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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

Viewing hotwords highlighting

Insight Surveillance provides the option to highlight keywords in a hotword set that are added as search terms. Highlighting applies to subject, body content, attachment name, and the HTML/text preview of an attachment. See Creating and running department-level searches.

A search with a hotword returns the exact matches only. When an asterisk character is used with the hotword, the search returns items with partial matches also. For example, two hotwords, "code" and "codebreaker," are available. A search with "code" returns items where "code" is present as an independent word. A search with "code*" returns all items that contain "codebreaker" as well as items that contain only the "code" keyword.

To view highlighted hotwords of an item

  1. In the left navigation pane, click Review.
  2. Search for and select the department for which you want to review items.

    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.

  3. (Optional) To reset the filtering criteria, click Clear, and set a new criterion.
  4. Click Apply.

    The application displays emails and collaboration messages from the selected departments.

    Note:

    If only the Exchange service is enabled for you, then only emails are displayed. If the MS Teams Archiving service is enabled for you, then collaboration messages are also displayed.

  5. During the manual review, select the item to view its details in the Preview pane.
  6. Navigate across the hits for a phrase, all hotwords, or a specific hotword.

    Note:

    Highlighting navigation control is shown only if at least one hotword or a tag is applied to the review item.

    The hotwords and the tags are highlighted in the Preview pane of emails and collaboration messages. However, the navigation option to go to the next or previous hotword or a tag is available only for emails, and not for collaboration messages.

    A sample image to show hotwords highlighting and navigation in email is shown below.

  7. In the Preview pane, click the drop-down arrow to view a list of hotwords and phrases.

    Note:

    The application lets you review maximum hotword instance in the content by highlighting them. Therefore, when any search is based on multiple hotwords and phrases, and if any word or a fragment of a phrase is common among the hotwords and phrases, the improved hit-highlighting feature displays that word or a phrase as a separate hotword in the drop-down list.

    For example, the word draft is a part of the sentence - The email includes the updated draft in the attachment. In this case, the hit-highlighting feature provides you the hotword options like draft, updated draft, and The email includes the updated draft in the attachment as the word 'draft' is common in all instances.

    You can select All to highlight all the hotwords. Else, you can select a specific hotword from the list that you want to get highlighted for review.

    Note that multiple negative hotwords are excluded from hit highlighting.

  8. Select the required hotword in the list to get it highlighted in the content.

    Hover over the hotword instance to view the search that is applied to the review item.

  9. Click the Next arrow icon to view the next highlighted hotword instance. To view the previous instance of highlighted hotword, click the Previous arrow icon.
  10. (Optional) Preview an attachment content and navigate across the hits for all hotwords or a specific hotword.