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

Predefined reports

Predefined report types in Alta Surveillance

This section explains the function of the predefined Alta Surveillance report types.

Report Type

Description

Evidence of Bloomberg Review by Department

Extracts information on the required number and percentage of sampled items received from Bloomberg channel that have been captured and reviewed for the selected department or employee.

Evidence of Domino (External) Review by Department

Extracts information on the required number and percentage of sampled items received from Domino external channel that have been captured and reviewed for the selected department or employee.

Evidence of Domino (Internal) Review by Department

Extracts information on the required number and percentage of sampled items received from Domino internal channel that have been captured and reviewed for the selected department or employee.

Evidence of Exchange (External) Review by Department

Extracts information on the required number and percentage of sampled items received from Exchange external channel that have been captured and reviewed for the selected department or employee.

Evidence of Exchange (Internal) Review by Department

Extracts information on the required number and percentage of sampled items received from Exchange internal channel that have been captured and reviewed for the selected department or employee.

Evidence of SMTP (External) Review by Department

Extracts violated information on the required number and percentage of sampled items received from SMTP external channel that have been captured and reviewed for the selected department or employee.

Evidence of SMTP (Internal) Review by Department

Extracts information on the required number and percentage of sampled items received from SMTP internal channel that have been captured and reviewed for the selected department or employee.

Evidence of IM Review by Department

Extracts information on the required number and percentage of sampled items received from Instant Messaging channel that have been captured and reviewed for the selected department or employee.

Evidence of Review by Reviewer

Extracts information about the reviewerVeritass activities in departments.

The report is configured by selecting departments and a time range. Reviewers within those departments are included in the report. The report includes every department where reviewer actions occurred within the time range, even if every department is not specifically selected during the configuration of the report.

Generating predefined reports

You must have the View Reports permission to generate a new report. By default, most users with a department role have this permission.

To generate a report

  1. In the left navigation pane, click Reports.
  2. In the Select report type field, select the type you want to generate.

    See Predefined reports.

  3. Enter the start date and end date in respective fields to specify the duration for which you want to generate report.
  4. Click Select Department to search for and select departments for which you want to generate a report.

    Note:

    To select multiple adjacent departments, hold down the Shift key and click the first and the last name in the range. To select multiple, non-adjacent departments, hold down the Ctrl key and click the required names.

  5. (Optional) To remove all the selected departments, click Reset. To remove a particular department from the selection, click remove icon of that department.
  6. Click Generate.
  7. After generating the report, perform the following on the toolbar as required.

    A sample report pane that depicts its standard options is shown below.

    • To print a report, click the Print icon.

    • To export a report, click the Export icon, and select one of the available export types (CSV, Excel, MHTML, PDF, TIFF, WORD, or XML).

    • To refresh the view, click the Refresh icon.

    • Click on the page number to display and navigate to a selected page.

    • 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.