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
    • Getting Started
      • About Arctera Insight Management Console
      • Prerequisites For Using Arctera Insight Management Console
      • Arctera Insight Management Console Web Browser Support
      • What's New In This Release
      • Signing In To Arctera Insight Management Console
      • Signing Out From Arctera Insight Management Console
      • Resetting A Forgotten Password
      • Changing Your Profile Password
    • Archive Overview
      • About Archive Overview
        • Archive Usage
        • Sync Activity
        • Roles
      • Viewing The Archive Usage Snapshot Report
    • Working With Dashboard
      • About Dashboard
      • Monitoring A Status Of Active Archives
      • Monitoring Storage Consumption
      • Monitoring A Status Of Insight Capture Collectors Activities
      • Monitoring A Status Of AI Wallet Usage
    • Managing Configurations
      • About The Configuration Page
      • Viewing Provisioned Services
        • Managing Domains
      • Selecting Options To Provision And Manage User Accounts
      • About Provisioning
        • Configuring The Insight Personal Archive Deployment Options
        • Configuring The Administrator Notification Options
      • CloudLink Sync Summary
      • About Managed Tags
        • Creating A Managed Tag
        • Editing Managed Tags
        • Changing The Retention Policy Associated With A Managed Tag
        • Deleting A Managed Tag
      • About Account Management
        • Searching For Archive Accounts
        • Using Search Filters
        • Creating An Archive Account
        • Viewing And Editing The Archive Account Details
        • About The Account Details Page
          • Archive Detail
          • Status
          • Services
          • Archive Aliases
          • Delegate Access
          • History
        • Editing An Archive Account
        • Deleting An Archive Account
        • Deploying Users
        • Enabling Services For Existing Archive Accounts
        • Configuring The Manage Your Own Keys (MYOK) Feature
          • Enabling A Customer For The MYOK Feature
          • Installing The Azure App And Assigning It The Admin Role
          • Generating A Storage Key URI
          • Acknowledging A Successful Configuration
          • Configuring Key Rotation Policy
        • Removing User Access
        • Disabling Bulk User Accounts
        • Editing Mobile Web Access Permission For Existing Archive Accounts
        • Unlocking An Archive Account
        • Exporting Archive Account Information
        • Editing Contact Details Of A System Administrator
        • Managing InsightBooks Permissions
    • Managing Archive Collectors
      • About Archive Collectors
      • Adding New Archive Collectors
      • Updating Configuration Of Existing Archive Collectors
      • Stopping Or Restarting Import Job Of Archive Collectors
      • Viewing The Latest Status Of Archive Collectors
      • Cloning Archive Collectors
      • Deleting An Existing Archive Collector
      • Deleting A History Of Archive Collectors
      • About Exchange Online Archiving
        • Setting Up Modern Authentication In Azure AD For Exchange Online Sync
        • Configuring Exchange Online Sync
        • About Exchange Online Folder Synchronization
        • Prerequisite For Migrating Exchange Online Users Configured With Folder Sync To Exchange Online Folder Synchronization
        • Configuring Exchange Online Folder Synchronization
        • Configuring Microsoft Azure Active Directory Group Synchronization
      • About Bloomberg Archiving
      • About Google Chat Archiving
        • Configuring Google Chat Archiving
      • About Google Workspace Archiving
        • Configuring Google Workspace For SAML And SSO Authentication To Your Custom SAML App
        • Enabling The Google Workspace Service
        • Configuring Google Workspace Archiving Collector
      • About ChatGPT Conversation Data Archiving
        • Configuring ChatGPT Archive Collectors
      • About Google Messages Archiving
        • Configuring Google Messages Archiving Collectors
      • About SCIM Archiving
        • Configuring SCIM Collectors By Using SCIM Provisioning
        • Configuring SCIM Archiving By Using Azure Active Directory
      • About Import Collector
        • Configuring An Import Collector
      • About Insight Capture Services Archiving
        • Enabling Insight Capture Services For Archiving
        • Configuring Capture Services For Archiving
      • About Microsoft Teams (Audio Video) Archiving
        • Configuring Microsoft Teams (Audio Video) Archiving Collectors
      • About Audio Video Archiving
        • Configuring Audio Video Archiving Collectors
      • About Audio Video Archiving Using NTR X Collectors
        • Configuring Audio Video Archiving Using NTR X Collectors
      • About Dubber Speik SMS Archiving
        • Configuring Dubber Speik SMS Archiving Collectors
      • About Dubber Speik Recordings Archiving
        • Configuring Dubber Speik Recordings Archive Collectors
      • About Text Delimited Archiving
        • Configuring Text Delimited Archiving Collectors
      • About XSLT XML Archiving
        • Configuring XSLT XML Archiving Collectors
      • About JSON Archiving
        • Configuring JSON Archiving Collectors
      • About IMessage Archiving
        • Configuring IMessage Archiving Collectors
      • About LinkedIn Archiving
        • Configuring LinkedIn Archiving Collectors
      • About Signal Archiving
        • Configuring Signal Archiving Collectors
      • About Verint Archiving
        • Configuring Verint Archiving Collectors
      • About WeChat Archiving
        • Configuring WeChat Archiving Collectors
      • About WhatsApp Archiving
        • Configuring WhatsApp Archiving Collectors
      • About Cloud9 Archiving
        • Configuring Cloud9 Archiving Collectors
      • About Verba Archiving
        • Configuring Verba Archiving Collectors
      • About Copilot Archiving
        • Configuring Copilot Archiving Collectors
      • About Zoom Phone Archiving
        • Configuring Zoom Phone Archiving Collectors
