Veritas Alta™ Surveillance User Guide

Last Published:
Product(s): Veritas Alta Surveillance (1.0)
  1. Introducing Veritas Alta Surveillance
    1.  
      About Alta Surveillance
    2.  
      Alta Surveillance multi-tier architecture
    3.  
      System requirements
    4.  
      Sampling support for content sources
    5.  
      AI-based label predictions support for efficient review process
    6.  
      About Alta Surveillance system security
  2. Getting started
    1.  
      Signing in to Alta Surveillance
    2.  
      Signing out from Alta Surveillance
    3.  
      Launching Veritas Alta Archiving applications
    4.  
      Resetting a forgotten password
  3. 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
  4. Managing employee groups
    1.  
      Managing employee groups
  5. 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
  6. 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
  7. Managing department-level searches
    1.  
      About department-level searches
    2.  
      Guidelines for effective searches
    3.  
      Creating and running department-level searches
    4.  
      Disabling scheduled searches
    5.  
      Using proximity searches
    6.  
      Using fuzzy searches
    7.  
      Previewing search results
    8.  
      Accepting search results
    9.  
      Rejecting a search result
    10.  
      Resubmitting a search
  8. 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
  9. 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
  10. Managing department-specific trash rules
    1.  
      Overview
    2.  
      Creating department-specific trash rules
    3.  
      Activating department-specific trash rules
    4.  
      Deactivating department-specific trash rules
    5.  
      Propagating department-specific trash rules
    6.  
      Unpropagating department-specific trash rules
  11. Managing department-specific allowlist rules
    1.  
      Overview
    2.  
      Creating department-specific allowlist rules
    3.  
      Editing department-specific allowlist rules
  12. 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
  13. Viewing employees associated with departments
    1.  
      Viewing employee association history
  14. 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 Alta Surveillances to users (employees) and employee groups
    7.  
      Restricting users to use hotwords in searches
    8.  
      Removing a user role
  15. 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
  16. 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
  17. 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
  18. Managing application-specific trash rules
    1.  
      Overview
    2.  
      Creating application-specific trash rules
    3.  
      Activating application-specific trash rules
    4.  
      Deactivating application-specific trash rules
    5.  
      Propagating application-specific trash rules
    6.  
      Unpropagating application-specific trash rules
  19. Managing application-specific allowlist rules
    1.  
      Overview
    2.  
      Creating application-specific allowlist rules
    3.  
      Editing application-specific allowlist rules
  20. 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
  21. Managing data requests
    1.  
      About data request
    2.  
      Creating a new data request
  22. 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
  23. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  24. Managing reviews
    1.  
      About reviewing with Alta Surveillance
    2.  
      Limitations on reviewing certain types of Skype for Business content
    3.  
      Understanding the Review page
    4.  
      Changing the Preview pane position
    5.  
      Rearranging columns in the item list pane
    6.  
      Filtering the items in the Review pane
    7.  
      Viewing dynamic review item counts on the calendar
    8.  
      Reviewing searched items
    9.  
      Adding or removing text for machine learning
    10.  
      Assigning review status to items
    11.  
      Viewing hotwords highlighting
    12.  
      Viewing hotwords in collaboration message
    13.  
      Viewing tags highlighting
    14.  
      Viewing predicted labels of review items
    15.  
      Viewing the full content in a new window
    16.  
      Adding comments to items
    17.  
      Escalating the review items
    18.  
      Applying labels to items
    19.  
      Viewing history of items
    20.  
      Printing and downloading the items and attachments
    21.  
      Viewing Intelligent Review Details
  25. Working with reports
    1.  
      About Alta Surveillance reports
    2.  
      Predefined reports
    3. Enhanced reporting
      1.  
        Configuring a reporting endpoint
      2.  
        Authentication
      3. Departments API
        1.  
          Departments - List
      4. Users API
        1.  
          Users - List
      5. UserRoles API
        1.  
          UserRoles - List by filters
      6. Roles API
        1.  
          Roles - List
        2.  
          Roles - List by filters
      7. ItemMetrics API
        1.  
          ItemMetrics - List
        2.  
          ItemMetrics - List by filter
      8. ReviewerMapping API
        1.  
          ReviewerMapping - List
      9. MonitoredEmployees API
        1.  
          MonitoredEmployees - List
      10.  
        Evidence Of Review By Dept Async API
      11.  
        Report Status API
      12. Evidence of Review by Department API
        1.  
          EvidenceOfReviewByDept - List by filter
      13.  
        Supported OData query options
      14.  
        Supported reporting endpoint API filters and their values
      15.  
        Responses
    4. Managing Power BI templates for reporting APIs
      1.  
        Guidelines for using Alta Surveillance templates with Microsoft Power BI Desktop
      2.  
        Configuring Microsoft Power BI Templates for Reporting APIs
      3.  
        TEMPLATE - Item Metrics
      4.  
        TEMPLATE - Reviewer Mapping
      5.  
        TEMPLATE- Evidence Of Review By Department - Submit report request
      6.  
        TEMPLATE- Evidence Of Review By Department - View report data
      7.  
        Saving, editing, and refreshing the Power BI reports
  26. Managing Audit Settings
    1.  
      Audit Settings Overview
    2.  
      Editing the Audit Settings
  27. Working with Audit viewer
    1.  
      About Audit viewer
    2.  
      Performing a search for audit records

