Control Center requires several permissions to enable and use features of Control Center. They depend on the license plan of the tenant.

For C1-C4, the one permission allows the display of third party policies in Control Center. Only the read-only policies are displayed. Users are not allowed to edit or add new policies.

For C5 - The license is used for Retention, Security and Legal Hold, so there are 6 permissions to grant full control over the retentions and controls.

Review the permissions here.

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

Click on Create Control to create a new control.

Page View for Manage Control:

Option	Description
Control	Shows the control name
Criteria	Shows the criteria of metadata to use.
Systems	Shows the systems the control set is applicable for.
Active	Displays if the control is active or not.
Auto Attach	Shows if the control set is auto attached to new data
Approval Status	Shows the status of approval
Last Modified	Date last modified.

Create control:

• Click Create a New Control.
• Enter the following Basic Details:
• Name: The name of control
• Label: The display name of the control
• Type: Type of the control. Can be: Action, Retention or Security.
• Select the System(s): iManage, NetDocuments, Office365.
• Association: Sets the object association to use. Can be: Workspace, Folder or Document.
• Then enter the entity matching criteria to use to apply the control.
• Click Add.
• Select the metadata. E.g. Matter
• Select the operation to use. Operators are: =, <,>,<=,>=,<> or != and IN
• Set the value for the criteria. E.g. Matter <>99999 if eliminating elite firm matters from the control.
• Then set a Trigger and Action.
• Action trigger: Sets what to do with the control. Options are: Check out or Declare as a Record.
• Then the Action is what happens to the record. Options are: Make Security Read, Remove all user/group access, Delete,Archive/Copy/Move for workspaces or matters.
• Set Document Criteria is necessary by clicking add. Then set the Document Metadata, Criteria and value similarly with the Metadata earlier.
• Approval: Sets if approval is needed. Yes or No
• Notification: Sets if a notification will be setup on this control action. Yes or No.
• Then fill Activation and Approval:
• Is approval Required? Yes or No
• Activate Now: Tells if the control should be active upon clicking save. Yes or No.
• AutoAttach: Sets if the control will be automatically applied to any provisioning that fits the criteria. Yes or No.

To edit a control:

• Click Edit icon next to the control.

Actions menu:

Option	Description
Edit Control	Allows editing of the control
Activate Control	Makes the control active
Deactivate Control	Deactivates the control immediately
Activation Status	Displays if the control is active or not.
View Control Machine	Shows the control machine (iManage, ND, Office 365)
View Control Logs	Shows the logs of the controls
View Activity Logs	Shows he activity logs of the control
Delete Control	Deletes the control permanently.

Control Action Requests helps Control Administrators to check for any pending control action approvals. These requests are generated when a trigger condition is met but a manual approval is required for action to proceed.

You can also review the control, action and entities on which the action is going to be applied by control engine and proceed by approving or rejecting the request.

Control Approval Requests helps Control Administrators to check for any new control approval request. These requests are generated when a new control is created and approval for the control is required for it to activate.

You can also review the control, matching criteria and trigger actions and proceed by approving or rejecting the request.

Option	Description
Filter	Filters Approvals by: Pending, Approved, Rejected, All.
Name	The control name
Label	The control display name
Created On Date	Date control created
Last Modified	Date control last modified
Status	The status of approval. E.g. Pending, Approved.
Action	Allows the user to act on the control. For example to approve the pending control. Click the Review Control hyperlink.

The View Controls option takes the user to Manage Controls.

View Control Matches helps you preview matching entities (workspaces, folders, documents) which matches the selected control criteria. You can also attach the active control to SELECTED or ALL entities matching the criteria manually.

• Select a control to see matching entities.
• Click Choose a Control and select one from the list to get started.

The details of the control display.

Option	Description
Control	Shows the control name
Criteria	Shows the criteria of metadata to use.
Systems	Shows the systems the control set is applicable for.
Active	Displays if the control is active or not.
Auto Attach	Shows if the control set is auto attached to new data
Approval Status	Shows the status of approval
Last Modified	Date last modified.

• Select the system from choose system.

The matching entities will display below. This gives a preview.

Reports Section helps you request out of the box reports and custom query based reports.

Besides you can visit report history the section to check status and download the requested report when they are generated and ready for download.

Create a Report:

• Select the Create a Report button.
• Choose type: Predefined or Custom.
• If using Predefined, select the template report. Out of the box, Upcoming Action and Action are available.
• Choose the Control(s), the Action(s), and a date range to process the report.
• Click Request Report.

The report results show in the bottom section.

View Reports:

• Click View Reports.

All requested reports display.

• Click on Download to download report.
• Click View Params to view parameters.

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

Besides you can also manage email notification templates here for different type of event like New Control Creation, Approval Requests, Rejections etc.

Set administrators for controls:

• Click the Administrators icon.
• Click Create Admin
• Select item type. For example Group or User.
• Lookup the groups or users.
• You can also pass group id or group names.
• Set if they should receive notifications.
• Set if they should review controls
• Set if they should review control actions.
• Click Save.

Set notification templates for controls:

• Click Notification templates icon.
• Click Add Notification template.
• Select Notification type.
• Set a Subject and Email Body.
• Click Save.

Edit Notification Template: Click the Actions Edit Icon on the right.

Client API:

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

• Choose a cloud provider.
• Then choose the available storage option.
• Then choose the bucket name to save in.
• Set the API endpoint BaseURL from the cloud configuration. Set the Secret Key and Click Validate.
• Then click Save.

Reports:

The reports icon allows administrators to manage reports like in the reports tab. The same options appear.