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Arctera™ Insight Surveillance User Guide

Last Published: 2025-07-25

Product(s): Veritas Alta Surveillance (1.0)

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
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
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
Managing employee groups
1. Creating custom employee group
  1. Editing custom employee group details
2. Adding employee groups
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
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
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
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
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
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
Managing department-specific allowlist rules
1. Overview
2. Creating department-specific allowlist rules
3. Editing department-specific allowlist rules
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
Viewing employees associated with departments
1. Viewing employee association history
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
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
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
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
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
Managing application-specific allowlist rules
1. Overview
2. Creating application-specific allowlist rules
3. Editing application-specific allowlist rules
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
Managing data requests
1. About data request
2. Creating a new data request
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
Managing export operations
1. About exporting items
2. Performing export runs
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. Filtering the items in the Review pane
7. Viewing dynamic review item counts on the calendar
8. Reviewing searched items
9. Translating email and attachment content for review
10. Translating collaboration message for review
11. Adding or removing text for machine learning
12. Assigning review status to items
13. Viewing hotwords highlighting
14. Viewing hotwords in collaboration message
15. Viewing tags highlighting
16. Viewing predicted labels of review items
17. Viewing the full content in a new window
18. Adding comments to items
19. Escalating the review items
20. Applying labels to items
21. Viewing history of items
22. Printing and downloading the items and attachments
23. Viewing Intelligent Review Details
Working with reports
1. About Insight Surveillance reports
2. Predefined reports
3. Enhanced reporting
4. Managing Power BI templates for reporting APIs
Managing Audit Settings
1. Audit Settings Overview
2. Editing the Audit Settings
Working with Audit viewer
1. About Audit viewer
2. Performing a search for audit records

Reviewer Assessment Metrics Async API

Reviewer Assessment Metrics Async

This API submits the report generation request which executes asynchronously. The result of this API contains the identifier for the report, status, and location for retrieving the report data.

This report displays metrics for actions performed by reviewers within the Insight Surveillance application. These actions include marking, labeling, escalating, and appraising items. The report is intended to assess reviewer performance based on the accuracy of their reviews.

The report identifier and locations in the result can be used to track the report generation operation.

To use the Reviewer Assessment Metrics Async API, follow the steps below:

Call the Reviewer Assessment Metrics Async API to submit a report generation request.

This asynchronous API supports GET and POST query methods. Use any of the following as needed:

GET https://<Reporting endpoint base URL>/OData/ ReviewerAssessmentMetricsAsync?ReportName=<Name of the report>&StartDate=<YYYY-MM-DD>& EndDate=<YYYY-MM-DD>
POST https://<Reporting endpoint base URL>/OData/ ReviewerAssessmentMetricsAsync

Sample Request

GET https://<Reporting endpoint Base URL>/odata/ ReviewerAssessmentMetricsAsync?StartDate=2025-04-23&
EndDate=2025-05-31&ReportName=SampleReviewerAssessReport
POST https://<Reporting endpoint base URL>/OData/ReviewerAssessmentMetricsAsync

Reviewer Assessment Metrics Async API - URL Parameter/Filters

The following parameters/filters can be used with the Reviewer Assessment Metrics Async API when invoked using the GET and POST methods. The system uses the AND operator between the filters to return the result based on the specified filters.

