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Arctera™ Insight Surveillance Web Client User Guide

Last Published: 2025-07-07

Product(s): Veritas Alta Surveillance (1.0)

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
Getting started
1. Signing in to Insight Surveillance
2. Signing out from Insight Surveillance
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 employees and employee groups
1. About employees and employee groups
2. Creating employee profiles
3. Editing employee profile details
4. Creating employee groups
5. Editing employee group details
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
14. Closing or opening the departments for monitoring
15. Reviewing department items
16. Deleting departments
17. Managing reviewer assignment
18. Managing research folders
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
6. Allocating review items to reviewers
Managing department-level archives
1. About department-level archives
2. Including or excluding enterprise vault archives at department-level
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
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 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 archives
1. About application-level archives
2. Including or excluding enterprise vault archives at application-level
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 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 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. 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
Working with reports
1. About Insight Surveillance reports
2. Accessing data through the Microsoft SQL Server Reporting Services (SSRS)
3. Enhanced reporting
4. Managing Power BI templates for reporting APIs
Managing application wide 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
Managing application wide review setting
1. Overview
2. Editing application-level review setting

Understanding the Departments page

The following images highlight the standard features of the Departments page.

Figure: A sample page showing summary of departments

$A sample page showing summary of departments$

Figure: A sample page after selecting a single department

1. Search and filter pane

Insight Surveillance lists all the available departments. After you create a search, the application searches for the items based on the search criteria. You can use the filters to narrow down the search results. 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.

You can select a single or multiple departments just by selecting the corresponding check boxes. You can select the departments from multiple pages. For better performance, it is recommended to select maximum 200 records. To clear the entire selection, click the Clear icon on the bottom pagination pane.

2. Action bar

Functions of the action bar vary with the menus you have selected. The available action buttons are mentioned below.

Table: Department view action buttons and their function

Action button		Function
When the All Departments node is selected:
	New Department	Opens a New Department page to create a new department.
	Open Department	Opens a closed department for monitoring .
	Close Department	Closes an open department and restricts monitoring of employees in the department.
	Delete Department	Deletes the selected departments.
	Go to Review	Navigates you to the Review tab of the current department.
	Refresh	Refreshes the page information.
	Filter by department name	Lets you type a few letters of a department name you want to search.
When an individual department node is selected:
	New Department here	Opens a New Department page to create a new department.
	Edit Department	Opens an Edit Department page to let you to modify department configuration/details.
	Create Research Folder	Opens a Create Research Folder page to create a new research folder.
	Delete Department	Deletes the selected departments.
	Go To Review	Opens the selected department in the review pane to access items for review.
	Refresh	Refreshes the page information.
When the All Research Folders node is selected:
	Create Research Folder	Opens a Create Research Folder page to create a new research folder.
	Delete Folder	Deletes the selected folder.
	Go To Review	Opens the selected department in the review pane to access items for review.
	Refresh	Refreshes the page information.
When an individual research folder node is selected:
	Edit Folder	Opens an Edit Folder page to let you to modify folder details.
	Delete Folder	Deletes the selected folder.
	Go To Review	Opens the selected department in the review pane to access items for review.
	Refresh	Refreshes the page information.

3. Details pane

This pane displays the records with subsequent details. You can click on the column heading to sort the data either in ascending or descending order for one or more columns on the selected page. The sorting is case insensitive. After performing a sort action, users land on the first page, by default.

You can change the size and order of the columns on this pane. This change persists till the time you are signed in. After you log out from the application, the default column size and the order is retained.

4. Bottom navigation bar

This bar displays total number of records, total number of records on page, and total number of the selected records if you have selected these records. The navigation options are supported for multi-page lists.

Click the Clear icon to clear the selection of records in the table.
Click the |< icon to go to the first page of the list.
Click the >| icon to go to the last page of the list.
Click the < icon to go to the previous page of the list.
Click the > icon to go to the next page of the list.

5. Menu bar

The Title bar appears directly underneath the upper banner. The left side of the title bar always displays the name of the current page. This bar also displays menus based on the permissions you have to work within departments.

Table: Department view menu bar tabs and their function

Menu	Function
Properties	Displays department-level properties. You must have the Configure Department Properties permission in a department to edit its properties. Users with the User Admin role have this permission by default. You can filter the departments by name and choose whether to list any exception employees, folders, and reviewers that are associated with them. Using the Properties tab, you can perform the following: rename a department change monitoring policy close and reopen the department nominate a new owner Note: Even if you nominate a new owner, the original owner still retains all the administrative permissions. You can use the Role Assignment feature to remove these permissions.
Monitored Employees	Allows you to manage the configuration activities for department-specific searches.
Searches	Allows you to manage the configuration activities for department-specific searches.
Export	Allows you to manage the export activities for department-specific data.
Role Assignment	Allows you to manage department-specific roles and responsibilities.
Reviewer Assignment	Allocate items for review to reviewers, specifying the allocation as a percentage.
Hotwords	Allows you to manage department-specific hotwords and hotword sets.
Review Comments	Allows you to manage department-specific review comments.
History	Displays start and end dates for employees added to the department.