Advanced Supervision User Guide

Last Published:
Product(s): AdvisorMail (1.0)
  1. Introducing Veritas Advanced Supervision
    1.  
      About Advanced Supervision
    2.  
      Veritas Advanced Supervision features
    3.  
      About Advanced Supervision system security
    4.  
      Advanced Supervision multi-tier architecture
    5.  
      System requirements
  2. Getting started
    1.  
      Signing in to Advanced Supervision
    2.  
      Signing out from Advanced Supervision
    3.  
      Launching Enterprise Vault.cloud applications
    4.  
      Resetting a forgotten password
  3. Working with dashboard widgets
    1.  
      Understanding the Dashboard page
    2.  
      Viewing status summary of recently reviewed departments
    3.  
      Viewing the review status summary of escalated items
    4.  
      Viewing a summary of completed searches
    5.  
      Viewing a summary of completed exports
  4. 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 to departments
    7.  
      Editing department details and monitoring policy
    8.  
      Managing exception employees
    9.  
      Designating employees as exceptions
    10.  
      Assigning further exception reviewers to an exception
    11.  
      Removing exception status
    12.  
      Removing exception reviewers
  5. Managing department users
    1.  
      Assigning department reviewers
    2.  
      Removing department reviewers
    3.  
      Adding new roles for users
    4.  
      Removing roles
  6. Managing department searches
    1.  
      About searches in Advanced Supervision
    2.  
      Guidelines for effective searches
    3.  
      Creating and running Advanced Supervision searches
    4.  
      Disabling scheduled searches
    5.  
      Using proximity searches
    6.  
      Using fuzzy searches
    7.  
      Accepting search results
    8.  
      Rejecting a search result
    9.  
      Resubmitting a search
  7. Managing department-specific hotwords sets
    1.  
      Overview
    2.  
      Creating department-specific hotwords sets
    3.  
      Editing department-specific hotwords and hotwords sets
    4.  
      Deleting department-specific hotwords sets
  8. Managing department-specific trash rules
    1.  
      Overview
    2.  
      Creating department-specific trash rules
    3.  
      Activating department-specific trash rules
    4.  
      Deactivating department-specific trash rules
    5.  
      Propagating department-specific trash rules
    6.  
      Unpropagating department-specific trash rules
  9. Managing department-specific whitelist rules
    1.  
      Overview
    2.  
      Creating department-specific whitelist rules
    3.  
      Editing department-specific whitelist rules
  10. Viewing employees associated with departments
    1.  
      Viewing employee association history
  11. Managing application-level users, roles, and permissions
    1.  
      Overview
    2.  
      Predefined user roles and permissions
    3.  
      Adding new roles for users
    4.  
      Editing user roles
    5.  
      Deleting user roles
    6.  
      Assigning roles to users
    7.  
      Removing a user role
  12. Managing application-specific hotwords sets
    1.  
      Overview
    2.  
      Creating application-specific hotwords sets
    3.  
      Editing application-specific hotwords and hotwords sets
    4.  
      Deleting application-specific hotwords sets
  13. Managing application-specific trash rules
    1.  
      Overview
    2.  
      Creating application-specific trash rules
    3.  
      Activating application-specific trash rules
    4.  
      Deactivating application-specific trash rules
    5.  
      Propagating application-specific trash rules
    6.  
      Unpropagating application-specific trash rules
  14. Managing application-specific whitelist rules
    1.  
      Overview
    2.  
      Creating application-specific whitelist rules
    3.  
      Editing application-specific whitelist rules
  15. Managing search schedules
    1.  
      Overview
    2.  
      Setting up one-time search schedules
    3.  
      Example of a one-time search schedule
    4.  
      Setting up recurring search schedules
    5.  
      Example of a recurring search schedule
    6.  
      Editing search schedules
    7.  
      Deleting search schedules
  16. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  17. Managing reviews
    1.  
      About reviewing with Advanced Supervision
    2.  
      Limitations on reviewing certain types of Skype for Business content
    3.  
      Understanding the Review page
    4.  
      Changing the Review pane position
    5.  
      Filtering the items in the Review pane
    6.  
      Manually reviewing items
    7.  
      Assigning review status to items
    8.  
      Viewing hotwords highlighting
    9.  
      Viewing the full content in a new window
    10.  
      Adding comments to items
    11.  
      Viewing the history of items
    12.  
      Printing the original versions of items
    13.  
      Downloading the original versions of items
  18. Working with reports
    1.  
      About Advanced Supervision reports
    2.  
      Predefined report types
    3.  
      Generating reports

Editing department details and monitoring policy

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.

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).

To edit department details and the monitoring policy for employees

  1. In the left navigation pane, click Departments.
  2. Search for and select the department you want to move.

    Note:

    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.

  3. In the Properties tab, click Edit Department.

    The Edit Department dialog box appears.

  4. Refer to the following table and provide the relevant information in the respective fields.

    Field

    Description

    Department

    Name

    Type another unique name for the department, if required. The name can contain spaces, all the special and the text characters.

    Status

    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.

    Owner

    Select the name of the principal administrator for the department.

    Note:

    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

    • View reports

    Parent department

    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.

    Options

    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.

    Search details

    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.

    Slider switch ON/OFF

    Click the slider switch to turn it ON to allow department administrators to change the sample rate for new searches.

    Click the slider switch to turn it OFF to restrict department administrators from changing the sample rate for new searches.

    Monitoring policies

    Disable monitoring of employees in this department

    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 all policies

    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.

  5. Click Save.