Archive Management User Interface

The Archive Management UI is divided into the following sections:

  • Archive Management workspace

  • Archive Management panel

Note

You must have the archive management permissions assigned to your role in Enterprise Archive to be able to view the Archive Management UI.

The Archive Management panel displays the information of the option that is selected in the Archive Management workspace.

Archive Management Workspace

The Archive Management workspace provides the options described in the following table:

Options

Description

Archive Metrics Dashboard

Archive Metrics Dashboard enables users to analyze and represent data using various visualizations such as graphs, pie charts, and so on.

Content Sources

This option provides a list of already added content sources, and allows you to add new content sources and edit existing content sources.

Retention & Disposition

This option provides information regarding the retention policies that have been set as per the company's compliance rules and regulations.

You can define Retention Policies using the Add Policy option. For more information, see Defining a Retention Policy.

Search

Search allows you to search for archived conversations. Multiple search filters are available that enable you to fine tune your search results. Additionally, advance metadata queries are also available in form of new filters in the Enterprise Archive UI.

The default landing page in Archive Management is the Search workspace.

Dashboards

Archive Management uses an Smarsh reporting framework, to analyze and represent data using various visualizations such as graphs, pie charts, and so on. The Dashboard currently lists Archive Metrics reports.

Exports

Exports option provides information regarding the exports requested and the status of each export.

The visibility of the Exports option is determined by the combinations of user permissions set by the Administrator:

  • Expanded Visibility: Users with both Archive Export and Access All Exports permissions enabled can now view all exports, including those initiated by other users.

  • Restricted Visibility: Users with Archive Export permission enabled but Access All Exports permission disabled will only see exports they have created.

  • Conditional Visibility: If Archive Export permission is disabled and Access All Exports permission is enabled, the Export option will be displayed, but only exports from other users will be visible.

  • Hidden Option: When both Archive Export and Access All Exports permissions are disabled, the Export option will not be displayed.

Ingestion Logs

This option allows you to search ingestion logs using the Transcript ID or by cluster.

Disclaimers

Disclaimers allows you to upload a list of words and phrases that could be a part of a Disclaimer section in a conversation.

The Workspace Collapse button works like a toggle button. Click the Workspace Collapse button once to minimize the workspace area. This gives you more area on your screen to view your work panel. Click the Workspace Collapse button again to maximize the workspace area.