The behavior of the Milan server and its services is configurable through application settings, which can be edited through the web client.
To configure an application setting:
Note: All application settings are stored in the Milan database in the Milan.AppSettings table.
The navigation bar at the bottom of the App Settings tab provides the following options.
Button/Option | Description |
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Show | A drop-down menu for selecting the number of settings to show per page. |
Navigation buttons |
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Export To PDF | Generates a PDF file containing a list of the current values for all application settings. |
Export To Excel | Same as above, but Milan generates an Excel file. |
Export To CSV | Same as above, but Milan generates a CSV file. |
Cancel | Closes the browser tab/window. |
Setting | Description | Values | ||||
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add-to-my-matters-billing-attorney | This option will add a shortcut for a workspace (or matter) to My Matters in WorkSite after the billing attorney has passed a threshold for billing hours. (You must also set a value in the billing-hours option.) The default value is 0, indicating that this option is disabled. Set the value to 1, if you want the shortcut added. |
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add-to-my-matters-orig-attorney | BillingToMilan adds a workspace shortcut to My Matters for a user designated as a matter Originating Attorney when enabled. |
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add-to-my-matters-responsible-attorney | BillingToMilan adds a workspace shortcut to My Matters for a user designated as a matter Billing Attorney when enabled. |
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add-to-my-matters-sup-attorney | BillingToMilan adds a workspace shortcut to My Matters for a user designated as a matter Supervising Attorney when enabled. |
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add-to-team-billing-attorney | BillingToMilan adds a user designated as a matter Billing Attorney to the related Matter Team when enabled. |
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add-to-team-orig-attorney | BillingToMilan adds a user designated as a matter Originating Attorney to the related Matter Team when enabled. |
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add-to-team-responsible-attorney | Set this field to 1, if you want the responsible attorney added to the security group. (You must also set the value in the ws-sec-convert-to-groups option to 1.) The default value is 0, indicating that the option is disabled. |
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add-to-team-sup-attorney | BillingToMilan adds a user designated as a matter Responsible Attorney to the related Matter Team when enabled. |
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b2m-workspace-search-metadata | Use this configuration value to set the metadata (other than client or matter) that you want used by BillingToMilan for identifying workspaces. Use the following format to identify this metadata: FIXME In this example, ImProfileCustom2 and ImProfileCustom3 are used to uniquely identify the workspace. By default, BillingToMilan uses client/matter (that is ImProfileCustom1/ImProfileCustom2) as the metadata that uniquely identifies a workspace when it is created and modified. | |||||
billing-hours | This field sets the threshold for the number of billing hours associated with a specific matter or workspace, and it is used by the add-to-my-matters-billing-attorney and add-to-my-matters-responsible-attorney options. When this value is exceeded, a shortcut to the workspace is added in My Matters for a given attorney, if the related options are also enabled. The default value is 5. | Time, in hours | ||||
billing-system-date-kind | Set this value to utc if your billing system is in UTC time, or set it to local. BillingToMilan uses this value to compare the billing system date to the date stored in the WorkSite database when updating date fields. |
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class-base-folder-format | Use this field to define the naming convention for class-based folders created by file from flatspace operation or by Milan import. The naming convention follows the format: {0} - @imProfileCustom1@-@imProfileCustom2@ {0} is the class name. You can add any metadata fields that you want in the folder name, but the delimiter @ must precede and follow the metadata name. | |||||
class-base-folder-format-sub-folder | Use this field to define the name of a subfolder when creating a parent-child structure. The naming convention follows the format: @imProfileSubclassDescription@ You can add the folder name imProfileAttributeID in the folder name, but the delimiter @ must precede and follow the metadata name. The default value is empty. | |||||
completed-queue-age | This option determines how frequently (in number of days) completed jobs will be removed from the queue. The default value is 30 days, indicating any jobs older than 30 days will be deleted from the queue. | Time, in days | ||||
create-class-base-folder-for-flat-filing | Set this field to 1 if you want documents residing in flat space added to a folder when they are returned in a search. Milan checks the class of the document, reviews the workspace for a folder of this class type, and then moves the document into it. When a folder of the required class type does not exist, Milan will create it in the workspace, and add the document to it. Set the value to 0 if you want to disable this feature. |
