Enterprise Vault™ Compliance Accelerator Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (12.5)
  1. Introducing Compliance Accelerator
    1.  
      Key features of Compliance Accelerator
    2.  
      About the Compliance Accelerator client
    3.  
      Opening the Compliance Accelerator client
    4.  
      Finding your way around the Compliance Accelerator client
  2. Searching for items
    1. Creating and running Compliance Accelerator searches
      1.  
        Limitations on searching certain types of Skype for Business content
    2.  
      About the search criteria options
    3.  
      Guidelines on conducting effective searches
  3. Manually reviewing items
    1. About reviewing with Compliance Accelerator
      1.  
        Limitations on reviewing certain types of Skype for Business content
    2.  
      About the Review pane
    3.  
      Viewing the hotword statistics for an item in review
    4.  
      Filtering the items in the Review pane
    5.  
      Assigning review marks to items
    6.  
      Adding comments to items
    7.  
      Viewing the history of items
    8.  
      Displaying printable versions of items
    9.  
      Downloading the original versions of items
    10.  
      Copying the item list to the Clipboard
    11. Escalating items
      1.  
        Assigning escalated items to other escalation reviewers
      2.  
        Closing escalated items
    12.  
      Changing how the Review pane looks
    13.  
      Setting your Review pane preferences
  4. Working with research folders
    1.  
      About research folders
    2.  
      Creating research folders
    3.  
      Editing the properties of research folders
    4.  
      Copying items to research folders
    5.  
      Reviewing the items in research folders
    6.  
      Exporting items from research folders
    7.  
      Giving other users access to your research folders
    8.  
      Committing research folder items to the department review set
    9.  
      Removing items from research folders
    10.  
      Deleting folders
  5. Exporting items
    1. About exporting items
      1.  
        Limitations on exporting certain types of content
    2.  
      Performing an export run
    3.  
      About the limits on the number of simultaneous export runs
    4.  
      Exporting items from the review set of an exception employee
    5.  
      Making the export IDs visible in Microsoft Outlook
  6. Creating and viewing reports
    1.  
      About the Compliance Accelerator reports
    2.  
      Creating Compliance Accelerator reports
    3. Available Compliance Accelerator reports
      1.  
        Compliance Supervisor Responsibility report
      2.  
        Department Roles Detail report
      3.  
        Department Roles Summary report
      4.  
        Differential Sampling Summary by Department report
      5.  
        Effective Roles by User report
      6.  
        Evidence of message type Review by Department/Employee reports
      7.  
        Item Aging by Department report
      8.  
        Message Stats Summary report
      9.  
        Message Summary report
      10.  
        Monitored IDs by Department report
      11.  
        Questioned Items by Department report
      12.  
        Responsibility by Department report
      13.  
        Responsibility by Reviewer report
      14.  
        Review Activity Summary by Department report
      15.  
        Reviewer Activity by Department report
      16.  
        Reviewer Activity Detail report
      17.  
        Reviewer Mapping report
      18.  
        Unreviewed Departments report
      19.  
        Unsupervised Departments report
    4.  
      Viewing existing reports
    5.  
      Deleting reports
    6. About viewing Compliance Accelerator datasets using the OData web service
      1.  
        Available Compliance Accelerator datasets
      2.  
        Accessing the Compliance Accelerator datasets
      3.  
        Using the OData service with Microsoft Excel
      4.  
        Using the OData service with Microsoft SQL Server Reporting Services (SSRS)
      5.  
        Troubleshooting OData errors

Finding your way around the Compliance Accelerator client

In the Compliance Accelerator client, the roles to which you have been assigned determine the features that you can access. Table: Primary tabs in the Compliance Accelerator client describes the features that users with the most permissive roles can access. Compliance Accelerator administrators can assign multiple different roles to users and change the permissions that are associated with the roles.

Table: Primary tabs in the Compliance Accelerator client

Icon

Tab

Description

Home icon

Home

This tab provides a headline view of the status of the activities that you perform in Compliance Accelerator. It also gives you quick access to the activities that you are likely to perform frequently with Compliance Accelerator.

Review icon

Review

This tab lets you view the items in the review set and assign marks and comments to them.

Research icon

Research

This tab lets you set up research folders where you can work privately on the items that interest you without generating additional work for other Compliance Accelerator reviewers.

Departments icon

Departments

This tab lets you manage your Compliance Accelerator departments, the employees who belong to them, and the supervisors and reviewers who are assigned to them.

Employees icon

Employees

This tab lets you view and change the employee profiles in your Compliance Accelerator system, and enter the details of new ones. You must set up a profile for everyone who will run Compliance Accelerator - administrators and reviewers - and everyone whose communications will be monitored.

Reports icon

Reports

This tab lets you generate reports on various aspects of Compliance Accelerator, including the progress of reviewers and their roles and responsibilities.

Monitor icon

Monitor

This tab lets you monitor the status of all Compliance Accelerator searches and pause or resubmit them as necessary.

Application icon

Application

This tab provides access to a range of commonly used administrative facilities. The options that are available when you click this tab may include the following:

  • Searches. Create searches that run in multiple departments.

  • Roles. Set up and amend the roles that you can assign to users to manage their access to Compliance Accelerator facilities.

  • Role Assignment. Assign Compliance Accelerator roles to users.

  • Reviewing Comments. Store the text of common comments that Compliance Accelerator reviewers can apply to the items on which they work.

  • Hotwords. Set up lists of important words for which you may want to search with Compliance Accelerator.

  • Archives. Customize the list of Enterprise Vault archives in which Compliance Accelerator searches for items.

Configuration icon

Configuration

This tab provides access to a range of configuration facilities that you are likely to use infrequently. The options that are available when you click this tab may include the following:

  • Search schedules. Set up schedules with which you can run Compliance Accelerator searches repeatedly, at scheduled times.

  • Reviewing Statuses. Customize the status names with which Compliance Accelerator shows the status of items in the Review pane (Pending, Questioned, and so on).

  • Import Configuration. Import configuration data into Compliance Accelerator from an XML file.

  • Account Information. Specify multiple Windows domains with which Compliance Accelerator should synchronize the details of employees and employee groups.

  • Directory Mappings. Configure how Compliance Accelerator synchronizes employee properties with an external source like Active Directory.

  • Department Partitions. Group departments into partitions to restrict the scope of searches.

  • Department Attributes. Set up attributes with which you can categorize your departments.

  • Message Types. Set up custom message types to search, filter and export items on.

  • Settings. Set hundreds of configuration options with which you can customize the appearance and performance of Compliance Accelerator.