Manage Domain Lists in a Template

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

Requires Organization - Domain Lists - View (to view the setting), Add/Edit (to manage the Domain Lists and Domains), and Delete (to delete a Domain List template)

Users in a role with permissions can set up and manage one or more Domain Lists containing lists of Domains in a template at the Organization level.

When you select a template type from the Organization Settings, a user with the appropriate permissions can use the top-level Templates context menu to perform the following action:

  • Create a template by clicking the (New Template) option, which launches the New Template properties dialog.

For a selected template, a user with the appropriate permissions can click the ellipses and use the context menu to perform the following actions:

  • Save to Template – Launches the Save to Template dialog, which enables you to save current settings to an available template, or select New Template, which launches the New Template dialog.
  • Load from Template – Launches the Load from Template dialog, which enables you to load the settings from a System template or Organization template you select using the option. The loaded settings and fields then appear.
  • Select Set as Default, which marks the selected template as the default template. This is not available for the Default template of a given type, or for any other template already set as the Default.
  • Edit – Launches the Edit Template dialog, which enables you to edit the template name and/or description of the selected template.
  • Delete – Delete a template, which causes the display of a popup asking you to verify the deletion of the template from the Organization.

Note: For Domain list templates, Save to and Load from operations will preserve your existing Domain list items and only new, unique Domain list items from the source template/settings are added. When these operations encounter name collisions on Domain List names, they will leave the existing, same named Domain List as is to ensure that the existing items are not overwritten.

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.