronization
    11. About OneDrive for Business Archiving
      1.  
        Registering a Microsoft Azure App for OneDrive for Business Collector
      2.  
        Enabling the OneDrive for Business Archiving service for customer
      3.  
        Configuring OneDrive for Business Synchronization
    12. About Data Uploading
      1.  
        Configuring data uploading collection
    13. About Alta Capture Services Archiving
      1.  
        Enabling Alta Capture Services for Archiving
      2.  
        Configuring Capture Services for Archiving
  6. Managing Roles and Permissions
    1.  
      About Role Management
    2.  
      Editing the built-in administrator roles
    3.  
      Creating custom administrator roles
    4.  
      Assigning administrator roles to an archive account
    5.  
      Assigning the reviewer role to an archive account
    6.  
      Assigning several archive accounts for monitoring
  7. Managing Policies
    1.  
      About Policy Management
    2.  
      Configuring archive options
    3.  
      Enabling and disabling account archiving
    4.  
      Configuring an advanced password policy
    5.  
      Configuring trusted networks for Veritas Alta Archiving access
    6.  
      Managing Custom Headers
    7.  
      Managing Discard Rules
  8. Managing Authentication
    1.  
      Configuring the Veritas Alta Archiving authentication service
    2.  
      Enabling the Authentication Settings permission for the Policy Manager role
    3.  
      Assigning the Policy Manager role to an administrator
    4.  
      Selecting an authentication method
    5.  
      Uploading a token-signing certificate
    6.  
      Validating the Identity Provider URL
    7.  
      Activating single sign-on
  9. Managing Retention Policies
    1.  
      About Retention Management
    2.  
      Configuring the default retention period
    3.  
      Creating a retention policy
    4.  
      Editing a retention policy
    5.  
      Deleting a retention policy
    6.  
      Associating a retention policy with a policy target
    7.  
      Disassociating a retention policy from a policy target
    8.  
      Enabling and disabling the storage expiry setting
    9.  
      Viewing the storage expiry status table
  10. Managing Email Continuity Services
    1.  
      About Email Continuity
    2.  
      Email Continuity prerequisites
    3.  
      Configuring Email Continuity
    4.  
      Provisioning the Email Continuity service for your mail servers
    5.  
      Adding the Email Continuity IP ranges to your firewall and mail server allowlists
    6.  
      Updating your email security provider routing configuration
    7.  
      Testing the Email Continuity configuration
    8.  
      Managing Email Continuity
    9.  
      Email Continuity FAQ
  11. Managing Reports and Notifications
    1.  
      About Veritas Alta Archiving reports, logs, usage, and notifications
    2. Reports
      1.  
        Generating a Messaging Report
      2.  
        Generating a Personal Archive Report
      3.  
        Generating a Mobile Web Access Report
      4.  
        Generating a Discovery Archive Report
      5.  
        Generating an Advanced Supervision specific Report
    3. Usage
      1.  
        Generating a service usage report
      2.  
        Generating a mailbox statistics report
      3.  
        Generating an archived message size report
    4. Logs
      1.  
        Viewing the Activity Log
      2.  
        Viewing the Message Log
      3.  
        Viewing the Usage Log
      4.  
        Creating a Retention Log Report
      5.  
        Viewing the Mobile Browser Log
      6.  
        Viewing the Personal Browser Log
      7.  
        Viewing the Discovery Browser Log
    5. Notifications
      1.  
        Enabling or disabling usage notifications
      2.  
        Changing the usage notification threshold and frequency
      3.  
        Adding or removing email addresses for usage notifications
  12. Classification
    1.  
      About classification
    2.  
      Which emails get classified?
    3.  
      Steps for setting up classification
    4.  
      Accessing the Veritas Alta Classification
    5.  
      Veritas Alta Archiving item properties for use in custom classification policies
  13. Managing Data Import
    1.  
      About Import Data
    2.  
      Importing data into archives
  14. AD FS Configuration Guide
    1.  
      Configuring AD FS to work with Veritas Alta Archiving
    2.  
      Adding a relying party trust for Veritas Alta Archiving
    3.  
      Generating a token-signing certificate
  15. Alta Personal Archive Deployment for IBM Notes
    1.  
      Alta Personal Archive deployment for IBM Notes
  16. Archive Administration Updates in Previous Releases
    1.  
      About the updates for previous releases

About the Account Details page

If you view the details of an archive account, the account details page displays a number of panels that provide information about the account.

The Archive Detail panel

The Archive Detail panel contains the following details for the archive account:

Email Address

The primary email address for the user.

First Name

The first name of the user.

Last Name

The last name of the user.

User Name

By default Veritas Alta View Compliance and Governance Management Console uses the email address as the user name.

Time Zone

The time zone that Veritas Alta Archiving uses for the user.

Role

The role that is currently configured for this archive account.

The Status, Services, and Archive Aliases panel

The Status, Services, and Archive Aliases panel displays the current status of the archive account, the Veritas Alta Archiving services that are currently configured for it, and the account's email aliases.

Note:

A red External flag next to the Status heading indicates that the archive account is an external reviewer.

The Status section shows the following information about the status of the account:

Account

Indicates whether the account is in an enabled or disabled state.

Login

Indicates whether Veritas Alta Archiving logins for the account are unlocked or locked.

