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Arctera™ Insight Surveillance Web Client Reviewer's Guide

Last Published:
Product(s): Veritas Alta Surveillance (1.0)
  1. Introducing Arctera Insight Surveillance
    1.  
      About Insight Surveillance
    2.  
      Key features of Insight Surveillance
    3.  
      Feature comparison: Enterprise Vault Compliance Accelerator Desktop Client Vs Insight Surveillance web client
    4.  
      About Insight Surveillance system security
    5.  
      Insight Surveillance multi-tier architecture
    6.  
      System requirements
  2. Getting started
    1.  
      Signing in to Insight Surveillance
    2.  
      Signing out from Insight Surveillance
  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 department-level searches
    1.  
      About department-level searches
    2.  
      Guidelines for effective searches
    3.  
      Creating and running department-level searches
    4.  
      Pausing and resuming searches
    5.  
      Downloading search details for archives
    6.  
      Disabling scheduled searches
    7.  
      Previewing search results
    8.  
      Accepting search results
    9.  
      Rejecting a search result
    10.  
      Resubmitting a search
  5. Managing reviews
    1.  
      About reviewing with Insight Surveillance
    2.  
      Understanding the Review page
    3.  
      Rearranging columns in the item list pane
    4.  
      Changing the Preview pane position
    5.  
      Filtering the items in the Review pane
    6.  
      Reviewing the Audio-Video Transcript type items
    7.  
      Reviewing searched items
    8.  
      Reviewing research folder items
    9.  
      Reviewing department items
    10.  
      Viewing Intelligent Review Details
    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 tags in collaboration message
    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 the original versions of items
    23.  
      Printing and downloading the items and attachments

Previewing search results

Insight Surveillance makes it easy for a reviewer to preview the search results before accepting or rejecting them and deciding if the search is based on their expectations and if it needs to modify search criteria. The Search Preview feature is available for the immediate or scheduled searches that are complete, but the search acceptance is pending.

Only the users with the Show search preview, Search Capture, and Review Messages permissions would be able to preview the search results before accepting or rejecting them.

Note:

Insight Surveillance does not support previewing certain file types, such as .dll and .exe and large files (over 10MB to maintain browser responsiveness). For compressed files, Insight Surveillance supports previewing only the .zip file format and does not support other formats like .7z, .tar, and so on.

To preview the search results

  1. In the left navigation pane, click Department.
  2. Search for and select the department to view the associated searches.

    Note:

    Insight Surveillance lists all departments. You can use the filtering options to search for the required department. Options include filtering by department name, exception employees, and reviewers associated with the department.

  3. Click Searches. A list of search results is displayed.

    Enter the desired value in the text field and click the Search icon to view the searched items , or the Clear icon to remove the value from the search field. To filter the searched items, click the Filter icon.

    All the searches matching your filter criteria are displayed in a list form. A Preview Search icon is displayed for the searches whose acceptance is pending and for the scheduled searches as shown in the sample image above.

  4. To preview the immediate and scheduledsearches with the Pending Acceptance status, click the Preview Search icon. The search items are displayed in a new browser window.
  5. To preview the schedule search, click the Search Runs (...) button for the desired scheduled search. To preview the desired scheduled search with the Pending Acceptance status, click the Preview Search icon. The search items are displayed in a new browser window as shown in the sample image below.
  6. On the displayed browser window, perform the following as required.

    • Group the search for the oldest or newest items based on a day or month. The selections made for the Group and sorting of items are persisted across all login sessions for the logged-in user.

    • In the Preview pane, view an item details and respective attachments. You can double-click on the item to open it in a new browser window.

    • If you have selected email, you can do the following actions on the Preview pane.

      • Click the Kebab icon. Click Print or Download to print or download the email content.

      • Hover over the attachment to view the attachment size. Click the Download icon to download the attachment. Click Preview to preview the attachment.

    • If you have selected Teams Chat or Channel item, you can do the following actions on the Preview pane.

      • Click the Kebab icon. Click Scroll On or Scroll Off to go to the previous and next chat messages.

      • Click Download to download the chat or channel content.