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

Vault Directory Synchronization configuration options

Use these settings to configure when Insight Surveillance synchronizes with the Enterprise Vault archives.

Archive registration/deregistration task period (minutes)

Specifies the frequency in minutes with which to run the archive registration/deregistration task. The default is 60 minutes. To prevent the accidental deletion of Enterprise Vault archives whose contents appear in the Insight Surveillance review set or search results, this task registers an interest in the archives. The task also discards existing archive registrations when they are no longer required.

See also the options "Enable archive registration task" and "Discard existing archive registrations after you turn off 'Enable archive registration task'".

Archive selection page size

Specifies the maximum number of Enterprise Vault archives to display on a single page during archive selection. By default, Insight Surveillance lists a maximum of 100 archives. If the number of available archives exceeds the value that you specify here, Insight Surveillance displays some extra hyperlinks so that you can page through the archives.

Automatically enable new Vault Stores in departments/cases

Specifies whether, when a new vault store is created, Insight Surveillance automatically includes it in searches.

The options are as follows:

  • 1. New vault stores are never automatically enabled.

  • 2. New vault stores are always automatically enabled.

  • 3 (default value). New vault stores are automatically enabled when all the other vault stores in the same site are already enabled.

Discard existing archive registrations after you turn off 'Enable archive registration task'

Specifies whether to keep or discard any existing archive registrations if you choose to disable the archive registration task. By default, Enterprise Vault keeps the existing archive registrations after you disable the task.

See also the options "Archive Registration task period (minutes)" and "Archive registration/deregistration task period (minutes)".

Enable archive registration task

Specifies whether to enable or disable the archive registration task. By default, the task is enabled. If you disable it, a message prompts you to choose the required setting for the option "Discard existing archive registrations after you turn off 'Enable archive registration task'".

See also the option "Archive Registration task period (minutes)".

Synchronize archives on search

Specifies whether to synchronize all the archives when running a new search. By default, Insight Surveillance does not synchronize all the archives.

Synchronize Retention Categories on search

Specifies whether to synchronize all the retention categories when running a new search. By default, Insight Surveillance does not synchronize all the retention categories.

Synchronize thread checking period (sec)

Specifies the frequency in seconds with which Insight Surveillance synchronizes with the Enterprise Vault archives. The default is 21600 (six hours). For best results, you may want to change the synchronization period to 3600 (one hour).

The more frequently synchronization occurs, the greater the load on the Insight Surveillance database. However, if the synchronization is not frequent enough, Insight Surveillance may take a long time to recognize new archives, vault stores, and retention categories.

Synchronize Vault Stores when viewing Department/Case properties

Specifies whether to synchronize the vault stores when displaying the properties page for a department. By default, Insight Surveillance does not synchronize the vault stores.