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 groups

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

To create an employee group

  1. In the left navigation pane, click Employees.
  2. Click on the Employee groups 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 Group dialog box appears.
  4. Provide the following details:

    Name

    Specify a name for the employee group.

    Description

    Specify a description for the employee group.

    Automatically synchronize

    Select this check box if you want Advanced Supervision to regularly synchronize this employee group 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.

  5. If you have selected to synchronize the group with the user account information held in an external source like Active Directory, specify the details below:

    Source > Active Directory search or Domino LDAP search

    Lets you specify the appropriate search filter and search root. If the target employees are in various parts of your organization, their user accounts may be in different areas of the directory. By using a search with one or more search filters, you can find and automatically add these users.

    An LDAP search filter can be based on any number of custom or standard attributes, but it must target user objects. You can combine multiple filters to find the members for a department. For example, you can enter the following to find all users whose department attribute is set to UK Equities:

    (&(objectCategory=person)(department=UK Equities))

    In the Search Root box, type the Distinguished Name for the search root. This name identifies where in the directory hierarchy to start the search. For example, if your directory spans multiple countries, you can set the root to the UK organizational unit by entering the following:

    LDAP://OU=UK, DC=MyCompany, DC=com

    Select Search whole tree to include the members of nested groups.

    Source > Active Directory container

    Lets you type the name of the Active Directory container.

    In the ADsPath box, type the Distinguished Name of the Active Directory container that holds the users to add to the employee group. For example, suppose that the UK Equities department points to this organizational unit container:

    CN=Equities, OU=UK, DC=MyCompany, DC=com

    You can enter the following to add all the employees in the department to the group:

    LDAP://CN=Equities, OU=UK, DC=MyCompany, DC=com

    Select Search nested containers to include the members of nested containers.

    Source > Windows group or distribution list, or Domino group or distribution list

    Lets you type the name of a group in the form domain_name\group_name. The group may or may not be held in your directory. If you do not use Active Directory or a Domino directory, you can only update the display name of employee profiles by synchronizing. You need to enter additional employee information manually.

    If you want to synchronize the employee group with a Domino group or distribution list, you must enable the following Domino LDAP attributes for anonymous access in Domino Administrator:

    • cn

    • dominocertificate

    • mail

    • maildomain

    • member

    • objectclass

    See the Domino documentation for instructions on how to do this.

  6. To add employees to the group manually, click the Members tab and then click Add. Then select the employees from the list.

    You can select multiple adjacent employees by holding down the Shift keywhile clicking the first and last employee in the range. To select multiple non-adjacent employees, hold down the Ctrl key while clicking the required employees. Click OK when you have finished.

  7. Click Save.