Arctera™ Insight Surveillance User Guide
- Introducing Arctera Insight Surveillance
- Getting started
- Working with dashboard widgets
- Managing employee groups
- Managing departments
- About departments
- Understanding the Departments page
- Searching departments
- Creating departments
- Moving existing departments under other departments
- Adding monitored employees and employee groups to departments
- Editing monitoring policies
- Editing department details and monitoring policy
- Managing exception employees
- Designating employees as exception employee
- Assigning further exception reviewers to an exception employee
- Removing exception status
- Removing exception reviewers
- Managing department users
- Managing department-level searches
- Managing department-specific hotword sets
- Managing department-specific labels
- Managing department-specific trash rules
- Managing department-specific allowlist rules
- Managing department-specific review comments
- Viewing employees associated with departments
- Managing users, roles, and permissions
- Overview
- Predefined user roles and permissions
- Adding new roles for users (employees) and employee groups
- Editing user roles and permissions
- Deleting user roles
- Assigning Insight Surveillances to users (employees) and employee groups
- Restricting users to use hotwords in searches
- Removing a user role
- Managing application-level searches
- Managing application-specific hotword sets
- Managing application-specific labels
- Managing application-specific trash rules
- Managing application-specific allowlist rules
- Managing application-specific review comments
- Managing data requests
- Managing search schedules
- Managing export operations
- Managing reviews
- About reviewing with Insight Surveillance
- Limitations on reviewing certain types of Skype for Business content
- Understanding the Review page
- Changing the Preview pane position
- Rearranging columns in the item list pane
- Customizing item navigation in Review grid
- Filtering the items in the Review pane
- Viewing dynamic review item counts on the calendar
- Reviewing the Audio-Video Transcript type items
- Reviewing searched items
- Translating email and attachment content for review
- Translating collaboration message for review
- Adding or removing text for machine learning
- Assigning review status to items
- Viewing hotwords highlighting
- Viewing hotwords in collaboration message
- Viewing tags highlighting
- Viewing predicted labels of review items
- Viewing the full content in a new window
- Adding comments to items
- Escalating the review items
- Applying labels to items
- Viewing history of items
- Printing and downloading the items and attachments
- Viewing Intelligent Review Details
- Working with reports
- About Insight Surveillance reports
- Predefined reports
- Enhanced reporting
- Configuring a reporting endpoint
- Authentication
- Departments API
- Users API
- Roles API
- User Roles Async API
- User Roles API
- Classification Tags API
- Labels API
- Searches API
- ItemMetrics API
- Reviewer Mapping Async API
- Reviewer Mapping API
- MonitoredEmployees API
- Evidence Of Review Async API
- Evidence of Review API
- Item Classification Metrics Async API
- Item Classification Metrics API
- Item Label Metrics Async API
- Item Label Metrics API
- Item Archived Metrics Async API
- Item Archived Metrics API
- Item Hotword Metrics Async API
- Item Hotword Metrics API
- Item Details Async API
- Item Details API
- Reviewer Assessment Metrics Async API
- Reviewer Assessment Metrics API
- Report Status API
- Supported OData query options
- Supported reporting endpoint API filters and their values
- Responses
- Managing Power BI templates for reporting APIs
- Accessing Insight Surveillance reports and datasets through the OData web service
- Guidelines for using Insight Surveillance templates with Microsoft Power BI Desktop
- TEMPLATE - Departments, Users, Roles, Labels
- TEMPLATE - User Roles - Submit Report Request
- TEMPLATE - User Roles - View Report Data
- TEMPLATE - Item Metrics
- TEMPLATE - Reviewer Mapping - Submit Report Request
- TEMPLATE - Reviewer Mapping - View Report Data
- TEMPLATE - Searches
- TEMPLATE- Item Classification Metrics - Submit Report Request
- TEMPLATE- Item Classification Metrics - View Report Data
- TEMPLATE- Item Archived Metrics - Submit Report Request
- TEMPLATE- Item Archived Metrics - View Report Data
- TEMPLATE- Item Label Metrics - Submit Report Request
- TEMPLATE- Item Label Metrics By Employee - View Report Data
- TEMPLATE- Item Label Metrics By Department - View Report Data
- TEMPLATE- Item Hotword Metrics - Submit Report Request
- TEMPLATE- Item Hotword Metrics - View Report Data
- TEMPLATE- Item Details - Submit Report Request
- TEMPLATE- Item Details - View Report Data
- TEMPLATE- Reviewer Assessment Metrics - Submit Report Request
- TEMPLATE- Reviewer Assessment Metrics - View Report Data
- TEMPLATE- Evidence Of Review - Submit Report Request
- TEMPLATE- Evidence Of Review By Monitored Employee - View Report Data
- TEMPLATE- Evidence Of Review By Department - View Report Data
- TEMPLATE- Evidence Of Review With Item Archived Metrics - Submit Report Request
- TEMPLATE- Evidence Of Review With Item Archived Metrics - View Report Data
- Saving, editing, and refreshing the Power BI reports
- Managing Audit Settings
- Working with Audit viewer
Managing department-specific labels
Department-specific labels management covers creating, editing, deleting, activating, deactivating, propagating, and unpropagating operations. You must have the Manage Labels permissions to perform these operations.
