Content Comparison

Information and security barriers here within Control Center require Data Sync setup and running.

Controls

The controls tab helps you manage all the retention and action controls configured in the system. You can add, edit, activate, deactivate, delete, and view control logs and activity logs for each control.

• Click on Create Control to create a new control or click on Copy Existing Control for pre-populating data.

To create and manage controls, you need the following permissions:

1. Create security control for M365 teams

2. Send for approval.

3. Create security control with auto-approval

Page View for Controls

Approvals

It has two tabs, to approve controls and actions.

Controls: This Approval Request helps Control Administrators check for any new control approval requests. These requests are generated when a new control is created and sent for approval to activate.

Actions: This Approval Request displays the configured actions that require the Control Administrator's approval before performing actions on the eligible objects when the control is triggered.

You can review the control, matching criteria, trigger actions, and proceed to approve or reject the request.

Control Settings

Control Settings helps you manage Users/Groups who can act as Control Administrators. Control Administrators have privileges to review control creation and control actions.

You can also manage email notification templates here for different types of events like New Control Creation, Approval Requests, Rejections, etc.

Set administrators for controls

1. Click the Administrators Configuration.

2. Click + Admin

3. Select Item Type to provide access to a User or Group.

4. Look up User/Group from dropdown.

5. Select Get Notifications to Yes to receive notifications for each event.

6. Select Review Control to Yes to add as an approver for the created control.

7. Select Review Control Actions to Yes to add an approver for Control's actions.

8. Click Submit.

Set notification templates for controls

1. Click Notification Template Configuration.

2. Click + Notification Template.

3. Select Notification type.

4. Set a Subject and Email Body.

5. Click Submit.

6. To edit the Notification Template: Click the Actions Edit Icon on the right.

Client API Configuration

Set the following for the client API to be used with Control Center

1. Cloud Provider: AWS or Azure

2. Storage: Autofills based on the selection of Cloud Provider

3. Choose storage type: Sets the type of storage to use.

4. Enter the Bucket name

5. Enter the Base URL of the endpoint

6. Enter the Secret Key.

7. Click Validate, then save once it is validated.

Configure Reports Template

It lists out-of-the-box reports

• Upcoming Action Report

• Action Report

It allows to Edit columns configuration allows editing column configurations to display on UI and downloadable Excel reports.

Surveys

• Expand to view and configure surveys for the users

• The following screen opens:

Fields	Description
Survey	Configure to add a new survey
Name	Display the name who which created the survey
Description	Display the survey description
Created On	Display the survey created date and time
Last Modified	Display the survey modified date and time
Action	Click the Hamburger menu to perform the following operations: Edit - Click Edit to update and add the survey information, and it opens the following screen: Delete - Click Delete to delete the survey, which opens the following screen: Click Delete to delete the survey and click Cancel to close the dialog Note: Enter the bold letters to confirm the deletion of the delete survey.

Configuring a new Survey

• Click the Survey button to add a new survey, and the following screen opens:

• Survey Name - Specify the survey name

• Survey Description - Specify the survey description

• Question - Click the question to add new survey questions, and the following screen opens:

• Question Type - Select the question type from the list

• Question - Enter the question

• Mandatory - You can enable it to make it mandatory

• Remove - You can remove the added question

• Click Submit to save the survey and click Cancel to close the dialog

Configure Security Levels

Set up security policies based on Client ID, Matter ID, and a few other Metadata. You can configure up to five metadata and parent-child criteria.

1. To set up Security Levels, click + Security Level.

2. Enter Level Name, It displays as a possible option in the Security level dropdown when creating Security Control.

3. Select Metadata from the lookup

4. Select Parent Metadata, if any. For example, You can add the Client as a parent for the Matter.

5. Click Submit.

• The following screen opens -

A list of configured levels is displayed below the fields.

Configure Client API

Configure and Validate the Client API Settings. These are discovery settings to access CAM APIs deployed on the client cloud which is used for Data Archival, Temporary Store while moving data from one source to another target, etc.

It utilizes the same API setting configured for Data sync. Refer to Content Sync Settings