View and Manage Settings in the Project

Home > selected Project > right-click Settings
Project > Settings drop-down > | Project Settings ...

Your permissions determine whether you can view and/or manage the individual settings in the Project.

Project Settings

When you are in a Project, clicking Settings enables you to select Project Settings from the drop-down and navigate to the Project Settings tab in the Settings window. You can also navigate to the Project Settings from the Home page, using the right-click Settings option for a selected Project. This tab displays the Project name and Project description at the far right of the screen (for example, myproject1 - Customer X P1 Project).

The following General Project settings appear based on permissions to the individual settings (for example, View permissions):

  • Preferences — Users with the appropriate permissions can view and set Project Preferences, such as the Time Zone and Hide Duplicates setting.
  • Email Delivery — User with permissions can control whether Workflow and Export Comparisons reports generate email delivery via specified email addresses. See Email Delivery for more information.
  • Project Members — Users with permissions have a management screen so they can assign Project members. For general users, displays the non-Organization Admin Project Members (users and groups) assigned to a Project with a given role. See Create Project for more information.

The following eDiscovery Project settings appear based on permissions to the individual settings (View, Add/Edit, and Delete permissions, where applicable):

Note: Clicking the ellipses to the right of given Project Setting in the Settings tree on the left enables you to select the Save to Template and Load from Template options, assuming you have the appropriate permissions (for Save to Template, Add/Edit Permissions to the given Organization Template, and for Load from Template, Add/Edit Permissions to the given Project Setting.

  • Alias Lists —Users with permissions can set up and manage the Project Alias Lists and email aliases within each list.
  • Analytic Settings — Users with the appropriate permissions can control all of the global Analytic Settings such as Deduplication Settings for email and calendar items.
  • Billing Reports — Users with permissions to the Project Bill Report can control the Billing Report information in a Project, which consists of File Type Exclusion Groups. The file types within each Exclusion Group will be excluded from billing.
  • Custom Fields — Users with permissions can control custom fields to display and use in the Project (for example, for a DAT Load File). See Manage Project Custom Fields for more information.
  • Domain Lists — Users with permissions can set up and manage the Project Domain Lists and domains within each list.
  • Excluded Content — Users with permissions can control the Excluded Content defined in the Project for removal upon indexing.
  • Export Settings — Users with permissions can control the export settings, which include file output options for export manifests. See Manage Project Export Settings for more information.
  • Index Settings — Users with permissions can control Parsing settings, Stop Words handling, Copy to Document Storage settings, and eDiscovery settings. See Manage Project Index Settings for more information.
  • Load File Import — Users with permissions can control the settings and fields needed for a Load File Import (such as a DAT Load File). See Manage Project Load File Import for more information.
  • Metadata Search Fields — Users with permissions to manage Search Fields can select which metadata fields are included in term-based searches when the Include Metadata option is enabled.
  • Metadata View Fields — Users with permissions can control the view of metadata in the Project (for example, in the Metadata seciton of the Document Viewer). See Manage the Metadata View Configuration for more information.
  • Password Cracking — Users with permissions can control and apply password-cracking criteria for use during reprocessing.
  • Patterns — Users with permissions can control the enabling/disabling of System Patterns as well as the creation and enabling/disabling of user-defined (Custom) Patterns, such as Social Security numbers and credit card numbers. See Project Patterns for more information.
  • Reports — Users with permissions can control the reports that are generated and displayed for Imports, a Data Set, and Project Data. See Project Reports for more information.
  • Search Settings — Search Settings enables general users of Project Data to view or change search settings, such as Search Term Report column settings in effect in the Project.
  • Survivorship Model — Users with permissions can control the Survivorship model, which includes an ordered list of queries to dictate deduplication. See Manage the Survivorship Model for more information.
  • Tags — Users with permissions can control the availability, name, and color of Tags. See Project Tags for more information.

Note: Save to and Load from operations for many settings (including Analytic settings, Index settings, Reports, Metadata View, Load File Import, Billing Report, and search- and export-related settings) observe an "overwrite" behavior. For example, for a Load from operation, your current settings are replaced by the settings from the selected template/settings. Note that some settings, such as Patterns, Tags, Domain Lists, Alias Lists and Excluded Content observe an "append" behavior instead. For example, for a Load from operation, your current items are preserved and only new, unique items are added.

Organization Settings

Users with the appropriate permissions can move from the Project Settings tab to the Organization Settings tab, which enables management of the Organization Settings. The Organization Settings tab includes the Organization name (for example, org111).

You can navigate to these settings one of two ways based on permissions:

  • You can select an Organization from the Home page and use the right-click Settings option to view only the Organization Settings.
  • When you are working within a Project, you can click Settings and navigate from the Project Settings to the Organization Settings.

After you switch to either Project or Organization Settings, you can close the window to return to the Project view.