Enterprise Vault™ Insight Surveillance Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (15.2)
  1. Introducing Insight Surveillance
    1.  
      About Insight Surveillance web application
    2.  
      Routine operations executed with Arctera Insight Surveillance
    3.  
      About Arctera Insight Surveillance system security
    4.  
      Feature comparison: Arctera Insight Surveillance desktop application Vs Arctera Insight Surveillance web application
    5. Product documentation
      1.  
        White papers on the Arctera Support website
      2.  
        "How To" articles on the Arctera Support website
  2. Searching for items
    1. Creating and running Insight Surveillance 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 Insight Surveillance
      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 Insight Surveillance reports
    2.  
      Accessing data through the Microsoft SQL Server Reporting Services (SSRS)
    3. Enhanced reporting
      1.  
        Configuring a reporting endpoint
      2.  
        Authentication
      3. Departments API
        1.  
          Departments - List
      4. Roles API
        1.  
          Roles - List
        2.  
          Roles - List by filters
      5. Users API
        1.  
          Users - List
      6. UserRoles API
        1.  
          UserRoles - List by filters
      7. ItemMetrics API
        1.  
          ItemMetrics - List
        2.  
          ItemMetrics - List by filter
      8. Evidence of Review by Department API
        1.  
          EvidenceOfReviewByDept - List by filter
      9. Evidence of Review by User API
        1.  
          EvidenceOfReviewByUser - List by filter
      10.  
        Supported OData query options
      11.  
        Supported reporting endpoint API filters and their values
      12.  
        Responses
    4. Accessing reports through the OData web service
      1.  
        Available Insight Surveillance datasets
      2.  
        Accessing the Insight Surveillance 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
    5.  
      Configuring a Power BI template for reporting

Available Insight Surveillance datasets

Table: Available Insight Surveillance datasets describes the Insight Surveillance datasets that you can view through the OData web service.

Table: Available Insight Surveillance datasets

This dataset

Shows

ActionStatusDetail

The history of actions that reviewers have taken on the items in one or more departments.

ClassificationSummaryByDepartment

The count of items in the specified department based on the classification policy applied.

Customers

Information about the SQL Server database in which Insight Surveillance stores details of departments, user server roles, search results, and more.

Departments

Information on one or more departments associated with the specified customer.

DifferentialSamplingSummaryByDepartment

The sampling activity for the monitored employees in selected departments.

EscalationHistory

The escalation history for a specific item.

GuaranteedSamplingSummary

Information on guaranteed sampling statistics data that was sent by Enterprise Vault to Insight Surveillance.

HotwordHitsSummary

Information on hotword statistics for items that were flagged by hotword hits.

ItemAgingByDepartment

The number of items that are either still unreviewed or pending review.

QuestionedItemsByDepartment

A summary of the suspect items (those items that reviewers have marked as Questioned).

ReviewActivitySummary

The total number of items of each type that Insight Surveillance has captured in the selected reporting period. The report also shows the review status of these items.

ReviewerActivityByDepartment

The status of review set items, including how many items have been escalated, questioned, reviewed, and unreviewed.

ReviewerActivityByDepartmentDetailed

Details of review set items such as the status, direction, message type, author and so on.

ReviewerActivityByReviewer

The status of the review set items for each reviewer and information about the reviewer.

ReviewerActivityDetail

The status of the review set items for each reviewer for one or more departments.

ReviewerActivityItemDetailed

Information on the reviewers who have worked on the review set along with details of each message.

ReviewerNotes

Information on the notes that reviewers have assigned to the items in the review set for a specified department.

SamplingSummary

Information on sampling statistics data that was sent by Enterprise Vault to Insight Surveillance.

StatisticalSamplingSummary

Information on statistical sampling data that was sent by Enterprise Vault to Insight Surveillance.