Settings (Administration)

1 General
2 Other Settings
3 Service Desk
- 3.1 Enable 2-factor approval for service desk
- 3.2 Default System/Repository
- 3.3 Hide Server/Repository
- 3.4 Enable AutoSave on Analytics
- 3.5 Skip bulk limitation
- 3.6 iManage Move operation rules
4 Notifications

The Administration Settings allows users to configure options displayed on the Directory, Workspace, Document, and Analytics tabs, as well as Dashboards.

General

Click Save Settings to update and save the display options.

Permissions	Allows User To

Permissions	Allows User To
Reason	Configure display options for Reason field in the Analytics>Delete Document dialog. Show & Required - Select to display the field and mark the field as a required field. Show - Select to display the field Hide - Select to hide the field
Ticket #	Configure display options for Ticket # field in the Analytics>Delete Document dialog. Show & Required - Select to display the field and mark the field as a required field. Show - Select to display the field Hide - Select to hide the field
Users & Groups Expiration Date	Enables displaying the expiration date of Users and Groups Show - Select to display the field Hide - Select to hide the field
Workspace Wizard	Shows either the original workspace wizard, or the latest version of the wizard (request workflow).
Default Currency *	Sets the Default Currency for the user.
Default Country *	Sets the Default country for the user.
Default Date Format	Sets the default format of the dates to use in CAM.
Percentage Format	Sets the default format of the percentage metadata to use in CAM.
Leverage Format	Sets the default format of the leverage metadata to use in CAM.
Hours Format	Sets the default format of the hours based metadata to use in CAM.
Currency Format	Sets the default format of the date to use in CAM.

Warning: Settings configured here determine the System and Repository fields used as defaults for the Service Desk on the Directory, Workspace, Document, and Analytics tabs, as well as Dashboards. Only if the user changes the server/repository fields in the API search, the dialogs will be populated based on that.

Other Settings

This option allows you to add and identify the domain as an internal domain during data sync. Any email received from the domain listed here will be marked as an internal email. For example, if you add the domain prosperoware.com, any email sent or received from this domain (to, from cc, or bcc) will be identified and classified by CAM as an internal email. Emails received from any other domains not listed here will be identified as external emails.

An analytics query can be executed to identify if an email is internal or external. On executing the query, if it is an internal email, the IsExternalEmail column value will be set as 0 (false), and for all external emails, the value will be set as 1(true).

To add a domain, simply enter the domain name and click Add. The domain is now listed as an internal domain. To remove an added domain, click the x in front of the domain name.

Service Desk

These settings allow control of Service Desk functionality and layouts globally.

Enable 2-factor approval for service desk

This allows the setup of the 2-factor approval process for changes made in the Service Desk. For example, if someone does a profile update or security change, it requires the approver or approval team to approve the change. Or for the submission of a large job that updates or deletes content, this may be a secondary confirmation of the changes.

By default, this is set to No. To enable it, set it to Yes.

Default System/Repository

Sets the default system or repository for users to display in Service Desk searches.

Hide Server/Repository

This hides these server and repository fields from Service Desk searches. Do note it is needed in some cases for Database searches.

Enable AutoSave on Analytics

This auto-saves your query typed in the Analytics window. If a user moves to another tab, the query is saved when the user returns to the tab. The best practice is however to save the query once done.

By default, this is set off to No. To enable it, set it to Yes.

Skip bulk limitation

This skips the bulk query limitations with the API/AWS S3 and uses the Fargate processor instead. This allows Analytics, Documents, and Workspaces bulk operations to process more than 10,000 workspaces and 25,000 documents.

iManage Move operation rules

Enable default user for missing author or operator allows users to assign a default user to put into place if a empty author or operator exists on the target system when moving a workspace, folder or document.
Enable process to handle disabled users allows to re-enable any disabled user that is found in the target to successfully move a workspace, folder or document if that user is the operator or author. This user will become re-disabled once the job completes.

Notifications

Enable Auth Error Notification: This sends an email to specified recipients whenever an error on Authentication occurs. This might be used to notify a helpdesk or IT personnel of issues with source systems.
Users to notify: Select the users from CAM to get the notification. Click Save Settings when done.