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

Profile Synchronization configuration options

Use these settings to control how Insight Surveillance synchronizes employee profiles with the corresponding Active Directory or Domino directory accounts.

Automatically detect deleted profiles and mark them as deactivated

Specifies whether Insight Surveillance should automatically deactivate those employee profiles for which it cannot find a corresponding Active Directory or Domino directory account. Deactivating a profile removes all permissions, group memberships, and department memberships from it.

Default Domino domain when creating profiles

Specifies a domain to add to a user name automatically when synchronizing employees with Domino accounts.

Default Domino server when browsing for users

Specifies the name of the default Domino LDAP server to use when you browse for new users to add to your Insight Surveillance system.

Force users to use the default Domino server when browsing for users

Stops you from choosing any Domino LDAP server other than the default server when you browse for new users to your Insight Surveillance system. By default, Insight Surveillance lets you nominate any Domino server.

Minimum days to wait before profiles are deactivated

Specifies the number of days after which Insight Surveillance should automatically deactivate those employee profiles for which it cannot find a matching Active Directory or Domino directory account.

Minimum number of failed synchronizations before deactivating profiles

Specifies the number of times that Insight Surveillance should fail to synchronize an employee profile with the corresponding Active Directory or Domino directory account before it deactivates the profile.

Number of synchronization threads

Specifies the number of threads that Insight Surveillance employs when it synchronizes employee profiles with the corresponding Active Directory or Domino directory accounts. Enter a value in the range 1 through 5, where the default is 1.

Remove addresses that do not exist in Domino or Active Directory

Specifies whether Insight Surveillance deletes the email addresses in an employee profile before it synchronizes the profile with Active Directory or a Domino directory. By default, Insight Surveillance does not delete the addresses. This is because you may still want to perform searches that use old email addresses, or you may have entered some additional email addresses manually.

Insight Surveillance does not delete the email addresses in the profile if synchronization fails for any reason.

Synchronization interval (hours)

Specifies the frequency in hours with which Insight Surveillance synchronizes employee profiles with the corresponding Active Directory or Domino directory accounts. Enter a value in the range 1 through 24. The default is every eight hours and every time the eDiscovery Manager service starts.

Synchronize profiles

Specifies whether Insight Surveillance should attempt to synchronize employees and groups with the corresponding Active Directory or Domino directory accounts. The default is to do so.

When service starts wait before synchronizing (minutes)

Specifies the number of minutes to wait after the eDiscovery Manager service starts before synchronizing employees and groups with Active Directory or a Domino directory. Enter a value in the range 0 through 720. By default, the service does not wait before synchronizing.