Arctera™ Insight Surveillance User Guide

Last Published:
Product(s): Veritas Alta Surveillance (1.0)
  1. Introducing Arctera Insight Surveillance
    1.  
      About Insight Surveillance
    2.  
      Insight Surveillance multi-tier architecture
    3.  
      System requirements
    4.  
      Sampling support for content sources
    5.  
      AI-based label predictions support for efficient review process
    6.  
      Date format support in Insight Surveillance
    7.  
      About Insight Surveillance system security
  2. Getting started
    1.  
      Signing in to Insight Surveillance
    2.  
      Signing out from Insight Surveillance
    3.  
      Launching Arctera Insight Archiving applications
    4.  
      Resetting a forgotten password
  3. Working with dashboard widgets
    1.  
      Understanding the Dashboard page
    2.  
      Viewing status summary of recently reviewed departments
    3.  
      Pinning and unpinning departments to view review status
    4.  
      Changing the order of pinned departments
    5.  
      Viewing the review status summary of escalated items
    6.  
      Viewing a summary of searches and exports
  4. Managing employee groups
    1.  
      Managing employee groups
  5. Managing departments
    1.  
      About departments
    2.  
      Understanding the Departments page
    3.  
      Searching departments
    4.  
      Creating departments
    5.  
      Moving existing departments under other departments
    6.  
      Adding monitored employees and employee groups to departments
    7.  
      Editing monitoring policies
    8.  
      Editing department details and monitoring policy
    9.  
      Managing exception employees
    10.  
      Designating employees as exception employee
    11.  
      Assigning further exception reviewers to an exception employee
    12.  
      Removing exception status
    13.  
      Removing exception reviewers
  6. Managing department users
    1.  
      Assigning users to departments
    2.  
      Removing users from departments
    3.  
      Adding new roles for users
    4.  
      Removing roles
    5. Managing role assignment for a user in departments
      1.  
        Assigning departments and exceptions to specific users
      2.  
        Removing a specific role to users in one or more departments and exceptions
  7. Managing department-level searches
    1.  
      About department-level searches
    2.  
      Guidelines for effective searches
    3.  
      Creating and running department-level searches
    4.  
      Disabling scheduled searches
    5.  
      Using proximity searches
    6.  
      Previewing search results
    7.  
      Accepting search results
    8.  
      Rejecting a search result
    9.  
      Resubmitting a search
  8. Managing department-specific hotword sets
    1.  
      Overview
    2.  
      Creating department-specific hotword sets
    3.  
      Editing department-specific hotwords and hotword sets
    4.  
      Deleting department-specific hotword sets
  9. Managing department-specific labels
    1.  
      Searching department-specific labels, label groups, and single choice groups
    2.  
      Managing department-specific labels
    3.  
      Managing department-specific label groups
    4.  
      Managing department-specific single choice label groups
  10. Managing department-specific trash rules
    1.  
      Overview
    2.  
      Creating department-specific trash rules
    3.  
      Activating department-specific trash rules
    4.  
      Deactivating department-specific trash rules
    5.  
      Propagating department-specific trash rules
    6.  
      Unpropagating department-specific trash rules
  11. Managing department-specific allowlist rules
    1.  
      Overview
    2.  
      Creating department-specific allowlist rules
    3.  
      Editing department-specific allowlist rules
  12. Managing department-specific review comments
    1.  
      About department-level review comments
    2.  
      Adding department-level review comments
    3.  
      Editing department-level review comments
    4.  
      Deleting department-level review comments
    5.  
      Updating order of department-level review comments
  13. Viewing employees associated with departments
    1.  
      Viewing employee association history
  14. Managing users, roles, and permissions
    1.  
      Overview
    2.  
      Predefined user roles and permissions
    3.  
      Adding new roles for users (employees) and employee groups
    4.  
      Editing user roles and permissions
    5.  
      Deleting user roles
    6.  
      Assigning Insight Surveillances to users (employees) and employee groups
    7.  
      Restricting users to use hotwords in searches
    8.  
      Removing a user role
  15. Managing application-level searches
    1.  
      About application-level searches
    2.  
      Viewing existing application-level searches
    3.  
      Creating and running application-level searches
    4.  
      Editing application-level searches
    5.  
      Excluding departments from application searches
    6.  
      Reinstating the excluded department for application searches
  16. Managing application-specific hotword sets
    1.  
      Overview
    2.  
      Creating application-specific hotword sets
    3.  
      Editing application-specific hotwords and hotword sets
    4.  
      Deleting application-specific hotword sets
  17. Managing application-specific labels
    1.  
      Searching application-specific labels, label groups, and single choice groups
    2.  
      Managing application-specific labels
    3.  
      Managing application-specific label groups
    4.  
      Managing application-specific single choice label groups
  18. Managing application-specific trash rules
    1.  
      Overview
    2.  
      Creating application-specific trash rules
    3.  
      Activating application-specific trash rules
    4.  
      Deactivating application-specific trash rules
    5.  
      Propagating application-specific trash rules
    6.  