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create-parent-folder-for-first-metadata-for-flat-filing | Set this value to 1 to indicate that a parent folder must be created for the first metadata when creating the subfolder. The default value is 0. |
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delete-completed-queue | To keep the Provisioning Service queue small and to simplify troubleshooting, Milan will periodically delete completed jobs when this option is set to 1. You must also set a value in the completed-queue-age option. |
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dms-database | The name of your WorkSite database. | |||||
dms-server | The name of your WorkSite server. | |||||
file-from-flat-space | For older versions of WorkSite, you can use this option to move documents into the workspace at creation, rather allowing them to remain in flat space. The default value is 1, indicating the documents will be added to the workspace. Set the value to 0 if you want to disable this option. |
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flat-filing-folder-metadata-match | Set this optional value to a comma-separated list of imProfileAttributeID fields if you want documents residing in flat space added to a folder based on the metadata defined in this field. All criteria must be satisfied for the document to be match to the folder, since this an AND condition. See the following example: <add key="flat-filing-folder-metadata-match"value="imProfileClass"/><!--Comma-separated list of profile fields--> When this setting is unspecified, BillingToMilan uses the same behavior as described for create-class-base-folder-for-flat-filing field, which involves referencing the class of the document. Note: The default class is imProfileClass (such as imProfileClass and imProfileSubclass), which preserves the Milan 2.0 behavior. | |||||
flatspace-skip-security | Apply folder security to private documents, or leave security as-is when using BillingToMilan file-from-flat-space option. |
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folder-notification-timer-enabled | Set this value to 1 if you want to enable email notifications when folders are created or edited through the Milan client. The Folder Template Editor uses this feature. |
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folder-notification-timer-interval | Frequency (in minutes) Milan checks for and sends queued folder notification messages. | Time, in minutes | ||||
import-create-folder-if-doesnt-exists | Set this value to 1 if you want Milan to create a new folder in a workspace during an import from a network path containing folders. Milan will only create the folder when it cannot find an existing one in the workspace. The default value is 1. Set the value to 0 if you do not want Milan to create new folders during this process. |
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import-default-metadata-value | Enter the default class value used when importing documents. If the class or CSV file is unspecified, this value will be used to set the class on document imports. | |||||
import-export-max-retry | Maximum number of times Milan Import Export Service attempts to process a failed import queue record. Default = 5 | Any number | ||||
import-export-service-enabled | Milan Import Export Service reads and processes import queue records when enabled. |
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import-log-status | If enabled, the import status is logged, else not. |
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import-skip-dupe-detection | Milan Provisioning does not detect duplicate documents by name/description on import when enabled. |
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import-use-quotes-for-description-search | When WorkSite uses IDOL to search, set this to 1 so that documents can be located when trying to detect duplicates during import. | |||||
initial-run-days | When you initially run the BillingToMilan, the number of days in this option determines the existing records in the billing system that will be processed, such as those created in the last 30 days. The default value is 30 days. | Time, in days | ||||
load-matter-input-from-odbc | In this setting, you can set whether you want a custom ODBC for the billing system or the regular one. By default its value is 0 (regular) |
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log-query | BillingToMilan records SQL queries used to obtain source data in Milan event log when enabled. |
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move-document-connection-string-name | Enter the connection string for the source database that contains documents that must be moved to another database. BillingToMilan references this field when it performs bulk document provisioning, which moves document from one database to another. | Connection string | ||||
move-document-delete | Set this value to 1 if you want the source documents deleted after BillingToMilan performs bulk document provisioning. The default value is 0, which indicates that the source documents are not deleted. |
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move-document-year-increment | Number of years back from current year for which Milan Provisioning searches and groups documents included in a Move Document operation; default value: 1. | Time, in years | ||||
