Configuring Advance Company Settings

Configure your archive's advanced company settings.

The Adv Company Config section allows administrators to configure some more company settings such as the document types, exclusion retention period, user search result limit for different user types, exports retention period, and so on. It also allows Admins to set preferences for mailing list expansion, mandating audit transcript for admin session, export option for basic users, and so on.

  1. Navigate to Adv. Configuration > Adv Company Config.

  2. Enter / Select the required values in the fields. Refer to the table below for field names and descriptions.

  3. Review all the values and click the Save button.


Document Types

Specifies whether the allowed document type is email or IM (Instant Message). Solar Archive supports an agent to capture Microsoft LYNC messages; and the Epillio agent for IBM Sametime; and Actiance Vantage agent that can capture nearly all types of IM message, including Bloomberg.

Default Locale

Default locale of the system. This is typically only needed in a multi-tenant system. By de-selecting the “Inherit” option, you can then select from a standard range of countries and languages.

Allow Direction Search

Specifies whether or not direction search is allowed. The default is to show the options. These assume that the system has the correct set of email domains entered in the Outbound Email & Alerts, or the LDAP sections. When each email is processed into Solar Archive, each mail address is inspected and if any match the Email Domain list, then the Incoming / Outgoing / Internal direction can be determined. If the Email Domains are corrected or completed sometime after the system is running, then any existing data will need to be re-indexed to correct this ‘direction’ feature. Contact Solar Archive support engineer to do this.

Basic user restriction mode

Specifies whether the basic user restriction mode is GUID or SMTP Address.

Deduplication options

Type of deduplication option available for all the users. The available options are Scan all archive Data, 4 hour message-id cache, 1 day message-id cache, No de-duplication. Cryoserver uses the MESSAGE-ID header in each email as the key to finding duplicates. Any process that alters the MESSAGE-ID (for example, by a LEGACY Extraction Utility that creates new email files) will result in duplicates being undetected by Cryoserver. If the source of email to archive is Exchange or Lotus Notes with the ‘Journal Recipients’ option selected, then Journal Mail will contain a “Wrapper” listing the recipients of that copy of the email. Duplicates should be retained in order to fully capture all delivered to recipient data. To ensure this, check the Only de-duplicate non-envelope emails option.

Exclusion retain period

Number of days the exclusion will be retained. Default value for this field is 2 days.

Basic User Search Results Limit

Number of records Basic users are allowed to view in search results.

Priv User Search Results Limit

Number of records Privileged users are allowed to view in search results.

Basic User Legacy Results Limit

Number of records Basic users are allowed to view in legacy results.

Priv User Legacy Results Limit

Number of records Privileged users are allowed to view in legacy results.

Make Bcc search optional

Specifies whether or not Bcc search is allowed. It determines which index field is used for search purposes. Search can be performed against the DELIVERED TO recipients (from the mail ‘Envelope’) rather than the standard ORIGINAL RECIPIENTS list (the visible recipients from the standard Headers).

Extract out notes headers

Specifies whether or not notes headers can be extracted. Lotus Notes (from ver 8) has a ‘journal recipients’ feature that adds a whole host of ‘meta-data’ including the final recipients into each email, as x-notes-item header entries. These should be removed from the final email that the user sees within Solar Archive – but it can help to resolve some issues if these are left in the emails during the initial acceptance phase of Solar Archive.

Default Date Range

Number of months for the default date range.

Offset (Default Date Range)

Number of months that will offset the Default Date Range value.

Print Limit

Number of messages users are allowed to print.

Exports Retain Period

Specifies whether or not exports retention period is enabled. This field specifies the number of Days to keep any Back-End export’s on the Solar Archive disk. The LDAP cache is used when processing new email, when email addresses are being resolved (an alias email address is converted to its primary address, and any distribution lists are expanded). The cache will prevent the same LDAP lookups from being repeated- speeding up Solar Archive. However, a cache does use memory, so this field determines the limits.

LDAP Cache Size

Number of ‘resolved’ email addresses to cache. It is recommended to set this to the approximate number of active mailbox users – particularly if unwrapped emails are being journaled or imported.

LDAP Cache timeout

LDAP cache timeout in seconds. This ensures that any edits to LDAP (say, a change to a distribution group) will be seen by Solar Archive in a timely manner.

Tab menu drop down item limit

Maximum number of items allowed to be displayed in the tab drop down list.

Disable mailing list expansion

Specifies whether or not mailing list expansion is disabled.

Mandate audit transcript for each admin session

Specifies whether or not the audit transcripts of all admin sessions should be raised to the data guardian(s), irrespective of whether or not the admin alters any settings. By default only certain administration actions (like adding a new user) will result in a transcript being raised.

Apply home page redirection from outlook

Specifies whether or not home page redirection, from outlook, should be applied.

Apply redirection for saved search outlook folders

Specifies whether or not redirection for saved search outlook folders should be applied.

Hide Horizontal Scroll Bar

Specifies whether or not horizontal scroll bars should be hidden.

Restrict searches by Account creation date

Specifies whether or not users are allowed to search an earlier date than their account creation date. This will ensure that a new employee that happens to have been assigned the same email address as an ex-employee, from searching back in time to reveal the ex-employee’s mail. You can apply this on a per-user basis, rather than this global setting, via the User Directory.

Allow export capability to basic users

Specifies whether or not Basic users should be allowed to export data.

Enable SAML Login

Specifies whether or not SAML login is enabled.

Allow delegate capability to users

Specifies whether or not users are allowed to add delegate(s) to their account, which will allow the other user to access their user accounts

Allow Viewing message headers to basic users

Specifies whether or not Basic users are allowed to view message headers.

Allow Viewing message headers to Priv users

Specifies whether or not Privileged users are allowed to view message headers.

Enable Privileged & Delete Account

Specifies whether or not Privileged & Delete type accounts are enabled.

Index Delivered To Header

Specifies whether or not the index is delivered to the header.

Allow PST upload to basic user

Specifies whether or not Basic users are allowed to upload PST files.

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