Arctera™ Insight Surveillance User Guide

Last Published:
Product(s): Veritas Alta Surveillance (1.0)
  1. Introducing Arctera Insight Surveillance
    1.  
      About Insight Surveillance
    2.  
      Insight Surveillance multi-tier architecture
    3.  
      System requirements
    4.  
      Sampling support for content sources
    5.  
      AI-based label predictions support for efficient review process
    6.  
      Date format support in Insight Surveillance
    7.  
      About Insight Surveillance system security
  2. Getting started
    1.  
      Signing in to Insight Surveillance
    2.  
      Signing out from Insight Surveillance
    3.  
      Launching Arctera Insight Archiving applications
    4.  
      Resetting a forgotten password
  3. Working with dashboard widgets
    1.  
      Understanding the Dashboard page
    2.  
      Viewing status summary of recently reviewed departments
    3.  
      Pinning and unpinning departments to view review status
    4.  
      Changing the order of pinned departments
    5.  
      Viewing the review status summary of escalated items
    6.  
      Viewing a summary of searches and exports
  4. Managing employee groups
    1.  
      Managing employee groups
  5. Managing departments
    1.  
      About departments
    2.  
      Understanding the Departments page
    3.  
      Searching departments
    4.  
      Creating departments
    5.  
      Moving existing departments under other departments
    6.  
      Adding monitored employees and employee groups to departments
    7.  
      Editing monitoring policies
    8.  
      Editing department details and monitoring policy
    9.  
      Managing exception employees
    10.  
      Designating employees as exception employee
    11.  
      Assigning further exception reviewers to an exception employee
    12.  
      Removing exception status
    13.  
      Removing exception reviewers
  6. Managing department users
    1.  
      Assigning users to departments
    2.  
      Removing users from departments
    3.  
      Adding new roles for users
    4.  
      Removing roles
    5. Managing role assignment for a user in departments
      1.  
        Assigning departments and exceptions to specific users
      2.  
        Removing a specific role to users in one or more departments and exceptions
  7. Managing department-level searches
    1.  
      About department-level searches
    2.  
      Guidelines for effective searches
    3.  
      Creating and running department-level searches
    4.  
      Disabling scheduled searches
    5.  
      Using proximity searches
    6.  
      Previewing search results
    7.  
      Accepting search results
    8.  
      Rejecting a search result
    9.  
      Resubmitting a search
  8. Managing department-specific hotword sets
    1.  
      Overview
    2.  
      Creating department-specific hotword sets
    3.  
      Editing department-specific hotwords and hotword sets
    4.  
      Deleting department-specific hotword sets
  9. Managing department-specific labels
    1.  
      Searching department-specific labels, label groups, and single choice groups
    2.  
      Managing department-specific labels
    3.  
      Managing department-specific label groups
    4.  
      Managing department-specific single choice label groups
  10. Managing department-specific trash rules
    1.  
      Overview
    2.  
      Creating department-specific trash rules
    3.  
      Activating department-specific trash rules
    4.  
      Deactivating department-specific trash rules
    5.  
      Propagating department-specific trash rules
    6.  
      Unpropagating department-specific trash rules
  11. Managing department-specific allowlist rules
    1.  
      Overview
    2.  
      Creating department-specific allowlist rules
    3.  
      Editing department-specific allowlist rules
  12. Managing department-specific review comments
    1.  
      About department-level review comments
    2.  
      Adding department-level review comments
    3.  
      Editing department-level review comments
    4.  
      Deleting department-level review comments
    5.  
      Updating order of department-level review comments
  13. Viewing employees associated with departments
    1.  
      Viewing employee association history
  14. Managing users, roles, and permissions
    1.  
      Overview
    2.  
      Predefined user roles and permissions
    3.  
      Adding new roles for users (employees) and employee groups
    4.  
      Editing user roles and permissions
    5.  
      Deleting user roles
    6.  
      Assigning Insight Surveillances to users (employees) and employee groups
    7.  
      Restricting users to use hotwords in searches
    8.  
      Removing a user role
  15. Managing application-level searches
    1.  
      About application-level searches
    2.  
      Viewing existing application-level searches
    3.  
      Creating and running application-level searches
    4.  
      Editing application-level searches
    5.  
      Excluding departments from application searches
    6.  
      Reinstating the excluded department for application searches
  16. Managing application-specific hotword sets
    1.  
      Overview
    2.  
      Creating application-specific hotword sets
    3.  
      Editing application-specific hotwords and hotword sets
    4.  
      Deleting application-specific hotword sets
  17. Managing application-specific labels
    1.  
      Searching application-specific labels, label groups, and single choice groups
    2.  
      Managing application-specific labels
    3.  
      Managing application-specific label groups
    4.  
      Managing application-specific single choice label groups
  18. Managing application-specific trash rules
    1.  
      Overview
    2.  
      Creating application-specific trash rules
    3.  
      Activating application-specific trash rules
    4.  
