Veritas Surveillance User Guide

Last Published:
Product(s): Veritas Alta Surveillance (1.0)
  1. Introducing Veritas Surveillance
    1.  
      About Veritas Surveillance
    2.  
      Key features of Veritas Surveillance
    3.  
      Feature comparison: Compliance Accelerator desktop client Vs Veritas Surveillance web client
    4.  
      Sampling support for content sources
    5.  
      About Veritas Surveillance system security
    6.  
      Veritas Surveillance multi-tier architecture
    7.  
      System requirements
  2. Getting started
    1.  
      Signing in to Veritas Surveillance
    2.  
      Signing out from Veritas Surveillance
  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 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 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
    14.  
      Closing or opening the departments for monitoring
    15.  
      Reviewing department items
    16.  
      Deleting departments
    17. Managing reviewer assignment
      1.  
        About reviewer assignment
      2.  
        Configuring application-level review setting
      3.  
        Configuring department-level reviewer assignment setting
      4.  
        Enabling and disabling department settings to configure review assignment
      5.  
        Configuring a percentage of review items to reviewers within the department
      6.  
        Reassigning a fixed number of review items from one reviewer to other reviewers within the department
      7.  
        Custom assignment scenarios
      8.  
        Removing assigned review items from reviewers
      9.  
        Reassigning items of a removed department reviewer to other reviewers within the department
    18. Managing research folders
      1.  
        About research folders
      2.  
        Creating research folders
      3.  
        Editing research folders
      4.  
        Deleting research folders
  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
    6.  
      Allocating review items to reviewers
  7. Managing department-level archives
    1.  
      About department-level archives
    2.  
      Including or excluding enterprise vault archives at department-level
  8. Managing department-level searches
    1.  
      About department-level searches
    2.  
      Guidelines for effective searches
    3.  
      Creating and running department-level 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
  9. 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
  10. 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
  11. 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
  12. Viewing employees associated with departments
    1.  
      Viewing employee association history
  13. 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 Veritas Surveillances to users (employees) and employee groups
    7.  
      Restricting users to use hotwords in searches
    8.  
      Removing a user role
  14. Managing application-level archives
    1.  
      About application-level archives
    2.  
      Including or excluding enterprise vault archives at application-level
  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 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
  19. 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
  20. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  21. Managing reviews
    1.  
      About reviewing with Veritas Surveillance
    2.  
      Understanding the Review page
    3.  
      Rearranging columns in the item list pane
    4.  
      Changing the Preview pane position
    5.  
      Filtering the items in the Review pane
    6.  
      Reviewing the Audio-Video Transcript type items
    7.  
      Reviewing searched items
    8.  
      Reviewing research folder items
    9.  
      Reviewing department items
    10.  
      Viewing Intelligent Review Details
    11.  
      Adding or removing text for machine learning
    12.  
      Assigning review status to items
    13.  
      Viewing hotwords highlighting
    14.  
      Viewing hotwords in collaboration message
    15.  
      Viewing tags highlighting
    16.  
      Viewing tags in collaboration message
    17.  
      Viewing the full content in a new window
    18.  
      Adding comments to items
    19.  
      Escalating the review items
    20.  
      Viewing history of items
    21.  
      Printing and downloading the items and attachments
  22. Working with reports
    1.  
      About Veritas Surveillance reports
    2.  
      Accessing data through the Microsoft SQL Server Reporting Services (SSRS)
    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.  
        Report Status API
      20.  
        Supported OData query options
      21.  
        Supported reporting endpoint API filters and their values
      22.  
        Responses
    4. Managing Power BI templates for reporting APIs
      1.  
        Configuring Microsoft Power BI Templates for Reporting APIs
      2.  
        Guidelines for using Veritas Surveillance templates with Microsoft Power BI Desktop
      3.  
        TEMPLATE - User Roles
      4.  
        TEMPLATE - Departments, Users, Roles, Labels
      5.  
        TEMPLATE - Item Metrics
      6.  
        TEMPLATE - Reviewer Mapping
      7.  
        TEMPLATE - Searches
      8.  
        TEMPLATE- Evidence Of Review - Submit Report Request
      9.  
        TEMPLATE- Evidence Of Review By Monitored Employee - View Report Data
      10.  
        TEMPLATE- Evidence Of Review By Department - View Report Data
      11.  
        TEMPLATE- Item Classification Metrics - Submit Report Request
      12.  
        TEMPLATE- Item Classification Metrics - View Report Data
      13.  
        TEMPLATE- Item Label Metrics - Submit Report Request
      14. TEMPLATE- Item Label Metrics By Employee - View Report Data
        1.  
          TEMPLATE- Item Label Metrics By Department - View Report Data
      15.  
        TEMPLATE- Item Label Metrics By Department - View Report Data
      16.  
        Saving, editing, and refreshing the Power BI reports
  23. Managing application wide audit settings
    1.  
      Audit Settings Overview
    2.  
      Editing the Audit Settings
  24. Working with audit viewer
    1.  
      About Audit viewer
    2.  
      Performing a search for audit records
  25. Managing application wide review setting
    1.  
      Overview
    2.  
      Editing application-level review setting

Managing department-specific single choice label groups

Department-specific single choice label groups management covers creating, editing, deleting, activating, deactivating, propagating, and unpropagating operations. You must have the Manage Labels permissions to perform these operations.

