Search <book_title>...

Arctera™ Insight Surveillance User Guide

Last Published: 2025-01-27

Product(s): Veritas Alta Surveillance (1.0)

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
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
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
Managing employee groups
1. Managing employee groups
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
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
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
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
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
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
Managing department-specific allowlist rules
1. Overview
2. Creating department-specific allowlist rules
3. Editing department-specific allowlist rules
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
Viewing employees associated with departments
1. Viewing employee association history
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
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
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
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
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
Managing application-specific allowlist rules
1. Overview
2. Creating application-specific allowlist rules
3. Editing application-specific allowlist rules
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
Managing data requests
1. About data request
2. Creating a new data request
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
Managing export operations
1. About exporting items
2. Performing export runs
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
Working with reports
1. About Insight Surveillance reports
2. Predefined reports
3. Enhanced reporting
4. Managing Power BI templates for reporting APIs
Managing Audit Settings
1. Audit Settings Overview
2. Editing the Audit Settings
Working with Audit viewer
1. About Audit viewer
2. Performing a search for audit records

Filtering the items in the Review pane

The search and filter options available in the Review pane provide several parameters to filter items for review.

To filter the items in the review pane

In the left navigation pane, click Review.
In the Department drop-down list, do the following steps:
Note:
The selections are persisted across all login sessions for the logged-in user.
- In the Mode drop-down list, choose whether to perform a standard review of the items in the review set or an escalation review.
  Note:
  Escalation Review mode is available to escalation reviewers only. It lets these reviewers view and change review status of the items that other reviewers have escalated to them for further attention.
- In the Dept drop-down list, select the department, or a nested department for which you want to display the items in the review set.
- In the Items drop-down list, select a group of items you want to review.
  The following options are available:
  - Temporary Assignment: This option lets you reserve the specified number of items in the review set. Other reviewers cannot see these items until you have finished work on them.
  - All Items: This option lets you view all the items in the review set, even if they have been assigned to other reviewers. You may duplicate the work of other reviewers if you use this option. Therefore, we recommend that you select this option only if there are no other reviewers working alongside you, or you want to browse the items without marking them.
In the Advanced Filter drop-down list, specify the following if needed to filter review items.
- Item Id: This field allows reviewers to search shared emails within specific departments using Item ID.
  Note:
  - The Item ID is searchable only if the reviewer (logged-in user) has review permission for the associated department.
  - This functionality is available only for emails and is not extended to collaboration messages at present.
  During review, when an email is selected in the item grid, the Preview pane displays the Item ID icon. You can click the icon to copy the ID for sharing with other reviewers.
  When you search for this Item ID using Advanced Filter, the application clears the current filter settings and displays a single item from specific department from where the item ID is shared.
- Author/Domain: This field is used to search emails and collaboration messages for a specific user or email domain. Enter a full or a partial email domain that you want to search. For example, gmail, gmail.com, or @gmail.com. The application searches items from all users belonging to the specified domain.
  Note:
  While providing input for this filter, do not enter multiple authors or domains, a semicolon (;), or a string of two hyphen marks (--).
- Subject: This field is used to search emails only, and not applicable for searching collaboration messages. Enter a word or phrase that you want to search. The application filters the emails in which the subject field contains the specified words.

In the Filter drop-down, do any of the following as required:

Choose the filter criteria from the default Preset options. By default, the following preset options are available:
- All Unreviewed
- Today's Unreviewed
- All Unreviewed Exchange
- All Unreviewed Instant Messaging
- All Unreviewed Bloomberg
- All Unreviewed Domino
- All Messages
Expand the necessary facets and select the item classification options you want to apply.
If you want to use the same facet settings frequently, you can save this setting as a filter preset option. In the Preset drop-down, select Custom, then click the + icon next to the drop-down arrow. In the Save preset as field, enter a unique name of the filter preset, and click OK.
Upon successful addition, the newly saved filter preset appears in the Preset drop-down.

The following table lists the available filter facets.