mymatters-initialize-user | Milan logs in as user accounts with impersonation for users that have not yet logged into WorkSite; required by WorkSite to allow My Matters shortcut creation. |
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notify-folder-subject | Email subject for the notification messages that are sent out when a folder is created/edited in Milan. | Any string | ||||
only-attach-exclusion-group-if-user-present | Set this value to 1 if you want to add only the exclusion group to a workspace when the matter has excluded users. The default value is 1. Set the value to 0 if you do not want this restriction. |
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only-attach-team-group-for-private-matters | Set this value to 1 if you want only the matter team group added to workspaces that are created as private. The default value is 1. Set the value to 0 if you do not want this restriction. |
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provisioning-batch-size | Enter a value that specifies the number of items read from the workspace queue table by the Milan Provisioning Service. The default value is 500. | Any number | ||||
provisioning-disable-policy-creation | By default, the Provisioning Service automatically creates a corresponding policy in the Milan database when a new workspace is created. Set this value to 1 if you do not want the Provisioning Service to create the policy. |
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provisioning-max-retry | This setting determines the maximum number of retries allowed for a job in provisioning service. | Any number | ||||
provisioning-service-enabled | Set this value to 1 if you want to run the Milan Provisioning Service. The default value is 1. Set this field to 0 if you want to disable this feature. |
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provisioning-service-interval | Enter a value that specifies the delay between each batch processed by the Milan Provisioning Service. The default value is 4. | Any number | ||||
provisioning-update-subfolder-documents | Set this value to 1 when you want the modifications made by the Milan provisioning service operations (group, metadata, removegroup, removeuser, and user) applied down to the document level. Set the value to 0 if you want to disable this functionality. |
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store | Folder notification temporary folder to collect emails before sending. | |||||
sql-command-timeout | Number of seconds b2m allows for SQL scripts execution before timing out . Default = 120 seconds. | Time, in seconds | ||||
target-database | Enter the name of the target database. (that is destination database). The source documents will be moved to this database when Billing To Milan performs bulk document provisioning. | |||||
target-dms | Enter the name of the target DMS server (that is destination server). The source documents will be moved to this server when Billing To Milan performs bulk document provisioning. |
Setting | Description | Values | ||||
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access-wall-expiry-timer-enabled | When enabled, Milan will remove users with temporary access from matters if their access rights have expired. |
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access-wall-expiry-timer-interval | The frequency, in hours, at which Milan checks for expired users. | Time, in hours | ||||
ack-templates-path | The path to the folder where acknowledgment templates, such as those for policy or create folder notifications, are stored. | Path | ||||
class-base-folder-format | Specifies the name of the base folder. The naming convention is: {0} - @imProfileCustom1@-@imProfileCustom2@ {0} is the class name. You can add any metadata fields that you want in the folder name, but the delimiter @ must precede and follow the metadata name. | |||||
create-class-base-folder-for-flat-filing | When enabled, Milan adds files residing in flat space to a folder when the files are returned in a search. Milan checks the class of the document, reviews the workspace for a folder of this class type, and then moves the document into it. If a folder of the required class type does not exist, Milan will create it in the workspace and add the document to it. |
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dmsConnections | The number of DMS connections created by the Milan Policy Service. Because the Policy Service is a multi-threaded application, it can process several documents in parallel. The number of required connections is determined by the availability of the DMS, and the activity level in your organization. The recommended value for this setting is 2. The default value is 15. | Number | ||||
dmsServer | The name of the DMS server that Milan will monitor for updates. | |||||
enable-refile-on-folder-edit | Forces a folder refile through the Milan Policy Service based on refile rules when a user edits a folder using the Milan desktop client Edit Folder command. |
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enforce-milan-confidentiality | When enabled, Milan maintains the confidentiality level of a workspace when a policy with a confidentiality level set to Groups or Matter Team exists. This feature is disabled by default. |
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enforce-milan-wall | When enabled, Milan enforces exclusions on WorkSite objects, including documents, folders, and workspaces. This feature is disabled by default. |
