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
Supported reporting endpoint API filters and their values
This section provides information about the reporting endpoint API filters and their possible values. Refer to the following tables if you are using the reporting APIs.
Table: CaptureTypes filters and respective IDs
CaptureTypes ID | Value | Description |
|---|---|---|
0 | NotSpecified | Items with a capture types under the Collaboration and Transcript categories. |
1 | Search | Indicates that item was captured based on immediate or scheduled search |
2 | Clean | Indicates that items were randomly sampled |
3 | Alert | |
4 | Adhoc | |
6 | GuaranteedSearch | If guaranteed sampling was configured for the department, indicates that the item was sampled and captured based on guaranteed sample search. |
10 | SearchDuplicate | Indicates that the item was sampled and considered as a duplicate during guaranteed sample search results deduplication |
99 | Policy | Indicates that the item was captured based on classification inclusion rules. |
Table: MessageDirections filters and respective IDs
MessageDirections ID | Value | Description |
|---|---|---|
0 | NotSpecified | Items with a message directions under the Collaboration and Transcript categories.. |
1 | Internal | The items where the author and all recipients are internal to the organization. |
2 | ExternalInbound | The items where the author is external to the organization and at least one recipient is internal. |
3 | ExternalOutbound | The items where the author is internal to the organization and at least one recipient is external. |
Table: Email-specific MessageTypes filters and respective IDs
MessageType ID | Filter Name | MessageTypes ID | Filter Name |
|---|---|---|---|
1 | Exchange | 129 | ImportedEmails |
2 | Instant Messaging | 130 | MS Teams (EML) |
4 | Fax | 131 | Slack (EML) |
7 | SMTP | 132 | Citrix Workspace and ShareFile (EML) |
9 | Social | 133 | Sharepoint (EML) |
16 | Rackspace Mail | 134 | IceChat (EML) |
18 | GroupWise | 135 | Twitter (EML) |
19 | SFChatter | 136 | Youtube (EML) |
20 | Office 365 - PA Collection | 137 | ZoomChat (EML) |
21 | DoNotUse | 138 | Box (EML) |
22 | Zimbra | 139 | GoogleDrive (EML) |
23 | Exchange Hosted Archive Ingestion | 140 | Dropbox (EML) |
25 | Lync OnPrem | 141 | AmazonsS3 (EML) |
27 | Google Journal | 142 | JSON (EML) |
101 | EML | 143 | CiscoWebex (EML) |
114 | CellTrust | 181 | Carbon |
115 | LSEG | 182 | ENMACC Energy |
116 | Symphony | 183 | Legato Chat |
117 | Workplace from Facebook | 184 | LiquidNet |
118 | Salesforce Chatter | 185 | Markets Manager |
119 | FXConnect | 186 | Saphyre |
120 | XIP | 187 | Skytel-Pager |
121 | Yieldbroker | 188 | Social |
122 | Webpage Capture | 189 | Web CHAT |
123 | Redtail Speak | 190 | |
124 | ServiceNow | 191 | FXT |
125 | RingCentral |
Table: Collaboration-specific MessageTypes filters and respective IDs
MessageTypes ID | Filter Name | MessageType ID | Filter Name |
|---|---|---|---|
11 | Teams Chat | 37 | Zoom Chat |
12 | Teams Channel | 38 | Zoom Meetings Chats |
32 | Slack | 39 | SMS Collaboration |
34 | IceChat | 40 | WhatsApp Collaboration |
35 | 41 | IMessage Collaboration | |
36 | Chatter Cipher Cloud | 42 | Viva Engage |
Table: Transcript-specific MessageTypes filters and respective IDs
MessageType ID | Filter Name | MessageType ID | Filter Name |
|---|---|---|---|
150 | Zoom | 157 | Vodafone |
151 | Cisco Webex Teams | 158 | IPC |
152 | YouTube | 159 | Cisco |
153 | Audio File | 160 | Avaya |
154 | Video File | 161 | Dubber Media |
155 | Microsoft Teams Meeting | 162 | Mobile Phone |
156 | Audio Video |