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
Creating department-specific hotword sets
Before you create hotwords, it is recommended to refer the following guidelines:
Length of a hotword should not exceed 100 characters.
Allowed wildcards: * (asterisk) and ? (question mark).
Recommended to use at least 3 characters before a wildcard (e.g., com*) to avoid slow searches.
Single word hotwords (with or without wildcard) should not be enclosed in quotes.
For example, Test*, upgrade, overprice*, mis?sell
Multiple words must be enclosed in double quotes.
For example, "search criteria", "search * * criteria", "te?st vas", "strategic invest*"
Allowed: * (asterisk), ? (question mark), apostrophe ('), and hyphen (-).
For example, "front-running", "personal e-mail".
Alternatively, you can replace the hyphen with a space: "front running", "personal e mail".
Not allowed: plus (+), underscore (_), comma (,), etc.
Note:
If a hotword contains unsupported characters (e.g., CBD_US, T.I.E. ratio), replace the special character with a space and enclose the phrase in quotes (e.g., "CBD US", "T I E ratio").
You must add a positive keyword before applying negation. Add the keyword AND before the first negation term, ensuring there is a space before and after AND.
For example, "is trading behind" AND -"Check if the client is trading behind market",
blink AND -blinking,
carp* AND -"red carpet"-"carpet from market".
Note:
To avoid inconsistent search results and enhance accuracy when using multiple negation conditions, the hotword length can be extended to a maximum of 2,000 characters.
Negatives without positives are not allowed as hotwords. Instead, such cases should be handled through Veritas Information Classifier as exclusion policy.
Avoid creating multiple similar hotwords (e.g., zera, zerar, zerado, zeramos, zeraria). Instead, use fewer, smarter hotwords to optimize performance and capture a wider range of variations (e.g., zera*).
Avoid overly broad hotwords such as *mail or *word, as they might slow down searches.
Hotwords should have a fixed start and end whenever possible.
For example, instead of using "* * pressure", you can use "avoid * pressure".
The following table shows how to create hotwords using exact words, phrases, and wildcards, along with what they match and do not match.
Hotword | Matches | Does Not Match | Note |
|---|---|---|---|
I sent the mail yesterday | yahoomail, gmail | Best for exact word search. | |
for? | ford, fork, fore, form | for, forks, fortnight, four, for-m | ? wildcard represents a single character. |
spa?e | space, spade, spare, spate | spae, spa, spaced, spaceborne, s-pace | Same as above. |
mark* | mark, marking, marked, marketing | mark down, Denmark, landmark, remark, | * wildcard represents zero or more characters; use at the end, not the beginning. |
mis*t | misprint, misreport, mismanagement, mist | mismatch, mistake | Best for faster searches. Avoids multiple similar hotwords. |
"mark down" | mark down, mark-down | markdown | Best for exact phrases. Recommended to use quotes. |
"keep * mind" | keep in mind, keep on mind, keep this mind | keep this in mind, keep mind, keeping mind | Every * wildcard in a phrase represents a single word. Recommended to use quotes. |
"need * * now" | need an answer now, need more time now, need your help now, need fresh data now | need now, need backup now, need to provide data now | Same as above. |
"gmail", "yahoomail", "hotmail" | - | Not recommended - too broad, can slow down searches. | |
"word * *" | word of the, word is spread, word by word, etc. | - | Not recommended - causes delays and may match unnecessary results. |
- In the left navigation pane, click Departments.
- Search for and select the department for which you want to add hotwords and hotword sets.
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.
- Navigate to the Hotwords tab, and then click New Hotword Set.
The Create Hotword Set dialog box appears.
- In the Name and Description fields, type a unique name and an optional description for the hotword set.
Note:
The hotword set name can contain up to 50 characters. The description can contain up to 250 characters.
- Under the Hotwords section, click Select to search and choose hotwords from the available list.
On the Hotwords dialog box, select the hotwords, and then click OK.
To select multiple adjacent words, hold down the Shift key and click the first and the last words in the range. To select multiple, non-adjacent words, hold down the Ctrl key and click the required words.
- If the required hotword is not available, click Create Hotwords to add new hotwords.
To add multiple hotwords simultaneously, press Enter after each word to separate the words with a new line character.
- Click OK to add the words.
- Click Save.
- (Optional) In the Hotword Set pane, select a hotword set to view included hotwords.