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
Managing employee groups
Like adding users (employees) from Microsoft Azure Active Directory, you can add new employee groups to Insight Surveillance from the Microsoft Azure Active Directory. After the employee groups are successfully added, their records are automatically synchronized to display the corresponding group members. Additionally, you have the option to manually initiate synchronization.
If you no longer need certain employee groups, you can remove them from Insight Surveillance. Note that when you remove employee groups from Insight Surveillance, these groups are not deleted from the Microsoft Azure Active Directory. However, if the employee groups are deleted from the Azure Active Directory, those groups gets deleted from the Insight Surveillance database immediately after successful synchronization. To permanently delete the group, you should delete it from the Azure Active Directory.
You must have the Manage Employee Groups permission to add employee groups from Microsoft Azure Active Directory. By default, users with the application role of App User Admin have this permission.
To manage employees and employee groups
- In the left navigation pane, click Groups.
- Expand the Employee Groups section, if not expanded by default.
The application displays the currently available employee groups in Insight Surveillance as shown in the sample image below. To sort employee groups in either ascending or descending alphabetical order, click on the Name column heading.
- To view the employee group details, select the group.
Hover over the status icon adjacent to the employee group name to view the status of synchronization with the Azure Active Directory.
On the right side, the General tab is displayed by default. It provides the name and description of the group, total members in the group, status to search the nested groups, and the date when this group record is lately synchronized with the Azure Active Directory.
Click the Members tab to view the details of group members. This is a read-only information. After group record synchronization, addition or deletion of members is updated on this tab.
To sort member names in either ascending or descending alphabetical order, click on the Name column heading.
To search members by name, specify a few characters of member name, and click the filter icon or press ENTER.
To view members from other pages, use navigation arrows in the bottom of the dialog box to go to the next or previous pages.
- To manually synchronize the group record across departments, click Synchronize. The application displays an alert as shown in the sample image below.
Note:
The application takes some time to update the record. Besides that, the application automatically synchronizes the record with the Azure Active Directory every 15 minutes. Click Refresh to view the updated details.
- To add a new employee group, click Add Group. In the Add Employee Group dialog box, do the following:
To sort employee groups in either ascending or descending alphabetical order, click on the Name column heading.
To search a group, in the Search field, specify the group name characters, and click the search icon.
To manually search a group, use navigation arrows in the bottom of the dialog box to go to the next or previous pages.
To include all the members from the nested groups, select the Include nested groups check box.
To add the selected employee group to Insight Surveillance, click Save. Wait for some time for record synchronization.
- To remove the existing employee group, search for and select the group you want to remove, and click Remove.
