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Veritas™ Surveillance User Guide

Last Published: 2024-09-26

Product(s): Veritas Alta Surveillance (1.0)

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
Getting started
1. Signing in to Veritas Surveillance
2. Signing out from Veritas 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. Deleting departments
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
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 Veritas 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 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. Viewing Intelligent Review Details
9. Adding or removing text for machine learning
10. Assigning review status to items
11. Viewing hotwords highlighting
12. Viewing hotwords in collaboration message
13. Viewing tags highlighting
14. Viewing tags in collaboration message
15. Viewing the full content in a new window
16. Adding comments to items
17. Escalating the review items
18. Viewing history of items
19. Printing and downloading the items and attachments
Working with reports
1. About Veritas 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 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

Viewing tags highlighting

Veritas Surveillance provides the option to highlight tags applied to the item you want to review. Tags are highlighted only if the items are applied with at least one tag. The tag statistics section lists the tags for which Veritas Surveillance performs highlighting.

Veritas Surveillance supports tag highlighting in the following fields of emails:

Subject
Primary email content
Attachment name
Attachment content
Attachment size
Attachment extension
Author
Recipient (To/Cc/Bcc)
Date

Veritas Surveillance does not supports tag highlighting in the following fields of emails:

Process date
Attachment count
Attachment date
Recipient count
Item size
Direction

The item can have multiple tags applied to it. The hotwords and tags are highlighted in the Preview pane of emails and collaboration messages. You can hover over the highlighted content to see other tags applied to it. If the email contains the hotwords and tagged instances, the hotwords are highlighted in yellow color and the tags are highlighted in green color. The hotwords navigation option is available only for emails, and not for collaboration messages.

Note:

The hotwords and tags statistics is not calculated for transcript messages (audio/video) and collaboration messages.

When the tags suggested by Veritas Classification have a content match length exceeding 300 characters, Veritas Surveillance does not highlight those tags in the Preview pane.

Prerequisite

To enable classification hit highlighting, make the following site-level changes in your Enterprise Vault environment:

Open the Enterprise Vault Administration Console and from the navigation pane on the left, right-click the Enterprise Vault site and then click Properties.
In the Site Properties dialog box, click Advanced.
On the Advanced tab, modify the Retrieve classification policy match information setting and change it's value to ON.
Click OK to save the changes.

To view highlighted tagged content of an item

In the left navigation pane, click Review.
Search for and select the department for which you want to review items.
Note:
Veritas Surveillance lists all departments. You can use the filtering options to search the required department. Options include filtering by department name, exception employees, and reviewers associated with the department.
(Optional) To reset the filtering criteria, click Clear, and set a new criterion.
Click Apply.
The application displays a list of review items from the selected departments.
During the manual review, select the item to view its details in the reading pane.
To view tagged items, from the Filter pane in the left navigation pane, expand the Tags option, and select the specific tags. The application displays only those items to which the selected tags are applied. The Tags summary column shows the tags applied to the items.
Navigate across the hits for tags.
Note:
Highlighting navigation control is shown only if at least one hotword or a tag is applied to the review item.
The hotwords and the tags are highlighted in the Preview pane of emails and collaboration messages. However, the navigation option to go to the next or previous hotword or a tag is available only for emails, and not for collaboration messages.
In the Preview pane, click the drop-down arrow and do any the following:
- Select All to highlight all the hotwords and all the tags in the item simultaneously.
- Select Tags to highlight only the tagged instances.
  This option displays the total count of matching contents corresponding to tags applied to that item. For example, Tags (2) represents two matching content found in that item corresponding to tags applied to the item. Hover over this option to see the tag names.
- Select individual words under Hotwords to highlight only the selected hotword.
Click the Next arrow icon and the Previous arrow icon to navigate across the hits for tagged instances.
Hover over the highlighted tagged instance to view which other tags are applied to the same content.
To print the review item's content, click the Ellipses icon (three vertical dots) in the upper-right corner of the Preview pane. Click Print and select the format and location to save the file at your accessible location.
To download the review item's content with the highlighted tagged instances, click the Ellipses icon (three vertical dots) in the upper-right corner of the Preview pane. Click Download and select the format and location to save the file at your accessible location.