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 exception employee
    10.  
      Assigning further exception reviewers to an exception employee
    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
    5.  
      Managing user assignment to departments
  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.  
      Previewing search results
    8.  
      Accepting search results
    9.  
      Rejecting a search result
    10.  
      Resubmitting a search
  7. 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
  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 hotword sets
    1.  
      Overview
    2.  
      Creating application-specific hotword sets
    3.  
      Editing application-specific hotwords and hotword sets
    4.  
      Deleting application-specific hotword 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 data requests
    1.  
      About data request
    2.  
      Creating a new data request
  16. 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
  17. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  18. 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
  19. Working with reports
    1.  
      About Advanced Supervision reports
    2.  
      Predefined report types
    3.  
      Generating reports

Creating a new data request

The New data request page is where a data request is created and submitted. This page provides multiple sections where parameters can be defined to fine-tune your search.

To create a new data request

  1. In the left navigation pane, click Application.
  2. Click Data Request.
  3. Click New. The New data request window appears.
  4. Refer to the following table and provide the relevant information in the respective fields.

    Name

    Enter a unique name for the data request. This name appears within the Data Request page.

    The data request name is also used as the exported ZIP file name with the number sequence when the user downloads the exported file.

    Note:

    The name cannot contain any of the characters: /\*?":<>|

    From date / To date

    Specify the start date and end date of the emails to search.

    Current action status

    Select items by their action status, such as Unreviewed, Pending, Questioned, Reviewed Irrelevant, and Reviewed Relevant.

    Authors and recipients

    Enter the email address or domain name, and then press the Enter key.

    • Use these fields to filter a search for specific FROM or TO email addresses or domains. Up to five Senders and Recipients can be specified.

    • Address or domain must not contain wildcard characters and a space character.

    • Addresses on the left side cannot be blank.

    • If no address or domain is specified on the right, items will be searched for any internal or external user. If addresses or domains are specified, then items will be searched for any of those addresses or domains.

    Select the message direction for email communication between addresses or domains. The three options available are listed below: The message direction can be:

    • Search between the authors and recipients mentioned on both sides: This option retrieves ALL emails exchanged between the email address or domain name on the left and the email address or domain name specified on the right.

    • Search between the authors on the right and recipients on the left: This option retrieves ALL emails from any of the sender email address or domain name on the right and any of or all of the recipient email address or domain name on the left.

    • Search between the authors on the left and recipients on the right: This option retrieves ALL emails from any of the sender email address or domain name on the left and any of or all of the recipient email address or domain name on the right.

    Note:

    The search items must be part of a review set.

    Subject

    Enter the subject keyword or phrase, and then press the Enter key.

    Note:

    If you need to use phrases, then enclose the phrases within straight double quotation marks.

    Export Password

    Enter a password with which to protect the files that are returned from this request. The exported PST file would be protected with a password.

    The password must have at least 4 characters and a maximum of 6 characters.

    Note:

    Make sure that you can remember this password. If you forget the password, you will be unable to access the files returned from the data request, and your only course of action is to create another data request.

  5. Click Save.

    The newly created data request will appear on the Data Request page with a link to get the exported PST file.

  6. Click the links to download the zipped file of the exported PST file.

    Note:

    The export link gets expired in 15 days from its creation date. If you see a message about expired export, you should create a new data request.