To create a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department in which you want to create a label.
- Navigate to the Labels tab, and then click New.
The New Label dialog box appears.
- In the Name filed, type a unique label name.
- In the Description field, provide a description of this label.
- Select the Active check box to activate the label.
Remember that -
Only the active labels can be enabled for AI predictions, therefore, the Enable AI Predictions check box remains disabled until the label is activated.
Do not select the Active check box if you want to keep the label in the deactivated state.
- Select the Propagate check box to ensure the sub-departments inherit this label.
Do not select the Propagate check box if you do not want to propagate this label to sub-departments.
- Select the Enable AI Predictions check box to consider this label for AI Prediction.
Note:
Per department, only 20 active labels (including single choice group labels) can be enabled for AI predictions. Upon deactivation, the previously AI prediction-enabled labels and label groups get disabled.
- Click OK.
To edit a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department in which you want to edit a label.
- Navigate to the Labels tab.
- Search for the label that you want to update. See Searching application-specific labels, label groups, and single choice groups.
- Select the label that you want to edit, and click the Edit icon in the same row.
- In the Edit Label dialog box, update the details of the required fields.
- Click OK.
To activate a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department in which you want to activate a label.
- Navigate to the Labels tab.
- Search for the deactivated label that you want to activate.
See Searching application-specific labels, label groups, and single choice groups.
- Select the label and do any of the following steps:
On the action bar, click Activate.
Click the Edit icon in the same row. In the Edit Label dialog box, select the Active check box.
Note:
Per department, only 20 active labels (including single choice group labels) can be enabled for AI predictions.
The updated data appears on the Labels page. If required, click Refresh on the action bar.
To deactivate a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department in which you want to deactivate a label.
- Navigate to the Labels tab.
- Search for the active label that you want to deactivate.
See Searching application-specific labels, label groups, and single choice groups.
- Select the label and do any of the following steps:
On the action bar, click Deactivate.
Click the Edit icon in the same row. In the Edit Label dialog box, clear the Active check box.
Deactivating a label or label group disables AI predictions for that label or label group.
The updated data appears on the Labels page. If required, click Refresh on the action bar.
To propagate a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department in which you want to propagate a label.
- Navigate to the Labels tab.
- Search for the unpropagated label that you want to propagate.
- Select the label and do any of the following steps:
On the action bar, click Propagate.
Click the Edit icon in the same row. In the Edit Label dialog box, select the Propagate check box.
The updated data appears on the Labels page. If required, click Refresh on the action bar.
To unpropagate a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department in which you want to unpropagate a label.
- Navigate to the Labels tab.
- Search for the propagated label that you want to unpropagate.
- Select the label and do any of the following steps:
On the action bar, click Unpropagate.
Click the Edit icon in the same row. In the Edit Label dialog box, clear the Propagate check box.
The updated data appears on the Labels page. If required, click Refresh on the action bar.
To delete a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department from which you want to delete a label.
- Navigate to the Labels tab.
- Search for the label that you want to delete.
- Select the label, and click Delete on the action bar.