Save System Templates in a Template Profile to One or More Organizations

Home > Settings drop-down >System Settings > Templates > Template Profiles > selected Profile > Save to Organizations
Project > Settings > System Settings drop-down > Templates > Template Profiles > selected Profile > Save to Organizations

Requires Template Profiles - Add/Edit permissions

System Users in a System-level role with the appropriate permissions can select the Organizations that should receive the selected System Templates in a given Template Profile. You can only view and select Organizations to which you have access (based on System User/System Group membership).

Save to Organizations Options

The following options are available for a save of templates in a Template Profile to one or more Organizations to which you have access:

  • Organization Name (top checkbox for select all) – Enables you to select all listed Organizations as the targets of the Save to Organizations operation.
  • Filter row text box — You can use the Filter row text box under the Organization Name column. (The icon indicates that filtering is available.) Using the Filter box enables you to pinpoint the Organizations you want to work with based on a Filter term item 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.
  • <Organization> – Enables you to use the per-Organization checkboxes to select which Organizations will be the targets of the Save to Organizations operation. The list reflects the Organizations to which you have access (based on System User/System Group membership).
  • On Name Conflict – Determines how to handles any template name conflicts that occur:
    • Create a Copy (default) – Creates a copy in response to a template naming conflict. The copy will have the format Copy of <original template name>.
    • Overwrite Existing – Overwrites the existing template with the template being pushed to an Organization in response to a naming conflict.

Once the operation begins, the template settings are applied to each Organization, and you will see the operation in progress. You will not be able to take further action until the operation is complete.

Once the operation is complete, an Administrator with an email address configured in the eDiscovery Email Server & Notifications screen under the System Settings will receive a status email with information about the operation. This email will include the following:

  • A sender of Digital Reef Notification Service
  • A Subject of Template Profile Save To Organizations Status
  • If successful, an email body with the following:
    • The name of the template profile used.
    • The date/time on which the operation was run.
    • The Organizations affected by the operation, in a semi-colon delimited list.
    • The templates applied successfully, one per line, in format:
      • [Type];[Name];Set As Default [True/False]
    • Any naming conflicts encountered per Organization/per template, and the action taken to resolve the conflicts:
      • Organization: [Organization]
      • Action: [Overwritten/Copied]
      • Template: [Conflicting template Type][Conflicting template Name]

Note: An error during the Save to Organizations process will roll back all changes. The error will generate the error message One or more organizations failed during the Save To Organizations process. This error will be emailed as well from dr (the Digital Reef Notification Service), and the error message will appear in the body of the email.

Example:

From: dr

Subject: Template Profile Save To Organizations Status

Date of Save To Organizations: Thu Dec 17 11:07:37 EST 2020

Summary:

Organizations Saved To: org4;

Templates Applied:

Analytic Settings;tempanalytic1;Set As Default true

Index Settings;tempindex2;Set As Default true

Conflict Details:

Organization: org4

Action: Copied

Template: Analytic Settings;Copy of lestemp1

Organization: org4

Action: Copied

Template: Index Settings;Copy of tempindex2

Log into the appropriate Digital Reef application for more information.

Save to Organizations: Save or Cancel Options

If you do not save your changes before navigating away, you will be prompted to either save your changes and continue navigating away, discard your changes and continue navigating away, or cancel your changes and remain in the current location.

  • Save – Puts any of the changes on this screen into effect. If you navigate away without applying your changes, you will see the Unsaved Changes popup.
  • Cancel – Cancels any changes made before clicking Save.