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

Reviewing configuration options

Use these settings to configure the Review pane.

Default Page Size

Specifies the default number of items to show in the Review pane. Enter a value in the range 1 through 1000, where the default is 100.

Display Marking List

Specifies how to show the available marks in the Review pane: as clickable options across the bottom of the page, or in a drop-down list. By default, Compliance Accelerator shows the marks as clickable options rather than as options in a drop-down list.

ECM Temporary Storage Area

Specifies the path to the folder in which temporarily to store the items that you retrieve by using the Enterprise Vault Content Management API. By default, Compliance Accelerator uses the Windows %TEMP% folder.

Note the following:

  • We recommend that you specify a local path, where possible. If you must specify a network share path, always use the UNC path rather than a mapped drive.

  • The folder must already exist; Compliance Accelerator does not create it.

  • In a hosting environment, multiple customers must not share the same folder.

ECM Temporary Storage Area Cleanup Interval (Minutes)

Specifies the frequency in minutes with which to purge stale data from the temporary storage area. The default value is five minutes.

Facets To Hide

Provides a comma-separated list of the filter options that are not available to users in the Review pane. The available options are as follows:

appraisalid, appraiserid, author, capturedate, capturetype, commentid, direction, escalatedbyid, escalationid, escalationownerid, maildate, numattachments, policyaction, policyid, reviewerid, scheduledsearchid, searchid, size, type.

Folder item colour when it exists in the review set

Specifies the color with which to identify the items in a research folder that already exist in the associated review set. The default color is blue.

Highlight Background Colour

Specifies the background color with which to highlight instances of search terms in HTML renderings of items. You can enter a color name, such as "Yellow" (the default color), or a red-green-blue color value, such as "#FFFF00".

Highlight Foreground Colour

Specifies the foreground color with which to highlight instances of search terms in HTML renderings of items. You can enter a color name, such as "Black" (the default color), or a red-green-blue color value, such as "#000000".

Hit Highlighting Type

Specifies whether to enable or disable search highlighting in HTML renderings of items. Set the value to 1 (the default) if you want to highlight instances of search terms in items, or to 0 to disable highlighting.

Item Unlocking Thread

Specifies whether to turn on or off the lock cleanup thread, which unlocks any items that have been accidentally left locked. For example, this may be the case if a reviewer's computer or Compliance Accelerator client stops working during a reviewing session. By default, the thread is turned on.

Label for messages without a subject

Specifies the subject line to assign to those items that do not have a subject line. The default is "No Title".

Log preview actions in item history

If set to true then, when a reviewer previews an item in the Review pane, displays a printable version of it, or downloads the original version of the item, causes Compliance Accelerator to log the action in the item history. By default, Compliance Accelerator does not log these actions.

Even if you choose to log these actions for items in the Review pane, the Searches pane still allows users to preview the results of searches that they have conducted in a research folder without their actions being logged. If you want to prevent this, set the configuration option "Disable search results preview".

See Search configuration options.

Maximum Page Size

Specifies the maximum number of items to list on a page within a review set. Enter a value between 1 and 300, where the default is 300.

Maximum items user can temporarily self-assign

Sets a limit on the number of items that users can temporarily assign to themselves while they review. The default is 10000.

Prevent self-review

(Application-wide option that applies to all Compliance Accelerator customers.) For those reviewers whom you have also designated as exception employees, specifies whether to prevent them from reviewing the items that they themselves have sent and received. By default, Compliance Accelerator allows such users to self-review their items. This can give rise to the situation where, for example, an item that an exception employee has sent to a non-exception employee can appear in both of the following review sets:

  • The exception reviewer's review set, because the sender is an exception employee. The exception employee does not have access to this review set.

  • The department review set, because the recipient is not an exception employee. The exception employee who sent the item may be able to access this review set through the Department Reviewer role, and so assign a review mark to the item.

Setting this option to true prevents self-reviews in these circumstances.

This option does not apply to escalation reviewers. They can potentially self-review their items, even if you set this option to true.

Require comment when escalating or assigning items

Specifies whether a reviewer must add a mandatory comment when escalating or assigning items.

Review Grid File

Lets you download and upload an XML file with which to define the column layout in the Review pane for all users.

Review Set Expiry Time (Minutes)

Specifies the number of minutes of inactivity after which a user's review set expires. The default value is 120 minutes.

Sanitize HTML for review

Specifies whether to preprocess HTML items before review to remove any script that may cause navigation problems. By default, Compliance Accelerator preprocesses the items.

Show Appraisal UI

For users with the Apply Appraisal Status permission, specifies whether to hide or show the appraisal system features in the Review pane and Export pane.

Timeout for building or sorting review set (seconds)

Specifies the number of seconds within which Compliance Accelerator must build a review set or sort a review set before the process times out. The default is 300.