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

Setting Insight Surveillance system configuration options

Insight Surveillance provides hundreds of configuration options with which you can customize the appearance and performance of the application. These configuration options are grouped into categories, as Table: Configuration settings by category explains.

Table: Configuration settings by category

Category

Function

Ad Hoc Searches

Configure the searches that users can initiate from their research folders.

Auditing

Specify the Audit Server URL and enable or disable the Enhanced Auditing feature.

If enabled, the modifications made in the audit modules will be recorded and can be viewed or exported later in &ProductNameLong;.

Diagnostics

Enable or disable the Insight Surveillance troubleshooting facilities.

Document Conversion

Customize the error messages that Insight Surveillance displays in the Review pane when it cannot open an item in the preview window of that pane.

Export/production

Configure the output when users export or produce items from Insight Surveillance for offline review.

General

Configure general Insight Surveillance options.

Home Page

Control the appearance of the Home page of Insight Surveillance.

Hotword Analysis

Enable or disable the analysis of hotwords in Insight Surveillance.

Item Prefetch Cache

Configure the primary settings for the Insight Surveillance prefetch cache mechanism. This mechanism is designed to speed up the rendering of items in the Review pane.

Item Prefetch Cache (Advanced)

Configure advanced settings for the prefetch cache mechanism.

Policy Integration

Integrate Insight Surveillance with your policy management software to better flag items for inclusion in or exclusion from the review set.

Profile Synchronization

Control how Insight Surveillance synchronizes user profiles with the corresponding Active Directory or Domino directory accounts.

Random Capture

Configure the random sampling of messages.

Reviewing

Customize the appearance and functionality of the Review pane.

Search

Optimize the search features in Insight Surveillance.

Security

Implement Chinese walls security restrictions on what users can access in Insight Surveillance. You can also choose whether to make the SQL Server sysadmin logon the creator and owner of Insight Surveillance search schedules.

System

Record the dates on which you installed Enterprise Vault and began to archive data, and more.

Vault Directory Synchronization

Configure when Insight Surveillance synchronizes with the Enterprise Vault archives.

You must have the Modify System Configuration permission to change the configuration settings. By default, only users with the role of Compliance System Admin have this permission.

To set Insight Surveillance system configuration options

  1. Click the Configuration tab in the Insight Surveillance client, and then click the Settings tab.
  2. Click the plus sign at the left of a section name to list the associated settings.

    Alternatively, type some characters in the filter box at the top of the window to search for the configuration options that contain those characters. For example, type Colour to find all the options that contain this word in their names.

  3. For each setting whose value you want to change, do the following in the order listed:

    • Click the value in the Value column.

    • Set the required value.

    • Click outside the Value column.

  4. When you have set all the required options, click Save.
  5. If you have changed any setting that has a tick in its Restart Required column, restart the Enterprise Vault eDiscovery Manager service on the Insight Surveillance server to put your changes into effect.