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Arctera™ Insight Surveillance User Guide

Last Published: 2025-07-25

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. Filtering the items in the Review pane
7. Viewing dynamic review item counts on the calendar
8. Reviewing searched items
9. Translating email and attachment content for review
10. Translating collaboration message for review
11. Adding or removing text for machine learning
12. Assigning review status to items
13. Viewing hotwords highlighting
14. Viewing hotwords in collaboration message
15. Viewing tags highlighting
16. Viewing predicted labels of review items
17. Viewing the full content in a new window
18. Adding comments to items
19. Escalating the review items
20. Applying labels to items
21. Viewing history of items
22. Printing and downloading the items and attachments
23. 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

Applying labels to items

During a review, you can apply labels to review items such as emails and collaboration messages. The application displays only the currently active labels that can be utilized for labeling the items. The example explained in this section is applying labels to emails. You can use the same procedure to apply labels to the collaboration messages.

The permissions that are assigned to you determine the labels that you can add. By default, the Compliance Supervisor, Exception Reviewer, Department Reviewer, and the Escalation Reviewer roles have the Apply Labels permission.

To apply labels to an item

In the left navigation pane, click Review.
Filter the items in the review pane.
See Filtering the items in the Review pane.
Click Apply to view the review items (emails and collaboration messages) from the selected departments.
Select the item to view its details in the Preview pane.
Along with the content preview, the application displays comments and history of the review item in the respective tabs.
In the Labels & Item Statistics pane, expand the Labels section.
The application displays only active labels that are listed under the available label groups and single choice label groups as shown in the following sample image:
Expand the groups, or search for and select one or more relevant labels that are listed under the available label groups and single choice label groups. The individual labels that are not part of any group are listed under the No Group node.
In the Labels pane, select the check box next to all the labels you need to apply.
Note:
You can easily distinguish between the application-specific, department-specific labels, and AI-predicted labels. The department-specific labels do not have any icon. The application-specific labels are displayed along with the monitor icon. The AI-predicted labels are displayed along with the flag icon. Refer to the following sample image:
Notifications and Permissions Behaviour
- If a department does not have permission to apply labels, the label pane is disabled, and a notification is displayed:
  Label operation is disabled because the department lacks label application permission.
- If you select multiple departments items and only some have label permissions, the label pane remains enabled, and a notification is displayed:
  Label application permission is missing for some departments. Only applicable items are updated.
  In this case, labels are applied only to items from departments with the appropriate permissions. The same can be confirmed by label checkbox which shows a partial selection.
- Click Apply All Predicted Labels to apply all the AI-predicted labels to the selected items, except those from single choice groups.
- Click Expand All to switch between the collapsed and expanded views to view the available labels.
- Click Move Next to perform a single label action and proceed to the next item automatically.
Applied labels appear in the Labels Summary column, while AI-predicted labels appear in the Predicted Labels column. Multiple labels are separated by semicolons (;) as shown in the following sample image. You cannot sort the items using this column.
To remove any label, just uncheck the label. It gets removed and the same is reflected in Labels Summary column.
Click on the same review item and select the History tab.
The labels history is shown as shown in the following sample image:

Note:

Upon exporting, the export report includes the details and the history of added and deleted labels under the Type column as shown in the sample image below.