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Arctera™ Insight Surveillance Web Client User Guide

Last Published: 2025-07-07

Product(s): Veritas Alta Surveillance (1.0)

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
Getting started
1. Signing in to Insight Surveillance
2. Signing out from Insight Surveillance
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 employees and employee groups
1. About employees and employee groups
2. Creating employee profiles
3. Editing employee profile details
4. Creating employee groups
5. Editing employee group details
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
14. Closing or opening the departments for monitoring
15. Reviewing department items
16. Deleting departments
17. Managing reviewer assignment
18. Managing research folders
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
6. Allocating review items to reviewers
Managing department-level archives
1. About department-level archives
2. Including or excluding enterprise vault archives at department-level
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
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 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 archives
1. About application-level archives
2. Including or excluding enterprise vault archives at application-level
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 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 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. 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
Working with reports
1. About Insight Surveillance reports
2. Accessing data through the Microsoft SQL Server Reporting Services (SSRS)
3. Enhanced reporting
4. Managing Power BI templates for reporting APIs
Managing application wide 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
Managing application wide review setting
1. Overview
2. Editing application-level review setting

Feature comparison: Enterprise Vault Compliance Accelerator Desktop Client Vs Insight Surveillance web client

If you previously used the Enterprise Vault Compliance Accelerator desktop client and would like to examine the features of both the Enterprise Vault Compliance Accelerator desktop client and the Insight Surveillance web client, refer to the table provided below.

Feature	Enterprise Vault Compliance Accelerator Desktop Client*	Insight Surveillance web client	Details
Only server installation required	No	Yes	Accessing Insight Surveillance does not require client installation; server installation alone is sufficient.
Windows-based Authentication and Authorization	Yes	Yes
*The features listed in the Enterprise Vault Compliance Accelerator Desktop Client are available only up to Enterprise Vault version 14.5.
Dashboard
Dashboard: Summary	Yes	Yes
Dashboard: Summary: Pin/Unpin Departments	No	Yes
Dashboard: Task	Yes	No	Links are provided to perform some tasks.
Departments
Department: User Summary	Yes	Yes
Department: User Action	Yes	Yes
Department: Department Attributes	Yes	No
Department: Role assignment	Yes	Yes
Reviewer Assignment	No	Yes
Department: Searches	Yes	Yes
Department: Searches: Custom Attributes	No	Yes
Department: Monitoring Employees	Yes	Yes
Department: Archives	Yes	Yes
Department: Export	Yes	Yes
Department: Hotwords	Yes	Yes
Department: Labels	No	Yes
Department: Review Comments	No	Yes
Research Folders	Yes	Yes
Employees	Yes	Yes	Profile creation and management
Reports	Yes	Partially yes
Monitor	Yes	Yes
Application
Application: Roles	Yes	Yes
Application: Roles Assignments	Yes	Yes
Reviewer Assignment	No	Yes
Application: Hotwords	Yes	Yes
Application: Label	No	Yes
Application: Reviewing Comments	Yes	Yes
Application: Searches	Yes	Yes
Application: Archives	Yes	Yes
Review
Review: Review Pane Actions	Yes	Yes	Copy action is not available in Insight Surveillance.
Review: Advanced Filter	No	Yes	Filter on Author/Domain and Subject is provided.
Review: Filters	Yes	Yes
Review: Filters: Sentiment Score	No	Yes
Review: Delegate review (on behalf of mode)	Yes	No
Review: Printable View	Yes	No
Review: Bulk Review	Yes	Yes
Review: Review Status	Yes	Yes
Review: Research folder review	Yes	Yes	Some actions, such as Escalate, Commit, and Copy are not available in Insight Surveillance.
Review: Hit highlight navigation for Hotwords	Yes	Yes
Review: Labels	No	Yes
Review: Review Comments	No	Yes
Review: Hit highlight navigation for Tags	No	Yes
Configuration
Configuration: Search Schedules	Yes	Yes
Configuration: Reviewing status	Yes	No
Configuration: Import configuration	Yes	No
Configuration: Account Information	Yes	No
Configuration: Directory Mappings	Yes	No
Configuration: Department partitions, Attributes	Yes	No
Configuration: Message Types	Yes	No
Configuration: Settings	Yes	No
Configuration: Audit settings	No	Yes	Modules can be enabled or disabled for auditing purposes.
Enhanced Auditing	Yes	Yes
Audit Viewer	No	Yes	The operations and modifications made to any modules are shown in the Audit Settings.
Hotword analysis and statistics	Yes	Yes	Hotword analysis is done, and filters and counts are updated to view the statistics.
Tag (Policy) analysis and statistics	No	Yes	Tag (Policy) analysis is done, and counts are updated to view the statistics.
Custom attributes	Yes	Yes
Intelligent Review	Yes	Yes
Advanced Intelligent Review	No	Yes	The relevance score and the reasoning behind classifying the item as Unreviewed Relevant or Unreviewed Irrelevant are provided. Content snippets are added to train the learning model.
Microsoft Teams Chat and Channel support	No	Yes
Audio-Video Transcript support	No	Yes
Chinese Wall security	Yes	No
Localization of UI and Documentation	Yes	No	Enterprise Vault Compliance Accelerator Desktop Client user interface and user documentation are translated into Japanese, Chinese Simplified, and Chinese Traditional languages for localization purposes.