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

Assigning several archive accounts for monitoring

You can simultaneously assign multiple archive accounts to the reviewer by importing the .CSV file. The .CSV file is not directly available. Instead, you can download the sample .XLS file and save it as .CSV. The sample .XLS file is available when you click Import under the Accounts to Monitor section.

To assign the reviewer role to an archive account

  1. In the left navigation pane, select Role Management > Assign Accounts.
  2. Search for and select the archive account to which you want to assign the administrator role.

    The application displays the Role Change page.

    Note:

    To search for the required archive account, you can use any of the following methods. The sample image for better understanding is given below.

    A. Quick search: In the search field, enter the user name or email address that is associated with the archive account, and click the Search icon.

    B. Advanced search: Under the Advanced Search section, specify the email address, last name, first name, or role, and then click Apply.

    C. Roles-based search: Under the Roles section, select the role from the available options. The result appears in the right pane. You do not need to click Apply.

  3. In the Role drop-down, select Reviewer.

    Refer to the sample image below.

    After you select the Reviewer option, the Privilege field displays the following check boxes. Do the following as required.

    • Discovery Reviewer: This option is selected by default. When you define a user as a reviewer, this user gets access to the Alta eDiscovery application. The Discovery Reviewer Privileges section lists all the privileges for your reference. These privileges vary with the case levels. As an administrator, you can assign these privileges to the Discovery Reviewers to perform various actions while reviewing the cases.

    • Monitor All Accounts: Select this option if you want to let the selected account view the archived messages of all other archive accounts. If you select this option, you do not need to complete the steps in the Accounts to Monitor section.

    • Disable Preview Emails: Select this option if you want to prohibit the reviewer to preview content of emails.

  4. Under Accounts to Monitor, click Import.

    The Import Monitor Accounts window appears.

    Before you import the file, understand and perform the following steps.

  5. Click Sample ".xls" file to download the sample file. The sample file available to download is the .XLS file. Save this file as .CSV to provide email addresses of archive accounts you want to assign to reviewers for monitoring purpose.
  6. Retain (do not delete) the PrimaryEmailAddress column heading in the .CSV file.
  7. Delete all the text (including these instructions) below the PrimaryEmailAddress column heading.
  8. Use only primary email addresses of the archive accounts.
  9. After the .CSV file (in which you have mentioned the primary email addresses of the archive accounts that you want to assign in bulk for monitoring) is ready and saved, click Browse and select it.
  10. Click Import in the Import Monitor Accounts window.
  11. On the Role Change page, click Save.