Configuring archive options

See Configuring the Manage Your Own Keys (MYOK) Feature. or contact Arctera support

• Inbound Emails - Select this option to enable archiving email messages sent to addresses within your domain from external domains.

• Outbound Emails - Select this option to enable archiving email messages sent from addresses within your domain to external domains.

• Internal Emails - Select this option to enable archiving email messages exchanged between addresses within your domain.

• Send, Reply, and Forward - Select this option to allow users to send, reply to, and forward messages in Arctera Personal Archive.

• Save - Select this option to allow users to save archived messages to your computer from Arctera Personal Archive.

• Print - Select this option to allow users to print archived messages from Arctera Personal Archive.

• Personal Time Zone - Select the appropriate archiving time zone.

• Default Company Time Zone - Select the default time zone for your company.

• Date Format - Select the default date format for your company.

• Status - Select this option to enable or disable Personal Archive Mobile Web Access permission.

• Automatically grant Personal Archive Mobile Web Access permission for new accounts - Select this option to grant Personal Archive Mobile Web Access permission for new archive accounts when you create them manually in Arctera Management Console.

Note: This option does not apply to archive accounts that are created through CloudLink or Exchange Online Sync.

• Send, Reply and Forward from Personal Archive Mobile Web Access - Select this option to enable the Send, Reply, and Forward options in Personal Archive Mobile Web Access.

To use this feature, Arctera Personal Archive administrator requires the Personal Archive Mobile Web Access permission. You can set it for the Arctera Personal Archive administrator role.

See Editing Personal Archive Mobile Web Access permission for existing archive accounts

Enabling this toggle alone does not grant delete access. You must also assign the Privileged Delete permission to a role, and then assign that role to the required user account.

• To assign the Privileged Delete permission to a role: Go to Role Management > Administration Roles, and select the Privileged Delete check box — Built-in Roles > eDiscovery Administrator for the built-in role, or Custom Roles > for a custom role.

• To assign the role to a user account: Go to Role Management > Assign Accounts, select the user account, and from the Role drop-down list, select Administrator. Expand Built-in Roles and select eDiscovery Administrator, or expand Custom Roles and select the custom role with the Privileged Delete permission.

Because deletion is irreversible and affects all users, enable this option only for controlled and governed use. For more information about configuring permissions for built-in roles, see Managing built-in roles.

Note: To use this feature, Folder Sync must be enabled for the account and delegate archives. For delegate archives with Folder Sync enabled, user would be able to see the folder structure on selection in Arctera Personal Archive. If you have over 4,000 synchronized monitored and delegate archive folders, the loading time in the Active Folders tab might take up to five minutes. The delegate archive folder structure keeps synchronizing even though the View Delegate Archive Folder Structure option in Management Console is enabled or disabled. When the delegate account users logs in to Arctera Personal Archive, they can view their folder structure.

If the status is set to Enabled, the Create new Storage Account button is displayed in Arctera eDiscovery. Click Create new Storage Account to allow a customer to create an Azure storage account during exporting items from Arctera eDiscovery.

Note: This is an on-demand feature and is enabled for the customers only after their request for it. It allows customers to create their private storage account and get a storage account SAS URL to work with their storage account. You can configure the status (Enabled or Disabled) and the retention period of this feature from the database only. If the status is set to Disabled, you cannot see the Create new Storage Account button. You can generate only one Azure storage account per customer. After creating a storage account, the Create new Storage Account button gets disabled. If you hover over the disabled button, the Storage account is already created tooltip is displayed. Contact Arctera Customer Service representative to enable it.

Toggle to enable or disable this feature in Management Console, Arctera eDiscovery, and Arctera Personal Archive.

If the status is set to Enabled, customers can extract text from scanned documents, images, or non-editable files, converting them into searchable and editable formats archived in Management Console, Arctera eDiscovery, and Arctera Personal Archive.

Note: This feature is now visible as a read-only section, allowing customers to verify the service activation status. Customers must contact Arctera Support to activate or deactivate the service.

Toggle to enable or disable viewing the display names of the sender and recipient instead of only email addresses in Arctera eDiscovery, Arctera Personal Archive, and Arctera Personal Archive Mobile Web Applications.

Toggle to enable or disable this option to view the InsightAI feature in Arctera eDiscovery.

If the status is set to Enabled, users can efficiently analyze and manage documents by receiving instant summaries, extracting key topics, and performing sentiment analysis across various content types like emails, collaboration messages, and files. users can also query specific documents or search results, customize analysis preferences, and monitor resource usage with AI Wallet.

If the status is set to Disabled, users cannot access InsightAI services.

Toggle to enable or disable this option to view the InsightBooks feature in Arctera Personal Archive.

If the status is set to Enabled, users can create, view, and manage InsightBooks, and use GenAI to analyze emails and collaboration content. They can also share InsightBooks with other users and monitor resource usage with AI Wallet.

If the status is set to Disabled, customers cannot access InsightBooks services.

Toggle to enable or disable this option to view the Translation feature in Arctera eDiscovery.

If the status is set to Enabled, users can view the Translate button and manage the translation of email content, collaboration messages, and files. All changes to the eDiscovery Translation option are audited and can be reviewed on the Logs page.

If the status is set to Disabled, customers cannot access translation services.

Toggle to enable or disable this option to view the Translation feature in Arctera Surveillance.

If the status is set to Enabled, users can view the Translate button and manage the translation of email content. All changes to the Surveillance Translation option are audited and can be reviewed on the Logs page.

If the status is set to Disabled, customers cannot access translation services.

Toggle to enable or disable the Surveillance AI Assistant feature (a chat assistant) for Arctera Surveillance.

If the status is set to Enabled, the Arctera Surveillance users can interact with Arctera Surveillance using the Surveillance AI Assistant to perform the following:

• Department — Create and manage departments, including owner and properties, and get answers to department-related questions.

• Monitored Employee — Manage and query monitored employees.

• Role Assignment — Assign and manage user roles.

All changes to the Surveillance AI Assistant option are audited and can be reviewed on the Reports and Notifications > Logs page.

If the status is set to Disabled, the Arctera Surveillance users cannot access the Surveillance AI Assistant feature.

If the status is set to Enabled, the display name appears alongside the email address, providing clearer identification.

In the Arctera Personal Archive application, the archive list shows the display name for each archive. If the display name is not available, the first name and last name are shown. If neither is present, the email address is displayed instead.

Determines whether the Enable Folder Search For Personal Archive service is configured for customer/tenant.

If the status is set to Enabled, the Folder Search tab appears in Arctera Personal Archive as shown in the sample image below.

Determines whether the Enable Collaboration View for Personal Archive service is configured for customer/tenant.

If the status is set to Enabled, and collaboration tools such as Microsoft Teams, Slack, or other supported platforms are integrated for a user account, then the users can view the Collaboration tab in the left pane of Arctera Personal Archive as shown in the sample image below.