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Arctera™ Insight Surveillance User Guide

Last Published: 2025-10-03

Product(s): Veritas Alta Surveillance (1.0)

Introducing Arctera Insight Surveillance
1. About Insight Surveillance
2. Insight Surveillance multi-tier architecture
3. System requirements
4. Sampling support for content sources
5. AI-based label predictions support for efficient review process
6. Date format support in Insight Surveillance
7. About Insight Surveillance system security
Getting started
1. Signing in to Insight Surveillance
2. Signing out from Insight Surveillance
3. Launching Arctera Insight Archiving applications
4. Resetting a forgotten password
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
Managing employee groups
1. Creating custom employee group
  1. Editing custom employee group details
2. Adding employee groups
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
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
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. Previewing search results
7. Accepting search results
8. Rejecting a search result
9. Resubmitting a search
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
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
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
Managing department-specific allowlist rules
1. Overview
2. Creating department-specific allowlist rules
3. Editing department-specific allowlist rules
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
Viewing employees associated with departments
1. Viewing employee association history
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 Insight Surveillances to users (employees) and employee groups
7. Restricting users to use hotwords in searches
8. Removing a user role
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
5. Excluding departments from application searches
6. Reinstating the excluded department for application searches
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
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
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
Managing application-specific allowlist rules
1. Overview
2. Creating application-specific allowlist rules
3. Editing application-specific allowlist rules
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
Managing data requests
1. About data request
2. Creating a new data request
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
Managing export operations
1. About exporting items
2. Performing export runs
Managing reviews
1. About reviewing with Insight 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. Customizing item navigation in Review grid
7. Filtering the items in the Review pane
8. Viewing dynamic review item counts on the calendar
9. Reviewing the Audio-Video Transcript type items
10. Reviewing searched items
11. Translating email and attachment content for review
12. Translating collaboration message for review
13. Adding or removing text for machine learning
14. Assigning review status to items
15. Viewing hotwords highlighting
16. Viewing hotwords in collaboration message
17. Viewing tags highlighting
18. Viewing predicted labels of review items
19. Viewing the full content in a new window
20. Adding comments to items
21. Escalating the review items
22. Applying labels to items
23. Viewing history of items
24. Printing and downloading the items and attachments
25. Viewing Intelligent Review Details
Working with reports
1. About Insight Surveillance reports
2. Predefined reports
3. Enhanced reporting
4. Managing Power BI templates for reporting APIs
Managing Audit Settings
1. Audit Settings Overview
2. Editing the Audit Settings
Working with Audit viewer
1. About Audit viewer
2. Performing a search for audit records

Editing monitoring policies

You can define the percentage of items that Insight Surveillance should capture for a monitored employee. 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.

By default, employee level sampling is enabled. So, you can only edit the monitoring policies at employee level. If you want to edit monitoring policies at department level, contact Arctera Technical Support.

Note:

When the department level sampling is enabled, the option to edit monitoring policies is disabled. In this case, Insight Surveillance honors the monitoring percentage of the department mentioned on the Department tab for sampling and not the employees monitoring percentage mentioned on the Monitored Employee tab.

To edit monitoring policies at employee level

In the left navigation pane, click Departments.
Search for and select the department you want to edit.
Note:
Insight Surveillance 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.
Click the Monitored Employees tab.
A list appears, showing all monitored employees along with their configured and enabled content sources. as shown in the sample image below.
To search for employees by name, in the Filter by Employee Name field, enter keywords that characterize employee names or construct a query. Press ENTER or click the filter icon to view the filtered names. Avoid using wildcard characters (asterisk or question mark) for partial searching, as they do not yield results.
If the employee level sampling is enabled, the option to edit monitoring policies is enabled.
Click the Edit Monitoring Policies icon for the employee whose monitoring policies you want to edit.
Under Review requirement for, select one of the following option:
- Select All policies and specify the percentage of items to set the same monitoring policy for all the configured and enabled content sources (message types). For example, if you set the sampling percentage value as 5%, then 5% items of all these services will be captured and provided for review.
  Note:
  When new message types are added to the list, the existing monitoring policy automatically apply to them.
- Select Per policy and specify the percentage of items to set different percentages for each individual content sources (message type). For example, if you set the sampling percentage for one service as 5%, you can set different sampling percentage values for other services.
  Note:
  When new message types are added to the list, the default sampling percentage for these types will be set to 2%.
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.