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

General configuration options

Use these settings to configure general Insight Surveillance options.

Add User page refresh time

Specifies the frequency in seconds with which Insight Surveillance refreshes the Select User dialog box. This dialog box lets you select a user account to add to Insight Surveillance. It appears when you click Browse in the properties page for an employee. Specify a value between 1 and 300, where the default is 10.

Display warning in Archives pane when number of archives to load exceeds this threshold

Specifies a threshold count for the number of archives to load in the Archives To Search pane of the Insight Surveillance client. If the number of archives that match the current selection and filter criteria exceeds this threshold, a warning message prompts you to change the criteria and reduce the number of archives. Specify a value in the range 50,000 to 200,000. The default is 50,000.

Enable deduplication in search

Specifies whether to deduplicate the items in search results. By default, with this setting selected, Insight Surveillance deduplicates the items. Note that Insight Surveillance does not deduplicate randomly-sampled items.

Hide Active Directory accounts ending with '$' in account selector

In areas of Insight Surveillance where you select an Active Directory account, specifies whether to show any accounts whose names end with the character $. By default, Insight Surveillance shows these accounts.

List searches without sampled hits in filters

When you filter items by search, specifies whether to omit from the list those searches that failed to capture any items. By default, Insight Surveillance shows these searches.

Show First Name followed by Last Name

Specifies the order in which to display the first and last names of employees. By default, the first name precedes the last name. You may want to clear this option when working in countries where the names are typically reversed, such as Japan.

Show search sample counts in filters

In areas of Insight Surveillance such as the Review pane, specifies whether to append the sample size to the name of each listed search. So, if a search has 200 hits, and your monitoring policy requires you to add 10% of captured items to the review set, Insight Surveillance shows the search as "My Search [20]".

By default, Insight Surveillance shows the sample size.