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

Creating employee profiles

You must have the Manage Employees permission to set up an employee profile. By default, users with the application role of App User Admin have this permission.

To create an employee profile

  1. In the left navigation pane, click Employees.
  2. Click on the Employees section and expand it.
  3. By default, the General tab is displayed. If not, select the General tab. On the action bar of the tab, click New. The New employee dialog box appears.
  4. Under Status, in the Monitor status drop down, select the required state of the employee.
    • Select Monitored if you want to monitor this employee.

    • Select Suspended if you do not want to monitor this employee.

  5. Under Name, provide the following details:

    First name

    Enter the first name of the employee.

    Last name

    Enter the last name of the employee.

    Initials

    Enter the initials of the employee, if available.

    Display name

    Enter the employee name that you want to appear in Advanced Supervision. This is a mandatory field.

  6. Under Organization, provide the company details for the employee.

    Department

    Specify the employee's department within the organization. This department is not the Advanced Supervision department to which the employee is to belong.

    Employee ID

    Enter the ID provided by the organization to the employee.

    Start date

    Enter the joining date of the employee or the date when the employee was first monitored.

    End date

    Enter the exit date of the employee from the organization. This date is important for preserving accurate system information.

    Title

    Enter the employee's job title

    Email addresses

    Provide the email addresses that belong to the employee. If the employee has multiple addresses, type the first email ID, then press ENTER and then type another email ID.

    You must only specify one instance of each email address across all the active addresses in the customer database. Duplicate addresses can cause sampling errors. If you search for the items that were sent to or from this employee, Advanced Supervision includes all the listed addresses in the search. To ensure that you capture all the relevant items, remember to add old email addresses.

  7. Under the Windows account and Domino account sections, enter the user name of the employee. Alternatively, click Browse to display a list of accounts, and then select the one for this employee.
  8. Select the Automatically synchronize check box if you want Advanced Supervision to regularly synchronize the employee profile properties with values in the associated Windows or Domino user account. You must clear this option if you want to edit the profile manually after synchronization.

    Note:

    If you want to conduct Advanced Supervision searches for a synchronized Domino user, you must ensure that the user has an SMTP address defined in the Domino directory.

  9. Click Save.

Besides creating an employee profiles, you can view other details about the employees.

  • Department membership: Select this tab to view departments wherein the selected employee is associated. You can search to see the specific department in the displayed list.

  • Group membership: Select this tab to view employee groups wherein the selected employee is a member. You can search to see the specific group in the displayed list.

  • Department history: Select this tab to view employee's association tenure with different departments. You can see the start and end dates of the employee association within each department.

  • Permission history: Select this tab to view log (history) of various scopes and permissions assigned to the selected employee during certain period of time.