Enterprise Vault™ Compliance Accelerator Administrator's Guide

Last Published:
Product(s): Enterprise Vault (15.1)
  1. Overview and latest updates
    1.  
      About Compliance Accelerator desktop application-specific updates
  2. Understanding 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 application Vs Veritas Surveillance web application
  3. Configuring Compliance Accelerator Desktop Client
    1.  
      Customizing the reviewing action statuses
    2. Importing configuration data from an XML file
      1.  
        About importing configuration data
      2.  
        Sample XML files
      3.  
        Format of the Dataload.xml file
      4.  
        Importing the configuration data
    3.  
      Specifying the Windows domains with which to synchronize employee details
    4.  
      Mapping employee properties to Active Directory or Domino directory attributes
    5. Grouping departments into partitions
      1.  
        Creating department partitions
      2.  
        Editing department partitions
      3.  
        Deleting department partitions
    6.  
      Setting up department attributes
    7.  
      Setting up custom message types
    8. Setting Compliance Accelerator system configuration options
      1.  
        Ad Hoc Searches configuration options
      2.  
        Diagnostics configuration options
      3.  
        Document Conversion configuration options
      4.  
        Export/production configuration options
      5.  
        General configuration options
      6.  
        Home Page configuration options
      7.  
        Hotword Analysis configuration options
      8.  
        Item Prefetch Cache configuration options
      9.  
        Item Prefetch Cache (Advanced) configuration options
      10.  
        Policy Integration configuration options
      11.  
        Profile Synchronization configuration options
      12.  
        Random Capture configuration options
      13.  
        Reviewing configuration options
      14.  
        Search configuration options
      15.  
        Security configuration options
      16.  
        System configuration options
      17.  
        Vault Directory Synchronization configuration options
  4. 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.  
      Configuring a Power BI template for reporting
  5. Appendix A. Troubleshooting
    1.  
      Veritas Surveillance user interface user interface is not displayed properly in non-English environment
    2.  
      Issues with the random sampling of items
    3.  
      Display issues when you open a Compliance Accelerator website in Internet Explorer 10 or later
    4.  
      Vault stores not displayed in the Veritas Surveillance web client
    5.  
      TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
    6.  
      Synchronization errors after you rename the SQL Server computer
    7.  
      Performance counter errors when the Accelerator Manager service starts
    8.  
      SQL Service Broker warning when restoring a customer database to a different server
    9.  
      Error messages when the Intelligent Review (IR) API authentication and authorization fails
    10.  
      Known issues after enabling FIPS

Configuring a Power BI template for reporting

Compliance Accelerator provides predefined Power BI Templates that consume Reporting API endpoints to view interactive reports. Power BI templates are pre-defined, reusable report designs or blueprints created within Power BI for analytics purposes. These templates serve as starting points for creating consistent and visually appealing reports and dashboards.

All control elements within the Power BI report are interactive, allowing for clicking to filter, highlight, and drill-down into the report. When any element of the report is clicked, all other graphs, tiles, and more, dynamically update to display data relevant to the clicked element. The clickable elements encompass a variety of components, including (but not limited to):

  • Filters (for example, Departments lists)

  • Check boxes

  • Tiles

  • Data bars/columns on charts

  • Data labels on charts

  • Axis labels on charts

Prerequisite

Before you begin working with the Power BI Templates in Compliance Accelerator, ensure that you have the Microsoft Power BI Desktop application installed on your computer.

To configure a Power BI Template

  1. In the left navigation pane of Compliance Accelerator console, select Configuration > Reporting Endpoint tab.
  2. Click PowerBI Templates to download the PowerBITemplates.zip file that contains PowerBI templates.
  3. Open the TEMPLATE - Item Metrics.pbit file, and specify the following details:

    Endpoint Base URL

    Enter the REST API endpoint URL. For example, https://<Reporting endpoint Base URL>

    Capture Date Start

    CaptureDate is the date on which items are captured or ingested in Compliance Accelerator is recorded as the CaptureDate for that item.

    This filter specifies the start date for returning count of items whose CaptureDate is greater than or equal to this start date.

    Date format: yyyy-mm-dd

    Data Type: JSON array of integers 'id'(identifier fields) that is CaptureDateStart.

    Capture Date End

    This filter specifies the end date for returning count of items whose CaptureDate is greater than or equal to this date.

    Date format: yyyy-mm-dd

    Data Type: JSON array of integers 'id'(identifier fields) that is CaptureDateEnd.

  4. Click Load.

    The application prompts you several times to provide appropriate credentials when querying Reporting API for each report.

  5. Select the appropriate authentication mechanism to access Reporting API.

    Note:

    These authentication credentials are cached by Power BI for future use and can be managed by clicking File > Options and settings > Data source settings.

  6. Wait till the Power BI Desktop uses the provided filter values to generate queries and fetch OData reports from the Compliance Accelerator Server specified. This step may take a while depending on the amount of data that is being retrieved from the server.

    Upon successful processing, the application displays a report for the retrieved data.