Facets	Description
Status	Select items by their status, like pending, reviewed, questioned, and so on.
Capture date	Selects items that Insight Surveillance has captured over the specified period. The default options are - Today, Yesterday, Last 7 days, Last 14 days, and Last 28 days. Click Set date range to filter the items based on the date range specified. Clicking the calendar icon displays the review item count beneath the date, month, and year wise view. When selected, the application also displays day-wise, month-wise, and year-wise item counts beneath the respective dates, months, and years. If there is no items count, a hyphen (-) is displayed. For more details, See Viewing dynamic review item counts on the calendar.
Date	Select items by the date on which they were created. The default options are - Today, Yesterday, and Last week. The last week defines Monday to Sunday range of the last week. You can use this option to review weekly items. When you hover over the Last week option, you can view the last week Monday to Sunday date range. For example, if you are working on 18th Nov 2021, the last week dates are displayed as 8th Nov 2021 to 14th Nov 2021. Click Set date range to filter the items based on the date range specified. Clicking the calendar icon displays the review item count beneath the date, month, and year wise view. When selected, the application also displays day-wise, month-wise, and year-wise item counts beneath the respective dates, months, and years. If there is no items count, a hyphen (-) is displayed. For more details See Viewing dynamic review item counts on the calendar. See Date format support in Insight Surveillance .
Search	Select items that one or more searches have captured. If there are more than 20 items, the application displays the Show all option. To view all the items, click Show all and select maximum 20 items. To select multiple items, select the corresponding check boxes. You can select items from multiple pages. You can use the Go to page field to select the available page number you want to view. Else, the application displays the message as *Invalid page. The total of selected items is displayed in the bottom. To remove entire selection, click the Clear* icon. To remove any of the selected items, click on the link (which is adjacent to the Clear icon), search for the employee record, and click the Remove icon.
Scheduled search	Select items that one or more searches have captured according to their search schedules.
Author	Select items by the name of the person who sent them.
Escalation status	Select items by whether they have been escalated to an escalation reviewer or subsequently closed by that reviewer.
Appraisal status	Select items by their appraisal status.
Type	Select one or more supported message types. For more information on the Insight Surveillance supported message types, See Sampling support for content sources. The available options are displayed based on the services subscribed and enabled for you. For example - If MS Teams Archiving is enabled for you, the Teams Chat and Teams Channel options are available for filtering. If the search result has audio or video items, then the Audio-Video Transcript option is available for filtering.
Direction	Select items that have traveled in the specified direction. The options are as follows: Not specified - Select to avoid choosing any direction. Internal - Selects items where the author and all recipients are internal to your organization. External Inbound - Selects items where the author is external to your organization and at least one recipient is internal. External Outbound - Selects items where the author is internal to your organization and at least one recipient is external.
Predicted labels	Select items by their predicted labels.
Labels	Select items by their labels.
Tags	Select items by their tags.
Tags action	Select items by their tag actions.
Sentiment score	Select items based on the predefined sentiment score categories. A score in the range of 0 to 100 is assigned, where... 0 - 39 indicates that the item expresses the negative sentiment. 40 - 59 indicates that the item represents the neutral sentiment. 60 - 100 indicates that the item represents the positive sentiment. To customize a different sentiment score range and use it as a preset later, click New sentiment score range. Specify the minimum and maximum score you want to capture, and provide a unique name to this preset. Click OK to save the preset as shown in the sample image below.
Last marked by	Select items by the person who has lastly changed a review status of the items.
Comments	Select items to which reviewers have added comments.
Size	Select items by their size in kilobytes.
Number of attachments	Select items by the number of attachments that they have.
Capture method	Select items by the method that Insight Surveillance has used to capture them and add them to the review set. The options are: Not specified - Select to avoid choosing any direction. Search - Select to choose items that have been captured as a result of searches. Random Sampling - Select to choose items that Insight Surveillance has captured and added to the review set according to your designated monitoring policy. Guaranteed Sample Search - Select to choose the results of guaranteed sample searches. Tags - Select to choose items that Insight Surveillance has captured and added to the review set according to designated tags.
Escalation owner	Select items by the escalation reviewer who has responsibility for them.
Escalated by	Select items by the person who escalated them to an escalation reviewer for further attention.
Last appraised by	Select items by the person who appraised the items.

Click Apply.
The application displays the Email and Collaboration tabs based on the services subscribed and enabled for you.

Note:

If only the Exchange service is enabled for you, the Email tab appears. If the Exchange and the Microsoft Teams services are enabled for you, the Email and the Collaboration tabs appear respectively.