Updating Company Information

How to update company information within the archive.

The Company Settings section allows Administrators to set basic information of the company, such as the company name and tag, Solr Collection, database server, creation, and contract end dates, contact details, host URL, Outlook preferences, forwarding options, and so on. These settings affect the look and feel of the system to search users (basic and privileged users).

  1. Navigate to Basic Configuration > Company Settings.

  2. Enter / Select the required values in the fields. Refer to the below field descriptions.

  3. Click Save.

FieldDescription

Company Name

Complete name of the company. The company name set here will appear on the login page and in the footer line of all subsequent pages, and on some alert emails.

Company Tag

Short name of the company which will be used in the URL to access a specific company login and will be displayed in Preferences dialog. For multi-tenant Solar Archive systems, each company will have a different Company Tag. The company tag name cannot be changed (via the Admin area) after the company has been created.

Solr Collection

Name of Solr Collection that will be allotted to the company.Refers to the short name of the company which will be used in the URL to access a specific company login and will be displayed in Preferences dialog. For multi-tenant Solar Archive systems, each company will have a different Company Tag. The company tag name cannot be changed (via the Admin area) after the company has been created.

DB Server

Address of the database server on which the company database will be stored.

Creation Date

Date on which the company account is created.

Contract End Date

Date on which the customer’s contract ends.

Time Elapsed(In days)

Number of days elapsed since the date of account creation.

Contact Name

Name of the contact person in the company, preferably the Admin user.

Contact Email

Email address of the contact person in the company.

Contact Phone

Phone number of the contact person in the company.

Reference

Any account number or billing number or any note related to the customer which is used as a reference. This could be used to link to an Accounting system, project number or any other reference desired. Solar Archive supports an API, allowing remote systems to connect and query various aspects of the system. This reference, in combination with the API, could be used to automate some business processes.

Licensed users limit

Number of active mailboxes that should be recorded by Solar Archive. As emails are being archived, Solar Archive will compute an active mailbox count. When the computed active mailbox count exceeds the Licensed users limit, then the usage data will be highlighted to the administrator.

Note: Active accounts are computed by Solar Archive as the number of unique ‘local’ email addresses that are used for both sending and receiving emails. It is computed on a daily basis, and averaged over the month. ‘Local’ addresses are those that match the configured local email domains.

URL Hostname

Preferred URL hostname to access the Solar Archive system.This should be the fully qualified name [FQDN], i.e., the full URL including the company’s network domain – typically in the form: hostname.company.com. By default Solar Archive will use the server’s hostname as the base URL. This is often not the best name to use – and instead a more suitable name is added into DNS. Now Solar Archive can be accessed using 3 different URLs: - https://server-hostname - https://dns-name - https://ip-address So that Solar Archive can generate emails that contain links to parts of the system: Password Reminder, Export completed emails, scheduled search emails, stubbing attachment links. The Web Certificate should be created to match the preferred URL name. With a SAN Certificate, you can also include all of the alternate URL names that should be accepted by browsers.

Search Results Sort Order

Order in which the search results should be displayed.

Enable Login Remember-Me

Specifies whether or not the login remember me feature is enabled.If this option is enabled, then a Remember My Login checkbox will be displayed on the login page. If a user checks this option when they login, their username and password will be encrypted and stored in a browser cookie. The next time they access Solar Archive, the login page will be skipped. This is particularly useful for the Outlook Folder Links. Use this if Single Sign On (SSO) facilities are not available.

Note: If the user explicitly logs out of Solar Archive, then the Remember-Me cookie will be reset, and the user will need to re-enter their password for their next login.

