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

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.