Veritas Enterprise Vault™ Compliance Accelerator Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (12.2)
  1. Introducing Compliance Accelerator
    1.  
      Key features of Compliance Accelerator
    2.  
      About the Compliance Accelerator client
    3.  
      Opening the Compliance Accelerator client
    4.  
      Finding your way around the Compliance Accelerator client
  2. Searching for items
    1. Creating and running Compliance Accelerator searches
      1.  
        Limitations on searching certain types of Skype for Business content
    2.  
      About the search criteria options
    3.  
      Guidelines on conducting effective searches
  3. Manually reviewing items
    1. About reviewing with Compliance Accelerator
      1.  
        Limitations on reviewing certain types of Skype for Business content
    2.  
      About the Review pane
    3.  
      Filtering the items in the Review pane
    4.  
      Assigning review marks to items
    5.  
      Adding comments to items
    6.  
      Viewing the history of items
    7.  
      Displaying printable versions of items
    8.  
      Downloading the original versions of items
    9.  
      Copying the item list to the Clipboard
    10. Escalating items
      1.  
        Assigning escalated items to other escalation reviewers
      2.  
        Closing escalated items
    11.  
      Changing how the Review pane looks
    12.  
      Setting your Review pane preferences
  4. Working with research folders
    1.  
      About research folders
    2.  
      Creating research folders
    3.  
      Reviewing the items in research folders
    4.  
      Exporting items from research folders
    5.  
      Giving other users access to your research folders
    6.  
      Copying items to research folders
    7.  
      Committing research folder items to the department review set
  5. Exporting items
    1. About exporting items
      1.  
        Limitations on exporting certain types of content
    2.  
      Performing an export run
    3.  
      About the limits on the number of simultaneous export runs
    4.  
      Exporting items from the review set of an exception employee
    5.  
      Making the export IDs visible in Microsoft Outlook
  6. Creating and viewing reports
    1.  
      About the Compliance Accelerator reports
    2.  
      Creating Compliance Accelerator reports
    3. Available Compliance Accelerator reports
      1.  
        Compliance Supervisor Responsibility report
      2.  
        Department Roles Detail report
      3.  
        Department Roles Summary report
      4.  
        Differential Sampling Summary by Department report
      5.  
        Effective Roles by User report
      6.  
        Evidence of message type Review by Department/Employee reports
      7.  
        Item Aging by Department report
      8.  
        Message Stats Summary report
      9.  
        Message Summary report
      10.  
        Monitored IDs by Department report
      11.  
        Questioned Items by Department report
      12.  
        Responsibility by Department report
      13.  
        Responsibility by Reviewer report
      14.  
        Review Activity Summary by Department report
      15.  
        Reviewer Activity by Department report
      16.  
        Reviewer Activity Detail report
      17.  
        Reviewer Mapping report
      18.  
        Unreviewed Departments report
      19.  
        Unsupervised Departments report
    4.  
      Viewing existing reports
    5.  
      Deleting reports
    6. About viewing Compliance Accelerator datasets using the OData web service
      1.  
        Available Compliance Accelerator datasets
      2.  
        Accessing the Compliance Accelerator datasets
      3.  
        Using the OData service with Microsoft Excel
      4.  
        Using the OData service with Microsoft SQL Server Reporting Services (SSRS)
      5.  
        Troubleshooting OData errors

Using the OData service with Microsoft SQL Server Reporting Services (SSRS)

The following instructions are for Microsoft SQL Server Reporting Services (SSRS).

To use the OData service with Microsoft SQL Server Reporting Services (SSRS)

  1. Open Report Builder.
  2. Add a new datasource as an XML connection type.
  3. In the Connection string box, specify the URL for the data feed as follows:

    http://server_name/CAReporting/OData/dataset_name(parameter=value)?$format=application/atom+xml

    For example:

    http://ca.mycompany.com/CAReporting/OData/Customers(customerID=1)?$format=application/atom+xml

  4. Provide credentials to connect to the data source.
  5. Click OK.
  6. Add the dataset using the above mentioned datasource.
  7. Select Use a dataset embedded in my report.
  8. Select the dataset from the list.
  9. Set the query as follows:
    <Query>
  <ElementPath IgnoreNamespaces="true">
    feed{}/entry{}/content{}/properties   
  </ElementPath>
</Query>
  10. Click Refresh Fields.
  11. Use the new dataset as reporting data for the SSRS report.