Arctera™ Insight Surveillance Web Client User Guide

To create an employee group

1. In the left navigation pane, click Employees.
2. Click on the Employee Groups 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 Group dialog box appears.
4. Provide the following details:

   Name	Specify a name for the employee group.
   Description	Specify a description for the employee group.
   Automatically synchronize	Select this check box if you want Insight Surveillance to regularly synchronize this employee group 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.

5. If you have selected to synchronize the group with the user account information held in an external source like Active Directory, specify the details below:

   Source > Active Directory search or Domino LDAP search	Lets you specify the appropriate search filter and search root. If the target employees are in various parts of your organization, their user accounts may be in different areas of the directory. By using a search with one or more search filters, you can find and automatically add these users. An LDAP search filter can be based on any number of custom or standard attributes, but it must target user objects. You can combine multiple filters to find the members for a department. For example, you can enter the following to find all users whose department attribute is set to UK Equities: (&(objectCategory=person)(department=UK Equities)) In the Search Root box, type the Distinguished Name for the search root. This name identifies where in the directory hierarchy to start the search. For example, if your directory spans multiple countries, you can set the root to the UK organizational unit by entering the following: LDAP://OU=UK, DC=MyCompany, DC=com Select Search whole tree to include the members of nested groups.
   Source > Active Directory container	Lets you type the name of the Active Directory container. In the ADsPath box, type the Distinguished Name of the Active Directory container that holds the users to add to the employee group. For example, suppose that the UK Equities department points to this organizational unit container: CN=Equities, OU=UK, DC=MyCompany, DC=com You can enter the following to add all the employees in the department to the group: LDAP://CN=Equities, OU=UK, DC=MyCompany, DC=com Select Search nested containers to include the members of nested containers.
   Source > Windows group or distribution list, or Domino group or distribution list	Lets you type the name of a group in the form domain_name\group_name. The group may or may not be held in your directory. If you do not use Active Directory or a Domino directory, you can only update the display name of employee profiles by synchronizing. You need to enter additional employee information manually. If you want to synchronize the employee group with a Domino group or distribution list, you must enable the following Domino LDAP attributes for anonymous access in Domino Administrator: cn dominocertificate mail maildomain member objectclass See the Domino documentation for instructions on how to do this.

6. To add employees to the group manually, click the Members tab and then click Add. Then select the employees from the list.

   Click OK when you have finished.

7. Click Save.