Enterprise Vault™ Compliance Accelerator Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (15.0)
  1. Introducing Compliance Accelerator
    1.  
      Key features of Compliance Accelerator
    2.  
      About the Compliance Accelerator components
    3.  
      The Compliance Accelerator process
    4. Product documentation
      1.  
        White papers on the Veritas Support website
      2.  
        "How To" articles on the Veritas Support website
  2. Introducing Veritas Surveillance
    1.  
      About Veritas Surveillance
    2.  
      Routine operations executed with Veritas Surveillance
    3.  
      About Veritas Surveillance system security
    4.  
      Feature comparison: Compliance Accelerator desktop client Vs Veritas Surveillance web client
  3. Creating and viewing reports
    1.  
      About the Compliance Accelerator 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. Roles API
        1.  
          Roles - List
        2.  
          Roles - List by filters
      5. Users API
        1.  
          Users - List
      6. UserRoles API
        1.  
          UserRoles - List by filters
      7. ItemMetrics API
        1.  
          ItemMetrics - List
        2.  
          ItemMetrics - List by filter
      8. Evidence of Review by Department API
        1.  
          EvidenceOfReviewByDept - List by filter
      9. Evidence of Review by User API
        1.  
          EvidenceOfReviewByUser - List by filter
      10.  
        Supported OData query options
      11.  
        Supported reporting endpoint API filters and their values
      12.  
        Responses
    4. Accessing reports through the OData web service
      1.  
        Available Compliance Accelerator datasets
      2.  
        Accessing the Compliance Accelerator datasets
      3.  
        Using the OData service with Microsoft Excel
      4.  
        Using the OData service with Microsoft SQL Server Reporting Services (SSRS)
      5.  
        Troubleshooting OData errors
    5.  
      Configuring a Power BI template for reporting

Using the OData service with Microsoft Excel

The following instructions are for using the OData service with the following Microsoft Excel versions:

To use the OData service with Microsoft Excel 2010 and 2013

  1. Open Microsoft Excel.
  2. Create a new, blank workbook.
  3. On the Power Query tab, in the Get External Data group, click From Other Sources, and then click From OData Data Feed.
  4. In the OData Feed dialog box page, in the URL box, specify the website address for the data feed as follows:

    http://server_name/CAReporting/OData/dataset_name(parameter=value)

    For example:

    http://ca.mycompany.com/CAReporting/OData/ActionStatusDetail(customerID=2,departmentID=8,itemID=32)

    Note:

    Take care to specify the mandatory parameters that are required to view the dataset. Except for the Customers dataset, all the datasets have mandatory parameters. For information on them, see the online Help for each dataset.

  5. If you are prompted for your credentials, enter them and then log in. The Query Editor opens.
  6. In the Query Editor, view the records available for the dataset. Edit the queries as required.
  7. Click Close & Load to import the dataset information in Excel in tabular format.

To use the OData service with Microsoft Excel 2016, 2019 and O365

  1. Open Microsoft Excel.
  2. Create a new, blank workbook.
  3. On the Data tab, in the Get External Data group, click Get Data, click From Other Sources, and then click From OData Data Feed.
  4. In the OData Feed dialog box page, in the URL box, specify the website address for the data feed as follows:

    http://server_name/CAReporting/OData/dataset_name(parameter=value)

    For example:

    http://ca.mycompany.com/CAReporting/OData/ActionStatusDetail(customerID=2,departmentID=8,itemID=32)

    Note:

    Take care to specify the mandatory parameters that are required to view the dataset. Except for the Customers dataset, all the datasets have mandatory parameters. For information on them, see the online Help for each dataset.

  5. If you are prompted for your credentials, enter them and then log in. The Query Editor opens.
  6. In the Query Editor, view the records available for the dataset.
  7. Transform the records by clicking on the Transform Data button. This will open the Power Query Editor where you can edit the data to meet your needs. Note that the original source remains unchanged.
  8. Click Close & Load to import the dataset information in Excel in tabular format.