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
Creating a new data request
The New data request page is where a data request is created and submitted. This page provides multiple sections where parameters can be defined to fine-tune your search.
To create a new data request
- In the left navigation pane, click Application.
- Click Data Request.
- Click New. The New data request window appears.
- Refer to the following table and provide the relevant information in the respective fields.
Name
Enter a unique name for the data request. This name appears within the Data Request page.
The data request name is also used as the exported ZIP file name with the number sequence when the user downloads the exported file.
Note:
The name cannot contain any of the characters: /\*?":<>|
From date / To date
Specify the start date and end date of the emails to search.
Current action status
Select items by their action status, such as Unreviewed, Pending, Questioned, Reviewed Irrelevant, and Reviewed Relevant.
Authors and recipients
Enter the email address or domain name, and then press the Enter key.
Use these fields to filter a search for specific FROM or TO email addresses or domains. Up to five Senders and Recipients can be specified.
Address or domain must not contain wildcard characters and a space character.
Addresses on the left side cannot be blank.
If no address or domain is specified on the right, items will be searched for any internal or external user. If addresses or domains are specified, then items will be searched for any of those addresses or domains.
Select the message direction for email communication between addresses or domains. The three options available are listed below: The message direction can be:
Search between the authors and recipients mentioned on both sides: This option retrieves ALL emails exchanged between the email address or domain name on the left and the email address or domain name specified on the right.
Search between the authors on the right and recipients on the left: This option retrieves ALL emails from any of the sender email address or domain name on the right and any of or all of the recipient email address or domain name on the left.
Search between the authors on the left and recipients on the right: This option retrieves ALL emails from any of the sender email address or domain name on the left and any of or all of the recipient email address or domain name on the right.
Note:
The search items must be part of a review set.
Subject
Enter the subject keyword or phrase, and then press the Enter key.
Note:
If you need to use phrases, then enclose the phrases within straight double quotation marks.
Export Password
Enter a password with which to protect the files that are returned from this request. The exported PST file would be protected with a password.
The password must have at least 4 characters and a maximum of 6 characters.
Note:
Make sure that you can remember this password. If you forget the password, you will be unable to access the files returned from the data request, and your only course of action is to create another data request.
- Click Save.
The newly created data request will appear on the Data Request page with a link to get the exported PST file.
- Click the links to download the zipped file of the exported PST file.
Note:
The export link gets expired in 15 days from its creation date. If you see a message about expired export, you should create a new data request.
