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
Using proximity searches
Proximity search lets you find items (like emails or collaboration messages) where specific search words are within a defined distance from each other. You can use proximity operators to specify the distance between these search terms in your queries.
The following are some important points to remember when using proximity searches:
: Insight Surveillance restricts the proximity word count to a maximum of 49 words.
: Results may include stop words, but these are not counted in the proximity word count.
To understand proximity search, here are a few examples:
:
This operator lets you specify a distance between the search terms.
To search for two words where the maximum distance between these words is only one word, use a single Asterisk. For example, "Jim*Smith" To search for two words where the maximum distance between these words is two words, use two Asterisk symbols. For example, "Jim * * Smith".
This would return results for any email, document, or attachment containing variations of the name, such as "Jim Smith," "Jim Martin Smith," "Jim M. Smith" ("Jim * Smith"), or "Jim James Martin Smith" ("Jim * * Smith").
:
This Unicode operator allows you to specify language-specific queries. For example, searching for "éléphant" retrieves only the French variant, so analyze your search criteria for non-English emails with special characters.
:
This operator retrieves items with variations of a search term. It represents one or more characters, allowing you to search for singular or plural forms by placing a question mark at the end of the terms.
For example, if you're searching for the words "Market," "Investment," or "Risk" and want to include their plural forms in the results, you can use the syntax shown in the sample image below.
This would return results for any email, document, or attachment containing the words "Market," "Markets," "Investment," "Investments," "Risk," or "Risks" in the body text (Market OR Markets OR Investment OR Investments OR Risk OR Risks).
:
This operator (minus sign) searches for items in which the first specified term appears outside the context that you have defined with the second term. It allows to extend the hotword length to a maximum of 2,000 characters.
Add the keyword AND before the first negation term, ensuring there is a space before and after AND. For example,
Search* AND -"search criteria", test* AND -"test crit?ria" -"te?st vas", "search criteria" AND -"search criteria Bloomberg".