      Deactivating application-specific trash rules
    5.  
      Propagating application-specific trash rules
    6.  
      Unpropagating application-specific trash rules
  19. Managing application-specific allowlist rules
    1.  
      Overview
    2.  
      Creating application-specific allowlist rules
    3.  
      Editing application-specific allowlist rules
  20. Managing application-specific review comments
    1.  
      About application-level review comments
    2.  
      Adding application-level review comments
    3.  
      Editing application-level review comments
    4.  
      Deleting application-level review comments
    5.  
      Updating order of application-level review comments
  21. Managing data requests
    1.  
      About data request
    2.  
      Creating a new data request
  22. Managing search schedules
    1.  
      Overview
    2.  
      Setting up new search schedules
    3.  
      Setting up one-time search schedules
    4.  
      Example of a one-time search schedule
    5.  
      Setting up recurring search schedules
    6.  
      Example of a recurring search schedule
    7.  
      Editing search schedules
    8.  
      Deleting search schedules
  23. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  24. Managing reviews
    1.  
      About reviewing with Insight Surveillance
    2.  
      Limitations on reviewing certain types of Skype for Business content
    3.  
      Understanding the Review page
    4.  
      Changing the Preview pane position
    5.  
      Rearranging columns in the item list pane
    6.  
      Filtering the items in the Review pane
    7.  
      Viewing dynamic review item counts on the calendar
    8.  
      Reviewing searched items
    9.  
      Translating email and attachment content for review
    10.  
      Adding or removing text for machine learning
    11.  
      Assigning review status to items
    12.  
      Viewing hotwords highlighting
    13.  
      Viewing hotwords in collaboration message
    14.  
      Viewing tags highlighting
    15.  
      Viewing predicted labels of review items
    16.  
      Viewing the full content in a new window
    17.  
      Adding comments to items
    18.  
      Escalating the review items
    19.  
      Applying labels to items
    20.  
      Viewing history of items
    21.  
      Printing and downloading the items and attachments
    22.  
      Viewing Intelligent Review Details
  25. Working with reports
    1.  
      About Insight Surveillance reports
    2.  
      Predefined reports
    3. Enhanced reporting
      1.  
        Configuring a reporting endpoint
      2.  
        Authentication
      3. Departments API
        1.  
          Departments - List
      4. Users API
        1.  
          Users - List
      5. UserRoles API
        1.  
          UserRoles - List by filters
      6. Roles API
        1.  
          Roles - List
        2.  
          Roles - List by filters
      7. Classification Tags API
        1.  
          Classification Tags - List
      8. Labels API
        1.  
          Labels - List
      9. Searches API
        1.  
          Searches - List
      10. ItemMetrics API
        1.  
          ItemMetrics - List
        2.  
          ItemMetrics - List by filter
      11. ReviewerMapping API
        1.  
          ReviewerMapping - List
      12. MonitoredEmployees API
        1.  
          MonitoredEmployees - List
      13.  
        Evidence Of Review Async API
      14. Evidence of Review API
        1.  
          EvidenceOfReview - List by filter
      15.  
        Item Classification Metrics Async API
      16. Item Classification Metrics API
        1.  
          ItemClassificationMetrics - List by filter
      17.  
        Item Label Metrics Async API
      18. Item Label Metrics API
        1.  
          ItemLabelMetrics - List by filter
      19.  
        Item Archived Metrics Async API
      20. Item Archived Metrics API
        1.  
          ItemArchivedMetrics - List by filter
      21.  
        Report Status API
      22.  
        Supported OData query options
      23.  
        Supported reporting endpoint API filters and their values
      24.  
        Responses
    4. Managing Power BI templates for reporting APIs
      1.  
        Accessing Insight Surveillance reports and datasets through the OData web service
      2.  
        Guidelines for using Insight Surveillance templates with Microsoft Power BI Desktop
      3.  
        TEMPLATE - Departments, Users, Roles, Labels
      4.  
        TEMPLATE - User Roles
      5.  
        TEMPLATE - Item Metrics
      6.  
        TEMPLATE - Reviewer Mapping
      7.  
        TEMPLATE - Searches
      8.  
        TEMPLATE- Item Classification Metrics - Submit report request
      9.  
        TEMPLATE- Item Classification Metrics - View report data
      10.  
        TEMPLATE- Item Archived Metrics - Submit report request
      11.  
        TEMPLATE- Item Archived Metrics - View report data
      12.  
        TEMPLATE- Item Label Metrics - Submit report request
      13.  
        TEMPLATE- Item Label Metrics By Employee - View report data
      14.  
        TEMPLATE- Item Label Metrics By Department - View report data
      15.  
        TEMPLATE- Evidence Of Review - Submit report request
      16.  
        TEMPLATE- Evidence Of Review By Monitored Employee - View report data
      17.  
        TEMPLATE- Evidence Of Review By Department - View report data
      18.  
        TEMPLATE- Evidence Of Review With Item Archived Metrics - Submit report request
      19.  
        TEMPLATE- Evidence Of Review With Item Archived Metrics - View report data
      20.  
        Saving, editing, and refreshing the Power BI reports
  26. Managing Audit Settings
    1.  
      Audit Settings Overview
    2.  
      Editing the Audit Settings
  27. Working with Audit viewer
    1.  
      About Audit viewer
    2.  
      Performing a search for audit records

