Arctera™ Insight Surveillance User Guide

Last Published:
Product(s): Veritas Alta Surveillance (1.0)
  1. Introducing Arctera Insight Surveillance
    1.  
      About Insight Surveillance
    2.  
      Insight Surveillance multi-tier architecture
    3.  
      System requirements
    4.  
      Sampling support for content sources
    5.  
      AI-based label predictions support for efficient review process
    6.  
      Date format support in Insight Surveillance
    7.  
      About Insight Surveillance system security
  2. Getting started
    1.  
      Signing in to Insight Surveillance
    2.  
      Signing out from Insight Surveillance
    3.  
      Launching Arctera Insight Archiving 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.  
      Pinning and unpinning departments to view review status
    4.  
      Changing the order of pinned departments
    5.  
      Viewing the review status summary of escalated items
    6.  
      Viewing a summary of searches and exports
  4. Managing employee groups
    1. Creating custom employee group
      1.  
        Editing custom employee group details
    2.  
      Adding employee groups
  5. 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 and employee groups 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
  6. Managing department users
    1.  
      Assigning users to departments
    2.  
      Removing users from departments
    3.  
      Adding new roles for users
    4.  
      Removing roles
    5. Managing role assignment for a user in departments
      1.  
        Assigning departments and exceptions to specific users
      2.  
        Removing a specific role to users in one or more departments and exceptions
  7. Managing department-level searches
    1.  
      About department-level searches
    2.  
      Guidelines for effective searches
    3.  
      Creating and running department-level searches
    4.  
      Disabling scheduled searches
    5.  
      Using proximity searches
    6.  
      Previewing search results
    7.  
      Accepting search results
    8.  
      Rejecting a search result
    9.  
      Resubmitting a search
  8. 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
  9. Managing department-specific labels
    1.  
      Searching department-specific labels, label groups, and single choice groups
    2.  
      Managing department-specific labels
    3.  
      Managing department-specific label groups
    4.  
      Managing department-specific single choice label groups
  10. 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
  11. Managing department-specific allowlist rules
    1.  
      Overview
    2.  
      Creating department-specific allowlist rules
    3.  
      Editing department-specific allowlist rules
  12. Managing department-specific review comments
    1.  
      About department-level review comments
    2.  
      Adding department-level review comments
    3.  
      Editing department-level review comments
    4.  
      Deleting department-level review comments
    5.  
      Updating order of department-level review comments
  13. Viewing employees associated with departments
    1.  
      Viewing employee association history
  14. Managing users, roles, and permissions
    1.  
      Overview
    2.  
      Predefined user roles and permissions
    3.  
      Adding new roles for users (employees) and employee groups
    4.  
      Editing user roles and permissions
    5.  
      Deleting user roles
    6.  
      Assigning Insight Surveillances to users (employees) and employee groups
    7.  
      Restricting users to use hotwords in searches
    8.  
      Removing a user role
  15. Managing application-level searches
    1.  
      About application-level searches
    2.  
      Viewing existing application-level searches
    3.  
      Creating and running application-level searches
    4.  
      Editing application-level searches
    5.  
      Excluding departments from application searches
    6.  
      Reinstating the excluded department for application searches
  16. 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
  17. Managing application-specific labels
    1.  
      Searching application-specific labels, label groups, and single choice groups
    2.  
      Managing application-specific labels
    3.  
      Managing application-specific label groups
    4.  
      Managing application-specific single choice label groups
  18. 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
  19. Managing application-specific allowlist rules
    1.  
      Overview
    2.  
      Creating application-specific allowlist rules
    3.  
      Editing application-specific allowlist rules
  20. Managing application-specific review comments
    1.  
      About application-level review comments
    2.  
      Adding application-level review comments
    3.  
      Editing application-level review comments
    4.  
      Deleting application-level review comments
    5.  
      Updating order of application-level review comments
  21. Managing data requests
    1.  
      About data request
    2.  
      Creating a new data request
  22. 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
  23. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  24. Managing reviews
    1.  
      About reviewing with Insight Surveillance
    2.  
      Limitations on reviewing certain types of Skype for Business content
    3.  
      Understanding the Review page
    4.  
      Changing the Preview pane position
    5.  
      Rearranging columns in the item list pane
    6.  
      Customizing item navigation in Review grid
    7.  
