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Arctera™ Insight Surveillance User Guide

Last Published:
Product(s): Veritas Alta Surveillance (1.0)
  1. 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
  2. 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
  3. 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
  4. Managing employee groups
    1. Creating custom employee group
      1.  
        Editing custom employee group details
    2.  
      Adding employee groups
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. 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
  11. Managing department-specific allowlist rules
    1.  
      Overview
    2.  
      Creating department-specific allowlist rules
    3.  
      Editing department-specific allowlist rules
  12. 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
  13. Viewing employees associated with departments
    1.  
      Viewing employee association history
  14. 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 roles to users (employees) and employee groups
    7.  
      Restricting users to use hotwords in searches
    8.  
      Removing a user role
  15. 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
  16. 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
  17. 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
  18. 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
  19. Managing application-specific allowlist rules
    1.  
      Overview
    2.  
      Creating application-specific allowlist rules
    3.  
      Editing application-specific allowlist rules
  20. 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
  21. Managing data requests
    1.  
      About data request
    2.  
      Creating a new data request
  22. Managing schedules
    1.  
      Overview
    2.  
      Setting up new schedules
    3.  
      Setting up one-time schedules
    4.  
      Example of a one-time schedule
    5.  
      Setting up recurring schedules
    6.  
      Example of a recurring schedule
    7.  
      Editing schedules
    8.  
      Deleting schedules
  23. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  24. 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
    26.  
      ChatGPT and Microsoft Copilot Integration
    27.  
      Bulk review using Find Similar Items
    28.  
      Report generation from Review Pane
  25. Using InsightAI Assistant
    1.  
      Introduction
    2.  
      Using InsightAI
    3.  
      Auditing InsightAI Activity
  26. Working with reports
    1.  
      About Insight Surveillance reports
    2.  
      Predefined reports
    3.  
      Enhanced Reporting (UI mode)
    4. Enhanced reporting (API mode)
      1.  
        Configuring a reporting endpoint
      2.  
        Authentication
      3. Classification Tags API
        1.  
          Classification Tags - List
      4. Content Sources API
        1.  
          Content Sources - List
      5. Departments API
        1.  
          Departments - List
      6. Labels API
        1.  
          Labels - List
      7. Monitored Employees API
        1.  
          MonitoredEmployees - List
      8.  
        Report Status API
      9. Roles API
        1.  
          Roles - List
        2.  
          Roles - List by filters
      10. Searches API
        1.  
          Searches - List
      11. Users API
        1.  
          Users - List
      12.  
        Evidence Of Review Async API
      13. Evidence of Review API
        1.  
          EvidenceOfReview - List by filter
      14.  
        Item Archived Metrics Async API
      15. Item Archived Metrics API
        1.  
          ItemArchivedMetrics - List by filter
      16.  
        Item Classification Metrics Async API
      17. Item Classification Metrics API
        1.  
          ItemClassificationMetrics - List by filter
      18.  
        Item Details Async API
      19. Item Details API
        1.  
          ItemDetails - List by filter
      20.  
        Item Hotword Metrics Async API
      21. Item Hotword Metrics API
        1.  
          ItemHotwordMetrics - List by filter
      22.  
        Item Label Metrics Async API
      23. Item Label Metrics API
        1.  
          ItemLabelMetrics - List by filter
      24.  
        Item Metrics Async API
      25.  
        Item Metrics API
      26.  
        Reviewer Assessment Metrics Async API
      27. Reviewer Assessment Metrics API
        1.  
          Reviewer Assessment Metrics- List by filter
      28.  
        Reviewer Mapping Async API
      29. Reviewer Mapping API
        1.  
          ReviewersMapping - List
      30.  
        User Roles Async API
      31. User Roles API
        1.  
          UserRoles - List
      32.  
        Supported OData query options
      33.  
        Supported reporting endpoint API filters and their values
      34.  
        Responses
    5. Managing Power BI templates for reporting APIs
      1.  
        Accessing Insight Surveillance reports and datasets through the OData web service
      2.  
        Guidelines for using Insight Surveillance templates with Microsoft Power BI Desktop
      3.  
        TEMPLATE - Departments, Users, Roles, Labels
      4.  
        TEMPLATE - Searches
      5.  
        TEMPLATE- Evidence Of Review - Submit Report Request
      6.  
        TEMPLATE- Evidence Of Review By Monitored Employee - View Report Data
      7.  
        TEMPLATE- Evidence Of Review By Department - View Report Data
      8.  
        TEMPLATE- Evidence Of Review With Item Archived Metrics - Submit Report Request
      9.  
        TEMPLATE- Evidence Of Review With Item Archived Metrics - View Report Data
      10.  
        TEMPLATE- Item Archived Metrics - Submit Report Request
      11.  
        TEMPLATE- Item Archived Metrics - View Report Data
      12.  
        TEMPLATE- Item Classification Metrics - Submit Report Request
      13.  
        TEMPLATE- Item Classification Metrics - View Report Data
      14.  
        TEMPLATE- Item Details - Submit Report Request
      15.  
        TEMPLATE- Item Details - View Report Data
      16.  
        TEMPLATE- Item Hotword Metrics - Submit Report Request
      17.  
        TEMPLATE- Item Hotword Metrics - View Report Data
      18.  
        TEMPLATE- Item Label Metrics - Submit Report Request
      19.  
        TEMPLATE- Item Label Metrics By Employee - View Report Data
      20.  
        TEMPLATE- Item Label Metrics By Department - View Report Data
      21.  
        TEMPLATE- Item Metrics - Submit Report Request
      22.  
        TEMPLATE- Item Metrics - View Report Data
      23.  
        TEMPLATE- Item Metrics By Monitored Employee - View Report Data
      24.  
        TEMPLATE- Reviewer Assessment Metrics - Submit Report Request
      25.  
        TEMPLATE- Reviewer Assessment Metrics - View Report Data
      26.  
        TEMPLATE - Reviewer Mapping - Submit Report Request
      27.  
        TEMPLATE - Reviewer Mapping - View Report Data
      28.  
        TEMPLATE - User Roles - Submit Report Request
      29.  
        TEMPLATE - User Roles - View Report Data
      30.  
        Saving, editing, and refreshing the Power BI reports
  27. Managing Audit Settings
    1.  
      Audit Settings Overview
    2.  
      Editing the Audit Settings
  28. Working with Audit viewer
    1.  
      About Audit viewer
    2.  
      Performing a search for audit records
  29. Managing Alerts
    1.  
      Introduction
    2.  
      Configuring Alerts
    3.  
      Viewing Alerts

