Arctera Enterprise Vault™ Insight Surveillance Administrator's Guide

Last Published:
Product(s): Enterprise Vault (15.2)
  1. Understanding Arctera 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. Configuring Insight Surveillance: Desktop Client
    1.  
      Customizing the reviewing action statuses
    2. Importing configuration data from an XML file
      1.  
        About importing configuration data
      2.  
        Sample XML files
      3.  
        Format of the Dataload.xml file
      4.  
        Importing the configuration data
    3.  
      Specifying the Windows domains with which to synchronize employee details
    4.  
      Mapping employee properties to Active Directory or Domino directory attributes
    5. Grouping departments into partitions
      1.  
        Creating department partitions
      2.  
        Editing department partitions
      3.  
        Deleting department partitions
    6.  
      Setting up department attributes
    7.  
      Setting up custom message types
    8. Setting Insight Surveillance system configuration options
      1.  
        Ad Hoc Searches configuration options
      2.  
        Diagnostics configuration options
      3.  
        Document Conversion configuration options
      4.  
        Export/production configuration options
      5.  
        General configuration options
      6.  
        Home Page configuration options
      7.  
        Hotword Analysis configuration options
      8.  
        Item Prefetch Cache configuration options
      9.  
        Item Prefetch Cache (Advanced) configuration options
      10.  
        Policy Integration configuration options
      11.  
        Profile Synchronization configuration options
      12.  
        Random Capture configuration options
      13.  
        Reviewing configuration options
      14.  
        Search configuration options
      15.  
        Security configuration options
      16.  
        System configuration options
      17.  
        Vault Directory Synchronization configuration options
  3. 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.  
      Configuring a Power BI template for reporting
  4. Appendix A. Troubleshooting
    1.  
      Insight Surveillance user interface user interface is not displayed properly in non-English environment
    2.  
      Issues with the random sampling of items
    3.  
      Display issues when you open a Insight Surveillance website in Internet Explorer 10 or later
    4.  
      Vault stores not displayed in the Insight Surveillance web client
    5.  
      TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
    6.  
      Synchronization errors after you rename the SQL Server computer
    7.  
      Performance counter errors when the eDiscovery Manager service starts
    8.  
      SQL Service Broker warning when restoring a customer database to a different server
    9.  
      Error messages when the Intelligent Review (IR) API authentication and authorization fails
    10.  
      Known issues after enabling FIPS

Item Prefetch Cache (Advanced) configuration options

These settings provide additional, advanced options for configuring the Insight Surveillance prefetch cache functionality. Use these settings with the Item Prefetch Cache options.

Cache encrypted

Specifies whether to encrypt files before they are stored in the cache. By default, Insight Surveillance does not encrypt the cache.

Cache purge time of day (server local time)

Specifies the time of day at which Insight Surveillance performs cache housekeeping (primarily removing old items). The default time is 19:00 PM.

Maximum capture age (days)

Excludes from the cache those captured items that are older than the specified number of days. The default is 3 days. This setting only has an effect when prefetching is first turned on, or if it has been disabled for some time and is then reenabled.

Maximum item fetch attempts

Specifies the maximum number of times that Insight Surveillance tries to prefetch an item before giving up. The default is 10.

Maximum item size to store in cache (bytes)

Sets a limit on the size of items and parts of items that Insight Surveillance can prefetch. If an item or part of an item exceeds this limit, it is ignored. The default is 10 MB. For example, Insight Surveillance still prefetches an item that has multiple attachments, none of which is bigger than 10 MB, even though the combined size of the attachments may greatly exceed the 10 MB limit.

Minimum time between item fetch retries (minutes)

Specifies the number of minutes that Insight Surveillance waits between attempts to prefetch items. The default is 30 minutes. Use this setting with "Maximum item fetch attempts" to configure retry behavior for failed fetches.

Prefetch attachments

Specifies whether to prefetch the attachments to items. By default, Insight Surveillance prefetches attachments. Note that attachments of nested items are not prefetched.

Prefetch attachments as HTML

Specifies whether to render attachments as HTML when prefetching them. By default, Insight Surveillance prefetches attachments as HTML.

Prefetch guaranteed sample search items

Specifies whether the results of guaranteed sample searches are eligible for prefetching. By default, they are.

Prefetch immediate search items

Specifies whether to prefetch the items that users have captured with an immediate, unscheduled search. By default, Insight Surveillance does not prefetch these items.

Prefetch Native format

Specifies whether to prefetch items in their original, native format. By default, Insight Surveillance does not prefetch the items in their native format. However, if your policy is to review items in their original format then you should enable this feature.

Prefetch Random Sampling items

Specifies whether the items that you have captured through random sampling are eligible for prefetching. By default, they are. For best results, ensure that prefetching is active for a suitable period after the nightly random sampling tasks are expected to complete.

Prefetch research items

Specifies whether to prefetch the items that users have placed in personal folders through ad-hoc searches. By default, Insight Surveillance prefetches these items.

Prefetch scheduled search items

Specifies whether to prefetch the items that users have captured with a scheduled search. By default, Insight Surveillance prefetches the items.

Note that items are only prefetched when the search is accepted, so this option works best when scheduled searches are set to auto-accept.

Prefetch search items

Specifies whether to prefetch the items that users have captured with a search. You can further control this facility with the "Prefetch immediate search items" and "Prefetch scheduled search items" options. By default, Insight Surveillance prefetches the items.

Prefetch XML structure

Specifies whether to prefetch the XML structure of an item. This structure defines the parts of the item and includes a list of attachments (but not the attachments themselves). The XML structure is used for the preview pane in the Review pane. An XSL transform is applied to the XML to convert it to HTML. By default, Insight Surveillance prefetches the XML structure.

Render HTML for message review

Specifies whether to prefetch the items for review in HTML format. By default, Insight Surveillance prefetches the items in this format.

Prefetching the items improves review performance because Insight Surveillance does not need to perform the rendering from XML to HTML at review time. The benefits of this are most likely to be noticeable on a system where many reviewers work concurrently.

Render printable HTML

Specifies whether to prefetch the printable versions of items in HTML format. By default, Insight Surveillance does not prefetch the items in HTML format. However, it is advisable to change the setting if you expect to use the printable view functionality regularly.

Retry record retention period (days)

Specifies how long Insight Surveillance keeps records of repeated, failed attempts to prefetch items. The default is 30 days.