4๏ธโƒฃCreating User Accounts

Creating our user accounts to access the archive.

Solar Archive has multiple level of user accounts, in this guide we'll setup two different level's of users - Privileged and Data Guardian user types. We'll briefly go into these user types below, if you'd like to dig into more detail please see the Managing Users section.

๐Ÿ•ต What is a Privileged User?

Privileged Users are also called e-Discovery Users, are users who are able to search across the archives and do their e-discovery investigations. This user can search across all emails in that Solar Archive system (or that Solar Archive company, when in multi-tenant mode) unless one or more searchable domains are added. Any searches made by Privileged users will raise an audit transcript that is sent to the Data Guardian(s).

๐Ÿ‘ฎ What is a Data Guardian User?

A Data Guardian is, in Solar Archive, an email address to which transcripts of administrator access and privileged user searches will be sent. At least one data guardian must be added, before adding any local user accounts.

Note: For versions 9.0.2 and above, different guardians for each of administrative or privilege usage audit transcripts can be specified.

Setting up a Privileged User

Let's proceed to setup a privileged user for our archive.

  1. Navigate to Basic Configuration > Local User Accounts.

  2. Click the Create New Account button.

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

  4. Review all the values that you have entered / selected and click Save Changes.

The user account will be created and the password for the account will be displayed on the screen.

Setting up a Data Guardian User

Now that we've setup a privileged user that can search the entire archive, let's setup a Data Guardian to police those actions.

  1. Navigate to Basic Configuration > Data Guardians.

  2. Look for the Data Guardians Section

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

  4. Click Add

  5. Review all the values and click Save.

The data guardian will be created and they will now have access to data guardian features.

FieldDescription

Username

Refers to the unique username of the account. It is recommended that the name is different to a userโ€™s network login id name and you append _admin / _priv / _basic to the username to ensure that it is different to a userโ€™s standard login name, and it also indicates the type of user.

First Name

Refers to the first name of the user.

Last Name

Refers to the last name of the user.

Admin Level

Refers to the type of user being created.

Account Status

Specifies whether the account is active or not.

Last log-in date

Refers to the date on which the user last logged into the account.

Account creation date

Refers to the date on which the account was created.

Primary Email Address

Refers to the email address to which all emails, to the user, from Solar Archive will be sent. This will include reset Password and Forward-to-inbox emails. Once a new account is saved, a random password is assigned and emailed to the new userโ€™s primary email address. If Solar Archive is unable to send this email, then the password will be displayed on this screen.

Authentication type

Refers to any of the 3 authentication types which the user will be required to fulfill to log into the account

Searchable Domains

Refers to the domains, to send and receive emails, to which you want to restrict the Privileged user(s).

Leave this field blank for un-restricted searches.

Exclude Addresses

Refers to the email addresses which you want to prevent from being included in search results. Leave this field blank for un-restricted searches.

Requires another Priv User/Data Guardian to authorise searches

Specifies whether the user account needs authorization for searches, from another privileged user or data guardian

Other Auditors

Refers to the email addresses, in addition to the data guardians, on which you want to receive summary search transcripts.

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