Enterprise Vault™ Compliance Accelerator Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (14.5)
  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.  
      Viewing the hotword statistics for an item in review
    4.  
      Filtering the items in the Review pane
    5.  
      Assigning review marks to items
    6.  
      Adding comments to items
    7.  
      Viewing the history of items
    8.  
      Displaying printable versions of items
    9.  
      Downloading the original versions of items
    10.  
      Copying the item list to the Clipboard
    11. Escalating items
      1.  
        Assigning escalated items to other escalation reviewers
      2.  
        Closing escalated items
    12.  
      Changing how the Review pane looks
    13.  
      Setting your Review pane preferences
  4. Working with research folders
    1.  
      About research folders
    2.  
      Creating research folders
    3.  
      Editing the properties of research folders
    4.  
      Copying items to research folders
    5.  
      Reviewing the items in research folders
    6.  
      Exporting items from research folders
    7.  
      Giving other users access to your research folders
    8.  
      Committing research folder items to the department review set
    9.  
      Removing items from research folders
    10.  
      Deleting folders
  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.  
        Search Auto Reviewed Irrelevant Items by Department
      19.  
        Unreviewed Departments report
      20.  
        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 Excel

The following instructions are for using the OData service with the following Microsoft Excel versions:

To use the OData service with Microsoft Excel 2010 and 2013

  1. Open Microsoft Excel.
  2. Create a new, blank workbook.
  3. On the Power Query tab, in the Get External Data group, click From Other Sources, and then click From OData Data Feed.
  4. In the OData Feed dialog box page, in the URL box, specify the website address for the data feed as follows:

    http://server_name/CAReporting/OData/dataset_name(parameter=value)

    For example:

    http://ca.mycompany.com/CAReporting/OData/ActionStatusDetail(customerID=2,departmentID=8,itemID=32)

    Note:

    Take care to specify the mandatory parameters that are required to view the dataset. Except for the Customers dataset, all the datasets have mandatory parameters. For information on them, see the online Help for each dataset.

  5. If you are prompted for your credentials, enter them and then log in. The Query Editor opens.
  6. In the Query Editor, view the records available for the dataset. Edit the queries as required.
  7. Click Close & Load to import the dataset information in Excel in tabular format.

To use the OData service with Microsoft Excel 2016, 2019 and O365

  1. Open Microsoft Excel.
  2. Create a new, blank workbook.
  3. On the Data tab, in the Get External Data group, click Get Data, click From Other Sources, and then click From OData Data Feed.
  4. In the OData Feed dialog box page, in the URL box, specify the website address for the data feed as follows:

    http://server_name/CAReporting/OData/dataset_name(parameter=value)

    For example:

    http://ca.mycompany.com/CAReporting/OData/ActionStatusDetail(customerID=2,departmentID=8,itemID=32)

    Note:

    Take care to specify the mandatory parameters that are required to view the dataset. Except for the Customers dataset, all the datasets have mandatory parameters. For information on them, see the online Help for each dataset.

  5. If you are prompted for your credentials, enter them and then log in. The Query Editor opens.
  6. In the Query Editor, view the records available for the dataset.
  7. Transform the records by clicking on the Transform Data button. This will open the Power Query Editor where you can edit the data to meet your needs. Note that the original source remains unchanged.
  8. Click Close & Load to import the dataset information in Excel in tabular format.