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file-from-flat-space | For older versions of WorkSite, you can use this option to move documents into the workspace at creation, rather than allowing them to remain in flat space. This features is enabled by default. |
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milan-base-url | The URL that replaces the Milan URL in the notification template. If the notification template contains an invalid link, it will be replaced with a link to the actual Milan server. | URL | ||||
minInputPeeks | The minimum number of items that must be in the queue before Policy Service will check the Milan database for additional entries to process. | Number | ||||
peekBatchSize | The number of objects (documents, folders, workspaces) that Milan Policy Service can process simultaneously. Consult with your Milan Technical Support representative to determine the appropriate processing size for your organization, or use the default value. | Number | ||||
peekRetries | The number of times that the Milan Policy Service will retry processing an object after an error occurs. Note: The value for peekTimeout takes precedence over that of peekRetries. For example, if the peekRetries is set to 5, and the peekTimeout is set to 30 seconds, the application will stop processing the object after 30 seconds regardless of the number of retries completed. | Number | ||||
peekTimeout | The length of time, in seconds, Milan Policy Service will spend attempting to process an object before throwing oan error or trying to reprocess the object based on the peekRetries setting. | Time, in seconds | ||||
policy-log-files-age | The maximum number of days Milan can keep policy logs. The default value is 30 days. | Time, in days | ||||
policy-service-enabled | Determines whether the Policy Service is enabled. Note: The Milan Recycle Bin continues to run even when the Policy Service is disabled. |
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refileConfig | Specifies where to save the save the XML configuration file containing the refile rules used in Policy Center. The default path is ...\data\refile.config. Consult with your Milan technical support representative before updating this field. | Path | ||||
resolve-group-members | When enabled, all WorkSite group members are initially expanded. This feature is used when determining the restrictive security flag. The default value is 1. |
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shutdownOnIdle | Maximum length of time, in minutes, that the Milan Policy Service will continue to run after last processing an object. The default value is 10. | Time, in minutes | ||||
timeout | Number of seconds Milan Policy Service should wait after a shutdown has been initiated before forcing a shutdown. | Time, in seconds | ||||
wall-rule-timer-enabled | When enabled, the Policy Service checks for conflicts when a user attempts to access a matter. This service uses the ethical wall feature that prevents a user from accessing a matter when a matter rule may be violated. |
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wall-rule-timer-interval | The frequency, in hours, at which the Policy Service checks for conflicts. | |||||
worksite-db-list-for-policy | A comma-separated list of WorkSite databases to which Milan must apply policies defined by the adminsitrator. Database names must be in the format dms#odbcdbname For example, if the server name is vmdemo, and the WorkSite database name is active, the value should be vmdemo#active. | |||||
worksite-recycle-timer-enabled | Determines whether Policy Service runs the recycle time job. By default, this feature is disabled. |
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worksite-recycle-timer-interval | The frequency, in hours, at which the recycle time job runs. The default value is 12 hours. | Time, in hours | ||||
workSleep | The frequency, in seconds, at which the Policy Service should ping and process the queue. | Time. in seconds | ||||
workspace-quota-notification-from-address | The email address to be displayed in the From field for notifications concerning workspace quotas. | Email address | ||||
workspace-quota-notification-subject | The text for the Subject field for notifications concerning workspace quotas. | Subject text | ||||
workspace-quota-notification-template-file | The name of the template file used for notification messages regarding workspace quotas. | |||||
workspace-quota-timer-enabled | Determines whether the workspace quota job runs. |
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workspace-quota-timer-interval | The frequency at which workspace quota notifications should be sent. | Time | ||||
ws-sec-convert-to-groups | When enabled, Milan creates a security group on the workspace that includes the billing and responsible attorneys, rather than add these users directly to the workspace. The security group has the following name, where Id is replaced with the client and matter numbers respectively:Z_clientId_matterId_access. |
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Setting | Description | Values | ||||
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create-groups-when-enforcing | When enabled, this setting creates WorkSite security groups when enforcing. |
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default-matter-team-role | In the setting, you can set the default role to be assigned to a user while adding it to a matter team. | |||||
