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
- Customizing item navigation in Review grid
- Filtering the items in the Review pane
- Viewing dynamic review item counts on the calendar
- Reviewing the Audio-Video Transcript type items
- Reviewing searched items
- Translating email and attachment content for review
- Translating collaboration message 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
- Roles API
- User Roles Async API
- User Roles API
- Classification Tags API
- Labels API
- Searches API
- ItemMetrics API
- Reviewer Mapping Async API
- Reviewer Mapping 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
- Item Hotword Metrics Async API
- Item Hotword Metrics API
- Item Details Async API
- Item Details API
- Reviewer Assessment Metrics Async API
- Reviewer Assessment 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 - Submit Report Request
- TEMPLATE - User Roles - View Report Data
- TEMPLATE - Item Metrics
- TEMPLATE - Reviewer Mapping - Submit Report Request
- TEMPLATE - Reviewer Mapping - View Report Data
- 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- Item Hotword Metrics - Submit Report Request
- TEMPLATE- Item Hotword Metrics - View Report Data
- TEMPLATE- Item Details - Submit Report Request
- TEMPLATE- Item Details - View Report Data
- TEMPLATE- Reviewer Assessment Metrics - Submit Report Request
- TEMPLATE- Reviewer Assessment Metrics - 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
Performing a search for audit records
To run a search for audit records
- In the left navigation pane, click Audit viewer.
The Audit Viewer screen is displayed.
- In the Date range section, specify the date range for the audit records that fall in this duration.
The options are as follows:
Specific date range - Specify the date and time duration to search audit records that were sent or received during the selected period.
Today / Yesterday / Last 7 days / Last 14 days / Last 28 days - Search audit records that are created today, yesterday, or in last 7/14/28 days.
Do not filter - Do not search for audit records based on date range.
- To search by departments, select the appropriate option:
All departments - Search for audit records generated at the department level for all departments where the logged-in user has permission to view audit information
Select department(s) - Search for audit records for specific departments or exception departments. If you select this option, the Selected departments section appears. Only those departments where the logged-in user has permission to view audit information are displayed. Click Add to search and add departments. You can remove the listed departments from the list using the Remove link.
Do not include departments - Select this option if you do not want to search for audit information generated at the department level. If this option is selected, you must select either Include application level records or Include historical data option.
- Select the Include application level records check box if you want to search for audit records generated at the application level.
- Select the Include historical data check box if you want to include audit information at the following level:
Deleted department/Folder
Closed department
Monitored employees whose exception status is removed
Note:
You can select the Include application level records and Include historical records if you have the View Audit information permission at the application level.
- Use Advanced search options to narrow the search for audit records. The following additional options, such as operation type, user, and property are available. You can add a new search row by clicking the + icon.
Search option
Description
Module name
Select the modules for which you want to search audit records.
Insight Surveillance now includes enhanced support for authentication tracking. To initiate the two-step authentication process:
Select Module Name > Authentication.
Enter valid login credentials, or alternatively, log in through Single Sign-On (SSO).
After a successful login, you are navigated to the Select Customer page. Select the customer.
Note:
Auditing is initiated only after the customer selection is complete and the user has accessed the dashboard.
For details on available modules and their supported operations for audit records, See Audit Settings Overview.
Note:
You can search for multiple modules in a single search; however, you cannot search for the same module name more than once.
Operation type
Select operations such as Create, Update, Delete, Login, and Logout.
User
Select audit records based on users. You can enter one user per line. Press the Enter key to add another user on next line. Audit records having any of these usernames are returned.
The Username field supports wildcards * and ?. You can use an asterisk (*) wildcard to represent zero or more characters in your search. Use a question mark (?) wildcard to represent any single character.
Wildcards can be escaped using \. Therefore, \* represents the character * whereas * represents the wildcard. All the provided values are matched if the search is present anywhere in the data. You cannot use special characters in the Username field. Also, special characters which appear in the middle of the text using wildcard cannot be matched.
For example, a search term MyDomain*vsa will not match the data MyDomain\user1, but will match the below search terms:
Mydomain\user1
Mydomain user1
Mydomain
user
Changed Property
Search for a property changed in an audit event using the following options. Press the Enter key to add another entry on next line.
Property name: The name of the changed property whose value you want to search. For example, Department parent or Role name. You can use a wildcard to match multiple properties.
Previous value: The previous value (before modification) of an audit record's changed property. This field supports wildcards and partial matches.
Current value: The current value of an audit record's changed property. This field supports wildcards and partial matches.
Note:
You can search for multiple changed properties in a single search; however, you cannot search for the same changed property twice.
All the provided values are matched if the search is present anywhere in the data. You can use special characters in your search. These fields support the use of wildcard characters * and ?. You can use an asterisk (*) wildcard to represent zero or more characters in your search. Use a question mark (?) wildcard to represent any single character. Wildcards can be escaped using \. Therefore, \* represents the character * and not wildcard *. Since \ is an escape sequence, you can escape \ by using \\.
For example, if a username in the Current value or Previous value fields of the property is Acme\John Doe. To search for this, you can provide any of the following search terms:
Acme*
Acme\\John Doe
Acme*John Doe
*John
Note that wildcards present in the middle of search terms can match special characters. For example, in the above example, Acme*John Doe search terms match Acme\John.
- Click Search to perform the search for audit records.
When the search is executed, the search results are displayed. A maximum of 10000 audit records can be displayed.
In the left panel, the audit records matching the search criteria are displayed. The newest audit records are displayed first. You can sort the records in ascending or descending order by using the sort arrow icon in the header of the columns. When you select an audit record in the left panel, its changed properties are displayed in the right pane.
- From the Actions menu, click Export as CSV if you want to export the search results.