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- Log in to the Admin Panel
- Provision Vaults
- Assign Administrative Roles
- Manage user's access to their Vaultastic accounts and other features
- Secure Vaultastic account using Vaultastic Application feature access
- Secure Vaultastic account access using Account Lockout
- Secure Vaultastic account access using Password Policies
- Secure Vaultastic Account using 2 factor authentication
- Define the max file size for export jobs
- Reset the password of a Vaultastic account
- Customize your Vaultastic domain
- Download Vault Contents
- Download Vault Properties
- Delete a Vault from the Active store
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- Step 1: Share Public IPs of your outgoing SMTP servers
- Step 2: Create the Send Connector in Exchange 2013
- Step 3: Adjust Maximum Message Size
- Step 4: Disable Exchange 2013 Non-Delivery Reports
- Step 5: Enable Exchange 2013 Journaling for All Users
- Step 5: Enable journaling for specific users in Exchange 2013
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- Step 1: Share the Public IP addresses of your outgoing SMTP servers
- Step 2: Create a Mail Contact in Exchange 2007
- Step 3: Configure Message Format Settings
- Step 4: Create a Send Connector Exchange 2007
- Step 5: Enable Journaling for All Users of Exchange 2007
- Step 5: Enable Journaling for Selected Users of Exchange 2007
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- Accessing LegacyFlo and Ideolve
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- Login to LegacyFlo
- Submit a request
- Submit multiple requests
- Scheduling the submission of LegacyFlo requests
- Verify the input parameters of a request
- Update the input parameters of a request
- Search for a request
- Start execution on a request
- Generate a summary report
- Generate a detailed report
- Delete a request
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- Import from a data file to Vaultastic V4 Active Store
- Import from a mailbox into Vaultastic V4 Active store
- Upload from a mailbox to Vaultastic V4 Open store
- Backup GDrive data onto the Vaultastic Open or Deep Store
- Backup Freshdesk Solutions to Vaultastic Open or Deep Store
- Backup OneDrive data onto the Vaultastic Open or Deep Store
- Backup M365 Teams data onto the Vaultastic Open or Deep Store
- Backup M365 Teams data onto the Vaultastic Active Store
- Backup documents from M365 Sharepoint to Vaultastic Open or Deep Store
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- Backup data from a mailbox to a data file on your own S3 bucket
- Backup data from Vaultastic V4 Active store to your own S3 bucket
- Backup from GDrive to your own S3 bucket
- Backup Freshdesk Solutions to your own S3 bucket
- Backup from OneDrive to your own S3 bucket
- Copy, Move or delete files from S3 buckets
- Copy Files from AWS S3 to Google Cloud Storage
- Copy Files from AWS S3 to Azure Blob Storage
- Copy Files from AWS S3 to a FTP server
- Copy Files from a FTP server to an AWS S3 bucket
- Backup M365 Teams data to your own S3 bucket
- Backup Sharepoint Site Documents to your own S3 bucket
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- Login to the SkyConnect Admin Panel
- Provision users and update user properties one at a time in SkyConnect
- Provision Users and Update User Properties in Bulk using the SkyConnect admin panel
- Delete a user in SkyConnect
- Export user properties
- Search for a specific user
- Reset account password of a user
- Set a vacation reply of a user
- SkyConnect Usage Dashboard
- Storage Management
- Provision Groups or Distribution Lists in SkyConnect
- Manage group members in SkyConnect
- Export a group members list in SkyConnect
- Delete a group or distribution list in SkyConnect
- Manage License
- Customize your domain
- Subscribe SkyConnect Reports
- Archive to Vaultastic
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- Sign up to Ideolve
- Login to Ideolve
- Understanding User Interface
- Customize your Ideolve account
- Creating and managing workspaces
- Accepting an invitation to join a workspace
- Adding notes
- Tagging
- Sharing notes
- Assigning Note Permissions
- Managing Note level controls
- Publishing notes
- Searching
- Collaboration in Ideolve
- Exporting Notes
- Share feedback
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Integration with Freshdesk
Articles
Overview and Workflow
Overview
Organizations use a Freshdesk to communicate with the customers to answer their queries or solve their problems. The help-desk is manned by people who are trained on the working of the products and system within the organization ...
Getting started with Ideolve integration
Step 1: Sign up on Ideolve
Sign up for Ideolve using email id on your official domain. This email id is the primary contact for your organization and will be required in further steps.
Login with helpdesk@
Login to Ideo...
Maintenance of the connector
As the team composition of the agents and experts changes, Freshdesk and Ideolve configurations have to be updated as mentioned in the sections below.
Adding a new Freshdesk agent
Add the new agent on Freshdesk
Lo...
Freshdesk Webhook configurations
Add a rule to create a note on Ideolve when a new ticket is created.
Log in to Freshdesk
Navigate to the Admin interface
Under Helpdesk Productivity, select Automations
Under Ticket Creation, ad...
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