draft-policy-Notification-emailList | This setting stores the email addresses of the policy admins. | Email ID | ||||
input-queue-archive-retention-months | The background service Input Queue Archive Retention Service periodically removes the data from Input Queue Archive table; this setting contains the last number of months whose data should be retained in Input Queue Archive table. | Time, in months | ||||
matter-team-inactivity-months-to-flatten-out | This setting contains the time period (in months) after which the background service Matter Team Flattener Service automatically flattens out the matter teams. Default = 6 months. |
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max-rows-for-log-export | The maximum number of rows to be exported during an error log export. If this value is not set, Milan defaults to 20,000. | Number | ||||
max-rows-for query-results-report | The maximum limit for query results report. | Number | ||||
milan-policy-ad-group-prefix | Prefix for Active Directory groups. | |||||
milan-policy-create-ad-groups | If enabled, this setting creates active directory groups for ethical wall groups |
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policy-document-path | The path where the documents attached while creating policy are stored. | Path | ||||
policy-eventing-server-name | In this setting, specify the Milan server name that is responsible for enforcing new policy center. Only one Milan web server can be designated for running new policy center. | Server name | ||||
skip-policies-check-from-help-desk | If enabled, this setting empowers the users to access Edit Security button from helpdesk for the documents and workspaces with policies in Policy Center. |
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user-image-path | This setting contains the path where the profile images of users are stored. The images need to be stored with the UserID of the user as filename. Currently, the supported image type is .png | Path |
Setting | Description | Values | ||||
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self-service-default-for-client-matter | This is the default value of the self-service type for a client/matter, if there is no rule or policy corresponding to it. | Self Service Type | ||||
self-service-default-for-author-operator | This is the default value of the self-service type for an author/operator, if there is no rule corresponding to it. | Self Service Type | ||||
self-service-allow-authoroperator-approval-for-matterowner-policy | If enabled, this setting allows a self-service request of type Approved by Matter Ownerto be approved by Author/Operator as well. |
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self-service-allow-authoroperator-approval-for-matterteam-policy | If enabled, the Author/Operator can approve self-service request of type Approved by Matter Team to be approved by the Author/Operator as well. |
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self-service-allow-authoroperator-approval-for-riskteam-policy | If enabled, this setting allows a self-service request of type Approved by Risk Team to be approved by Author/Operator as well. |
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self-service-allow-requests-from-nrl-handler | If enabled, this setting allows using Self-Service feature for a document accessed via NRL handler. |
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Setting | Description | Values | ||||
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convert-emm-id-to-exchange-id | Convert Emm Id to Exchange Id | |||||
emm-log-configuration-path | Emm Log Configuration Path | |||||
mailConverterUrl | Mail Converter Url | |||||
max-retry-count-for-emm-request | Max Retry Count For Emm Request | |||||
worksite-statistics-timer-enabled | Enable or disable WorkSite statistics timer job. |
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Setting | Description | Possible Values | ||||||||
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absoluteTimeout | Used internally by Milan | |||||||||
add-to-recyclebin-permission-options | Specifies which users can add documents to the Recyle Bin. |
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admin-password | The WorkSite NRTadmin password | Password | ||||||||
admin-user-id | The WorkSite NRTadmin User ID | User ID | ||||||||
apply-milan-rights | When enabled, Milan verifies that a user is allowed to create folders in DeskSite or FileSite through the right-click menu. To do this, Milan looks up the rights associated with the client or matter and those assigned to the user through the Policy Center. If there are no conflicts, the user will be able to create a folder. (Users with create folder rights can also manage the matter team.) This setting should be disabled if all users have been given the rights to create folders and manage matter teams. |
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connectionString | Used internally by Milan. | |||||||||
debug | If enabled, Milan logs additional information for debugging purposes. |
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default-client-workspace-name-format | The default workspace name format for Milan HQ. | Workspace name format | ||||||||
default-min-chars-lookup-search | The minimum number of characters required when performing a lookup search. | Number | ||||||||
dms-server | The default DMS server used by the Provisioning Service when no other server is specified | |||||||||