    • Managing Roles And Permissions
      • About Role Management
      • Editing The Built In Administrator Roles
      • Creating Custom Administrator Roles
      • Assigning Administrator Roles To An Archive Account
      • Assigning The Reviewer Role To An Archive Account
      • Assigning Multiple Archive Accounts For Monitoring
      • Assigning The Department Reviewer Role
      • Assigning Roles, Privileges, And Monitored Accounts To Azure AD Groups
    • Managing Policies
      • About Policy Management
      • Configuring Archive Options
      • Enabling And Disabling Account Archiving
      • Configuring The InsightAI Feature
      • Configuring An Advanced Password Policy
      • Configuring Trusted Networks For Arctera Insight Archiving Access
      • Managing Custom Headers
      • Managing Discard Rules
      • Managing Index Exclusion
    • Managing Authentication
      • Configuring The Arctera Insight Archiving Authentication Service
      • Enabling The Authentication Settings Permission For The Policy Manager Role
      • Assigning The Policy Manager Role To An Administrator
      • Selecting An Authentication Method
      • Uploading A -signing Certificate
      • Validating The Identity Provider URL
      • Activating Single Sign On
    • Managing Retention Policies
      • About Retention Management
      • Supported Retention Scenarios For WORM And Non WORM Insight Archiving Customers
      • Configuring The Default Retention Period
      • Creating A Retention Policy
      • Editing A Retention Policy
      • Deleting A Retention Policy
      • Associating A Retention Policy With A Policy Target
      • Disassociating A Retention Policy From A Policy Target
      • Enabling And Disabling The Storage Expiry Setting
      • Viewing The Storage Expiry Status Table
    • Managing Email Continuity Services
      • About Email Continuity
      • Email Continuity Prerequisites
      • Configuring Email Continuity
      • Provisioning The Email Continuity Service For Your Mail Servers
      • Adding The Email Continuity IP Ranges To Your Firewall And Mail Server Allowlists
      • Updating Your Email Security Provider Routing Configuration
      • Testing The Email Continuity Configuration
      • Managing Email Continuity
      • Email Continuity FAQ
    • Managing Reports And Notifications
      • About Arctera Insight Archiving Reports And Notifications
      • Reports
        • Generating Messaging Reports
        • Generating Insight Personal Archive Reports
        • Generating Insight EDiscovery Reports
        • Generating Transcription Reports
        • Generating Mobile Web Access Reports
        • Generating Message Reconciliation Report
        • Generating An Insight Surveillance Specific Report
      • Usage
        • Generating A Service Usage Report
        • Generating A Mailbox Statistics Report
        • Generating An Archived Message Size Report
        • Generating A Capacity Trend Report
        • Generating A Transcription Trend Report
        • Generating A AI Units Trend Report
        • Generating The AI Wallet Statement
      • Logs
        • Viewing The Activity Log
        • Viewing The Message Log
        • Viewing The Usage Log
        • Creating A Retention Log Report
        • Viewing The Mobile Browser Log
        • Viewing The Personal Browser Log
        • Viewing The Discovery Browser Log
        • Subscribing To Receive SIEM/SOAR Logs
      • Notifications
        • Usage Notification
          • Configuring The Usage Notifications Feature
        • Retention Notifications
          • Enabling Or Disabling Retention Notifications
          • Adding Or Excluding Email Addresses For Retention Notifications
          • Viewing Retention Notification Configuration History
        • Reconciliation Report Notifications
          • Enabling Or Disabling Reconciliation Report Notifications
          • Adding Or Removing Email Addresses For Reconciliation Report Notifications
        • Capture Notifications
      • Insight Capture
        • Generating Insight Capture Specific Reports
    • Classification
      • About Classification
      • Which Emails Get Classified?
      • Steps For Setting Up Classification
      • Accessing The Arctera Insight Classification
      • Arctera Insight Archiving Item Properties For Use In Custom Classification Policies
    • Managing Data Import
      • About Import Data
      • Importing Data Into Archives
    • AD FS Configuration Guide
      • Configuring AD FS To Work With Arctera Insight Archiving
      • Adding A Relying Party Trust For Arctera Insight Archiving
      • Generating A -signing Certificate
    Home
    Viccloud Userdocs
    Product Guides
    All Platforms
    Veritas Alta View Compliance And Governance User G
    1-0
    Managing Retention Policies

    Managing Retention Policies

    PDF Export Options

    • This Topic
    • Entire Document

    Share this page

    • On LinkedIn
    • On X
    • On Facebook
    • On Email
    Last published : Apr 17, 2026
    This section includes the following topics:
    • About Retention Management
    • Supported retention scenarios for WORM and non-WORM Insight Archiving customers
    • Configuring the default retention period
    • Creating a retention policy
    • Editing a retention policy
    • Deleting a retention policy
    • Associating a retention policy with a policy target
    • Disassociating a retention policy from a policy target
    • Enabling and disabling the storage expiry setting
    • Viewing the storage expiry status table
    Related information
    About Retention ManagementSupported retention scenarios for WORM and non-WORM Insight Archiving customersConfiguring the default retention periodCreating a retention policyEditing a retention policyDeleting a retention policyAssociating a retention policy with a policy targetDisassociating a retention policy from a policy targetEnabling and disabling the storage expiry settingViewing the storage expiry status table

    Topic navigation

    Previous Topic

    Activating single sign-on

    Next Topic

    About Retention Management

    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.