Veritas Alta™ Surveillance User Guide

Last Published:
Product(s): Veritas Alta Surveillance (1.0)
  1. Introducing Veritas Alta Surveillance
    1.  
      About Alta Surveillance
    2.  
      Alta Surveillance features
    3.  
      Sampling support for content sources
    4.  
      About Alta Surveillance system security
    5.  
      Alta Surveillance multi-tier architecture
    6.  
      System requirements
  2. Getting started
    1.  
      Signing in to Alta Surveillance
    2.  
      Signing out from Alta Surveillance
    3.  
      Launching Veritas Alta Archiving 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.  
      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
  4. Managing employee groups
    1.  
      Managing employee groups
  5. 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
  6. 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
  7. Managing department-level searches
    1.  
      About department-level searches
    2.  
      Guidelines for effective searches
    3.  
      Creating and running department-level searches
    4.  
      Disabling scheduled searches
    5.  
      Using proximity searches
    6.  
      Using fuzzy searches
    7.  
      Previewing search results
    8.  
      Accepting search results
    9.  
      Rejecting a search result
    10.  
      Resubmitting a search
  8. 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
  9. 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
  10. 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
  11. Managing department-specific allowlist rules
    1.  
      Overview
    2.  
      Creating department-specific allowlist rules
    3.  
      Editing department-specific allowlist rules
  12. 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
  13. Viewing employees associated with departments
    1.  
      Viewing employee association history
  14. 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 roles to users (employees) and employee groups
    7.  
      Restricting users to use hotwords in searches
    8.  
      Removing a user role
  15. 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
  16. 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
  17. 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
  18. 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
  19. Managing application-specific allowlist rules
    1.  
      Overview
    2.  
      Creating application-specific allowlist rules
    3.  
      Editing application-specific allowlist rules
  20. 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
  21. Managing data requests
    1.  
      About data request
    2.  
      Creating a new data request
  22. 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
  23. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  24. Managing reviews
    1.  
      About reviewing with Alta Surveillance
    2.  
      Limitations on reviewing certain types of Skype for Business content
    3.  
      Understanding the Review page
    4.  
      Changing the Preview pane position
    5.  
      Rearranging columns in the item list pane
    6.  
      Filtering the items in the Review pane
    7.  
      Viewing dynamic review item counts on the calendar
    8.  
      Reviewing items and checking their tags and hotwords statistics
    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 the full content in a new window
    15.  
      Adding comments to items
    16.  
      Escalating the review items
    17.  
      Applying labels to items
    18.  
      Viewing the history of items
    19.  
      Printing and downloading the items and attachments
    20.  
      Viewing Intelligent Review Details
  25. Working with reports
    1.  
      About Alta Surveillance reports
    2.  
      Predefined reports
    3. Enhanced reporting
      1.  
        Configuring a reporting endpoint
      2.  
        Authentication
      3. Departments API
        1.  
          Departments - List
      4. Users API
        1.  
          Users - List
      5. UserRoles API
        1.  
          UserRoles - List by filters
      6. Roles API
        1.  
          Roles - List
        2.  
          Roles - List by filters
      7. ItemMetrics API
        1.  
          ItemMetrics - List
        2.  
          ItemMetrics - List by filter
        3.  
          Possible values of ItemMetrics reporting endpoint API filters
      8.  
        Supported OData query options
      9.  
        Responses
    4.  
      Configuring a Power BI template for reporting
    5.  
      Saving, editing, and refreshing the Power BI reports
  26. Managing Audit Settings
    1.  
      Audit Settings Overview
    2.  
      Editing the Audit Settings
  27. Working with Audit viewer
    1.  
      About Audit viewer
    2.  
      Performing a search for audit records

Filtering the items in the Review pane

The search and filter options available in the Review pane provide several parameters to filter items for review.

To filter the items in the review pane

  1. In the left navigation pane, click Review.
  2. In the Department drop-down list, do the following steps:

    Note:

    The selections are persisted across all login sessions for the logged-in user.

    • In the Mode drop-down list, choose whether to perform a standard review of the items in the review set or an escalation review.

      Note:

      Escalation Review mode is available to escalation reviewers only. It lets these reviewers view and change review status of the items that other reviewers have escalated to them for further attention.

    • In the Dept drop-down list, select the department, or a nested department for which you want to display the items in the review set.

    • In the Items drop-down list, select a group of items you want to review.

      The following options are available:

      • Temporary Assignment: This option lets you reserve the specified number of items in the review set. Other reviewers cannot see these items until you have finished work on them.

      • All Items: This option lets you view all the items in the review set, even if they have been assigned to other reviewers. You may duplicate the work of other reviewers if you use this option. Therefore, we recommend that you select this option only if there are no other reviewers working alongside you, or you want to browse the items without marking them.

  3. In the Filter drop-down list, select the facets (item classification options) you want to apply.

    Note:

    Besides the regular filter facets, the application provides additional filters, namely Filter on Author/Domain and Filter on Subject and Filter on Item ID. You can use these options to filter review items.

    However, to filter collaboration messages, you can only use the Filter on Author/Domain filter. The Filter on Subject filter option does not work to filter collaboration messages.

    • Filter on Author/Domain - This field is applicable for searching emails and collaboration messages for a specific user or email domain. Enter a full or a partial email domain that you want to search. For example, gmail, gmail.com, or @gmail.com. The application searches items from all users belonging to the specified domain.

      Note:

      While providing input for this filter, do not enter multiple authors or domains, a semicolon (;), or a string of two hyphen marks (--).

