About the Customer Details page
The Customer Details page displays the details for the selected customer. The details are organized on the tabs that are listed across the top of the page.
Table: Tabs on the Customer Details page describes the contents of each tab.
Note: Some of the tabs are hidden if the customer is not configured to use the associated features.
Related information
Table: Tabs on the Customer Details page
| Tab on Customer Details page | This tab lets you do the following | More information |
|---|---|---|
| Company Details | Disable a customer, which excludes them from the archive and suspends archiving. | See Disabling or enabling a customer's access to the archive . |
| View and edit a customer's details including its company settings, selected Arctera Insight Archiving services, registered domains, and journaling addresses. | See Editing a customer's company details . | |
| Reset the primary administrator password for a customer. | See Resetting a customer's primary administrator password . | |
| Archiving Options | Determine whether users can send, reply, and forward messages from Arctera Insight Archiving. | See Editing a customer's archiving options . |
| Specify a list of users to include in or to exclude from archiving. | ||
| Determine whether inbound, outbound, and internal messages are archived. | ||
| Enable or disable the synchronization of mailbox folders between Outlook and Arctera Insight Archiving. This option requires ArchiveTools Folder Sync. | ||
| Accounts | View information about the accounts that are assigned to the customer's archive, and output the account details to an .xls file. | See Viewing and exporting the details of a customer's archive accounts . |
| Create archive accounts from a customer's upload list. | Creating accounts from the upload list is normally done as part of the provisioning process. See Creating and updating archive accounts in bulk from a user upload list . | |
| Onboarding Checklist | View and edit the customer's onboarding checklist information. | See Viewing and editing a customer's onboarding checklist information . |
| IMAP4/POP3 Accounts | This tab is no longer used. | - |
| Legacy Import | This tab is not used. | - |
| Trusted Networks | View, configure, and edit trusted IP address ranges to control from where the customer's users can access the archive. | See Configuring trusted networks for a customer . |
| Retention | View email retention settings, if the customer has set up email retention policies for their archive. | See Viewing a customer's email retention settings . |
| Mail Monitoring | Check whether Arctera Insight Archiving currently receives journaling traffic from the customer, and view sample emails. | See Viewing the mail monitoring details for a customer . |
| Authentication Management | View and configure the Arctera Insight Archiving authentication service settings for the customer. | See About configuring Authentication Management for a customer . |
| Bulk Import | This tab is no longer used. | - |
| Note: This tab is visible only if a journal address with the mail server type ofNative Domino 8.xis defined in theJournal Addressessection of theCompany Detailstab. | ||
| Transaction ID Confirmation | Submit a confirmation when you have completed an order for a customer that was generated through the ERP order system. | See Confirming the completion of a customer order . |