Veritas Advanced Supervision User Guide

Last Published:
Product(s): AdvisorMail (1.0)
  1. Introducing Advanced Supervision
    1.  
      About Advanced Supervision
    2.  
      Advanced Supervision features
    3.  
      About Advanced Supervision system security
    4.  
      Advanced Supervision multi-tier architecture
    5.  
      System requirements
  2. Getting started
    1.  
      Signing in to Advanced Supervision
    2.  
      Signing out from Advanced Supervision
    3.  
      Launching Enterprise Vault.cloud applications
    4.  
      Resetting a forgotten password
  3. Working with dashboard widgets
    1.  
      Understanding the Dashboard page
    2.  
      Viewing status summary of recently reviewed departments
    3.  
      Viewing the review status summary of escalated items
    4.  
      Viewing a summary of completed searches
    5.  
      Viewing a summary of completed exports
  4. Managing departments
    1.  
      About departments
    2.  
      Understanding the Departments page
    3.  
      Searching departments
    4.  
      Creating departments
    5.  
      Moving existing departments under other departments
    6.  
      Adding monitored employees to departments
    7.  
      Editing monitoring policies
    8.  
      Editing department details and monitoring policy
    9.  
      Managing exception employees
    10.  
      Designating employees as exception employee
    11.  
      Assigning further exception reviewers to an exception employee
    12.  
      Removing exception status
    13.  
      Removing exception reviewers
  5. Managing department users
    1.  
      Assigning department reviewers
    2.  
      Removing department reviewers
    3.  
      Adding new roles for users
    4.  
      Removing roles
    5.  
      Managing user assignment to departments
  6. Managing department searches
    1.  
      About searches in Advanced Supervision
    2.  
      Guidelines for effective searches
    3.  
      Creating and running Advanced Supervision searches
    4.  
      Disabling scheduled searches
    5.  
      Using proximity searches
    6.  
      Using fuzzy searches
    7.  
      Previewing search results
    8.  
      Accepting search results
    9.  
      Rejecting a search result
    10.  
      Resubmitting a search
  7. Managing department-specific hotword sets
    1.  
      Overview
    2.  
      Creating department-specific hotword sets
    3.  
      Editing department-specific hotwords and hotword sets
    4.  
      Deleting department-specific hotword sets
  8. Managing department-specific trash rules
    1.  
      Overview
    2.  
      Creating department-specific trash rules
    3.  
      Activating department-specific trash rules
    4.  
      Deactivating department-specific trash rules
    5.  
      Propagating department-specific trash rules
    6.  
      Unpropagating department-specific trash rules
  9. Managing department-specific allowlist rules
    1.  
      Overview
    2.  
      Creating department-specific allowlist rules
    3.  
      Editing department-specific allowlist rules
  10. Viewing employees associated with departments
    1.  
      Viewing employee association history
  11. Managing application-level users, roles, and permissions
    1.  
      Overview
    2.  
      Predefined user roles and permissions
    3.  
      Adding new roles for users
    4.  
      Editing user roles
    5.  
      Deleting user roles
    6.  
      Assigning roles to users
    7.  
      Removing a user role
  12. Managing application-specific hotword sets
    1.  
      Overview
    2.  
      Creating application-specific hotword sets
    3.  
      Editing application-specific hotwords and hotword sets
    4.  
      Deleting application-specific hotword sets
  13. Managing application-specific trash rules
    1.  
      Overview
    2.  
      Creating application-specific trash rules
    3.  
      Activating application-specific trash rules
    4.  
      Deactivating application-specific trash rules
    5.  
      Propagating application-specific trash rules
    6.  
      Unpropagating application-specific trash rules
  14. Managing application-specific allowlist rules
    1.  
      Overview
    2.  
      Creating application-specific allowlist rules
    3.  
      Editing application-specific allowlist rules
  15. Managing data requests
    1.  
      About data request
    2.  
      Creating a new data request
  16. Managing search schedules
    1.  
      Overview
    2.  
      Setting up new search schedules
    3.  
      Setting up one-time search schedules
    4.  
      Example of a one-time search schedule
    5.  
      Setting up recurring search schedules
    6.  
      Example of a recurring search schedule
    7.  
      Editing search schedules
    8.  
      Deleting search schedules
  17. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  18. Managing reviews
    1.  
      About reviewing with Advanced Supervision
    2.  
      Limitations on reviewing certain types of Skype for Business content
    3.  
      Understanding the Review page
    4.  
      Changing the Review pane position
    5.  
      Filtering the items in the Review pane
    6.  
      Manually reviewing items
    7.  
      Assigning review status to items
    8.  
      Viewing hotwords highlighting
    9.  
      Viewing the full content in a new window
    10.  
      Adding comments to items
    11.  
      Viewing the history of items
    12.  
      Printing the original versions of items
    13.  
      Downloading the original versions of items
  19. Working with reports
    1.  
      About Advanced Supervision reports
    2.  
      Predefined report types
    3.  
      Generating reports

