Enterprise Vault™ Insight Surveillance Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (15.2)
  1. Introducing Insight Surveillance
    1.  
      About Insight Surveillance web application
    2.  
      Routine operations executed with Arctera Insight Surveillance
    3.  
      About Arctera Insight Surveillance system security
    4.  
      Feature comparison: Arctera Insight Surveillance desktop application Vs Arctera Insight Surveillance web application
    5. Product documentation
      1.  
        White papers on the Arctera Support website
      2.  
        "How To" articles on the Arctera Support website
  2. Searching for items
    1. Creating and running Insight Surveillance 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 Insight Surveillance
      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 Insight Surveillance reports
    2.  
      Accessing data through the Microsoft SQL Server Reporting Services (SSRS)
    3. Enhanced reporting
      1.  
        Configuring a reporting endpoint
      2.  
        Authentication
      3. Departments API
        1.  
          Departments - List
      4. Roles API
        1.  
          Roles - List
        2.  
          Roles - List by filters
      5. Users API
        1.  
          Users - List
      6. UserRoles API
        1.  
          UserRoles - List by filters
      7. ItemMetrics API
        1.  
          ItemMetrics - List
        2.  
          ItemMetrics - List by filter
      8. Evidence of Review by Department API
        1.  
          EvidenceOfReviewByDept - List by filter
      9. Evidence of Review by User API
        1.  
          EvidenceOfReviewByUser - List by filter
      10.  
        Supported OData query options
      11.  
        Supported reporting endpoint API filters and their values
      12.  
        Responses
    4. Accessing reports through the OData web service
      1.  
        Available Insight Surveillance datasets
      2.  
        Accessing the Insight Surveillance 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
    5.  
      Configuring a Power BI template for reporting

ItemMetrics - List by filter

POST https://<Reporting endpoint Base URL>/odata/ItemMetrics

Request body

The following filters can be used with the ItemMetrics API when invoked using the POST method. The system uses the AND operator between the filters to return the result based on the specified filters.

Name

Type

Description

Departments

Optional

Specifies the department to which the captured item belongs and returns item counts for items within that department.

Data Type: JSON array of integers 'id'(identifier fields) that is department IDs.

Limitation: As an input, the ItemMetrics API can pass maximum of 1000 Departments IDs.

CaptureType

Optional

Specifies the mode/technique used to capture the item in Insight Surveillance and returns item counts for items with the specified capture type.

Data Type: JSON array of integers 'id'(identifier fields) that is CaptureType IDs.

Limitation: As an input, the ItemMetrics API can pass maximum 10 CaptureType IDs.

CaptureDateStart

Mandatory

Specifies the date on which items are captured or ingested in Insight Surveillance is recorded as the CaptureDate for that item.

Returns item counts whose CaptureDate is greater than or equal to the specified CaptureDateStart.

Date format: yyyy-mm-dd

Data Type: JSON array of integers 'id'(identifier fields) that is CaptureDateStart.

CaptureDateEnd

Mandatory

Specifies the date on which items are captured or ingested in Insight Surveillance is recorded as the CaptureDate for that item.

Returns item counts whose CaptureDate is less than or equal to the specified CaptureDateEnd.

Date format: yyyy-mm-dd

Data Type: JSON array of integers 'id'(identifier fields) that is CaptureDateEnd.

MessageDirections

Optional

Specifies whether the item was sent/received from within the organization or from an external source and returns item counts for items that have the specified message direction.

Data Type: JSON array of integers 'id'(identifier fields) that is MessageDirections IDs

Limitation: As an input, the ItemMetrics API can pass maximum 5 MessageDirections IDs.

MessageType

Optional

Specifies the type of captured items and returns item counts for items that have the specified message type.

Data Type: JSON array of integers 'id'(identifier fields) that is MessageType IDs.

Limitation: As an input, the ItemMetrics API can pass maximum 100 MessageType IDs on a single page.

Scenario 1:

To get the item counts for Departments IDs 7622, between CaptureDates 2023-11-24 and 2023-12-24 and having CaptureType as 1 or 3.

Sample Requests

POST https://<Reporting endpoint Base URL>/odata/ItemMetrics

{

{"CaptureDateStart": "2023-11-24",

"CaptureDateEnd": "2023-12-24",

"Departments": [7622],

"CaptureType": [1,3]

}

Sample response

Status code: 200 OK

Scenario 2

To get item counts for Department IDs 9 and 5, between CaptureDates 2023-06-01 and 2023-08-02 and having MessageType IDs as 7 or 8.

Sample request

POST https://<Reporting endpoint Base URL>/odata/ItemMetrics

{

"CaptureDateStart": "2023-06-01",

"CaptureDateEnd": "2023-08-02",

"Departments": [9,5],

"MessageType": [7,8]

}

Scenario 3:

To get item counts for Departments IDs 9 and 5 , between CaptureDates 2023-06-01 and 2023-08-02 and having MessageDirections as 1 or 2.

POST https://<Reporting endpoint Base URL>/odata/ItemMetrics

{

"CaptureDateStart": "2023-06-01",

"CaptureDateEnd": "2023-08-02",

"Departments": [9,5],

"MessageDirections": [1,2]

}

Scenario 4:

To get item counts for Departments IDs 9 and 5 , between CaptureDates 2023-06-01 and 2023-08-02 and having MessageType IDs as 7 or 8.

POST https://<Reporting endpoint Base URL>/odata/ItemMetrics

{

"CaptureDateStart": "2023-06-01",

"CaptureDateEnd": "2023-06-02",

"Departments": [9,5],

"MessageType": [7,8]

}

Supported OData Filters

See Supported OData query options.

Supported reporting endpoint API filters and their values

See Supported reporting endpoint API filters and their values.

Responses

See Responses.