      Filtering the items in the Review pane
    8.  
      Viewing dynamic review item counts on the calendar
    9.  
      Reviewing the Audio-Video Transcript type items
    10.  
      Reviewing searched items
    11.  
      Translating email and attachment content for review
    12.  
      Translating collaboration message for review
    13.  
      Adding or removing text for machine learning
    14.  
      Assigning review status to items
    15.  
      Viewing hotwords highlighting
    16.  
      Viewing hotwords in collaboration message
    17.  
      Viewing tags highlighting
    18.  
      Viewing predicted labels of review items
    19.  
      Viewing the full content in a new window
    20.  
      Adding comments to items
    21.  
      Escalating the review items
    22.  
      Applying labels to items
    23.  
      Viewing history of items
    24.  
      Printing and downloading the items and attachments
    25.  
      Viewing Intelligent Review Details
  25. Working with reports
    1.  
      About Insight Surveillance reports
    2.  
      Predefined reports
    3. Enhanced reporting
      1.  
        Configuring a reporting endpoint
      2.  
        Authentication
      3. Departments API
        1.  
          Departments - List
      4. Users API
        1.  
          Users - List
      5. Roles API
        1.  
          Roles - List
        2.  
          Roles - List by filters
      6.  
        User Roles Async API
      7. User Roles API
        1.  
          UserRoles - List
      8. Classification Tags API
        1.  
          Classification Tags - List
      9. Labels API
        1.  
          Labels - List
      10. Searches API
        1.  
          Searches - List
      11. ItemMetrics API
        1.  
          ItemMetrics - List
        2.  
          ItemMetrics - List by filter
      12.  
        Reviewer Mapping Async API
      13. Reviewer Mapping API
        1.  
          ReviewersMapping - List
      14. MonitoredEmployees API
        1.  
          MonitoredEmployees - List
      15.  
        Evidence Of Review Async API
      16. Evidence of Review API
        1.  
          EvidenceOfReview - List by filter
      17.  
        Item Classification Metrics Async API
      18. Item Classification Metrics API
        1.  
          ItemClassificationMetrics - List by filter
      19.  
        Item Label Metrics Async API
      20. Item Label Metrics API
        1.  
          ItemLabelMetrics - List by filter
      21.  
        Item Archived Metrics Async API
      22. Item Archived Metrics API
        1.  
          ItemArchivedMetrics - List by filter
      23.  
        Item Hotword Metrics Async API
      24. Item Hotword Metrics API
        1.  
          ItemHotwordMetrics - List by filter
      25.  
        Item Details Async API
      26. Item Details API
        1.  
          ItemDetails - List by filter
      27.  
        Reviewer Assessment Metrics Async API
      28. Reviewer Assessment Metrics API
        1.  
          Reviewer Assessment Metrics- List by filter
      29.  
        Report Status API
      30.  
        Supported OData query options
      31.  
        Supported reporting endpoint API filters and their values
      32.  
        Responses
    4. Managing Power BI templates for reporting APIs
      1.  
        Accessing Insight Surveillance reports and datasets through the OData web service
      2.  
        Guidelines for using Insight Surveillance templates with Microsoft Power BI Desktop
      3.  
        TEMPLATE - Departments, Users, Roles, Labels
      4.  
        TEMPLATE - User Roles - Submit Report Request
      5.  
        TEMPLATE - User Roles - View Report Data
      6.  
        TEMPLATE - Item Metrics
      7.  
        TEMPLATE - Reviewer Mapping - Submit Report Request
      8.  
        TEMPLATE - Reviewer Mapping - View Report Data
      9.  
        TEMPLATE - Searches
      10.  
        TEMPLATE- Item Classification Metrics - Submit Report Request
      11.  
        TEMPLATE- Item Classification Metrics - View Report Data
      12.  
        TEMPLATE- Item Archived Metrics - Submit Report Request
      13.  
        TEMPLATE- Item Archived Metrics - View Report Data
      14.  
        TEMPLATE- Item Label Metrics - Submit Report Request
      15.  
        TEMPLATE- Item Label Metrics By Employee - View Report Data
      16.  
        TEMPLATE- Item Label Metrics By Department - View Report Data
      17.  
        TEMPLATE- Item Hotword Metrics - Submit Report Request
      18.  
        TEMPLATE- Item Hotword Metrics - View Report Data
      19.  
        TEMPLATE- Item Details - Submit Report Request
      20.  
        TEMPLATE- Item Details - View Report Data
      21.  
        TEMPLATE- Reviewer Assessment Metrics - Submit Report Request
      22.  
        TEMPLATE- Reviewer Assessment Metrics - View Report Data
      23.  
        TEMPLATE- Evidence Of Review - Submit Report Request
      24.  
        TEMPLATE- Evidence Of Review By Monitored Employee - View Report Data
      25.  
        TEMPLATE- Evidence Of Review By Department - View Report Data
      26.  
        TEMPLATE- Evidence Of Review With Item Archived Metrics - Submit Report Request
      27.  
        TEMPLATE- Evidence Of Review With Item Archived Metrics - View Report Data
      28.  
        Saving, editing, and refreshing the Power BI reports
  26. Managing Audit Settings
    1.  
      Audit Settings Overview
    2.  
      Editing the Audit Settings
  27. Working with Audit viewer
    1.  
      About Audit viewer
    2.  
      Performing a search for audit records