Creating department-specific single choice label groups

To create a department-specific single choice label group

  1. In the left navigation pane, click Departments.
  2. Search for and select the department in which you want to create a single choice label group.
  3. Navigate to the Labels tab, and then click New Single Choice Group.

    The New Single Choice Label Group dialog box appears.

  4. In the Name filed, type a unique single choice label group name.
  5. In the Description field, provide a description of this single choice label group.
  6. Select the Active check box to activate the single choice label group.

    Remember that -

    • Only the active single choice label groups can be enabled for AI predictions, therefore, the Enable AI Predictions check box remains disabled until the label is activated.

    • Do not select the Active check box if you want to keep the single choice label group in the deactivated state.

  7. Select the Propagate check box to ensure the sub-departments inherit this single choice label group.

    Do not select the check box if you do not want to propagate this single choice label group to sub-departments.

  8. Select the Enable AI Predictions check box to consider this single choice label group for AI Prediction.

    Note:

    Per department, only 20 active labels (including single choice group labels) can be enabled for AI predictions. Upon deactivation, the previously AI prediction-enabled labels and label groups get disabled.

  9. Click Add to open the New Label dialog box.
  10. Manually type new labels, and click OK.

    Note:

    New label names must be a combination of maximum 50 characters that includes alphabets, numbers and spaces. After adding a label name, press ENTER to add the next label. You can add multiple label names as shown in the sample image below.

  11. Click Save.
Editing department-specific single choice label groups

To edit a department-specific single choice label groups

  1. In the left navigation pane, click Departments.
  2. Search for and select the department in which you want to edit a single choice label group.
  3. Navigate to the Labels tab.
  4. Search for the single choice label group that you want to update. See Searching application-specific labels, label groups, and single choice groups.
  5. Select the single choice label group, and click the Edit icon in the same row.
  6. In the Edit Single Choice Label Group dialog box, update the details of the required fields.

    If required, select an individual label and do any of the following as shown in the sample image below.

    • Click Edit to update the label name.

    • Click Delete to remove the label entry from the group.

  7. Click Save.
Activating department-specific single choice label groups

To activate a department-specific single choice label group

  1. In the left navigation pane, click Departments.
  2. Search for and select the department in which you want to activate a single choice label group.
  3. Navigate to the Labels tab.
  4. Search for the deactivated single choice label group that you want to activate.

    See Searching application-specific labels, label groups, and single choice groups.

  5. Select the single choice label group and do any of the following steps:

    • On the action bar, click Activate.

    • Click the Edit icon in the same row. In the Edit Single Choice Label Group dialog box, select the Active check box.

    Note:

    Per department, only 20 active labels (including single choice group labels) can be enabled for AI predictions.

    The updated data appears on the Labels page. If required, click Refresh on the action bar.

Deactivating department-specific single choice label groups

To deactivate a department-specific single choice label group

  1. In the left navigation pane, click Departments.
  2. Search for and select the department in which you want to deactivate a single choice label group.
  3. Navigate to the Labels tab.
  4. Search for the active single choice label group that you want to deactivate.

    See Searching application-specific labels, label groups, and single choice groups.

  5. Select the single choice label group and do any of the following steps:

    • On the action bar, click Deactivate.

    • Click the Edit icon in the same row. In the Edit Single Choice Label Group dialog box, clear the Active check box.

      Deactivating a single choice label group disables AI predictions for that single choice label group.

    The updated data appears on the Labels page. If required, click Refresh on the action bar.

Propagating department-specific single choice label groups

To propagate a department-specific single choice label group

  1. In the left navigation pane, click Departments.
  2. Search for and select the department in which you want to propagate a single choice label group.
  3. Navigate to the Labels tab.
  4. Search for the unpropagated single choice label group that you want to propagate.
  5. Select the single choice label group and do any of the following steps:

    • On the action bar, click Propagate.

    • Click the Edit icon in the same row. In the Edit Single Choice Label Group dialog box, select the Propagate check box.

    The updated data appears on the Labels page. If required, click Refresh on the action bar.

Unpropagating department-specific single choice label groups

To unpropagate a department-specific single choice label group

  1. In the left navigation pane, click Departments.
  2. Search for and select the department in which you want to unpropagate a single choice label group.
  3. Navigate to the Labels tab.
  4. Search for the propagated single choice label group that you want to unpropagate.
  5. Select the single choice label group and do any of the following steps:

    • On the action bar, click Unpropagate.

    • Click the Edit icon in the same row. In the Edit Single Choice Label Group dialog box, clear the Propagate check box.

    The updated data appears on the Labels page. If required, click Refresh on the action bar.

Deleting department-specific single choice label groups

To delete a department-specific single choice label group

  1. In the left navigation pane, click Departments.
  2. Search for and select the department from which you want to delete a single choice label group.
  3. Navigate to the Labels tab.
  4. Search for the single choice label group that you want to delete.
  5. Select the single choice label group, and click Delete on the action bar.