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Arctera™ Insight Surveillance Web Client User Guide

Last Published: 2025-07-07

Product(s): Veritas Alta Surveillance (1.0)

Introducing Arctera Insight Surveillance
1. About Insight Surveillance
2. Key features of Insight Surveillance
3. Feature comparison: Enterprise Vault Compliance Accelerator Desktop Client Vs Insight Surveillance web client
4. About Insight Surveillance system security
5. Insight Surveillance multi-tier architecture
6. System requirements
Getting started
1. Signing in to Insight Surveillance
2. Signing out from Insight Surveillance
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
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
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
18. Managing research folders
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
Managing department-level archives
1. About department-level archives
2. Including or excluding enterprise vault archives at department-level
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
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
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
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
Viewing employees associated with departments
1. Viewing employee association history
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 Insight Surveillances to users (employees) and employee groups
7. Restricting users to use hotwords in searches
8. Removing a user role
Managing application-level archives
1. About application-level archives
2. Including or excluding enterprise vault archives at application-level
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
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
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
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
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
Managing export operations
1. About exporting items
2. Performing export runs
Managing reviews
1. About reviewing with Insight 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. Applying labels to items
21. Viewing history of items
22. Printing the original versions of items
23. Printing and downloading the items and attachments
Working with reports
1. About Insight Surveillance reports
2. Accessing data through the Microsoft SQL Server Reporting Services (SSRS)
3. Enhanced reporting
4. Managing Power BI templates for reporting APIs
Managing application wide audit settings
1. Audit Settings Overview
2. Editing the Audit Settings
Working with audit viewer
1. About Audit viewer
2. Performing a search for audit records
Managing application wide review setting
1. Overview
2. Editing application-level review setting

Reviewing searched items

Before you start reviewing items, you must know that you can view emails if the Exchange service is enabled for you. However, if the service is enabled, but the search does not find any record, the items grid is displayed without any items in it.

To review items and checking their tags and hotwords statistics

In the left navigation pane, click Review.
Search for and select the department for which you want to review items.
Insight Surveillance lists all departments for which you have the review permissions.
(Optional) Use Advanced Filter and Filters to view the precise review items quickly. To reset the filtering criteria, click Clear, set a new criterion, and click Apply.
The application displays items from the selected departments.
The item grid displays multiple columns. Based on your review priorities and focus, you can:
- Sort items by clicking the column headings.
  For example, to view more relevant items for review, click the Relevance Score column heading. Items with higher relevance scores are more relevant, while lower scores suggest irrelevance.
- Rearrange the column sequence. See Rearranging columns in the item list pane.
- Use the navigation arrows at the bottom of the items grid to go to the first, previous, next, or last page.
These changes are persisted across different login sessions for the logged-in user.
Note:
The Relevance Score column is displayed in the list pane by default. However, the score (value) is calculated and displayed only if the intelligent review service is enabled for the selected departments. For the departments that are not enabled for the intelligent review service, the application displays the column, but the values remain blank.
In the items grid, select the email you want to review.
- If you select an individual email in the items grid, you can view the Preview, Comments, and the History tabs.
  - On the Preview tab, you can view email metadata and content.
  - On the Comments tab, you can view previous review comments for the selected email.
  - On the History tab, you can view the detailed summary of the operations that are performed on the selected email.
- If you select multiple items in the items grid, you cannot view the Preview, Comments, and the History tabs. Instead, you get options to assign a review statuses to all the selected messages simultaneously.
To comment on the selected email, click Add Comment. See Adding comments to items.
To assign status to the selected email, click Pending, Questioned, Review Irrelevant, Reviewed Relevant, Escalate, or Appraised as required.
To view the tags-specific statistics of the selected email, in the Labels & Item Statistics pane, expand the Tags section.
The displayed information includes the names of applied tags or classification policies. Next to each tag name, the number of incidents that match the corresponding tags or policies in the selected items is shown. After you expand the tag name, the application displays number of matches in the top-level content of the item and in each attachment of the item. See the sample image below.
Note:
By default, Insight Surveillance analyses and displays the statistics only for the tags that are found in each item and have a match. Tags that do not match are not shown in the list.
The Top Level node and the attachments nodes are visible only if the emails have the specified tags. If there are no matches for the tags in the primary emails, the Top Level node will not be displayed. Similarly, if there are no matches for the tags in the attachments, those attachments will also not be displayed.
Click the hyperlinks to view the respective tags in the Preview pane. Click the arrows to navigate to the next or previous match. The navigation is limited to the content of email body message and attachments, and not within the email metadata.
If the attached image contains tags, clicking the hyperlink from the tags statistics pane opens the image in text format for convenient review of the tags.
Tag statistics are not supported for collaboration messages.
To view the hotwords-specific statistics of the selected email, in the Item Statistics pane, expand the Hotwords section.
The displayed information includes the names of hotwords sets and individual hotwords. Next to each entry, the number of incidents that match the corresponding hotwords or hotwords sets in the selected items is shown. After you expand the hotwords set name, the application displays the included hotwords and their number of matches in the top-level content of the email and in each attachment of the email. See the sample image below.
By default, Insight Surveillance analyses and displays the statistics of hotwords that are found in each item and have a match. Hotwords and hotword sets that do not match are not shown in the list.
The Top Level node and the attachments nodes are visible only if the content within them contains the specified hotwords. In case there are no matches for the hotwords in the primary emails, the Top Level node will not be displayed. Similarly, if there are no matches for the hotwords in the attachments, those attachments will also not be displayed.
Click the hyperlinks to view the respective hotwords in the Preview pane. Click the arrows to navigate to the next or previous match. The navigation is limited to the content of email body message and attachments, and not within the email metadata.
Insight Surveillance supports viewing image attachments in review items in both text and Native formats. If the attached image contains hotwords, clicking the hyperlink from the hotwords statistics pane opens the image in text format for convenient review of the hotwords. You can preview the hotwords in the images in the following ways:
- Access the Hotwords pane. Expand the top-level hotword and check for the image hyperlink. If listed, click the hyperlink to open the text preview of the image directly.
- In the Preview pane, select the image and click the Text Preview icon to open the image in the text format.
- In the Preview pane, click the down caret symbol and select the Text Preview option.