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

Configuring a Power BI template for reporting

Insight Surveillance provides predefined Power BI Templates that consume Reporting API endpoints to view interactive reports. Power BI templates are pre-defined, reusable report designs or blueprints created within Power BI for analytics purposes. These templates serve as starting points for creating consistent and visually appealing reports and dashboards.

All control elements within the Power BI report are interactive, allowing for clicking to filter, highlight, and drill-down into the report. When any element of the report is clicked, all other graphs, tiles, and more, dynamically update to display data relevant to the clicked element. The clickable elements encompass a variety of components, including (but not limited to):

  • Filters (for example, Departments lists)

  • Check boxes

  • Tiles

  • Data bars/columns on charts

  • Data labels on charts

  • Axis labels on charts

Prerequisite

Before you begin working with the Power BI Templates in Insight Surveillance, ensure that you have the Microsoft Power BI Desktop application installed on your computer.

To configure a Power BI Template

  1. In the left navigation pane of Insight Surveillance console, select Configuration > Reporting Endpoint tab.
  2. Click PowerBI Templates to download the PowerBITemplates.zip file that contains PowerBI templates.
  3. Open the TEMPLATE - Item Metrics.pbit file, and specify the following details:

    Endpoint Base URL

    Enter the REST API endpoint URL. For example, https://<Reporting endpoint Base URL>

    Capture Date Start

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

    This filter specifies the start date for returning count of items whose CaptureDate is greater than or equal to this start date.

    Date format: yyyy-mm-dd

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

    Capture Date End

    This filter specifies the end date for returning count of items whose CaptureDate is greater than or equal to this date.

    Date format: yyyy-mm-dd

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

  4. Click Load.

    The application prompts you several times to provide appropriate credentials when querying Reporting API for each report.

  5. Select the appropriate authentication mechanism to access Reporting API.

    Note:

    These authentication credentials are cached by Power BI for future use and can be managed by clicking File > Options and settings > Data source settings.

  6. Wait till the Power BI Desktop uses the provided filter values to generate queries and fetch OData reports from the Insight Surveillance Server specified. This step may take a while depending on the amount of data that is being retrieved from the server.

    Upon successful processing, the application displays a report for the retrieved data.