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

Performing export runs

You can export the review items from Advanced Supervision if you want to review items offline or present them as an evidence to a third party. You must have the Export Messages permission to export items from a department. By default, all the reviewers in the department have this permission. The option to export escalated items is available to those with the Export Escalations permission only. By default, only users that have the Escalation Reviewer role have this permission.

To perform an export run

  1. In the left navigation pane, click Departments.
  2. Search for and select the department in which you want to perform export run.

    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 Export tab, click New Export.

    The Export dialog box appears.

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

    Field

    Description

    Name

    (Mandatory) Type a name for the export run.

    Message type

    (Mandatory) Select items by their type, such as Microsoft Exchange, SMTP, and so on.

    Message direction

    Select items that are traveling in a certain direction. You have the following options:

    • All - includes messages from all directions.

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

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

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

    Capture method

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

    • All - Select all methods.

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

    • Random Sampling - Select to choose items that Advanced Supervision 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 Advanced Supervision has captured and added to the review set according to designated tags.

    Tags action

    Select items by the policy action with which your policy management software has tagged them. This action can be one of the following:

    • Inclusion (demands or suggests capture)

    • Exclusion (precludes capture or advocates non-capture)

    • No Action (item is subject to normal random sampling)

    Date captured

    Select items that Advanced Supervision has captured over the specified period.

    Search

    Select items that the specified search has captured.

    Current action status

    Select items by their action status, such as Unreviewed, Pending, or Questioned.

    Current action status author

    (Mandatory) Select items by the person who last assigned a review action to them.

    • Select All to consider all reviewers who assigned a review action.

    • Select User Selection to browse a particular reviewer who lastly assigned a review action

    Escalation status

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

    Escalation owner

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

    • Select All to consider all escalation owners.

    • Select Unassigned to consider items to which no escalation owner is assigned.

    • Select User Selection to browse a particular escalation owner

    Escalated by

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

    • Select All to consider all reviewers.

    • Select User Selection to browse a particular reviewer.

    Current appraisal status

    Select items by whether a supervisor has appraised them. This option is only visible to supervisors with Apply Appraisal Status permission.

    Current appraisal status owner

    (Mandatory) Select items by the supervisor who has currently appraised them. This option is only visible to supervisors with Apply Appraisal Status permission.

    • Select All to consider all appraisal status owner.

    • Select User Selection to browse a particular appraisal status owner.

    Tags

    Select items by the specific tag with which your policy management software has tagged them.

    Exported as

    Select type of file to be exported.

    Select Original type to choose to output items in their native format. For example, Microsoft Exchange items as individual MSG files, SMTP items as individual EML files, and so on.

    Number of items to export

    Type the required number of items. Advanced Supervision exports the oldest items.

    For example, if you choose to export 100 items, Advanced Supervision exports the 100 oldest items that match the selected options.

    Password

    (Mandatory) Set an alphanumeric password.

  5. Click Save.

    The application prompts you to confirm that you want to perform the operation.

  6. Click Save to complete the operation or click Cancel to cancel it.
  7. In the Export tab, ensure that the export you have created is available and its status is In progress or Finished.

    Note:

    If the status of your export run is displayed as Failed, you need to execute another export run.

  8. After the export is finished, click the Browse icon to browse to the exported file.
  9. Click the links to download the zipped file of the exported items.