Veritas Advanced Supervision User Guide

Last Published:
Product(s): Enterprise Vault (14.1, 14.0)
  1. Introducing Veritas Advanced Supervision
    1.  
      About Veritas Advanced Supervision
    2.  
      Veritas Advanced Supervision features
    3.  
      Feature comparison with the Compliance Accelerator client
    4.  
      About Veritas Advanced Supervision system security
    5.  
      Veritas Advanced Supervision multi-tier architecture
    6.  
      System requirements
  2. Getting started
    1.  
      Signing in to Veritas Advanced Supervision
    2.  
      Signing out from Veritas Advanced Supervision
  3. Working with dashboard widgets
    1.  
      Understanding the Dashboard page
    2.  
      Viewing status summary of recently reviewed departments
    3.  
      Pinning and unpinning departments to quickly view the 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 employees and employee groups
    1.  
      About employees and employee groups
    2.  
      Creating employee profiles
    3.  
      Editing employee profile details
    4.  
      Creating employee groups
    5.  
      Editing employee group details
  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 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 department reviewers
    2.  
      Removing department reviewers
    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 searches
    1.  
      About searches in Veritas Advanced Supervision
    2.  
      Guidelines for effective searches
    3.  
      Creating and running Veritas Advanced Supervision searches
    4.  
      Pausing and resuming searches
    5.  
      Downloading search details for archives
    6.  
      Disabling scheduled searches
    7.  
      Previewing search results
    8.  
      Accepting search results
    9.  
      Rejecting a search result
    10.  
      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 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
  10. Viewing employees associated with departments
    1.  
      Viewing employee association history
  11. Managing users, roles, and permissions
    1.  
      Overview
    2.  
      Predefined user roles and permissions
    3.  
      Adding new roles for users
    4.  
      Editing user roles and permissions
    5.  
      Deleting user roles
    6.  
      Assigning roles to users
    7.  
      Restricting users to use hotwords in searches
    8.  
      Removing a user role
  12. 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
  13. 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
  14. 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
  15. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  16. Managing reviews
    1.  
      About reviewing with Advanced Supervision
    2.  
      Understanding the Review page
    3.  
      Changing the Preview pane position
    4.  
      Rearranging columns in the item list pane
    5.  
      Filtering the items in the Review pane
    6.  
      Reviewing the Audio-Video Transcript type items
    7.  
      Reviewing emails and collaboration messages
    8.  
      Adding or removing text for machine learning
    9.  
      Assigning review status to items
    10.  
      Viewing hotwords highlighting
    11.  
      Viewing hotwords in collaboration message
    12.  
      Viewing tags highlighting
    13.  
      Viewing tags in collaboration message
    14.  
      Viewing the full content in a new window
    15.  
      Adding comments to items
    16.  
      Escalating the review items
    17.  
      Viewing the history of items
    18.  
      Printing the original versions of items
    19.  
      Downloading the original versions of items
    20.  
      Viewing Intelligent Review Details
  17. Managing Audit Settings
    1.  
      Audit Settings Overview
    2.  
      Editing the Audit Settings
  18. Working with Audit viewer
    1.  
      About Audit viewer
    2.  
      Performing a search for audit records

Feature comparison with the Compliance Accelerator client

Note:

When Veritas Advanced Supervision and Compliance Accelerator client are used simultaneously by the same user, some user settings, such as custom comments stored in the user preferences, presets, and column selection, in the Veritas Advanced Supervision might get overwritten by user settings in the Compliance Accelerator client. It is recommended to use either Veritas Advanced Supervision or Compliance Accelerator client at any point of time.

Table:

Feature

Compliance Accelerator

Veritas Advanced Supervision

Details

Windows-based Authentication and Authorization

Yes

Yes

Dashboard

Dashboard: Summary

Yes

Yes

Dashboard: Task

Yes

No

Links to perform some tasks.

Department

Department: User Summary

Yes

Yes

Department: User Action

Yes

Yes

Department: Department Attributes

Yes

No

Department: Role assignment

Yes

Yes

Department: Searches

Yes

Yes

Department: Monitoring Employees

Yes

Yes

Department: Archives

Yes

No

Department: Export

Yes

No

Department: Hotwords

Yes

Yes

Research Folders

Yes

No

Employees

Yes

No

Profile creation and management

Reports

Yes

No

Monitor

Yes

Yes

Application

Application: Roles

Yes

Yes

Application: Roles Assignments

Yes

Yes

Application: Hotwords

Yes

Yes

Application: Reviewing Comments

Yes

No

Application: Searches

Yes

No

Application: Archives

Yes

No

Review

Review: Review Pane Actions

Yes

Yes

Copy action is not available in Veritas Advanced Supervision.

Review: Filters

Yes

Yes

Review: Delegate review (on behalf of mode)

Yes

No

Review: Printable View

Yes

No

Review: Bulk Review

Yes

Yes

Review: Review Status

Yes

Yes

Review: Research folder review

Yes

Yes

Some actions, such as Escalate, Commit, and Copy not available in Veritas Advanced Supervision.

Review: Hit highlight navigation

Yes

Yes

Configuration

Configuration: Search Schedules

Yes

Yes

Configuration: Reviewing status

Yes

No

Configuration: Import configuration

Yes

No

Configuration: Account Information

Yes

No

Configuration: Directory Mappings

Yes

No

Configuration: Department partitions, Attributes

Yes

No

Configuration: Message Types

Yes

No

Configuration: Settings

Yes

No

Hotword Analysis Statistics

Yes

Yes

Hotwords analysis is done, and filters and count are updated, but the Hotword Statistics pane is not available in Veritas Advanced Supervision.

Custom attributes

Yes

Yes

 

Intelligent Review

Yes

Yes

Export

Yes

No

Chinese Wall security

Yes

No

Localization of UI and Documentation

Yes

No

Compliance Accelerator is localized in Japanese, Chinese Simplified, Chinese Traditional.