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

Feature comparison: Arctera Insight Surveillance desktop application Vs Arctera Insight Surveillance web application

If you previously used the Arctera Insight Surveillance desktop application and would like to examine the features of both the Insight Surveillance desktop application and the Arctera Insight Surveillance web application, refer to the table provided below.

Feature

Arctera Insight Surveillance Desktop Application*

Arctera Insight Surveillance Web Application

Details

Only server installation required

No

Yes

Accessing Arctera Insight Surveillance does not require application installation; server installation alone is sufficient.

Windows-based Authentication and Authorization

Yes

Yes

 

* The features listed in the Enterprise Vault Compliance Accelerator Desktop Client (known as Arctera Insight Surveillance Desktop Application from Enterprise Vault 15.2 onwards) 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

 

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

No

 

Employees

Yes

Yes

Profile creation and management

Reports

Yes

Partially yes

 

Monitor

Yes

Yes

 

Application

Application: Roles

Yes

Yes

 

Application: Roles Assignments

Yes

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 Arctera 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 Arctera 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

Insight Surveillance user interface and user documentation are translated into Japanese, Chinese Simplified, and Chinese Traditional languages for localization purposes.