Offer Outlook Folder Links

Specifies whether or not users are allowed to create outlook folders. If enabled, the Outlook folder links will be provided in 2 places: - Login Page - The outlook folder that is created when the user clicks the login page link will be given the name entered here. - Saved Search panel - the folder link in Outlook is given the same name as the Saved Search. When an end user clicks on one of these links, Solar Archive will download a customized Solar Archive VBS script to the user’s system which can be executed if the browser permissions and any global policy restrictions allow. This VBS script adds a folder entry to the user’s Outlook Client, which will have a Home Page link to the Solar Archive URL. Note: - For any HTTPS web to display within Outlook, the Web Certificate MUST be valid.These links work best if the Single Sign On (SSO) or the “Remember Me” options are used. - For SSO to function, the Solar Archive Web MUST be recognised as being within the “Intranet Security Zone” (and not the Internet or Trust Site zones).

Outlook Folder Search Style

Refers to the search interface to which the Outlook folder should point to. The available options are: - Standard - the standard Solar Archive interface. - Outlook - the Outlook interface. - Folder Replica View - all the folders of the user’s outlook will be replicated. You can alter the required view after creating the outlook link. Users can easily switch between views by clicking the Solar Archive logo on the top left corner.

Outlook Folder Name

Name of the default outlook folder.

Forward To Inbox

Maximum number of emails that users are allowed to forward to their inbox. This option will return a message to the user’s primary email address. It will display a short summary of the original email, and attach the original email – thus preserving the original email headers. Administrators can change the first line of message text in the forwarded email. Lotus Notes alters these forwarded items by removing the attachment and placing its content in-line with the main email. For a forensic copy in Lotus Notes, it is recommended to enable the Zip option.

Allow forward to others

Specifies whether Basic/LDAP users or Privileged users or both are allowed to forward emails to others.

Restrict forwarding only to the registered domains

Specifies if users can forward emails only to registered domains.

Sender Display Name

Name that will be displayed as the sender’s name in forwarded, password reminder, user account creation, and user password reset emails.

Sender Email Address

Email address that will be displayed as the sender’s email address in forwarded, password reminder, user account creation, and user password reset emails.

Standard Forward

Specifies whether Basic/LDAP users or Privileged users or both are allowed to standard forwards.

Inline Forward (non-forensic)

Specifies whether Basic/LDAP users or Privileged users or both are allowed to inline forwarding. An email forwarded from Solar Archive using the Inline Forward (non-forensic) action will display the body text of the original email in the body of the generated email. The original email headers are not preserved for forensic analysis. However, the original attachments are included.

Zipped then attached

Specifies whether original emails of Basic/LDAP users or Privileged users or both are zipped and attached to the new email. This option returns the original email as a zipped attachment to a new email. It is recommended to use this option for Lotus Notes deployments to preserve the original email for forensic or compliance analysis.

Restore To Inbox (via IMAP/EWS)

Maximum number of emails, Basic/LDAP users or Privileged users or both are allowed to restore to their inbox. In this option email is only restored to the Inbox. The EWS / IMAP server to which this action connects is set via the Restore and Authentication panel.

Download Message

Specifies whether Basic/LDAP users or Privileged users or both are allowed to download messages.

Priv User Message Summary

Amount of email text that is displayed in the result listing, for privileged users. The available options are: - Never – the summary text is never shown, and the user cannot override this. This option may be useful for Privilege users to prevent inappropriate viewing of email content. - No – no summary is shown, but the user can override this. - 300 / 600 – show approximately 3 or 6 lines of text.

Basic User Message Summary

Amount of email text that is displayed in the result listing, for basic users. The available options are: - Never – the summary text is never shown, and the user cannot override this. This option may be useful for Privilege users to prevent inappropriate viewing of email content. - No – no summary is shown, but the user can override this. - 300 / 600 – show approximately 3 or 6 lines of text.

Search Results Page Size

Number of rows displayed in the search result page. Default value for this field is 100. The time to display a lot of results (300 to 500) can increase the load time, particularly if a 600 character message summary is to be shown. However, viewing several results at a time can be very useful to the users, particularly when they are using the “group-by” search results action. Users can change their preferred results page size via their preferences.

Disclaimer Message

Message that appears on the login page, below the credentials area.

Header Text

Message that appears at the top, on the login page.

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