Get Started with Administration

Administration enables you to perform a variety of configuration duties. In the Administration module you can:

  • Edit Cases
  • Migrate Cases from Concordance
  • Migrate Users and Cases from Eclipse SE
  • Import Data, OCR, Production History
  • Export Case Data and Case Definitions
  • Publish Data
  • Create and Manage Review Batches
  • Generate Case Reports

This topic provides instruction for completing the initial administrative activities, discusses the typical Administration workflow, and includes links to related topics. To view an overview of the Administration User Interface, see Overview: Administration Module.

Purchasing and Initial Log In

When you purchase Local the owner of the subscription is sent an invitation email with a link to the Local Web Portal. The owner is assigned as an administrator for the Local suite. The owner then logs in to the application on the Local Web Portal. The first time a user logs in, they will be prompted to enter the user name and password sent in their invite email. For more information, see Sign In to the Web Portal with a New Account.

Initially, the owner of the subscription manages the other log in information for users, for more information, see Manage Users in the Web Portal. Once additional administrators are defined in the Web Portal, the other administrators can modify users in the Web Portal and users and groups in Case Management.

User and group management is part of a larger strategy you employ for managing system and case access. Users can be added using the Web Portal or they can be added in the Case Management module. For more information, see:

Note:

  • If you are moving from Eclipse SE version 2018.0.0, you can migrate your users and cases, for more information about data migration, see Migrate Cases and Users from Eclipse SE to discovery ][ Local

  • When migrating users, for users that were previously super administrators, you will need to access their user profile in the Web Portal and click Set as Admin to ensure that they continue to have super admin privileges.

 

Typical Workflow

Although Local offers quite a bit of flexibility as to the order of configuration activities, a typical workflow that will work for many installations is shown in the following figure. You may want to follow this workflow for a limited project (such as a single case and a few reviewers), or you may want to set up several cases, before you deploy Review for other users.

 

 

Related Topics

Overview: Security

Control System Access Using Groups, Users, Roles, and Privileges

Overview: Create Cases

Overview: Edit Cases

Overview: Import/Export

Manage Batches

Overview: Managing Reviews

Overview: Production

Overview: Reports