Important Update: Cohesity Products Documentation

All Cohesity product documentation are now managed via the Cohesity Docs Portal: https://docs.cohesity.com/HomePage/Content/home.htm. Some documentation available here may not reflect the latest information or may no longer be accessible.

Arctera™ Insight Surveillance Web Client Reviewer's Guide

Last Published:
Product(s): Veritas Alta Surveillance (1.0)
  1. Introducing Arctera Insight Surveillance
    1.  
      About Insight Surveillance
    2.  
      Key features of Insight Surveillance
    3.  
      Feature comparison: Enterprise Vault Compliance Accelerator Desktop Client Vs Insight Surveillance web client
    4.  
      About Insight Surveillance system security
    5.  
      Insight Surveillance multi-tier architecture
    6.  
      System requirements
  2. Getting started
    1.  
      Signing in to Insight Surveillance
    2.  
      Signing out from Insight Surveillance
  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 department-level searches
    1.  
      About department-level searches
    2.  
      Guidelines for effective searches
    3.  
      Creating and running department-level searches
    4.  
      Pausing and resuming searches
    5.  
      Downloading search details for archives
    6.  
      Disabling scheduled searches
    7.  
      Previewing search results
    8.  
      Accepting search results
    9.  
      Rejecting a search result
    10.  
      Resubmitting a search
  5. Managing reviews
    1.  
      About reviewing with Insight Surveillance
    2.  
      Understanding the Review page
    3.  
      Rearranging columns in the item list pane
    4.  
      Changing the Preview pane position
    5.  
      Filtering the items in the Review pane
    6.  
      Reviewing the Audio-Video Transcript type items
    7.  
      Reviewing searched items
    8.  
      Reviewing research folder items
    9.  
      Reviewing department items
    10.  
      Viewing Intelligent Review Details
    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 tags in collaboration message
    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 the original versions of items
    23.  
      Printing and downloading the items and attachments

Insight Surveillance multi-tier architecture

Insight Surveillance has a two-tier architecture, which provides the ability to manage and delegate compliance responsibilities across multiple geographical, functional, and departmentally-distributed compliance departments. The following diagram illustrates this architecture:

The mirroring of an organizational department can be accomplished by creating departments and sub-departments in Insight Surveillance. The parent department (top tier) is a Corporate Office tier. The sub-department (bottom tier) is an office tier in which an administrator can create as many sub-departments as necessary. This architecture enables the corporate office to distribute the items monitoring workload to the second-tier offices as required.

Within a department in Insight Surveillance, an administrator or a reviewer can:

  • Create another department for monitoring individual compliance and subsequently generate department-specific reports.

  • Create, edit, and delete reviewer and escalation reviewer accounts for an office.

  • Control whether the reviewers in an office can create hotwords (department-specific keywords or phrases) as per the compliance policy.

  • Create compliance-specific searches (immediate, scheduled, and guaranteed sample searches).

  • Monitor and review items.

  • Reassign items to an escalation reviewer for approval or rejection.

  • Export and print search results and reports for offline review or for sharing with an approved third-party organization.