View and Manage Project Domain Lists

Home > selected Project > menu or right-click > Settings > Domain Lists
Project > Settings drop-down > Project Settings > Domain Lists

Requires Project - Domain Lists - View (to view the setting), Add/Edit (to add and edit Domain lists and manage Domains in a list), and Delete (to delete a Domain list)

A user with the appropriate permissions can use the Domain List summary to do the following:

  • Add a Domain List.
  • Edit a Domain List (name).
  • Delete a Domain List.
  • Add one or more Domains to a Domain List.
  • Remove one or more Domains from a Domain List.
  • Save Domain List information to a template, or load Domain List information from a template.

Domain Lists

The left side of the screen enables you to manage the Domain Lists.

Domain List Information

  • Domain List Name – The unique name of the Domain List.
  • Description – A useful description of the Domain List.

New and Selected Domain List Options

To add a new Domain List, use the top-level New Domain List option. This allows you to add a list of Domains from an uploaded text file as a new Domain List. Domain List names must be unique within the Domains Lists for a Project. Domain List names are not case-sensitive.

For a selected Domain List, right-click the Domain List or click the ellipses at the far right to see a menu with the following options, as long as you have permissions to perform those actions (actions that are not permitted will be grayed out):

  • Edit – Enables you to edit the name or description of an existing Domain List, maintaining a unique list of Domain Lists within the Project.
  • Delete – Deletes a selected Domain List. You are prompted to confirm the deletion of the selected Domain List.

Domains

The right side of the screen enables you to manage the Domains that are part of a selected Domain List.

Domain Information

  • Domain Name - The name of the Domain (for example, aol.com).

New and Selected Domain Options

Use the following options to manage Domains within a given Domain List.

  • Add Domains – Launches the Add Domain dialog to add one or more Domains to the Domain List. Domains must be unique within an Domain List. Domains are not case-sensitive.
  • (top-level checkbox) — Use the checkbox that appears at the top of the list of Domains to select all Domains. To clear the selection of all Domains in the list, clear the top checkbox.If you select one or more but not all Domains, the top checkbox changes to to indicate that one or more items have been selected, but not all items.
  • (per-item checkbox) — Use the checkbox to the left of an Domain name to select that Domain. To clear the selection of an Domain, clear the per-item checkbox. Use the per-item checkbox to select one or more Domains for deletion.
  • Filter box - You can use the Filter text box under the Name column to filter the list of Domains. (The icon indicates that filtering is available.) If you have a large number of Domains, using the Filter box enables you to pinpoint the items you want to work with based on a Filter term search containing one or more characters you enter. You can explicitly apply a filter by typing one or more characters in the text box and clicking Enter (the return key). If you type one or more characters in the text box , the software will automatically apply the filter for you, and the text box changes to a yellow background color. For any applied filter, you can then clear the filter by removing the text in the box and clicking Enter, by removing the text from the box, or by clicking the that appears at the far right of the Filter box. Clearing a filter restores the list to its original state.
  • Delete Selected –Deletes the selected Domains from the selected Domain List. You can select multiple Domains or all Domains.

Domain Lists: Save to and Load from Template Options

If you have the appropriate permissions, you can save your Domain List information to a template or load the list information from a template. To do this, click the ellipses to the right of Domain Lists in the tree of eDiscovery Project Settings, as follows:

Note: Save to and Load from operations for this setting observe an "append" behavior. For example, for a Load from operation, your current settings are preserved and only new, unique items from the source template/settings are added. Items with any name collisions are not added. Note that other settings, such as Index settings and Analytic settings, observe an "overwrite" behavior instead.

  • Save to Template - If you have Add/Edit permissions to Domain List templates in the Organization, you can use the Save to Template option to save your current settings to a selected Organization template. You can either select an existing Organization template (including the Default Domain Lists template), or you can select the top-level (New Template,) which launches the New Template dialog.
  • Load from Template - If you have Add/Edit permissions to Domain Lists in the Project, you can use the Load from Template option to load settings from a selected template (from a list of available Organization templates). The loaded settings then appear and are saved automatically. Note that loading from a System template requires System-level View permission for a given Setting. (This means you must be a System User in a role with at least View permission to see a list of System templates for a particular type of template.)