Arctera™ Insight Surveillance User Guide
- Introducing Arctera Insight Surveillance
- Getting started
- Working with dashboard widgets
- Managing employee groups
- Managing departments
- About departments
- Understanding the Departments page
- Searching departments
- Creating departments
- Moving existing departments under other departments
- Adding monitored employees and employee groups to departments
- Editing monitoring policies
- Editing department details and monitoring policy
- Managing exception employees
- Designating employees as exception employee
- Assigning further exception reviewers to an exception employee
- Removing exception status
- Removing exception reviewers
- Managing department users
- Managing department-level searches
- Managing department-specific hotword sets
- Managing department-specific labels
- Managing department-specific trash rules
- Managing department-specific allowlist rules
- Managing department-specific review comments
- Viewing employees associated with departments
- Managing users, roles, and permissions
- Overview
- Predefined user roles and permissions
- Adding new roles for users (employees) and employee groups
- Editing user roles and permissions
- Deleting user roles
- Assigning Insight Surveillances to users (employees) and employee groups
- Restricting users to use hotwords in searches
- Removing a user role
- Managing application-level searches
- Managing application-specific hotword sets
- Managing application-specific labels
- Managing application-specific trash rules
- Managing application-specific allowlist rules
- Managing application-specific review comments
- Managing data requests
- Managing search schedules
- Managing export operations
- Managing reviews
- About reviewing with Insight Surveillance
- Limitations on reviewing certain types of Skype for Business content
- Understanding the Review page
- Changing the Preview pane position
- Rearranging columns in the item list pane
- Filtering the items in the Review pane
- Viewing dynamic review item counts on the calendar
- Reviewing searched items
- Translating email and attachment content for review
- Adding or removing text for machine learning
- Assigning review status to items
- Viewing hotwords highlighting
- Viewing hotwords in collaboration message
- Viewing tags highlighting
- Viewing predicted labels of review items
- Viewing the full content in a new window
- Adding comments to items
- Escalating the review items
- Applying labels to items
- Viewing history of items
- Printing and downloading the items and attachments
- Viewing Intelligent Review Details
- Working with reports
- About Insight Surveillance reports
- Predefined reports
- Enhanced reporting
- Configuring a reporting endpoint
- Authentication
- Departments API
- Users API
- UserRoles API
- Roles API
- Classification Tags API
- Labels API
- Searches API
- ItemMetrics API
- ReviewerMapping API
- MonitoredEmployees API
- Evidence Of Review Async API
- Evidence of Review API
- Item Classification Metrics Async API
- Item Classification Metrics API
- Item Label Metrics Async API
- Item Label Metrics API
- Item Archived Metrics Async API
- Item Archived Metrics API
- Report Status API
- Supported OData query options
- Supported reporting endpoint API filters and their values
- Responses
- Managing Power BI templates for reporting APIs
- Accessing Insight Surveillance reports and datasets through the OData web service
- Guidelines for using Insight Surveillance templates with Microsoft Power BI Desktop
- TEMPLATE - Departments, Users, Roles, Labels
- TEMPLATE - User Roles
- TEMPLATE - Item Metrics
- TEMPLATE - Reviewer Mapping
- TEMPLATE - Searches
- TEMPLATE- Item Classification Metrics - Submit report request
- TEMPLATE- Item Classification Metrics - View report data
- TEMPLATE- Item Archived Metrics - Submit report request
- TEMPLATE- Item Archived Metrics - View report data
- TEMPLATE- Item Label Metrics - Submit report request
- TEMPLATE- Item Label Metrics By Employee - View report data
- TEMPLATE- Item Label Metrics By Department - View report data
- TEMPLATE- Evidence Of Review - Submit report request
- TEMPLATE- Evidence Of Review By Monitored Employee - View report data
- TEMPLATE- Evidence Of Review By Department - View report data
- TEMPLATE- Evidence Of Review With Item Archived Metrics - Submit report request
- TEMPLATE- Evidence Of Review With Item Archived Metrics - View report data
- Saving, editing, and refreshing the Power BI reports
- Managing Audit Settings
- Working with Audit viewer
Viewing hotwords highlighting
Insight Surveillance provides the option to highlight keywords in a hotword set that are added as search terms. Highlighting applies to subject and body content and an HTML preview of an attachment. See Creating and running department-level searches.
A search with a hotword returns the exact matches only. When an asterisk character is used with the hotword, the search returns items with partial matches also. For example, two hotwords, "code" and "codebreaker," are available. A search with "code" returns items where "code" is present as an independent word. A search with "code*" returns all items that contain "codebreaker" as well as items that contain only the "code" keyword.
To view highlighted hotwords of an item
- In the left navigation pane, click Review.
- Search for and select the department for which you want to review items.
Note:
Insight Surveillance lists all departments. You can use the filtering options to search the required department. Options include filtering by department name, exception employees, and reviewers associated with the department.
- (Optional) To reset the filtering criteria, click Clear, and set a new criterion.
- Click Apply.
The application displays emails and collaboration messages from the selected departments.
Note:
If only the Exchange service is enabled for you, then only emails are displayed. If the MS Teams Archiving service is enabled for you, then collaboration messages are also displayed.
- During the manual review, select the item to view its details in the Preview pane.
- Navigate across the hits for a phrase, all hotwords, or a specific hotword.
Note:
Highlighting navigation control is shown only if at least one hotword or a tag is applied to the review item.
The hotwords and the tags are highlighted in the Preview pane of emails and collaboration messages. However, the navigation option to go to the next or previous hotword or a tag is available only for emails, and not for collaboration messages.
A sample image to show hotwords highlighting and navigation in email is shown below.
Note:
Highlighting navigation control is shown only if a hotword set was added to the review item.
- In the Preview pane, click the drop-down arrow to view a list of hotwords and phrases.
Note:
The application lets you review maximum hotword instance in the content by highlighting them. Therefore, when any search is based on multiple hotwords and phrases, and if any word or a fragment of a phrase is common among the hotwords and phrases, the improved hit-highlighting feature displays that word or a phrase as a separate hotword in the drop-down list.
For example, the Ramayana word is a part of phrase - The Ramayana is an ancient. In this case, the hit-highlighting feature provides you the hotword options like Ramayana, The Ramayana, and The Ramayana is an ancient as the word Ramayana is common in all instances.
You can select All to highlight all the hotwords. Else, you can select a specific hotword from the list that you want to get highlighted for review.
Note that multiple negative hotwords are excluded from hit highlighting.
- Select the required hotword in the list to get it highlighted in the content.
Hover over the hotword instance to view the search that is applied to the review item.
- Click the Next arrow icon to view the next highlighted hotword instance. To view the previous instance of highlighted hotword, click the Previous arrow icon.
- (Optional) Preview an attachment content and navigate across the hits for all hotwords or a specific hotword.
