Veritas Advanced Supervision User Guide
- Introducing Advanced Supervision
- Getting started
- Working with dashboard widgets
- Managing departments
- Managing department users
- Managing department searches
- Managing department-specific hotword sets
- Managing department-specific trash rules
- Managing department-specific allowlist rules
- Viewing employees associated with departments
- Managing application-level users, roles, and permissions
- Managing application-specific hotword sets
- Managing application-specific trash rules
- Managing application-specific allowlist rules
- Managing data requests
- Managing search schedules
- Managing export operations
- Managing reviews
- Working with reports
Editing department details and monitoring policy
You can define the percentage of items that Advanced Supervision should capture for each employee and add to the review set at decided schedules. If you monitor different types of items (for example, Microsoft Exchange, Bloomberg, SMTP, Domino, and Instant Messages), you can set a percentage for each type. For some types of items, such as Exchange and Domino, you can also set percentages on the items that travel in a specific direction (internal, external outbound, or external inbound).
You must have the Assign % Review Requirement permission to edit the monitoring policy for an employee. By default, users that have the Rule Admin role have this permission.
To edit department details and the monitoring policy for employees
- In the left navigation pane, click Departments.
- Search for and select the department you want to edit.
Advanced Supervision 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.
- In the Properties tab, click Edit Department.
The Edit Department dialog box appears.
- Refer to the following table and provide the relevant information in the respective fields.
Type another unique name for the department, if required. The name can contain spaces, all the special and the text characters.
Choose Open to make the department open for monitoring.
Choose Closed to restrict monitoring of employees in the department. The department name does not appear on the start page of the application. However, employees who are also monitored in other departments continue to be monitored in those departments.
Select the name of the principal administrator for the department.
Each department has an owner, who must have a logon but does not need any special privileges assigned. By default, Advanced Supervision grants the permissions associated with the Admin role to department owners. These permissions are as follows:
Grant access to users
Add monitored employees
Configure department properties
If the department itself is a parent department, do not select any previous department in this field.
If you want to create this department under any existing department, click the search icon to select the parent department.
Can contain departments
Click the slider switch to turn it ON to allow creating nested departments under this department.
Click the slider switch to turn it OFF to restrict creating nested departments under this department.
Can contain monitored employees
Click the slider switch to turn it ON to allow adding monitored employees to this department.
Click the slider switch to turn it OFF to restrict adding monitored employees to this department.
You may want to clear this option in cases where you need to set up a department hierarchy, where the top-level department do not contain any monitored employees, but the nested departments do.
Default percentage sample for new searches
Specifies the minimum percentage of the items that a search returns to add to the review set. When you create a search, you can qualify this option further by specifying the minimum number of items that are required per employee.
Click the slider switch to turn it OFF to allow department administrators to change the sample rate for new searches.
Click the slider switch to turn it ON to restrict department administrators from changing the sample rate for new searches.
Learning behavior for sampling
The options that are available depend on whether you use guaranteed sampling, which is the default sampling mode, or statistical sampling.
Advanced Supervision samples items in the normal way, without implementing Intelligent Review.
Sample exact percentage and prioritize
Sample exact percentage and prioritize (guaranteed sampling). Advanced Supervision samples both relevant items and irrelevant items without favoring one over the other. So, if your monitoring policy requires that you capture and review 10% of items, Advanced Supervision captures 10% - but a substantial number of the items may be irrelevant. With this option, however, Advanced Supervision does give the items a status of either Unreviewed (Irrelevant) or Unreviewed (Relevant) as it adds them to the review set. When you later review the items in the Review pane, you can filter them by their Unreviewed status to distinguish between the relevant and irrelevant items.
Sample exact percentage of relevant content in addition to current sample
Sample exact percentage of relevant content in addition to current sample (guaranteed sampling only). Advanced Supervision adds both relevant items and irrelevant items to the review set until it has captured the required percentage of relevant items. With this option, therefore, Advanced Supervision may capture more items for review than your monitoring policy demands. For example, suppose that your policy requires you to review 10% of items. To achieve the required number of items, you may need to capture 20% of items, only half of which are relevant.
Sample exact percentage of available relevant content
Sample exact percentage of available relevant content (guaranteed sampling). Advanced Supervision discards all content that it considers irrelevant and samples relevant content only, until it has captured the required percentage. So, if your monitoring policy requires that you capture and review 10% of items, Advanced Supervision captures precisely 10%.
In the case of guaranteed sampling only, if there are too few relevant items to fulfil the monitoring policy then Advanced Supervision supplements them with irrelevant items. For example, suppose that 100 items are available for sampling, and your monitoring policy requires you to capture 10% of them.
If only seven items are relevant, Advanced Supervision adds three irrelevant items to achieve the required number of 10 items.
Specifies the level of confidence that Advanced Supervision must have in the accuracy of its prediction before it awards items the status of Unreviewed (Irrelevant). The further right you move the slider, the more confidence Advanced Supervision must have in the accuracy of its prediction.
For example, suppose that Advanced Supervision identifies an item as potentially irrelevant. With the slider fully to the left, Advanced Supervision does not need to have any confidence in the accuracy of its prediction to assign the Irrelevant status to the item. On the other hand, with the slider fully to the right, Advanced Supervision must have at least 60% confidence in the accuracy of its prediction to assign this status.
The default slider value is a little below medium (the red line), which means that Advanced Supervision must have 20% or more confidence in the accuracy of its prediction to assign the Irrelevant status. Items that fail to achieve this score are assigned the status of Unreviewed (Relevant).
Discards all the accumulated learning behavior for this department.
Last learning cleared on
Specifies the date when the accumulated learning behavior for this department was discarded.
Disable monitoring of employees
This option controls if the employees of the department will be eligible for random sampling.
Do not select this check box if you want to allow employee monitoring in this department.
Select this check box to disable monitoring of employees in the department. If you select this option, you disable all the other options on this tab. However, the reviewers and department administrator can still access the department. Employees who are also monitored in other departments continue to be monitored in those departments.
Review requirement for
Select All policies and specify the percentage of items to set the same monitoring policy for all types of items. For example, set this option to 5 to require that 5% of all types of items are captured and reviewed.
Select Per policy and specify different monitoring policies for different types of items.
For some types of items, such as Exchange and Domino, you can also set percentages on the items that travel in a particular direction:
Internal. Selects the items where the author and all recipients are internal to your organization.
Inbound. Selects the items where the author is external to your organization and at least one recipient is internal.
Outbound. Selects the items where the author is internal to your organization and at least one recipient is external.
- Click Save.