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
Performing export runs
You can export the review items from Insight Surveillance if you want to review items offline or present them as evidence to a third party.
You must have the Export Messages permission to export items from a department. By default, all the reviewers in the department have this permission. The option to export escalated items is available to those with the Export Escalations permission only. By default, only users that have the Escalation Reviewer role have this permission.
You can perform the following export tasks. The keyboard shortcut keys are listed in parenthesis:
- perform a new export run.
- refresh the list of existing exports.
To perform an export run
- In the left navigation pane, click Departments.
- Search for and select the department in which you want to perform export run.
Note:
Insight Surveillance lists all departments. You can use the filtering options to search the required department. Options include filtering by department name, exception employees, and reviewers associated with the department.
- In the Export tab, click New.
The New Export dialog box appears.
- Refer to the following table and provide the relevant information in the respective fields.
Field
Description
Name
(Mandatory) Type a name for the export run.
Message type
(Mandatory) Select items by their type, such as Exchange Emails, SMTP, Bloomberg, Lotus Domino, and Instant Messaging.
Note:
If the search result you are trying to export does not include any of the supported message types, all the message type options remain disabled. As a result, the export cannot be saved, and the application displays the alert message.
Message direction
Select items that are traveling in a certain direction. You have the following options:
All - includes messages from all directions.
Internal - Includes the items where the author and all recipients are internal to your organization
External Inbound - includes the items where the author is external to your organization and at least one recipient is internal.
External Outbound - Includes the items where the author is internal to your organization and at least one recipient is external.
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:
All - Select all methods.
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.
Tags action
Select items by the policy action with which your policy management software has tagged them. This action can be one of the following:
Inclusion (demands or suggests capture)
Exclusion (precludes capture or advocates non-capture)
No Action (item is subject to normal random sampling)
Date captured
Select items that Insight Surveillance has captured over the specified period.
Search
Select items that the specified search has captured.
Current action status
Select items by their action status, such as Unreviewed, Pending, or Questioned.
Current action status author
Select items by the person who last assigned a review action to them.
Select All to consider all reviewers who assigned a review action.
Select User Selection to browse a particular reviewer who lastly assigned a review action
Escalation status
Select items by whether they have been escalated to an escalation reviewer and subsequently closed by that reviewer.
Escalation owner
Select items by the escalation reviewer who has responsibility for them.
Select All to consider all escalation owners.
Select Unassigned to consider items to which no escalation owner is assigned.
Select User Selection to browse a particular escalation owner
Escalated by
Select items by the person who escalated them to an escalation reviewer for further attention.
Select All to consider all reviewers.
Select User Selection to browse a particular reviewer.
Current appraisal status
Select items by whether a supervisor has appraised them. This option is only visible to supervisors with Apply Appraisal Status permission.
Current appraisal status owner
Select items by the supervisor who has currently appraised them. This option is only visible to supervisors with Apply Appraisal Status permission.
Select All to consider all appraisal status owner.
Select User Selection to browse a particular appraisal status owner.
Tags
Select items by the specific tag with which your policy management software has tagged them.
Export as
Select type of file to be exported.
Original type - to choose to output items in their native format. For example, Microsoft Exchange items as individual MSG files, SMTP items as individual EML files, and so on.
Include in reports
Select any or both of the following options:
Journal Recipients: Select this option to include recipient information from the journal envelope of Exchange or SMTP journal items. This lists all the recipients of each item, regardless of their placement in the To, CC and BCC fields.
Item History: Select this option to include comments, status, appraisal, and escalation history of items in the export report.
Refer to the step 9 for sample report with the appended history and the recipients in To, CC, and BCC fields.
Number of items to export
Type the required number of items. Insight Surveillance exports the oldest items.
For example, if you choose to export 100 items, Insight Surveillance exports the 100 oldest items that match the selected options.
Password
(Mandatory) Set an alphanumeric password.
- Click Save.
The application prompts you to confirm that you want to perform the operation.
- Click Save to complete the operation or click Cancel to cancel it.
- In the Export tab, ensure that the export you have created is available and its status is In progress or Completed.
Note:
If the status of your export run is displayed as Failed, you need to execute another export run.
- After the export is finished, click the Browse icon to browse to the exported file.
- Click the links to download the zipped file of the exported items.
Provide a password to open the report as shown in the sample image below.
