Arctera™ Insight Surveillance Web Client User Guide

To create an employee profile

1. In the left navigation pane, click Employees.
2. Click on the Employees section and expand it.
3. By default, the General tab is displayed. If not, select the General tab. On the action bar of the tab, click New. The New Employee dialog box appears.
4. Under Status, in the Monitor status drop down, select the required state of the employee.

   • Select Monitored if you want to monitor this employee.

   • Select Suspended if you do not want to monitor this employee.

5. Under Name, provide the following details:

   First name	Enter the first name of the employee.
   Last name	Enter the last name of the employee.
   Initials	Enter the initials of the employee, if available.
   Display name	Enter the employee name that you want to appear in Insight Surveillance. This is a mandatory field.

6. Under Organization, provide the company details for the employee.

   Department	Specify the employee's department within the organization. This department is not the Insight Surveillance department to which the employee is to belong.
   Employee ID	Enter the ID provided by the organization to the employee.
   Start date	Enter the joining date of the employee or the date when the employee was first monitored.
   End date	Enter the exit date of the employee from the organization. This date is important for preserving accurate system information.
   Title	Enter the employee's job title
   Email addresses	Provide the email addresses that belong to the employee. If the employee has multiple addresses, type the first email ID, then press ENTER and then type another email ID. You must only specify one instance of each email address across all the active addresses in the customer database. Duplicate addresses can cause sampling errors. If you search for the items that were sent to or from this employee, Insight Surveillance includes all the listed addresses in the search. To ensure that you capture all the relevant items, remember to add old email addresses.

7. Under the Windows account and Domino account sections, enter the user name of the employee. Alternatively, click Browse to display a list of accounts, and then select the one for this employee.
8. Select the Automatically synchronize check box if you want Insight Surveillance to regularly synchronize the employee profile properties with values in the associated Windows or Domino user account. You must clear this option if you want to edit the profile manually after synchronization.

   Note:

   If you want to conduct Insight Surveillance searches for a synchronized Domino user, you must ensure that the user has an SMTP address defined in the Domino directory.

9. Click Save.