      Unpropagating application-specific trash rules
  19. Managing application-specific allowlist rules
    1.  
      Overview
    2.  
      Creating application-specific allowlist rules
    3.  
      Editing application-specific allowlist rules
  20. Managing application-specific review comments
    1.  
      About application-level review comments
    2.  
      Adding application-level review comments
    3.  
      Editing application-level review comments
    4.  
      Deleting application-level review comments
    5.  
      Updating order of application-level review comments
  21. Managing data requests
    1.  
      About data request
    2.  
      Creating a new data request
  22. Managing search schedules
    1.  
      Overview
    2.  
      Setting up new search schedules
    3.  
      Setting up one-time search schedules
    4.  
      Example of a one-time search schedule
    5.  
      Setting up recurring search schedules
    6.  
      Example of a recurring search schedule
    7.  
      Editing search schedules
    8.  
      Deleting search schedules
  23. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  24. Managing reviews
    1.  
      About reviewing with Insight Surveillance
    2.  
      Limitations on reviewing certain types of Skype for Business content
    3.  
      Understanding the Review page
    4.  
      Changing the Preview pane position
    5.  
      Rearranging columns in the item list pane
    6.  
      Filtering the items in the Review pane
    7.  
      Viewing dynamic review item counts on the calendar
    8.  
      Reviewing searched items
    9.  
      Translating email and attachment content for review
    10.  
      Adding or removing text for machine learning
    11.  
      Assigning review status to items
    12.  
      Viewing hotwords highlighting
    13.  
      Viewing hotwords in collaboration message
    14.  
      Viewing tags highlighting
    15.  
      Viewing predicted labels of review items
    16.  
      Viewing the full content in a new window
    17.  
      Adding comments to items
    18.  
      Escalating the review items
    19.  
      Applying labels to items
    20.  
      Viewing history of items
    21.  
      Printing and downloading the items and attachments
    22.  
      Viewing Intelligent Review Details
  25. Working with reports
    1.  
      About Insight Surveillance reports
    2.  
      Predefined reports
    3. Enhanced reporting
      1.  
        Configuring a reporting endpoint
      2.  
        Authentication
      3. Departments API
        1.  
          Departments - List
      4. Users API
        1.  
          Users - List
      5. UserRoles API
        1.  
          UserRoles - List by filters
      6. Roles API
        1.  
          Roles - List
        2.  
          Roles - List by filters
      7. Classification Tags API
        1.  
          Classification Tags - List
      8. Labels API
        1.  
          Labels - List
      9. Searches API
        1.  
          Searches - List
      10. ItemMetrics API
        1.  
          ItemMetrics - List
        2.  
          ItemMetrics - List by filter
      11. ReviewerMapping API
        1.  
          ReviewerMapping - List
      12. MonitoredEmployees API
        1.  
          MonitoredEmployees - List
      13.  
        Evidence Of Review Async API
      14. Evidence of Review API
        1.  
          EvidenceOfReview - List by filter
      15.  
        Item Classification Metrics Async API
      16. Item Classification Metrics API
        1.  
          ItemClassificationMetrics - List by filter
      17.  
        Item Label Metrics Async API
      18. Item Label Metrics API
        1.  
          ItemLabelMetrics - List by filter
      19.  
        Item Archived Metrics Async API
      20. Item Archived Metrics API
        1.  
          ItemArchivedMetrics - List by filter
      21.  
        Report Status API
      22.  
        Supported OData query options
      23.  
        Supported reporting endpoint API filters and their values
      24.  
        Responses
    4. Managing Power BI templates for reporting APIs
      1.  
        Accessing Insight Surveillance reports and datasets through the OData web service
      2.  
        Guidelines for using Insight Surveillance templates with Microsoft Power BI Desktop
      3.  
        TEMPLATE - Departments, Users, Roles, Labels
      4.  
        TEMPLATE - User Roles
      5.  
        TEMPLATE - Item Metrics
      6.  
        TEMPLATE - Reviewer Mapping
      7.  
        TEMPLATE - Searches
      8.  
        TEMPLATE- Item Classification Metrics - Submit report request
      9.  
        TEMPLATE- Item Classification Metrics - View report data
      10.  
        TEMPLATE- Item Archived Metrics - Submit report request
      11.  
        TEMPLATE- Item Archived Metrics - View report data
      12.  
        TEMPLATE- Item Label Metrics - Submit report request
      13.  
        TEMPLATE- Item Label Metrics By Employee - View report data
      14.  
        TEMPLATE- Item Label Metrics By Department - View report data
      15.  
        TEMPLATE- Evidence Of Review - Submit report request
      16.  
        TEMPLATE- Evidence Of Review By Monitored Employee - View report data
      17.  
        TEMPLATE- Evidence Of Review By Department - View report data
      18.  
        TEMPLATE- Evidence Of Review With Item Archived Metrics - Submit report request
      19.  
        TEMPLATE- Evidence Of Review With Item Archived Metrics - View report data
      20.  
        Saving, editing, and refreshing the Power BI reports
  26. Managing Audit Settings
    1.  
      Audit Settings Overview
    2.  
      Editing the Audit Settings
  27. Working with Audit viewer
    1.  
      About Audit viewer
    2.  
      Performing a search for audit records

Item Label Metrics Async API

ItemLabelMetricsAsync

This API submits the report generation request which executes asynchronously. The result of this API contains the identifier for the report, status, and location for retrieving the report data.

