View and Manage System Settings

Home > Settings drop-down System Settings ...
Project > Settings drop-down > System Settings ...

If you are a System User with the appropriate permissions, you can use the Settings drop-down on the toolbar to navigate to the System Settings from the Home page after you log in. From within a Project, you can also use the Settings drop-down menu on the toolbar to select System Settings and view the System Settings tab in the Settings window. (Within a Project, you can use the drop-down to select and navigate to the System Settings, Organization Settings, or Project Settings.)

Note: System Users and their associated System Groups must have a System-level role and permissions to ensure access to the eDiscovery System Settings. For information about System-level roles and permissions, see View and Manage System Role-Based Permissions.

With the appropriate permissions, you can manage the following from the System Settings in eDiscovery:

• Under Configuration, various settings for system setup, including:
  • Password & User Logout Policy
  • Email Server & Notifications
  • System Storage Depot
  • Virus Detection
  • System Message
• Under Provisioning, the following:
  • a License screen that displays the system license information.
  • a Realm Nodes screen to add and manage the system's Realm Nodes.
  • a Storage screen on which a System user in the IT Administrator role can add and manage system storage.
  • a Services screen to add and manage Services available on the system.
  • an Organizations screen to add and manage Organizations.
  • a Projects screen to enable or disable all Projects in a Organization to which you have permissions, add or remove Project members, change the service for a Project, or request deletion of a Project.
  • a Delete Pending Projects screen
  • a Deleted Projects screen
  • a System Role Permissions screen for managing System-level roles and permissions
  • a System Users screen for managing System Users
  • a System Groups screen for managing System Users in System Groups
• Under Templates, Template Profiles
• Under Templates, individual System Templates

Viewing the System Settings enables you to create and manage these different types of System Templates:

• Analytic Settings
• Billing Reports
• Domain Lists
• Excluded Content
• Export Fields
• Export Settings
• Index Settings
• Metadata Search Fields
• Metadata View Fields
• Patterns
• Reports
• Search Settings
• Survivorship Model
• Tags

You can also manage Template Profiles, which enable you to select and save System Templates to one or more Organizations to which you have access.

Note that unlike Organization templates, there are no default System Templates. There are also no default Template Profiles. Therefore, you will not see any System Templates for a given type of template until you create one. You will also need to create a Template Profile and select System Templates before you can perform the save of the templates to one or more Organizations to which you have access.

After you switch to the System Settings, you can close the window to return to the Home Page (if you launched the Settings for an Organization) or to the main Project view (if you launched the Settings within a Project).