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

Export/production configuration options

Use these settings to configure the output when users export items from Insight Surveillance for offline review.

Add Bate identifier to File System exports

Specifies whether to add an identifying Bates number to the file name of each exported item that Enterprise Vault has archived through File System Archiving (FSA).

The options are as follows:

  • 0. Omit the Bates number.

  • 1. Add the Bates number to the start of the file name. This option is the default option.

  • 2. Append the Bates number to the end of the file name.

Always date stamp exported File System items

Specifies whether to append a last-modified date stamp to the file name of each exported item that Enterprise Vault has archived through File System Archiving (FSA). By default, Insight Surveillance appends the date stamp.

Automatic retry: Maximum retries

Specifies the maximum number of attempts that Insight Surveillance makes to repeat an export run that failed for any reason. Set the value to 0 to stop Insight Surveillance from retrying the run.

Automatic retry: Minimum time between retries (minutes)

Specifies the minimum delay in minutes between automatic attempts to repeat a failed export or production run. By default, Insight Surveillance waits five minutes between retries.

Note that Insight Surveillance multiplies this value by the number of retries. So, if this value is 5, the delay between retries starts at five minutes and increases to 10, 15, and so on with subsequent retries.

Custom conversion extension

Specifies the file name extension of the files to create when exporting items for viewing outside Insight Surveillance. For example, you would specify .xls as the extension for export files in Microsoft Excel format.

Custom conversion file

Specifies the name of the template file to use when exporting files in their custom format. For example, if you have created a template file for exporting items in Microsoft Excel format, you can enter ExcelReport.xslt as the file name.

Default export folder

Specifies the default folder on the Insight Surveillance server to use for exported items. If you do not specify a default export folder, Insight Surveillance uses the folder c:\Insight Surveillance Export\customer_name.

The folder path can contain up to 100 characters.

Default Production status

Specifies the status that you want to set as the default current status when you perform an export run.

Type one of the following values:

  • 0. N/A

  • 1. Pending

  • 2. Reviewed

  • 3. Questioned

Default to Unicode for PST and MSG

Specifies whether to export PST and MSG files in Unicode (Outlook 2003 and later) format or ANSI (Outlook 97 through 2002) format. By default, Insight Surveillance exports the items in Unicode format.

Domino Export Template

Specifies the name of the file to use as a template when exporting files to a Notes Database Template (NTF) file. The default file name is accelexp.ntf.

Domino ID File

Specifies the name of the .id file that is used for local Domino authentication when exporting files to an NTF file. The default file name is Accelerator.id.

Domino Password

Specifies the password that is used for local Domino authentication when exporting files to an NTF file.

Enable Production threads

Specifies whether to enable or disable all exporting and production facilities. By default, Insight Surveillance enables these facilities.

HTML conversion file

Lets you download, edit, and then upload an XSL style sheet. This style sheet serves as the template for all the export reports that Insight Surveillance generates in HTML format.

Maximum production retry for items stored on slow devices

Specifies the number of attempts that Insight Surveillance makes to retrieve an item from an offline device, such as a tape drive, before giving up. Enter a value between 1 and 1000, where the default is 120.

Minimum number of minutes between retries for items stored on slow devices (min)

Specifies the number of minutes that Insight Surveillance waits between retry attempts when trying to retrieve an item from an offline device. Enter a value between 1 and 300, where the default is 5.

Number of production report threads

Specifies the number of threads that Insight Surveillance assigns to generating reports of export runs. The default is 5.

Number of production threads per production run

Specifies the number of threads in the SQL connection pool that Insight Surveillance assigns to each export or production run. Enter a value in the range 1 to 25, where the default is 25.

See also the configuration setting "Total number of production threads per customer".

To determine the maximum number of export or production runs that you can conduct simultaneously, divide the "Total number of production threads per customer" by the "Number of production threads per production run". For example, if you specify 100 for the first setting and 25 for the second setting, you can conduct up to four export or production runs simultaneously. If you try to conduct further export or production runs, Insight Surveillance holds them in a queue until the required number of threads is available.

Production order Search by RunDate

Sets the order in which Insight Surveillance lists the searches when you set the criteria for an export run. You can choose to sort the searches by name or by run date. By default, Insight Surveillance sorts the searches by name.

PST ExportID Column Name

In Microsoft Outlook, specifies the label for the column in which to show Insight Surveillance export IDs. The default label is "Bate Number". When you export items from Insight Surveillance as a Personal Folders (.pst) file, and then import this file into Outlook, the export IDs of the items appear in this column.

PST Folder Name

Specifies the Outlook folder in which to place the items after you import a Personal Folders (.pst) file that you exported from Insight Surveillance.

Report chunk size

Specifies the number of exported items to list in each report file. The default is 25000.

Show PST version option on export run

Specifies whether, when you undertake an export run, Insight Surveillance prompts you to select a PST version: Outlook 97-2002 (ANSI) or Outlook 2003 (Unicode). By default, Insight Surveillance does not display the prompt.

TAB Conversion file

Lets you download, edit, and then upload an XSL style sheet. This style sheet serves as the template for all the export reports that Insight Surveillance generates in tab-separated format.

Total number of production threads per customer

Specifies the maximum number of threads per customer that Insight Surveillance assigns when it conducts export or production runs. Enter a value between 50 and 1000, where the default is 100.

See also the configuration setting "Number of production threads per production run".