Arctera logo
  • Platform

    Arctera Unified Platform

    Capture, supervise, retain and reconstruct regulated communications within one unified system

    • Unified Platform Overview
    • How the platform works
    • Platform updates

    PLATFORM CAPABILITIES

    • Capture

      Govern communications at the source, across modern collaboration, messaging, and AI tools.

    • Classify

      Apply consistent, transparent intelligence and policy across all captured data.

    • Supervise

      Detect and prioritize conduct risk through continuous, risk-based oversight.

    • Archive

      Enforce defensible retention and lifecycle governance automatically.

    • Discover

      Reconstruct events and respond confidently under audit or investigation

    SUPPORTED INTEGRATIONS

    • Bloomberg
    • ChatGPT
    • Dropbox
    • Google Workspace
    • LSEG
    • Microsoft OneDrive
    • Microsoft Teams
    • Slack
    • Progress ShareFile

    View all supported integrations

    130+ communication, collaboration and file platforms supported

  • Solutions

    Use Case

    • Communications Compliance
    • Supervision and Surveillance
    • Records and Retention Optimization
    • Insights and Analytics
    • Investigations and eDiscovery
    • Data Migration

    Industry

    • Financial Services
    • Government
    • Healthcare
    • Education
  • Resources
    • Resources
    • Blogs
    • Events and Webinars
    • Industry Topics
  • Partners
    • Partners
    • Partner Toolbox
  • Company
    • Company
    • About us
    • Newsroom
    • Legal
    • Trust
  • Support
    • Support
    • Customer Support
    • Technical Documentation
Contact us
    Unified Platform Overview How the platform works Platform updates

    PLATFORM CAPABILITIES

    Capture Classify Supervise Archive Discover

    SUPPORTED INTEGRATIONS

    Bloomberg ChatGPT Dropbox Google Workspace LSEG Microsoft OneDrive Microsoft Teams Slack Progress ShareFile View all supported integrations

    Use Case

    Communications Compliance Supervision and Surveillance Records and Retention Optimization Insights and Analytics Investigations and eDiscovery Data Migration