Predefined reports

Predefined report types in Insight Surveillance

This section explains the function of the predefined Insight Surveillance report types.

Report Type

Description

Evidence of Bloomberg Review by Department

Extracts information on the required number and percentage of sampled items received from Bloomberg channel that have been captured and reviewed for the selected department or employee.

Evidence of Domino (External) Review by Department

Extracts information on the required number and percentage of sampled items received from Domino external channel that have been captured and reviewed for the selected department or employee.

Evidence of Domino (Internal) Review by Department

Extracts information on the required number and percentage of sampled items received from Domino internal channel that have been captured and reviewed for the selected department or employee.

Evidence of Exchange (External) Review by Department

Extracts information on the required number and percentage of sampled items received from Exchange external channel that have been captured and reviewed for the selected department or employee.

Evidence of Exchange (Internal) Review by Department

Extracts information on the required number and percentage of sampled items received from Exchange internal channel that have been captured and reviewed for the selected department or employee.

Evidence of SMTP (External) Review by Department

Extracts violated information on the required number and percentage of sampled items received from SMTP external channel that have been captured and reviewed for the selected department or employee.

Evidence of SMTP (Internal) Review by Department

Extracts information on the required number and percentage of sampled items received from SMTP internal channel that have been captured and reviewed for the selected department or employee.

Evidence of IM Review by Department

Extracts information on the required number and percentage of sampled items received from Instant Messaging channel that have been captured and reviewed for the selected department or employee.

Evidence of Review by Reviewer

Extracts information about the reviewerArcteras activities in departments.

The report is configured by selecting departments and a time range. Reviewers within those departments are included in the report. The report includes every department where reviewer actions occurred within the time range, even if every department is not specifically selected during the configuration of the report.

Generating predefined reports

You must have the View Reports permission to generate a new report. By default, most users with a department role have this permission.

To generate a report

  1. In the left navigation pane, click Reports.
  2. In the Select report type field, select the type you want to generate.

    See Predefined reports.

  3. Enter the start date and end date in respective fields to specify the duration for which you want to generate report.
  4. Click Select Department to search for and select departments for which you want to generate a report.

    Note:

    To select multiple adjacent departments, hold down the Shift key and click the first and the last name in the range. To select multiple, non-adjacent departments, hold down the Ctrl key and click the required names.

  5. (Optional) To remove all the selected departments, click Reset. To remove a particular department from the selection, click remove icon of that department.
  6. Click Generate.
  7. After generating the report, perform the following on the toolbar as required.

    A sample report pane that depicts its standard options is shown below.

    • To print a report, click the Print icon.

    • To export a report, click the Export icon, and select one of the available export types (CSV, Excel, MHTML, PDF, TIFF, WORD, or XML).

    • To refresh the view, click the Refresh icon.

    • Click on the page number to display and navigate to a selected page.

    • Click the |< icon to go to the first page of the list.

    • Click the >| icon to go to the last page of the list.

    • Click the < icon to go to the previous page of the list.

    • Click the > icon to go to the next page of the list.