Understanding the Dashboard page

After logging in to Insight Surveillance, your dashboard appears by default. If not, you can view it by clicking the Dashboard tab. The dashboard page lets you view the status of department reviews, escalations, and tasks. Aggregated statistics are used to report the status of these items.

Figure: An example of the dashboard that appears to administrators and reviewers upon login

An example of the dashboard that appears to administrators and reviewers upon login

1. Left navigation pane

The left pane provides a navigational menu. When you click on an item in this menu, the corresponding view appears in the right pane. The availability of these menu items and the corresponding views depend on the roles that are assigned to the signed-in user. Therefore, if you are a reviewer, some of these tabs may not be visible, depending on the permissions that your administrator has assigned to you.

You can click the >> icon to expand and the << icon to collapse the navigation banner.

Tab

Description

Dashboard

This tab provides an overview of the status of the activities that you can perform in Insight Surveillance. It also gives you quick access to the activities that you are likely to perform frequently with Insight Surveillance.

Review

This tab displays a list of review items. A reviewer can provide comments for them and assign actions like review irrelevant or relevant, pending, question, escalate, and appraise.

Departments

This tab lets you manage departments, the monitored employees who belong to them, and reviewers assigned to department and allocate items for review to reviewers, specifying the allocation as a percentage.

Groups

This tab lets you manage employee groups that belongs to departments.

Reports

This tab lets you generate reports about review status for Bloomberg, Domino, Exchange, SMTP, Instant Messaging (IM), Microsoft Teams Chat and Microsoft Teams Channel.

Monitor

This tab lets you monitor and resubmit searches as necessary.

Application

This tab lets you access commonly used administrative facilities. You can manage the following:

  • Roles - Set up and amend the roles you can assign to users to manage their access to Insight Surveillance.

  • Role Assignment - Assign Insight Surveillance roles to users.

  • Hotwords - Set up lists of important words that you may want to search within archived items.

Configuration

This tab lets you:

  • Create schedules at which searches can run across multiple departments.

  • Manage audit settings for the Audit viewer.

  • Configure reporting API endpoints that can be used to generate reports and perform data analytics through custom scripts or templates.

Audit viewer

This tab lets you search and save audit records for various modules and operations at department and application level.

2. Banner

The banner contains the Insight Surveillance logo, company name, user name of the administrator or reviewer who is signed in, the Switch to dark/light mode icon, the Help icon, the Notifications icon, and the Account Profile icon.

  • Click the Help icon to display application help in a separate window, without leaving the application window.

  • Click the Notification icon to view the most recent updates in the application. Notifications and their summaries are displayed. Click notification titles for corresponding details in user help.

    Click Mark All Read to mark them all as read. Click Close to exit the notifications panel.

  • Click the Account Profile icon to open the Arctera Insight eDiscovery, Arctera Insight Management Console, and Arctera Insight Personal Archive applications in new windows if you are authorized to access these applications.

  • Click Log Out to exit the application.

3. Details pane

The details pane displays summary of the following sections:

  • Review Status: Provides details of up to five or less pinned departments. If user has not pinned any department, then it presents details of the five departments to which that user has access.

  • Escalations: Provides details of escalated items.

  • Searches and Export Status: Displays results of the last few exports and searches run by a user.