Arctera Enterprise Vault™ Insight Surveillance Administrator's Guide

Last Published:
Product(s): Enterprise Vault (15.2)
  1. Understanding Arctera 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. Configuring Insight Surveillance: Desktop Client
    1.  
      Customizing the reviewing action statuses
    2. Importing configuration data from an XML file
      1.  
        About importing configuration data
      2.  
        Sample XML files
      3.  
        Format of the Dataload.xml file
      4.  
        Importing the configuration data
    3.  
      Specifying the Windows domains with which to synchronize employee details
    4.  
      Mapping employee properties to Active Directory or Domino directory attributes
    5. Grouping departments into partitions
      1.  
        Creating department partitions
      2.  
        Editing department partitions
      3.  
        Deleting department partitions
    6.  
      Setting up department attributes
    7.  
      Setting up custom message types
    8. Setting Insight Surveillance system configuration options
      1.  
        Ad Hoc Searches configuration options
      2.  
        Diagnostics configuration options
      3.  
        Document Conversion configuration options
      4.  
        Export/production configuration options
      5.  
        General configuration options
      6.  
        Home Page configuration options
      7.  
        Hotword Analysis configuration options
      8.  
        Item Prefetch Cache configuration options
      9.  
        Item Prefetch Cache (Advanced) configuration options
      10.  
        Policy Integration configuration options
      11.  
        Profile Synchronization configuration options
      12.  
        Random Capture configuration options
      13.  
        Reviewing configuration options
      14.  
        Search configuration options
      15.  
        Security configuration options
      16.  
        System configuration options
      17.  
        Vault Directory Synchronization configuration options
  3. 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.  
      Configuring a Power BI template for reporting
  4. Appendix A. Troubleshooting
    1.  
      Insight Surveillance user interface user interface is not displayed properly in non-English environment
    2.  
      Issues with the random sampling of items
    3.  
      Display issues when you open a Insight Surveillance website in Internet Explorer 10 or later
    4.  
      Vault stores not displayed in the Insight Surveillance web client
    5.  
      TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
    6.  
      Synchronization errors after you rename the SQL Server computer
    7.  
      Performance counter errors when the eDiscovery Manager service starts
    8.  
      SQL Service Broker warning when restoring a customer database to a different server
    9.  
      Error messages when the Intelligent Review (IR) API authentication and authorization fails
    10.  
      Known issues after enabling FIPS

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.