    • Filter on Subject - This field is applicable for searching emails only, and not applicable for searching collaboration messages. Enter a word or phrase that you want to search. The application filters the emails in which the subject field contains the specified words.

    If you frequently use the same facet settings to filter the items in the Review pane, you can save them as a preset. In addition to the custom presets, you can use the default predefined presets, such as All Unreviewed, Today's Unreviewed, All Unreviewed Exchange, All Unreviewed Instant Messaging, All Unreviewed Bloomberg, All Unreviewed Domino, and All messages. You can then quickly apply the settings by selecting the preset from the Preset drop-down list.

    Facets

    Description

    Status

    Select items by their status, like pending, reviewed, questioned, and so on.

    Capture date

    Selects items that Alta Surveillance has captured over the specified period. The default options are - Today, Yesterday, Last 7 days, Last 14 days, and Last 28 days.

    Click Set date range to filter the items based on the date range specified.

    Clicking the calendar icon displays the review item count beneath the date, month, and year wise view. When selected, the application also displays day-wise, month-wise, and year-wise item counts beneath the respective dates, months, and years. If there is no items count, a hyphen (-) is displayed. For more details, See Viewing dynamic review item counts on the calendar.

    Date

    Select items by the date on which they were created. The default options are - Today, Yesterday, and Last week.

    The last week defines Monday to Sunday range of the last week. You can use this option to review weekly items. When you hover over the Last week option, you can view the last week Monday to Sunday date range. For example, if you are working on 18th Nov 2021, the last week dates are displayed as 8th Nov 2021 to 14th Nov 2021.

    Click Set date range to filter the items based on the date range specified.

    Clicking the calendar icon displays the review item count beneath the date, month, and year wise view. When selected, the application also displays day-wise, month-wise, and year-wise item counts beneath the respective dates, months, and years. If there is no items count, a hyphen (-) is displayed. For more details, See Viewing dynamic review item counts on the calendar.

    Search

    Select items that one or more searches have captured.

    If there are more than 20 items, the application displays the Show all option. To view all the items, click Show all and select maximum 20 items.

    To select multiple items, select the corresponding check boxes. You can select items from multiple pages. You can use the Go to page field to select the available page number you want to view. Else, the application displays the message as Invalid page.

    The total of selected items is displayed in the bottom. To remove entire selection, click the Clear icon. To remove any of the selected items, click on the link (which is adjacent to the Clear icon), search for the employee record, and click the Remove icon.

    Scheduled search

    Select items that one or more searches have captured according to their search schedules.

    Author

    Select items by the name of the person who sent them.

    Escalation status

    Select items by whether they have been escalated to an escalation reviewer or subsequently closed by that reviewer.

    Appraisal status

    Select items by their appraisal status.

    Type

    Select items by their types.

    Alta Surveillance supports the following Alta Capture message types:

    EML, Blackberry, Yammer, UBS, XSLT/XML, EWS, Pivot, MobileGuard, Jive, Text-Delimited, Crowd Compass, CellTrust, Refinitiv, Symphony, Workplace from Facebook, Salesforce Chatter, FXConnect, XIP, Yieldbroker, Webpage, Capture, Redtail Speak, ServiceNow, RingCentral, Zoom, Cisco Webex Teams, YouTube, and several more.

    Direction

    Select items that have traveled in the specified direction. The options are as follows:

    • Not specified - Select to avoid choosing any direction.

    • Internal - Selects items where the author and all recipients are internal to your organization.

    • External Inbound - Selects items where the author is external to your organization and at least one recipient is internal.

    • External Outbound - Selects items where the author is internal to your organization and at least one recipient is external.

    Labels

    Select items by their labels.

    Tags

    Select items by their tags.

    Tags action

    Select items by their tag actions.

    Last marked by

    Select items by the person who has lastly changed a review status of the items.

    Comments

    Select items to which reviewers have added comments.

    Size

    Select items by their size in kilobytes.

    Number of attachments

    Select items by the number of attachments that they have.

    Capture method

    Select items by the method that Alta Surveillance has used to capture them and add them to the review set. The options are:

    • Not specified - Select to avoid choosing any direction.

    • Search - Select to choose items that have been captured as a result of searches.

    • Random Sampling - Select to choose items that Alta Surveillance has captured and added to the review set according to your designated monitoring policy.

    • Guaranteed Sample Search - Select to choose the results of guaranteed sample searches.

    • Tags - Select to choose items that Alta Surveillance has captured and added to the review set according to designated tags.

    Escalation owner

    Select items by the escalation reviewer who has responsibility for them.

    Escalated by

    Select items by the person who escalated them to an escalation reviewer for further attention.

    Last appraised by

    Select items by the person who appraised the items.

    Sentiment score

    Select items based on the predefined sentiment score categories. A score in the range of 0 to 100 is assigned, where...

    • 0 - 39 indicates that the item expresses the negative sentiment.

    • 40 - 59 indicates that the item represents the neutral sentiment.

    • 60 - 100 indicates that the item represents the positive sentiment.

    To customize a different sentiment score range and use it as a preset later, click New sentiment score range. Specify the minimum and maximum score you want to capture, and provide a unique name to this preset. Click OK to save the preset as shown in the sample image below.

  4. Click Apply.

    The application displays the Email and Collaboration tabs based on the services subscribed and enabled for you.

Note:

If only the Exchange service is enabled for you, the Email tab appears. If the Exchange and the Microsoft Teams services are enabled for you, the Email and the Collaboration tabs appear respectively.