Enterprise Vault™ Insight Surveillance Reviewer's Guide
- Introducing Insight Surveillance
- Searching for items
- Manually reviewing items
- About reviewing with Insight Surveillance
- About the Review pane
- Viewing the hotword statistics for an item in review
- Filtering the items in the Review pane
- Assigning review marks to items
- Adding comments to items
- Viewing the history of items
- Displaying printable versions of items
- Downloading the original versions of items
- Copying the item list to the Clipboard
- Escalating items
- Changing how the Review pane looks
- Setting your Review pane preferences
- Working with research folders
- About research folders
- Creating research folders
- Editing the properties of research folders
- Copying items to research folders
- Reviewing the items in research folders
- Exporting items from research folders
- Giving other users access to your research folders
- Committing research folder items to the department review set
- Removing items from research folders
- Deleting folders
- Exporting items
- Creating and viewing reports
- About the Insight Surveillance reports
- Accessing data through the Microsoft SQL Server Reporting Services (SSRS)
- Enhanced reporting
- Accessing reports through the OData web service
- Configuring a Power BI template for reporting
Creating and running Insight Surveillance searches
You can create a search that runs in one department only, or you can create an application-level search that runs in multiple departments. If you want to run searches at set times or set up recurrent searches, you can create search schedules. Create the schedule before you create the search.
You must have the Search Capture permission to create a search that runs in one department only. You require the Application Search permission to create application-level searches. By default, users with the department role of Rule Admin or exception reviewer have the first permission. Users with the application role of App User Admin have the second permission.
To create and run a Insight Surveillance search
- Do one of the following:
To create a search that runs in multiple departments, click the Application tab in the Insight Surveillance client.
To create a search that runs in one department only, click the Departments tab in the Insight Surveillance client, and then click the required department in the left pane.
To create a search that runs in a research folder, click the Research tab in the Insight Surveillance client and then click the required folder in the left pane.
If Insight Surveillance lists a lot of departments and folders, you can filter the list with the fields at the top of the pane.
- Click the Searches tab.
- Click New Search.
The search properties pane appears.
- If you are creating a search that runs in a research folder, and you clicked All Research in the left pane, Insight Surveillance prompts you to select a department with which to associate the search. Make your selection, and then click Search.
- Enter the required search criteria.
- Click Save to start an immediate search or queue a scheduled search to start automatically at the appointed time.
The Search Details pane provides the following information:
Archive
Shows the name of the archive that Insight Surveillance has searched.
Volume
Provides the ID of the volume that holds the archive.
Vault Store
Indicates the type of vault store that contains the archive.
Status
Shows the current status of the search in each archive.
Duration
Shows the amount of time that Insight Surveillance has taken to search each archive.
Hits
Shows the number of items in each archive that match the search criteria.
Information
Provides details of any errors that occurred.
You can filter the list of archives by selecting an option in the Show list. For example, you can filter the archives to show the top 2000 archives by hits, or all archives with a status of "Error". To download the search details as a comma-separated value (CSV) file, click Download Search Details for All Archives.
When the search has completed, choose whether to accept or reject the results. Note the following:
Insight Surveillance does not add the captured items to the review set until you accept the search results. If you did not select Automatically accept search results, you must manually accept or reject the results.
If you reject the results of a search, Insight Surveillance deletes the search and results from the database. However, it leaves the actual items in the archives.
It is important that search results make sense because, after you accept the search, you cannot undo it.
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