Veritas™ AdvisorMail User Guide

Last Published:
Product(s): AdvisorMail (Version Not Specified)
  1. Introducing AdvisorMail
    1.  
      About AdvisorMail
    2.  
      AdvisorMail features
    3.  
      About AdvisorMail system security
    4.  
      AdvisorMail Multi-tier architecture
    5.  
      System requirements
  2. Standard Features
    1. About AdvisorMail's Standard Features
      1.  
        1) Left Navigation Pane
      2.  
        2) User and Office Location
      3.  
        3) Upper Banner
      4.  
        4) Title Bar
      5.  
        5) Advanced Search
      6.  
        6) Action Bar
      7.  
        7) Right Click Menu
      8.  
        8) Selecting Records
  3. Email Archive
    1. About Email Archive
      1.  
        1) Folders
      2.  
        2) Title Bar
      3.  
        3) Advanced Search Options
      4.  
        4) Action Bar
      5.  
        5) Right Click Menu
      6.  
        6) List View
    2. Focus View
      1.  
        1) Title Bar
      2.  
        2) Header
      3.  
        3) Header Icons
      4.  
        4) Attachments
      5.  
        5) Action Bar/More Menu
      6.  
        6) Violation Tabs
      7.  
        7) Right Click Menu
      8.  
        8) Violation Jump Bar
      9.  
        9) Snippet Box
      10.  
        10) Email Body
    3. Snippet View
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Header
      5.  
        5) Header Icons
      6.  
        6) Attachments
      7.  
        7) Recipients
      8.  
        8) Snippet Section
      9.  
        9) Right Click Menu
  4. Compliance Rules
    1.  
      About Compliance Rules
    2. Keywords and Phrases
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Keywords and Phrases
      6.  
        6) Fuzziness
    3. Whitelist
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Whitelist Text
    4. Attachments
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Attachments
    5. Random Sample
      1.  
        1) Title Bar
      2.  
        2) Random Sample Mechanism
    6. Inbound Addresses
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Inbound Rules
      6.  
        6) More Menu
    7. Outbound Addresses
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Outbound Rules
      6.  
        6) More Menu
  5. Administration
    1.  
      About Administration
    2. Controls
      1.  
        1) Title Bar
      2.  
        2) System Settings
      3.  
        3) Predefined Text
    3. Auditors
      1.  
        1) Title bar
      2.  
        2) Actions bar
      3.  
        3) Right Click menu
      4.  
        4) Auditors list
      5.  
        5) More menu
      6.  
        6) Show Deleted Auditors
      7.  
        The Add Auditor dialog
      8.  
        The Edit Auditor dialog
    4. Offices
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click menu
      5.  
        5) Offices table
      6.  
        6) Login to Offices
      7.  
        The Add Office dialog
      8.  
        The Edit Office dialog
    5. IP Filtering
      1.  
        1) Title Bar
      2.  
        2) Search Bar
      3.  
        3) Action Bar
      4.  
        4) IP ranges
    6. Bloomberg Settings
      1.  
        1) Bloomberg Settings Actions Bar
      2.  
        2) Bloomberg Settings Table
      3.  
        3) Bloomberg Settings: Upload PGP Private Key
  6. Reports
    1.  
      About Reports
    2. Archive Report
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Archive Report
    3. Auditor Report
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Auditor Report
    4. Email Report
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Email Report
    5. Auditor Login Report
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Auditor Login Report
  7. Data Requests
    1.  
      About Data Requests
    2. New Request
      1.  
        1) Title Bar
      2.  
        2) General Information
      3.  
        3) Offices
      4.  
        4) Folders
      5.  
        5) Addresses and Domains
      6.  
        6) Text Search
    3.  
      Submitting Your Data Request
    4. Data Request History
      1.  
        1)Title Bar
      2.  
        2) Action Bar
      3.  
        3) Request History
    5. Data Request Results
      1.  
        1) Title Bar
      2.  
        2) Data Request Details
      3.  
        3) Download Results
    6. About the Data Request Email Templates
      1.  
        New Data Request Confirmation Notification
      2.  
        ACTION REQUIRED Notification
      3.  
        Request Completed Notification
      4.  
        Shipping Request Confirmation Notification
  8. Preferences
    1.  
      About Preferences
    2. User Preferences
      1.  
        1) Title Bar
      2.  
        2) User Login Settings
      3.  
        3) Password Settings
      4.  
        4) Privileges
    3. Display Preferences
      1.  
        1) Title Bar
      2.  
        2) Settings
  9. Instant Message Archiving
    1.  
      About IM Archiving

3) Action Bar

The Action Bar has four buttons and a More Menu on the left side and page navigation icons on the right side. The Action Buttons and More Menu are visible and active for Auditors who have been given the Compliance Rules privilege on the Auditors page. These buttons are hidden for Auditors who do not have this privilege or have been set to Read Only. These buttons include:

Add - This function allows an auditor to add a new inbound domain or email address rule. Clicking on the Add button opens the following pop-up.

Enter the email address or domain name into the Email Address or Domain text field. If you have entered a domain, select Domain in the Type field. If you entered an email address, select the Email Address. Then select the Email Rule from the drop-down list. If you want the new inbound rule active immediately upon saving, leave the Active flag checked, else uncheck the Active flag and then click Save.

Table: Email Rules available to assign to a domain or an email address

Email Rule

description

Approve

AdvisorMail automatically places a copy of an email from this domain or this email address into the Approved folder. Approved emails are immediately forwarded to their intended recipient(s).

Note:

This rule can be used for email from an outside domain name that does not require compliance testing but does require archiving. For example, an online reporting service.

Audit

AdvisorMail compliance tests emails from this domain or address. If Compliant, emails are delivered to their end recipients and a copy is placed in the Compliant folder. Non-compliant emails are trapped, not delivered to end recipients and placed in the Pre Review folder.

The Audit option is only available for organizations in Pre-Review mode.

Bypass

AdvisorMail immediately delivers an email from this domain or address to its end recipient(s) and does not archive the email.

Post Review

AdvisorMail compliance tests emails from this domain or address. If Compliant, emails are delivered to their end recipients and a copy is placed in the Compliant folder. Non-compliant emails are delivered to their end recipients and a copy is placed in the Post Review folder.

Privilege

AdvisorMail automatically places a copy of an email from this domain or this email address into the Privileged folder. Privileged emails are immediately forwarded to their intended recipient(s).

Reject

AdvisorMail automatically returns any email from this domain or address to the original sender with predefined rejection comments. The email is not delivered to end recipients. Placed in the Rejection folder is a copy of these emails with the predefined rejection text.

The Reject option is only available for organizations in Pre-Review mode. This rule comes in handy if you want to shut down all email from the addresses that are associated with the domain name.

Trash Can

AdvisorMail automatically places a copy of an email from this domain or this email address into the Trash Can folder. Trash Canned emails are immediately forwarded to their intended recipient(s).

Edit - An Auditor can edit the Email Rule of one or more inbound domains or addresses at a time. Use any method previously defined in the Standard Features section to select one or more existing rules and then click the Edit button. Select the new Email Rule to apply and click Save. The Email Rules available are the same described in the Add section.

Only Active rules can be edited. If multiple records are selected but one or more are inactive records, the Edit button is turned off.

Activate - An Auditor can activate inactive inbound domain or address rules by selecting the rules to be activated and clicking the Activate button. When a rule is activated, it is immediately applied to incoming inbound emails.

Deactivate - An Auditor can deactivate active inbound domain or address rules by selecting the rules to be deactivated and clicking the Deactivate button. When a rule is deactivated, it is not longer applied to inbound emails.