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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

Key features of Insight Surveillance

Insight Surveillance streamlines compliance search and review tasks with intuitive workflows adhering to industry best practices. It empowers organizations to conduct cost-effective supervisory reviews, ensuring regulatory compliance in employee communications.

Some important key features of Insight Surveillance are listed below:

Replacement for Compliance Accelerator desktop client
The Compliance Accelerator desktop client, used until the 14.5 release, is discontinued. It has been entirely replaced by the more efficient web-based alternative, Insight Surveillance. Compared to the desktop client, Insight Surveillance, being a web-based client, offers more convenient workflows for managing departments, employees, item searches, intelligent reviews, exporting search results, and various other operations.
Systematic organizational structure mapping
Insight Surveillance enables organizations to replicate their departmental structure, moving departments from one department to other, add employees and employee groups for easy monitoring.
Role-based access to features
The accessibility of features in Insight Surveillance varies according to the roles assigned to users, with distinct levels of permissions defined for each role.
- Administrators can configure, manage and control the application workflow.
- Reviewers can monitor, review, keep the review pending, question, escalate, appraise, and comment on the items that they review manually or with the help of hotwords. Additionally, they can add comments, assign review status to captured items, view history of items, print and download the items, Generate reports for the collected information, and export the items and reports for offline reviews or for approved third-party use.
Efficient items searching and labeling
Insight Surveillance supports department-level and application-level searches and labels. It captures archived items from various content sources, including Microsoft Exchange, Domino journal mailboxes, SMTP, and Shared Enterprise Vault archives across Enterprise Vault sites. By default, all application-level archives are accessible in departments. However, later, the department administrator can include or exclude the archives as needed.
Efficient items sampling
While configuring a monitoring policy during creating a department, users can select their preferred sampling mode from the following options:
- Guaranteed sampling: This is the default mode. In this mode, the application captures all items for each monitored employee throughout the day. There is no option to restrict or limit the number of items that are added to the review set.
- Random sampling: In this mode, the application randomly selects items from each monitored employees according to the specified monitoring policy and adds these sampled items to the review set.
- Statistical sampling: In this mode, the application selects the items that are randomly sampled in the previous 24-hours period and adds these sampled items to the review set. As a result, certain employees may have fewer captured items compared to others.
Deduplication of items
This feature empowers organizations to identify and eliminate duplicates from search results, preventing their inclusion in the review set. The fingerprint mechanism is used to determine whether one item is a duplicate of another. Deduplication works within individual searches only, and does not work across multiple searches, even when conducted within the same department.
During sampling, the duplicate items in all search types (immediate, scheduled, and guaranteed sample searches) are removed. In guaranteed sample searches, it includes randomly sampled items in the review set to make up for any shortage caused by the deduplication process.
Effective review process: Messages from specific employees who are exceptions can be kept apart and checked by assigned reviewers.
Intelligent review
This feature helps application to learn from the reviewer's actions of marking items as relevant or irrelevant, allowing it to intelligently capture and sample items the next time and categorize items as relevant or irrelevant before presenting then to reviewers. This way, reviewers can efficiently spend their review time by focusing more on the relevant items over irrelevant ones.
Secured database
- A secured SQL database stores details about monitored employees, captured items, and the review processes applied to those items.
- Customers' sensitive data residing in temporary storage is encrypted for enhanced security.
Enhanced reporting: This feature empowers organizations to enhance their reporting and analytics capabilities. Insight Surveillance provides predefined Power BI Templates that consume Reporting API endpoints to view interactive reports.
- SSRS reports: Though the support for SSRS reports is discontinued, users can still access the previously generated SSRS reports from database.
- OData reports: The Open Data (OData) web service enables users to retrive information from the configuration and customer databases using OData-compatible reporting tools like Microsoft Excel and PowerQuery.
- Enhanced reports: New reporting endpoint APIs, such as Departments, Users, UserRoles, Roles, ItemMetrics, ItemDetails, ReviewerMapping, MonitoredEmployees, EvidenceOfReviewAsync, EvidenceOfReview, and ReportStatus are introduced.
Enhanced auditing: This feature enables users to search and export audit records for different modules and operations within Insight Surveillance.

More Information

Feature comparison: Enterprise Vault Compliance Accelerator Desktop Client Vs Insight Surveillance web client