Guidelines for using Insight Surveillance templates with Microsoft Power BI Desktop

Here are the guidelines you must follow when using Reporting API Templates in Microsoft Power BI:

  • Ensure that the correct credentials are used for Power BI template.

    When loading Reporting API templates in Microsoft Power BI Desktop, select Basic Authentication when prompted, and enter the Username as ReportingApiUser and the Password as either a primary or secondary API Key that are generated after configuring the reporting endpoint

  • Ensure that the Power BI Desktop privacy levels are appropriate.

    Some Insight Surveillance Power BI templates combine data from multiple Reporting API endpoints and visualize the data. To achieve this, multiple PowerQueries are created within the template and the resulting data from one reporting API endpoint is shared with reporting API endpoint.

    In Microsoft Power BI Desktop application, the Privacy Level feature employs policies for sharing data of API across other API. For more details, refer to Power BI Desktop privacy levels.

    Since the Reporting APIs of Insight Surveillance operate externally (outside the organization calling it), you must specify the Privacy Level as Public for each Data Source. Occasionally, you may need to globally ignore the Privacy Levels so that the Reporting API Templates function properly.

  • Ensure that the cached credentials are correct.

    Microsoft Power BI Desktop caches credentials entered when connecting to the Reporting API. Upon reloading the Power BI template, it does not prompt for credentials again. If credentials change, such as due to an expired Access Key, you must clear the cached credentials.

    To clear them, navigate to File > Options and settings > Data source settings, and clear the credentials for all data sources. This is one of the troubleshooting steps if the template cannot connect.