    Industry

    Financial Services Government Healthcare Education
    Blogs Events and Webinars Industry Topics
    Partner Toolbox
    About us Newsroom Legal Trust
    Customer Support Technical Documentation
    Contact us
    • 1-0
    Type to filter navigation items by title
    • INTRODUCTION
      • Overview
    • DASHBOARD
      • Overview
      • Importer Jobs
        • Exporting To CSV
        • Browsing Importer Jobs & Setting The Number Of Entries Per Page
    • IMPORTERS
      • Adding A New Importer
      • Managing An Importer
      • File Based Collector Options
        • File Source Configuration
          • Configuring Azure Storage
        • PGP Configurations
        • Quarantine Location
        • Miscellaneous Settings
        • Timestamp Formatting
        • Attachment Validation
      • Amazon S3
        • Activities Captured
          • Notes
        • Source Configuration
          • Advanced Configuration Options
          • Threading Options
          • Attachments Configuration
          • Additionally Processed Data
          • UBS Options
          • Meeting File Download Options
          • FX Connect Configuration
          • Threading And Formatting
          • Message Body
          • Split Messages
          • Include Record Type
          • Collector Options
          • Miscellaneous Settings
          • Splitting Messages
          • Source Type
          • Dubber Speik Recordings Configuration
          • Department Filtration
          • JSON Collector Options
          • XIP Collector Options
          • Attachments Validation
          • Activities To Be Processed
          • Advanced Configuration Option
          • Message Decryption Options
          • BlackBerry Options
          • BlackBerry Filtering
          • Threading
          • Primary Address To Use
          • LSEG Options
          • XML Template Configuration Guideline
          • XSLT Collector Options
          • Notes
          • SharePoint Activities
          • Processing Mode
          • Dubber Speik SMS Configuration
          • Model Selection
          • Conversation Areas To Capture
          • Disclaimer Validation
          • Bloomberg Options
          • Email Address To Use
          • IB Message Body
          • Processing Bloomberg Firm Level Files
        • Next Steps
      • Audio Video
        • Activities Captured
        • Source Configuration
          • Collector Options
        • Next Steps
      • BlackBerry
        • Activities Captured
        • Source Configuration
        • Next Steps
      • Bloomberg
        • Activities Captured
        • Source Configuration
        • Next Steps
      • Box
        • Activities Captured
        • Creating A Box Application
        • Source Configuration
          • Advanced Configuration Options
        • Next Steps
      • CellTrust
        • Activities Captured
        • Source Configuration
        • Next Steps
      • Chatter
        • Activities Captured
        • Creating A Salesforce Application
        • Source Configuration
          • Advanced Configuration Options
        • Next Steps
      • Chatter Cipher Cloud
        • Source Configuration
          • Attachments Configuration
      • Cisco Webex Teams
        • Activities Captured
        • Creating Cisco Webex Teams Application
        • Source Configuration
          • Attachments Configuration
        • Next Steps
      • Citrix Workspace & ShareFile
        • Activities Captured
        • Creating Citrix Workspace & ShareFile App
        • Granting Permissions
        • Source Configuration
          • Advanced Configuration Options
        • Next Steps
      • Cloud9
        • Activities Captured
        • Setting Up Cloud9
        • Source Configuration
        • Next Steps
      • Copilot
        • Activities Captured
        • Creating A Microsoft Entra ID Application
        • Microsoft Entra ID Permissions
        • Source Configuration
          • Message Body
          • Timestamp Formatting
          • Advanced Configuration Options
          • Attachments Configuration
        • Next Steps
      • Dropbox Business
        • Activities Captured
        • Creating A Dropbox Application
        • Source Configuration
          • Timestamp Formatting
        • Next Steps
      • Dubber Speik Recordings
        • Activities Captured
        • Source Configuration
          • Advanced Configuration Options
        • Next Steps
      • Dubber Speik SMS
        • Activities Captured
        • Source Configuration
          • Advanced Configuration Options
        • Next Steps
      • EML
        • Advanced Configuration
          • Source Configuration
      • EWS
        • Activities Captured
        • Providing Necessary Permissions To The Account
        • Setting Up Security And Compliance For Microsoft 365
        • Microsoft Entra ID App Creation
        • Microsoft Entra ID Permissions
        • Source Configuration
        • History Tracking
        • Next Steps
      • Exchange Graph API
        • Activities Captured
        • Source Configuration
        • Next Steps
      • FX Connect
        • Activities Captured
        • Source Configuration
      • Google Drive
        • Activities Captured
        • Service Account Creation
        • Domain Wide Authority Delegation To The Service Account
        • Creating Administrative Role For The User Manager Service Account
        • Source Configuration
      • IceChat
        • Activities Captured
        • Source Configuration
        • Next Steps
      • IMessage
        • Activities Captured
        • Source Configuration
          • Advanced Configuration Options
        • Next Steps
      • JSON
        • Activities Captured
        • Source Configuration
        • Next Steps
      • LSEG (Refinitiv)
        • Activities Captured
        • Source Configuration
          • Message Body
        • Next Steps
      • Microsoft Teams
        • Activities Captured
        • Notes
        • License Info
        • Enabling Billing For Microsoft Teams APIs In Microsoft Graph
        • Source Configuration
          • Threading And Formatting
          • Advanced Configuration Options
          • Attachments Configuration
          • Splitting Messages
        • Next Steps
      • Microsoft Teams For Audio And Video
        • Activities Captured
      • Microsoft Teams Via Webhooks
        • Activities Captured
        • Note
        • Managing Encryption Keys
        • Working In The Globanet Portal
        • Source Configuration
          • Advanced Configuration Options
          • Message Body
        • Next Steps
      • NTR X
        • Activities Captured
        • Source Configuration
          • Advanced Configuration Options
        • Next Steps
      • OneDrive For Business
        • Activities Captured
        • Activities Not Captured
        • Source Configuration
          • Attachments Configuration
        • Next Steps
      • Pivot
        • Activities Captured
        • Source Configuration
        • Next Steps
      • Redtail Speak
        • Activities Captured
        • Source Configuration
        • Next Steps
      • RingCentral
        • Activities Captured
        • Compliance Exports
