Arctera™ Insight Surveillance User Guide
- Introducing Arctera Insight Surveillance
- Getting started
- Working with dashboard widgets
- Managing employee groups
- Managing departments
- About departments
- Understanding the Departments page
- Searching departments
- Creating departments
- Moving existing departments under other departments
- Adding monitored employees and employee groups to departments
- Editing monitoring policies
- Editing department details and monitoring policy
- Managing exception employees
- Designating employees as exception employee
- Assigning further exception reviewers to an exception employee
- Removing exception status
- Removing exception reviewers
- Managing department users
- Managing department-level searches
- Managing department-specific hotword sets
- Managing department-specific labels
- Managing department-specific trash rules
- Managing department-specific allowlist rules
- Managing department-specific review comments
- Viewing employees associated with departments
- Managing users, roles, and permissions
- Overview
- Predefined user roles and permissions
- Adding new roles for users (employees) and employee groups
- Editing user roles and permissions
- Deleting user roles
- Assigning Insight Surveillances to users (employees) and employee groups
- Restricting users to use hotwords in searches
- Removing a user role
- Managing application-level searches
- Managing application-specific hotword sets
- Managing application-specific labels
- Managing application-specific trash rules
- Managing application-specific allowlist rules
- Managing application-specific review comments
- Managing data requests
- Managing search schedules
- Managing export operations
- Managing reviews
- About reviewing with Insight Surveillance
- Limitations on reviewing certain types of Skype for Business content
- Understanding the Review page
- Changing the Preview pane position
- Rearranging columns in the item list pane
- Filtering the items in the Review pane
- Viewing dynamic review item counts on the calendar
- Reviewing searched items
- Translating email and attachment content for review
- Adding or removing text for machine learning
- Assigning review status to items
- Viewing hotwords highlighting
- Viewing hotwords in collaboration message
- Viewing tags highlighting
- Viewing predicted labels of review items
- Viewing the full content in a new window
- Adding comments to items
- Escalating the review items
- Applying labels to items
- Viewing history of items
- Printing and downloading the items and attachments
- Viewing Intelligent Review Details
- Working with reports
- About Insight Surveillance reports
- Predefined reports
- Enhanced reporting
- Configuring a reporting endpoint
- Authentication
- Departments API
- Users API
- UserRoles API
- Roles API
- Classification Tags API
- Labels API
- Searches API
- ItemMetrics API
- ReviewerMapping API
- MonitoredEmployees API
- Evidence Of Review Async API
- Evidence of Review API
- Item Classification Metrics Async API
- Item Classification Metrics API
- Item Label Metrics Async API
- Item Label Metrics API
- Item Archived Metrics Async API
- Item Archived Metrics API
- Report Status API
- Supported OData query options
- Supported reporting endpoint API filters and their values
- Responses
- Managing Power BI templates for reporting APIs
- Accessing Insight Surveillance reports and datasets through the OData web service
- Guidelines for using Insight Surveillance templates with Microsoft Power BI Desktop
- TEMPLATE - Departments, Users, Roles, Labels
- TEMPLATE - User Roles
- TEMPLATE - Item Metrics
- TEMPLATE - Reviewer Mapping
- TEMPLATE - Searches
- TEMPLATE- Item Classification Metrics - Submit report request
- TEMPLATE- Item Classification Metrics - View report data
- TEMPLATE- Item Archived Metrics - Submit report request
- TEMPLATE- Item Archived Metrics - View report data
- TEMPLATE- Item Label Metrics - Submit report request
- TEMPLATE- Item Label Metrics By Employee - View report data
- TEMPLATE- Item Label Metrics By Department - View report data
- TEMPLATE- Evidence Of Review - Submit report request
- TEMPLATE- Evidence Of Review By Monitored Employee - View report data
- TEMPLATE- Evidence Of Review By Department - View report data
- TEMPLATE- Evidence Of Review With Item Archived Metrics - Submit report request
- TEMPLATE- Evidence Of Review With Item Archived Metrics - View report data
- Saving, editing, and refreshing the Power BI reports
- Managing Audit Settings
- Working with Audit viewer
Understanding the Review page
The following image highlights the standard features of the page.