Archiving

Indicates whether archiving is enabled or disabled.

Folder Sync

Indicates whether the Folder Sync feature is enabled or disabled.

The Services section indicates which Veritas Alta Archiving services the account is enabled for:

service availability check icon

Indicates that the service is enabled for the account.

The Archive Aliases section lists all the archive alias email addresses for the account, and the date at which each alias was created.

primary administrator star icon

Indicates that this email address is the primary administrator account.

The Delegate Access panel

The Delegate Access panel appears if one or more users or mail-enabled security groups has synchronized delegate access permissions for the archive account.

Note the following:

  • At this release, Veritas Alta Archiving can synchronize the delegate permissions that are set on Exchange on-premises mailboxes and Exchange Online mailboxes. The Exchange or Exchange Online administrator typically sets these permissions. Veritas Alta Archiving does not synchronize the delegate access to mailbox folders that users can set from Outlook.

  • For Exchange on-premises mailboxes the synchronization of delegation permissions requires CloudLink version 4.0. For more information, see the CloudLink Administration Guide.

  • For Exchange Online mailboxes the delegation permissions synchronization is controlled through the Mailbox Delegation Permissions settings on the Exchange Online Config page of Veritas Alta View Compliance and Governance Management Console.

    See Configuring Exchange Online sync.

The Delegate Access panel shows:

  • The delegate users and mail-enabled security groups that have synchronized delegate access permissions for the archive account.

  • For each of delegate, which delegate access permissions are granted in Veritas Alta Archiving.

    The following icons indicate whether a delegate archive access permission is granted:

    Occluded circle icon for delegate access

    Indicates that the permission is granted in Veritas Alta Archiving

    Unoccluded circle icon for delegate access

    Indicates that the permission is not granted in Veritas Alta Archiving

The following tables list the delegate archive access permissions, and their effect in Veritas Alta Archiving.

Table: Effect of delegate archive access permissions when granted to a user

Delegate archive access permission

Granted in these circumstances

Effect of granted permission in Alta Personal Archive

READ

The user or a group to which they belong has a synchronized Full Access delegation permission.

The user is able to read the delegated account's archived items in their Alta Personal Archive.

SEND AS

The user or a group to which they belong has a synchronized Send As delegation permission.

No effect in Alta Personal Archive at this release.

ON BEHALF

The user or a group to which they belong has a synchronized Send On Behalf delegation permission.

No effect in Alta Personal Archive at this release.

Table: Effect of delegate archive access permissions when granted to a mail-enabled security group

Delegate archive access permission

Granted in these circumstances

Effect of granted permission in Alta Personal Archive

READ

The group has a synchronized Full Access delegation permission.

Users who belong to the group can read the delegated account's archived items in their Alta Personal Archive.

Note:

If the user has a synchronized Deny Full Access delegation permission, the Deny permission takes precedence and the user is not given read access.

SEND AS

The group has a synchronized Send As delegation permission.

No effect in Alta Personal Archive at this release.

ON BEHALF

The group has a synchronized Send On Behalf delegation permission.

No effect in Alta Personal Archive at this release.

The Delegate Access panel does not list any synchronized deny delegation permissions, although Veritas Alta Archiving takes account of these permissions when it determines whether to allow delegated access. If conflicting delegation permissions are synchronized, Veritas Alta Archiving gives precedence to deny permissions. For example, suppose that a user is granted Full Access delegation permission for a mailbox. Suppose also that the user belongs to a mail-enabled security group that has Deny Full Access delegation permission for the same mailbox. If Veritas Alta Archiving synchronizes both of these delegation permissions, then it does not grant the user read access permission for the mailbox archive.

The following illustration shows the Delegate Access panel for an example archive account.

Delegate Access example

The panel shows that three users or groups have delegate archive access permissions for this account:

  • User qagbr3@qa.07exch01.com has READ permission. This permission means that when qagbr3 logs in to Alta Personal Archive, qagbr3 is able to read the archived items for the account.

  • Group qagbrgroup1 has SEND AS permission. This SEND AS permission has no effect in Veritas Alta Archiving at this release.

  • Group QAJournalDDG has both READ permission and ON BEHALF permission. The READ permission means that a user who belongs to this group can view the account's archived items from Alta Personal Archive, unless the user has a Deny Access delegation permission that Veritas Alta Archiving has synchronized. The ON BEHALF permission has no effect in Veritas Alta Archiving at this release.

The History panel

The History panel contains a summary of the most recent changes that were made to the archive account's settings. The panel logs any changes that relate to the details that are shown on the account details page, including any of the following:

  • The creation details for the account. This information is always shown at the top of the History panel.

  • Changes to the first name, last name, user name, primary email address, time zone, or role.

  • Changes to the account status, such as account enabling and login enabling.

  • Changes to enabled services.

  • Changes to archive aliases.

Note:

Changes to Folder Sync status are not recorded in the History panel.

The History panel shows a maximum of 30 changes.

To obtain more details for a particular change, you can click View logs for more details at the bottom of the history pane to explore the Veritas Alta Archiving logs. The link takes you to the Logs page under Reporting in the left pane.

See About Veritas Alta Archiving reports, logs, usage, and notifications.

More Information

About Account Management