Advanced Supervision features

Advanced Supervision provides simple workflows to speed up the routine compliance search and review tasks. Its interface follows industry best practices and standards to provide an intuitive interaction.

The role a user is assigned determines the features they can access. By using Advanced Supervision-

  • Administrators can configure, manage and control the application workflow.

  • Reviewers can monitor, review, keep the review pending, question, escalate, appraise, and comment on the items that they review manually or with the help of hotwords.

Advanced Supervision uses the Enterprise Vault.cloud platform to access:

  • Archived employee communication items.

  • Classification tags of communication items.

  • Inbound and outbound employee communications.

  • Details of users who can monitor and supervise communication items and provide information on demand.

Among the key features of Advanced Supervision are the following:

  • A system for defining the employees that are to be monitored and grouping them in an organizational structure that reflects the departments within the company. The messages of selected exception employees can be kept separate and reviewed by specially assigned reviewers.

  • The facility to capture a random sample of the items that have been sent to the Enterprise Vault archive of a journal mailbox.

    Two types of random sampling are available:

    • Guaranteed sampling. The default sampling mode, where all items for every monitored employee are captured throughout the day. Then, after midnight, it picks a random sample from each employee's items and adds them to the review set. If you choose guaranteed sampling, you cannot cap the number of items that Advanced Supervision adds to the review set.

    • Statistical sampling. Advanced Supervision takes a random sample of the items that it has captured during the previous 24-hour period and adds them to the review set. This means that some employees may have fewer items captured than others.

  • An application that lets administrators configure Advanced Supervision and designated reviewers read and mark the captured items.

  • A secure SQL database that keeps information on all the monitored employees, captured items, and the review process that you have applied to the items.

Based on your roles and responsibilities, Advanced Supervision reviewers can:

  • Map organization structure in the form of departments and nested departments.

  • Add email addresses to an employee's properties in a department.

  • Move departments to other departments along with the associated employees.

  • Assign reviewers to departments.

  • Configure monitoring policies at a granular level to set the scope of reviews.

  • Maintain records that policies have been implemented and executed.

  • Define criteria for immediate or scheduled searches.

  • Assign the communication items of selected reviewers to exception reviewers.

  • Mark items as relevant or irrelevant. Advanced Supervision can learn from the reviewer's actions to sample or search for further items in a more focused way. For example, after a reviewer has marked a spam message or out-of-office reply as irrelevant, then, when Advanced Supervision detects other items with similar characteristics, it can automatically discard them or lower their priority level. Over time, fewer irrelevant items should appear in the review set. The intelligent review feature can be implemented on individual departments.

  • Apply an action status mark to more than one item or escalated item at a time.

During analysis, you can:

  • Choose your display preference for reading communication items.

  • Read and assign review status to captured items.

  • Comment on items.

  • View the history of items.

  • Print and download items.

After analysis, you can:

  • Generate reports for the collected information.

  • Export the items for offline reviews or for approved third-party use.