This page displays the summarized information of review items. You can click the summary items to view the details.
Insight Surveillance lists only those departments for which the reviewers have access. Reviewers can use the filter facets to set criteria to refine the search records. You can collapse this pane for better readability as and when required.
See Filtering the items in the Review pane.
This grid shows the items in the review set that match the filter options you have selected. You can use the drop-down list to group or sort the items according to relevance, ascending or descending dates and months, alphabetical author and subject names, and tags. The unreviewed items are displayed in bold text.
Click on the column heading to sort items in ascending or descending order. The changes are persisted across different login sessions for the logged-in user.
This area provides the navigation arrows at the bottom of the items grid to go to the first, previous, next, or last page.
The action bar lets you perform the following actions:
Apply review statuses and add comments to single or multiple selected items.
When applying a review status to a single item, the application does not prompt to confirm the selection of the item. However, while applying a review status to multiple items, the application prompts a confirmation to ensure accurate selection and avoid errors, as shown in the sample image below.
Rearrange the column order for improved review experience. See Rearranging columns in the item list pane.
Change the position of the reading pane (Preview, Comments, and History) to right or bottom of item list pane. See Changing the Preview pane position.
This pane has three tabs and two functions.
The tab displays an HTML preview of the selected item.
In addition, it provides the following interfaces:
The section provides the facts of why the item is classified as Unreviewed Relevant or Unreviewed Irrelevant. The application shows the Relevant and Irrelevant labels (links) and the respective contributions.
The bar lets you select the text samples for the intelligent review process. You can add or remove the selected text samples from the item being reviewed.
The flag icon, representing , shows AI-predicted labels and their count for each review item if the Enable AI Predictions option is selected for active labels and label groups. Refer to the sample image below.
The of the email author and recipients are displayed along with their email IDs. If a tag is applied to the author or recipient email IDs, the application highlights these display names and considered for tag statistics calculations.
The tab shows the comments that reviewers have assigned to the selected item.
The tab displays various details including comments, audit history, AI-predicted labels, and the Relevant/Irrelevant classification marking of the selected review item.
The icon (three vertical dots) provides the option to view the printable version of the item, and the option to save the printed file to your computer.
This pane has the following sections:
: This section displays active labels, labels within label groups, and labels within single-choice label groups. You can visually distinguish between application-specific, department-specific, and AI-predicted labels.
AI-predicted labels are marked with a flag icon. Flag icon color varies with prediction confidence.
Application-specific labels are marked with a monitoring screen icon, while the Department-specific labels lack an icon. Refer to the sample image below.
: This section shows the classification policy tags-specific statistics when a user selects an email for review.
The displayed information includes tag names. Next to each entry, the number of incidents that match the corresponding tags in the selected items is shown. After you expand the tag name node, the application displays the number of matches in the top-level content of the email and in each attachment of the email.
This section displays statistics only for the tags that have a match. Tags that do not match are not shown in the list.
The node and the attachments nodes are visible only if the content within them contains the specified tags. In case there are no matches for the tags in the primary emails, the node will not be displayed. Similarly, if there are no matches for the tags in the attachments, those attachments will also not be displayed.
You can click the hyperlinks to view the respective tags in the pane. Click the arrows to navigate to the next or previous match. The navigation is limited to the content of email body message and attachments, and not within the email metadata.
: This section shows the hotwords-specific statistics when a user selects an email for review.
The displayed information includes the names of hotwords sets and individual hotwords. Next to each entry, the number of incidents that match the corresponding hotwords or hotwords sets in the selected items is shown. After you expand the hotwords set name, the application displays the included hotwords and their number of matches in the top-level content of the email and in each attachment of the email.
This section displays statistics only for hotwords or hotword sets that have a match. Hotwords and hotword sets that do not match are not shown in the list.
The node and the attachments nodes are visible only if the content within them contains the specified hotwords. In case there are no matches for the hotwords in the primary emails, the node will not be displayed. Similarly, if there are no matches for the hotwords in the attachments, those attachments will also not be displayed.
You can click the hyperlinks to view the respective hotwords in the pane. Click the arrows to navigate to the next or previous match. The navigation is limited to the content of email body message and attachments, and not within the email metadata.
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