HighQ
HighQ Authentication
Authenticate HighQ with CAM
- Click the HighQ tab.
- In the panel for HighQ Server click the Add New button.
- In the window for HighQ- Add New, type information in the provided fields, based on the table below, then click Save.
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Name | Enter a name for the server. | ||||||||
| URL |
The address of the server. This is a required field. |
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| Is Default | Select Yes to set HighQ as the default external system. | ||||||||
| Client Id | Enter the generated client ID. | ||||||||
| Client Secret | Enter the generated client secret. | ||||||||
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Note: The client ID and client secret is generated on registering CAM with High Q. To register CAM, access High Q>System admin dashboard>API application registration page. Enter the generated client ID and client secret in the fields above. |
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| Dynamic Group | Select Yes to create a dynamic group in the High Q workspace. Selecting this option will allow you to add multiple users to the dynamic group. | ||||||||
| Default Dynamic Group | Select the Default Dynamic Group from the drop-down to add to HighQ. | ||||||||
| Dynamic Group Format | Based on the dynamic group selected above, the group names are displayed here. Select the group name. | ||||||||
| Group Type | Select the system group type to add to the HighQ. | ||||||||
| Get Token | Click the Get Token button to validate the High Q repository URL specified above. On successful login, the token date and time stamp is displayed here. | ||||||||
| Default Role | Assign the default role for the workspace. Options available ar`e Admin, Editor, or Watcher. | ||||||||
| Permission Mapping |
Set permission for the various modules available in HighQ based on CAM Roles. Common CAM roles are:
Check/ Uncheck box to update permissions for roles. |
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The list of information displays in the following columns:
| Column Name | Description |
|---|---|
| Repository | The server name entered above. |
| Last Modified |
The last updated date and time |
| Last Modified By |
Name of the user who was logged in when the change was made |
| Is Default | Is updated based on selection made during configuration. |
| Dynamic Group | Is updated based on selection made during configuration. |
| Server | Click Edit to edit the configuration set up. The HighQ Server Setup- Edit window is displayed. Make the necessary changes and click Update. Click Delete to remove the server setup. |
| Metadata | Click Manage to map the Metadata to the repository. The Metadata Mapping window is displayed. |
Site Name Rules and Format
Define the HighQ group names rules and format to be applied
- Click the HighQ tab.
- In the panel for HighQ Name Rules click the Add New button.
- In the window for Rule Creator, type information in the provided fields, based on the table below, then click Save.
| Field | Description |
|---|---|
| Is Default |
Select Yes to set the workspace name as the default format. Note: If the workspace name is not specified in the CSV file uploaded via the Jobs tab or in the SQL file uploaded via the Data Uploader, the workspace name set as default here, will determine the workspace name format. |
| Rule | Enter a name for the rule |
| Format |
Enter a format for the workspace name to displayed. A sample rule is displayed as the placeholder in the format field. Tip: The naming format is suggested as "Client ID- Matter ID- Matter Name" {@ClientId@ - @MatterId@ - @MatterName@} |
| Metadata |
Displayed if No set as default option. Select the metadata from the drop-down. The metadata drop down will display both the metadata name and the display name added. To assign a metadata, either click the drop-down menu and select it from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata. In the corresponding text box, type the metadata value to be matched for the rule to be applied. To add more than one metadata to the rule click the '+' sign at the end of the text box. Select the search operator from the drop-down. You can also combine the two search operators.
The Workspace rule will only be applied if the search criteria matches with the metadata defined here. |
The list of information displays in the following columns:
| Column Name | Description |
|---|---|
| Rule | The rule name entered above. |
| Format | Format entered above |
| Is Default | Is updated based on selection made when adding workspace name |
| Action | Click to edit the workspace name and rules. The Edit Rule Creator window is displayed. Make the necessary changes and click Update. Click Delete to delete the rule setup. |
Removing users or groups from High Q matters
If a user or group needs to be removed from High Q matter security, the following is supported or not supported:
Supported:
- Removing a user if added to the matter from the High Q site.
Not Supported:
- Removing groups from the HighQ site.
- Removing users from the High Q site if the user is part of a High Q group.
To remove a user from High Q:
- Upload a CSV with the parameter RemoveSecurity. The value for the parameter is Email address|User or Group. Visit CSV parameters for details.
- Or, In the user interface of CAM, go to Matters.
- Find the workspace the High Q user is part of.
- Select it, and click on the right options menu, and select Security.
- Remove the user by clicking the x button next to the High Q user.
