View Your Home Page

Home Page after Login

After successful login, your Home Page displays with a list of Organizations and Projects that are available to you based on your permissions and memberships. (For information about the login process, please see About the eDiscovery Login Process.)

The Home page toolbar displays the first two of the following icons for all Users and the last two for System Users in a System-level role with the appropriate permissions:

  • — Displays the Digital Reef eDiscovery Help menu, which provides the following options. (You can also click the ? icon on every page and dialog to get context-sensitive help.)

    • Digital Reef Help ... — Opens this help topic, from which you can navigate to or search for any other topic in the help.
    • Digital Reef Metadata ... — Opens the View and Learn about Metadata help topic, which lists and defines the large set of document metadata fields that are used to provide information about documents after indexing and/or export.
    • Privacy Policy — Displays the current TransPerfect Privacy Policy (the policy you accepted on logging in).
    • End User License Agreement ... — Displays the current TransPerfect End User License Agreement (the agreement you accepted on first logging in).
    • About Digital Reef ... — Displays release and build information as well as copyright information..

Your permissions and how you log in will determine what you see in the main display area:

  • If you are a System User and you log in without specifying an Organization name, the Home Page will provide a full list of Organizations available to you (as part of a System Group, or individually). Expand an Organization to see the available Projects in that Organization.
  • If you are a System User and you log in using an Organization name, the Home Page will show that Organization only, expanded so you can see the list of available Projects.
  • If you are an Organization user you must log in using an Organization name. Upon successful login, your Home Page will show that Organization only, expanded so you can see the list of available Projects.

The Organization and Project tasks Users with the appropriate permissions can perform on the Home page are detailed below.

List of Organizations and Projects

The Home page provides an alphabetical list of your available Organizations and their Projects with the following information:

  • Organization – If you right-click an Organization (or click the ellipses at the far right), the corresponding row is highlighted and you can see a list of Organization Actions. If the Organization is not already expanded, click the icon to expand the Organization and view the list of appropriate Projects. Click the icon to collapse the Organization Project list. Note that if you have a filter applied, collapsing and expanding the Organization will retain your filter.
  • Project – The name of a Project in the Organization. Clicking the name or double-clicking in a non-text portion of the row opens the Project Dashboard. Right-click a Project or click the context menu at the far right) for a list of Project Actions.
  • Project ID – The ID assigned to the Project (also known as a Project ID).
  • Project Description – The description specified for the Project.
  • Date Created – Displays the date and time of the Project creation (for example, 2017-07-04 14:52:55).

  • Status – Reports the current state of a Project as one of the following:

    • AVAILABLE – The Project is activated and available for use. On the System Settings > Projects page, as described below, the Project state is ACTIVE.
    • NOT_AVAILABLE – You cannot open or perform actions on a Project in this state. On System Settings > Projects the Project state may be ACTIVE if the Project is not available because it is not yet activated or cannot be activated.
    • UNKNOWN –The project is in a transitory state that makes it unavailable for use, and you cannot open it or perform actions on it. On System Settings > Projects the Project state may be ACTIVE even though it is unavailable.
    • WARNING – You can open or perform actions on the Project but may encounter problems. On System Settings > Projects the Project state is ACTIVE.

    A more detailed set of Project states are reported in the Status column on the System Settings > Projects page, which is available to System Users with the needed permissions. All of these states except ACTIVE can appear in place of the above availability statuses in the Status column on the Home page as well. For more information about these Project states, see View and Manage Projects.

You can filter one or more columns (except Project ID and Project GUID) by entering characters in the search box, selecting a value from the drop down, or using the date picker to specify a date range. Right-click any column header to reset all filters or choose which columns to display. The Reload button lets you to refresh the list of Organizations and Projects on demand.

Organization Actions

If you have the appropriate permissions, you can right-click an Organization's row or click at the far right to display a context menu that includes the following options:

  • New Project... – Launches the New Project screen. This option is available only if you have the permissions needed to create a Project (Projects - Add/Edit permissions and other related permissions).
  • Import Project... – Launches the Import Project screen. (This option is available only if you have Projects - Add/Edit permissions , Connector Access permission and Organization - Project Data Areas - View permission).
  • Settings... – Launches the Organization Settings. When you open these settings, the Organization Settings tab displays the Organization name at the far right. Any Organization Setting View permission (or higher) lets a user select the Settings option for an Organization on the Home Page and view the Organization Settings.

Project Actions

You can right-click a Project or click the ellipses at the far right) and select any of the following actions, as long as the Project is in a state that permits those actions and you have permissions to perform those actions:

  • Export... – Enables you to set up a whole Project Export, where you export the entire contents of the selected Project for project portability. (This option is available only if you have Projects - Add/Edit permissions, Connector Access permission and Organization - Project Data Areas - View permission).
  • Settings... – Launches the Project Settings. When you open these settings, the Project Settings tab display the Project name and Project description at the far right. Any Project Setting View permission (or higher) lets a user select the Settings option for a Project on the Home Page and view the Project Settings.
  • Edit... – Launches the Edit Project screen, which enables you to edit the name or description for an existing Project. A Project name must be unique within the Organization. (This option is available only if you have Projects - Add/Edit permissions).
  • Delete – If you have Projects - Delete permissions you can request deletion of a Project and all of its contents (views, Synthetic Documents, , assignments, and so on). A Project submitted for deletion goes into the DELETE_REQUEST_PENDING state and becomes unavailable, and the request is sent to one or more System Administrators to approve or deny. This operation does not affect Organization documents added to the Project from Data Areas and Users/Groups assigned to the Project (the documents remain intact, as do Users and Groups defined for the Organization), but does delete references to the documents and Organization User/Group assignments to the Project. For more information, see Delete a Project.

Note: Color-coded icons enable you to distinguish between Organization-level items and Project-level items. For example Organization Settings have a gold icon , while Project Settings have a blue icon and System Settings have a burgundy icon .