Understanding the Dashboard page

After logging in to Alta Surveillance, your dashboard appears by default. If not, you can view it by clicking the Dashboard tab. The dashboard page lets you view the status of department reviews, escalations, and tasks. Aggregated statistics are used to report the status of these items.

Figure: An example of the dashboard that appears to administrators and reviewers upon login

An example of the dashboard that appears to administrators and reviewers upon login

1. Left navigation pane

The left pane provides a navigational menu. When you click on an item in this menu, the corresponding view appears in the right pane. The availability of these menu items and the corresponding views depend on the roles that are assigned to the signed-in user. Therefore, if you are a reviewer, some of these tabs may not be visible, depending on the permissions that your administrator has assigned to you.

You can click the >> icon to expand and the << icon to collapse the navigation banner.

Icon

Tab

Description

Dashboard

This tab provides an overview of the status of the activities that you can perform in Alta Surveillance. It also gives you quick access to the activities that you are likely to perform frequently with Alta Surveillance.

Review

This tab displays a list of review items. A reviewer can provide comments for them and assign actions like review irrelevant or relevant, pending, question, escalate, and appraise.

Departments

This tab lets you manage departments, the monitored employees who belong to them, and users (reviewers) assigned to them.

Employee Groups

This tab lets you manage employee groups that belongs to departments.

Reports

This tab lets you generate reports about review status for Bloomberg, Domino, Exchange, SMTP, Instant Messaging (IM), Microsoft Teams Chat and Microsoft Teams Channel.

Monitor

This tab lets you monitor and resubmit searches as necessary.

Application

This tab lets you access commonly used administrative facilities. You can manage the following:

  • Roles - Set up and amend the roles you can assign to users to manage their access to Alta Surveillance.

  • Role Assignment - Assign Alta Surveillance roles to users.

  • Hotwords - Set up lists of important words that you may want to search within archived items.

Configuration

This tab lets you:

  • Create schedules at which searches can run across multiple departments.

  • Manage audit settings for the Audit viewer.

  • Configure reporting API endpoints that can be used to generate reports and perform data analytics through custom scripts or templates.

Audit viewer

This tab lets you search and save audit records for various modules and operations at department and application level.

2. Banner

The banner contains the Alta Surveillance logo, company name, user name of the administrator or reviewer who is signed in, the Help icon, the Notifications icon, and the Account Profile icon.

  • Click the Help icon to display application help in a separate window, without leaving the application window.

  • Click the Notification icon to view the most recent updates in the application. Notifications and their summaries are displayed. Click notification titles for corresponding details in user help.

    Click Mark All Read to mark them all as read. Click Close to exit the notifications panel.

  • Click the Account Profile icon to open the Veritas Alta eDiscovery, Veritas Alta View Compliance and Governance console, and Veritas Alta Personal Archive applications in new windows if you are authorized to access these applications.

  • Click Log Out to exit the application.

3. Details pane

The details pane displays summary of the following sections:

  • Review Status: Provides details of up to five or less pinned departments. If user has not pinned any department, then it presents details of the five departments to which that user has access.

  • Escalations: Provides details of escalated items.

  • Searches and Export Status: Displays results of the last few exports and searches run by a user.