The report identifier and locations in the result can be used to track the report generation operation.

To use the ItemLabelMetricsAsync API, follow the steps below:

  1. Call the ItemLabelMetricsAsync API to submit a report generation request.

    This asynchronous API supports GET and POST query methods. Use any of the following as needed:

    • GET https://<Reporting endpoint base URL>/OData/ItemLabelMetricsAsync?ReportName=<Name of the report>&StartDate=<YYYY-MM-DD>&EndDate=<YYYY-MM-DD>

    • POST https://<Reporting endpoint base URL>/OData/ItemLabelMetricsAsync

    Sample Input

    • GET https://<Reporting endpoint Base URL>/odata/ ItemLabelMetricsAsync?ReportName=<Name of the report>&StartDate= <YYYY-MM-DD>&EndDate=<YYYY-MM-DD>&Departments=[<DeptID1>,<DeptID2>,...] &Labels=[<LabelId1>,<LabelId2>...]&ReturnByDepartment=<true or false>

    • POST https://<Reporting endpoint base URL>/OData/ItemLabelMetricsAsync

    ItemLabelMetricsAsync - URL Parameter/Filters

    The following parameters/filters can be used with the ItemLabelMetricsAsync API when invoked using the GET and POST methods. The system uses the AND operator between the filters to return the result based on the specified filters.

    ReportName

    Mandatory

    Specify the name of the report you want to generate.

    Limitations

    • The report name can be up to a maximum of 256 characters long.

    • Special characters are not allowed; only alphanumeric values are permitted.

    StartDate

    Mandatory

    StartDate refers to the date items are captured or ingested in Insight Surveillance and recorded as their CaptureDate.

    Specify the start date to return the count of items with a CaptureDate on or after this date.

    Data Type

    Date in the YYYY-MM-DD format that is StartDate.

    Limitations

    For the cloud-based application, a maximum of one year duration is allowed.

    EndDate

    Mandatory

    Specify the end date to return the count of items with a CaptureDate on or before this date.

    Data Type

    Date in the YYYY-MM-DD format that is StartDate.

    Limitations

    For the cloud-based application, a maximum of one year duration is allowed.

    Departments

    Optional

    Specifies the departments to which the captured item belongs and returns item counts for items within that department.

    Data Type

    JSON array of integers 'id'(identifier fields) that is Department IDs.

    Limitation

    As an input, this API can pass maximum of 1000 Departments IDs.

    • To include results for all departments of a specified tenant/customer in a report, do not specify any department IDs in a query.

    • To include results for specific departments of a specified tenant/customer in a report, specify department IDs in the query.

    Note:

    To get the Department IDs, See Departments API. Refer to the departmentId field only.

    Labels

    Optional

    Specifies the labels of the captured items and returns item counts for those labels.

    Data Type

    JSON array of integers 'id'(identifier fields) that is label IDs.

    Limitation

    As an input, this API can pass maximum of 1000 label IDs.

    • To include results for all the labels of a specified tenant/customer in a report, do not specify any label ID in a query.

    • To include results for specific label IDs of a specified tenant/customer in a report, specify label IDs in the query.

    Note:

    To get the Label IDs, See Labels API. Refer to the labelID field only.

    ReturnByDepartment

    Optional

    To generate the Item Label Metrics Report by departments, set this value to True.

    To generate the Item Label Metrics Report by monitored employees, set this value to False.

    The default value of this parameter is set to False.

    Scenario 1: New request to submit a report.

    Sample input:

    Sample response:

    Name

    Description

    reportId

    Displays report ID. It is generated upon successful execution of API.

    reportName

    Displays report name. It is generated upon successful execution of API.

    reportType

    Displays the report type as Item Label Metrics.

    reportDate

    Displays the date of report generation after successful execution of API.

    reportStatus

    Displays report status. For more information on statuses, See Report Status API.

    info

    Displays a message if the report request has queued successfully or not.

    newReportInstanceQueued

    Specifies weather a new report generation request has been submitted or not. The Rate Limiting feature restricts submission of multiple requests with identical input parameters if attempted within one minute.

    It returns the following values:

    True: The value is shown as True, if the new report request has been queued successfully.

    False: The value is shown as False, if the input parameters of the current request are identical to the parameters of the already submitted request within one minute, a new report will not be queued. As a result, the details of the existing report request are returned.

    reportStatusLocation

    Displays a URL with report ID.

    To view the status of this report, use the same URL.

    reportDataLocation

    Displays a URL for the location of report data.

    To access the report data, use the same URL.

    Scenario 2: The same request has been submitted again within one minute.

    Sample response:

  2. Call the ReportStatus API to get the status of the ItemLabelMetricsAsync API report. See Report Status API.

  3. Once the report is ready, call the ItemLabelMetrics API to retrieve the report data from the asynchronous API. See Item Label Metrics API.