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Arctera™ Insight Surveillance Web Client Reviewer's Guide
- Introducing Arctera Insight Surveillance
- Getting started
- Working with dashboard widgets
- Managing department-level searches
- About department-level searches
- Guidelines for effective searches
- Creating and running department-level searches
- Pausing and resuming searches
- Downloading search details for archives
- Disabling scheduled searches
- Previewing search results
- Accepting search results
- Rejecting a search result
- Resubmitting a search
- Managing reviews
- About reviewing with Insight Surveillance
- Understanding the Review page
- Rearranging columns in the item list pane
- Changing the Preview pane position
- Filtering the items in the Review pane
- Reviewing the Audio-Video Transcript type items
- Reviewing searched items
- Reviewing research folder items
- Reviewing department items
- Viewing Intelligent Review Details
- Adding or removing text for machine learning
- Assigning review status to items
- Viewing hotwords highlighting
- Viewing hotwords in collaboration message
- Viewing tags highlighting
- Viewing tags in collaboration message
- 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 the original versions of items
- Printing and downloading the items and attachments
Viewing tags highlighting
Arctera Insight Surveillance provides the option to highlight tags applied to the item you want to review. Tags are highlighted only if the items are applied with at least one tag. The tag statistics section lists the tags for which Insight Surveillance performs highlighting.
Arctera Insight Surveillance supports tag highlighting in the following fields of emails:
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The item can have multiple tags applied to it. The hotwords and tags are highlighted in the pane of emails and collaboration messages. You can hover over the highlighted content to see other tags applied to it. If the email contains the hotwords and tagged instances, the hotwords are highlighted in yellow color and the tags are highlighted in green color. The hotwords navigation option is available only for emails, and not for collaboration messages.
Note:
When the tags suggested by Arctera Insight Classification have a content match length exceeding 300 characters, Insight Surveillance does not highlight those tags in the pane.
Prerequisite
To enable classification hit highlighting, make the following site-level changes in your Enterprise Vault environment:
- Open the Enterprise Vault Administration Console and from the navigation pane on the left, right-click the Enterprise Vault site and then click Properties.
- In the Site Properties dialog box, click Advanced.
- On the Advanced tab, modify the Retrieve classification policy match information setting and change it's value to ON.
- Click OK to save the changes.
To view highlighted tagged content of an item
- In the left navigation pane, click Review.
- Search for and select the department for which you want to review items.
Note:
Arctera 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.
- (Optional) To reset the filtering criteria, click Clear, and set a new criterion.
- Click Apply.
The application displays a list of review items from the selected departments.
- During the manual review, select the item to view its details in the reading pane.
To view tagged items, from the Filter pane in the left navigation pane, expand the Tags option, and select the specific tags. The application displays only those items to which the selected tags are applied. The Tags summary column shows the tags applied to the items.
- Navigate across the hits for tags.
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 tags highlighting and navigation in email is shown below.
- In the Preview pane, click the drop-down arrow and do any the following:
Select All to highlight all the hotwords and all the tags in the item simultaneously.
Select Tags to highlight only the tagged instances.
This option displays the total count of matching contents corresponding to tags applied to that item. For example, Tags (2) represents two matching content found in that item corresponding to tags applied to the item. Hover over this option to see the tag names.
Select individual words under Hotwords to highlight only the selected hotword.
- Click the Next arrow icon and the Previous arrow icon to navigate across the hits for tagged instances.
- Hover over the highlighted tagged instance to view which other tags are applied to the same content.
- To print the review item's content, click the Ellipses icon (three vertical dots) in the upper-right corner of the Preview pane. Click Print and select the format and location to save the file at your accessible location.
- To download the review item's content with the highlighted tagged instances, click the Ellipses icon (three vertical dots) in the upper-right corner of the Preview pane. Click Download and select the format and location to save the file at your accessible location.
