Create New Managing Clients and Clients

Complete the following steps to define managing clients and clients in OPEN DISCOVERY. Before defining managing clients and clients, make sure you review About Clients and Managing Clients, and gather the following information:

    • Names for managing clients and clients – consider naming conventions to help ensure consistency and clear identification.

    • Location of your data directory. This is an existing folder in which case and related files are located. It must be a UNC path and a location to which all OPEN DISCOVERY products and components have access. For Process cases, this is the equivalent of the eCapture client directory, in which all discovery/processing/ export information is stored. For review cases, the data directory stores all database-specific files and other files required for the case.

Note: In the OPEN DISCOVERY configuration pages, required entries are marked with a red asterisk, *.

  1. Click Case Management on the OPEN DISCOVERY Home page (or Case Management on the main menu located in the left pane).

  2. To create a managing client:

    1. Click in the Managing Client column and select Managing Client.

      Note: Click the button on any existing managing client. For new installations, only the UNASSIGNED managing client will be listed. The UNASSIGNED managing client can be renamed and used, or can be deleted after you have at least one other managing client.

    2. Enter the required name and click Save.

  3. To create a client:

    1. Click in the Managing Client column and select Client.

    2. Enter the client’s name.

    3. Optional: Select a different managing client.

    4. Enter the required data directory (full path and folder name in UNC format). The folder must exist.

    5. Optional: To define a new case for this client immediately after defining it, select the Launch Create Case on Save option.

    6. Click Save.

  4. Repeat these steps to define additional managing clients and clients.

Note: Additional (product-specific) details can be defined in OPEN DISCOVERY review and eCapture by IPRO.

 

Related Topics

Modify Managing Client or Client

Delete Managing Clients, Clients, or Cases

Overview: Case Management