        • Creating A RingCentral Application
        • Source Configuration
          • Advanced Configuration Options
          • Attachments Configuration
        • Next Steps
      • ServiceNow
        • Activities Captured
        • Activities Not Captured
          • Creating A ServiceNow Application
          • Source Configuration
            • Timestamp Formatting
            • Advanced Configuration Options
            • Attachments Configuration
            • Message Body
        • Next Steps
      • SharePoint
        • Activities Captured
        • Microsoft Entra ID App Creation
        • Microsoft Entra ID Permissions
        • Setting Up Security And Compliance For Microsoft 365
        • Source Configuration
          • Timestamp Formatting
          • Advanced Configuration Options
        • Next Steps
      • Slack EDiscovery
        • Activities Captured
        • Source Configuration
          • Timestamp Formatting
          • Advanced Configuration Options
          • Attachments Configuration
          • Message Body
        • Next Steps
      • Symphony
        • Activities Captured
        • Source Configuration
          • Advanced Configuration Options
        • Next Steps
      • Text Delimited
        • Activities Captured
        • Source Configuration
          • Message Body
        • XML Template Configuration Guideline
        • Next Steps
      • X (Twitter)
        • Activities Captured
        • Creating An X (Twitter) Application
        • Source Configuration
          • Timestamp Formatting
          • Advanced Configuration Options
        • Next Steps
      • UBS
        • Activities Captured
        • Source Configuration
        • Next Steps
      • Web Page Capture
        • Activities Captured
        • URLs Configuration
        • Message Construction
        • Time Stamp Formatting
        • Advanced Configuration Options
        • Next Steps
      • WhatsApp
        • Activities Captured
      • Workplace From Facebook
        • Activities Captured
        • Activities Not Captured
        • Custom Integration Creation In Workplace
        • Source Configuration
          • Timestamp Formatting
          • Attachments Configuration
        • Next Steps
      • XIP
        • Source Configuration
        • Next Steps
      • XSLT/XML
        • Activities Captured
        • Source Configuration
        • Next Steps
      • Verba
        • Activities Captured
      • Verint
        • Activities Captured
      • Viva Engage (Yammer)
        • Activities Captured
        • Notes
        • Microsoft Entra ID App Creation
        • Microsoft Entra ID Permissions
        • Source Configuration
          • Threading And Formatting
          • Message Body
          • Advanced Configuration Options
          • Attachments Configuration
          • Splitting Messages
        • Next Steps
      • Yieldbroker
        • Activities Captured
        • Source Configuration
          • Advanced Configuration Options
          • Message Body
        • Next Steps
      • YouTube
        • Activities Captured
        • Creating A YouTube Application
        • Source Configuration
          • Message Body
          • Timestamp Formatting
          • Advanced Configuration Options
        • Next Steps
      • Zoom Chat
        • Activities Captured
        • Creating A Zoom OAuth App
        • Source Configuration
          • Advanced Configuration Options
          • Threading Options
          • Attachments Configuration
      • Zoom Meetings
        • Activities Captured
        • Notes
        • Creating A Zoom OAuth App
        • Source Configuration
      • Zoom Meetings Chats
        • Activities Captured
        • Notes
        • Source Configuration
          • Timestamp Formatting
          • Advanced Configuration Options
        • Next Steps
      • Zoom Meetings Via Archiving API
        • Activities Captured
        • Source Configuration
          • Meeting File Download Options
          • Timestamp Formatting
          • Advanced Configuration Options
        • Next Steps
      • Zoom Phone
        • Activities Captured
        • Creating A Zoom OAuth App
        • Source Configuration
          • Advanced Configuration Options
          • Attachments Configuration
    • MONITORED USERS
      • Monitored Users
      • All (Based On Native API)
      • Manually Maintain The List
      • Microsoft Entra ID
      • Monitored Users For Twitter
      • Monitored Users (N/A)
    • FILTERS
      • Filters
      • Keyword Filter
      • Mail Filter
        • Microsoft Entra ID App Creation
        • Microsoft Entra ID App Permissions
      • Message Size Filter
      • Participants Count Filter
      • Time Stamp Filter
      • XML Filter
    • TARGETS
      • Targets
      • Amazon S3 Target
        • Output Configuration
        • Envelope
        • Webhook Client Configuration
        • Status Update Configuration
      • Azure Blob Target
        • Configuring Azure Storage
        • Output Folder Configuration
        • Envelope
        • Webhook Client Configuration
        • Status Update Configuration
      • Direct SMTP Target
      • EWS Server Target
      • SFTP Target
        • FTP/SFTP Connection
      • SMTP Target
      • Google Vault Target
        • Google Vault Configuration
        • Google Vault Target
      • EV Folder Target
    • SETTINGS
      • Importer Settings
      • Reporting & Message Tracking
      • Message Headers
      • Logging
      • Importer Schedule
      • Filtering
      • Processing
      • Advanced Configuration Options
    • REPORTS
      • Overview
      • Managing Reports
      • Audit
      • Unprocessed Messages
      • Target Delivery Failure
      • Missing Attachment Failure
      • Missing Disclaimer Failure
      • Data Acquisition Failure
      • Notes
    • APPENDIX
      • Creating A Certificate (Private And Public Keys)
    Home
    Insightcapture Userdocs
    Product Guides
    All Platforms
    Arctera Insight Capture Configuration Guide
    1-0
    Importers
    Yieldbroker
    Source Configuration

    Source Configuration

    PDF Export Options

    • This Topic
    • Entire Document

    Share this page

    • On LinkedIn
    • On X
    • On Facebook
    • On Email
    Last published : Apr 17, 2026
    For information on how to configure the following sections of the Source tab, see:
    • File Source Configuration
    • PGP Configurations
    • Quarantine Location
    • Attachment Validation
    • Miscellaneous Settings
    Related information
    Yieldbroker
    Advanced Configuration OptionsMessage Body

    Topic navigation

    Previous Topic

    Activities Captured

    Next Topic

    Advanced Configuration Options

    PDF Export Options

    • This Topic
    • Entire Document

    Share this page

    • On LinkedIn
    • On X
    • On Facebook
    • On Email

    In this article

    Was this page helpful?

    Arctera logo
    • Legal
    • Privacy
    • Cookie preference
    • Your privacy choices
    LinkedIn X YouTube Facebook
    Arctera logo
    LinkedIn X YouTube Facebook
    • Legal
    • Privacy
    • Cookie preference
    • Your privacy choices
    Cloud Software Group Logo

    Copyright © 2026. Arctera US LLC. All rights reserved.