dynamic-folder-disable-non-milan-folder-delete | Determines whether a user is allowed to delete folders created outside of Milan. |
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dynamic-folder-disable-non-milan-folder-name-edit | Determines whether a user is allowed to edit folders created outside of Milan. |
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dynamic-folder-global-suffix | Specifies a suffix to append to all folders created by Milan. Milan automatically inserts a space between the folder name and the global suffix when creating folders. | Folder suffix | ||||||||
email-dispatch-delay-interval | The interval, in minutes, after which emails should be dispatched. | Time, in minutes | ||||||||
enable-web-farm | If enabled, Milan automatically clears the cache on all servers in the web farm whenever an auto-clear-cache action is performed. |
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folder-template-path | The path to the folderTemplates.config file. The default value is ...\data\foldertemplates.config. | Local path | ||||||||
from | The email address to be displayed in the From field of emails sent from Milan. | Email address | ||||||||
gc-cleaner-timer-interval | The frequency, in minutes, at which automatic garbage collection occurs. By default, garbage collection occurs every 60 minutes. | Time, in minutes | ||||||||
global-client-locale-override | Sets all user locales to the specified language culture id (e.g., 'en-ID') for date formatting. The default value is en-US. | County code See for reference: Locale Codes | ||||||||
Global settings | Used internally by Milan. | |||||||||
init-setup | Used internally by Milan to determine whether the initial setup has been completed successfully. |
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internal-email-domains | A comma-separated list of email domains used by document export to identify internal emails. | Domain name | ||||||||
ldap-root | The root path to the LDAP server used by Milan to retrieve email addresses of logged-in users. Milan uses this setting as part of the email notification process. | LDAP path | ||||||||
log-archiving-exclusion-level | A comma-separated list of log entry types to exclude from archiving. For example, setting this to HeartBeat ensures that the HeartBeat Log will not be archived. | For more information, refer to the Logging Levels manual page. | ||||||||
log-archiving-expiration | The number of days log entries are to be displayed in the Event Viewer UI. Log entries older than this value are archived. | Time, in days | ||||||||
logfile | The path to the Milan application logs. The default value is logs\logfile.htm | Path | ||||||||
max-length-for-comments | The maximum allowable length of comments, in characters, in Milan. | Number | ||||||||
milan-connection-timeout | The period of time, in milliseconds, after which the attempt to establish a Milan connection is withdrawn. | Time, in milliseconds | ||||||||
servers | A comma-separated list of DMS names. | |||||||||
sharepoint-domain | The SharePoint administrator domain used to create SharePoint sites during workspace provisioning. | |||||||||
sharepoint-pwd | SharePoint administrator account password. | Password | ||||||||
sharepoint-user | The SharePoint administrator account used to create SharePoint sites during workspace provisioning. | |||||||||
slidingTimeout | Used internally by Milan. | |||||||||
smtp | The name of the SMTP server Milan will use to send email notification messages. | |||||||||
sp-url | The base URL for the root SharePoint site where Milan creates new SharePoint sites. | |||||||||
stub-email-regex | A regular expression to determine whether an email is a stub. In an email stub, the original body text is replaced with a link that points to an archived version of the full email. | Regular expression | ||||||||
sync-client-matter | If enabled, this setting synchronizes client and matter information across multiple Milan servers. |
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sync-memberships | If enabled, this setting synchronizes matter team membership information across multiple Milan servers. |
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sync-wall | If enabled, this setting synchronizes ethical wall information across multiple Milan servers. |
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worksite-db-list-for-policy | A comma-separated list of WorkSite databases used for applying ethical wall or litigation hold. | Server#Database |
Field Name | Description | Values |
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zone | The Zone connection string | |
zone-admin-password | The Zone admin password | Password |
zone-admin-username | The Zone admin account | User name |
zone-url | The Zone URL | URL |
The following application settings have been deprecated.
Setting |
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create-user-database |
create-user-default-password |
create-user-dms |
databases |
DocExchangeLink |
do-not-set-milan-template-moniker |
for-production |
hide-client-conf-notification-pnl |
highly-sensitive-client-matter |
import-folder-metadata-field |
import-only-from-csv |
json-encoding |
milan_server_ny |
move-document-date-range |
move-document-incremental-update |
mymatters-workspace-imProfileCustom1 |
mymatters-workspace-imProfileCustom29 |
newusercc |
newuserEmailTemplate |
newuserSubject |
policy-base-fileshare-path |
required-approval-for-team-confidentiality |
search-folder-filter-by-parent-name |
shutdownOnIdle |
turn-on-beta |