ReportName	Mandatory	Specify the name of the report you want to generate. Data Type: String Limitations The report name can be up to a maximum of 256 characters long. Special characters are not allowed; only alphanumeric values are permitted.
StartDate	Mandatory	StartDate refers to the beginning of the datetime used to filter items in Insight Surveillance. It specifies emails with a 'sent date' greater than or equal to the specified value. Data Type: DateTime Notes: 1. Format is YYYY-MM-DDThh:mm:ss. The time component is optional. If you prefer not to include the time, you can simply use the YYYY-MM-DD format. 2. StartDate must be earlier than EndDate. Limitations For the cloud-based application, a maximum of one year duration is allowed.
EndDate	Mandatory	EndDate refers to the end of the datetime used to filter items in Insight Surveillance. It specifies emails with a 'sent date' less than or equal to the specified value. Data Type: DateTime Notes: 1. Format is YYYY-MM-DDThh:mm:ss. The time component is optional. If you prefer not to include the time, you can simply use the YYYY-MM-DD format. 2. EndDate must be later than StartDate. Limitations For the cloud-based application, a maximum of one year duration is allowed.
Departments	Optional	Specifies the departments to which the item belongs and returns item counts for items within that department. Data Type: JSON array of integers id (identifier fields) that is Department IDs. Limitation As an input, this API can pass maximum of 1000 Departments IDs. To include results for all departments of a specified customer in a report, do not specify any department IDs in a query. To include results for specific departments of a specified customer in a report, specify department IDs in the query. Note: To get the Department IDs, See Departments API. Refer to the departmentId field only.
Reviewers	Optional	Specify a list of UserIDs for the reviewers whose details you want to retrieve. Data Type: JSON array of integers 'id'(identifier fields) that is Reviewer IDs Limitation As an input, this API can pass maximum of 100 reviewers. Note: The valid value of the Reviewer is an ID of any user from the Insight Surveillance User ID list. The User ID list can be fetched from the Users API endpoint. See Users API. Refer to the userId field only.
MessageTypes	Optional	Specifies the type of captured items and returns item counts for items that have the specified message type. Data Type: JSON array of integers 'id' (identifier fields) that is MessageTypes IDs. Limitation As an input, the Reviewer Assessment Metrics API can pass maximum 100 MessageTypes IDs on a single page.

Note:

If no optional parameters are specified (such as in the GET request), the Reviewer Assessment Metrics API returns counts for all Departments, Reviewers, and MessageTypes.

Primary actions and corresponding API behavior

Marking: All marking actions, such as ReviewedRelevant, ReviewedIrrelevant, Questioned, Pending, are counted against the reviewer who performed the action. However, if a reviewer performs multiple markings on the same item, only the last marking action is considered. For example, if an item is first marked as Questioned and later changed to Pending, only the Pending action is counted. Each item retains only one marking at a time, based on the most recent action.
Escalation: When a reviewer escalates an item, the escalation count is attributed solely to that reviewer. However, an item can be escalated multiple times, but for reporting purposes, only the first escalation is considered. The escalation count is attributed solely to the initial reviewer who triggered it. Subsequent re-escalations by other reviewers are not included in the report.
Appraise and Label: For Appraise and Label actions, the count is attributed to the first reviewer who took any action on the item (marking, escalating, appraising, labeling), not the reviewer who performed the appraise or label action. This differs from Mark and Escalate, where the count goes to the reviewer who actually performed the action. Even if Reviewer X appraises or labels an item, the count will reflect under the original reviewer who first interacted with the item.

Scenario 1: A new request to submit the report

Sample request:

Sample response:

Refer to the table below for details on the attributes included in the ReviewerAssessmentMetricsAsync API response.

Name	Description
reportId	Displays report ID. It is generated upon successful execution of API.
reportName	Displays report name. It is generated upon successful execution of API.
reportType	Displays the report type as Item Details.
reportDate	Displays the date of report generation after successful execution of API.
reportStatus	Displays report status. For more information on statuses, See Report Status API.
info	Displays a message if the report request has queued successfully or not.
newReportInstanceQueued	Specifies whether a new report generation request has been submitted or not. The Rate Limiting feature restricts submission of multiple requests with identical input parameters if attempted within one minute. It returns the following values: True: The value is shown as True, if the new report request has been queued successfully. False: The value is shown as False, if the input parameters of the current request are identical to the parameters of the already submitted request within one minute, a new report will not be queued. As a result, the details of the existing report request are returned.
reportStatusLocation	Displays a URL with report ID. To view the status of this report, use the same URL.
reportDataLocation	Displays a URL for the location of report data. To access the report data, use the same URL.

Scenario 2: A new request to submit the report when optional parameters are omitted

Sample request:

Sample response:

Scenario 3: A new request to submit the report when ReportName parameter is ignored

Sample request:

Sample response:

Scenario 4: A new request to submit the report when one of the dates parameter is ignored

Sample request:

Sample response:

Call the ReportStatus API to get the status of the Reviewer Assessment Metrics Async API report. See Report Status API.
Once the report is ready, call the Reviewer Assessment Metrics API to retrieve the report data from the asynchronous API. See Reviewer Assessment Metrics API.