You are here: Confidentiality Management > Policy Center > Configuring Settings

Configuring Settings

The Settings page provides configuration options divided into six tabs: Policy Types, Policy Systems, File Share Path, Risk Team, and Email Templates.

Policy Types Tab

The policy types tab allows you to add, edit, or delete policy types, which act as templates for policies.

Adding a New Policy Type

New policy types can be added by clicking the Add New Policy Type button, which opens a wizard with the following screens.

Add New Custom Policy Type

Field

Description

Policy Type Name

Enter a new policy name or edit an existing policy name.

Description

Type any description for the new policy type.

Base Policy Type

The base policy type. You can choose from Inclusion, Exclusion, Contractor, or Competitive.

Self-Service

Specifies who can approve requests for access to documents covered by the policy.

Option	Description
No Self-Service Permitted	Users cannot make self-service requests for documents affected by the policy.
Approved By Matter Owner	Only the user specified as the matter owner of the corresponding matter team will receive self-service notifications and be able to approve access requests.
Approved By Matter Team	Any member of the corresponding matter team can approve a self-service request.
Approved By Risk Team	Any member of the risk team can approve a self-service request.
Anyone	Users will be granted access to a document immediately after making a self-service request.

Access Level

Option	Description
Client level	The policy will be applied to all matters belonging to a specific client.
Matter level	The policy will be applied to a specific matter.

Policy Systems

Choose a policy system from the drop down menu. The policy will be applied to the selected system.

Notification Settings

Field

Description

Draft Policy Templates

Choose an email message template Policy Center uses to send email notifications to administrators, notifying about the creation of a draft policy. An administrator can approve the policy by clicking on the link given in the email message. The administrators receiving the notifications can be configured via an application setting, named draft-policy-Notification-emailList. Add the email addresses of the designated authorities in the Value text box and click Save.

From Address

Policy type notifications require an email address to represent the sender of the notification messages. Type the appropriate sender email address for use with the policy type.

Notify Team for newly created policies with this policy type

Option	Description
Yes	Enable email notifications for matter team members.
No	Disable email notifications.

Notify Team Templates

Choose an email message template from the drop down menu that can be used to notify team members about the creation of the policy.

Review & Save

Review and confirm the information in a read-only mode before submitting the request to create or edit a policy type. Once you ensure the information entered is correct, click Create Policy Type.

Policy Systems Tab

Policy Center supports multiple types of systems, including WorkSite, file shares, and SQL-based systems like Elite, Legal Key, and Aderant. By default, Milan provides support for WorkSite, but you can also find scripts for Elite and Legal Key SQL-based systems in C:\Program Files\Prosperoware.Milan\PolicyCenter\ExternalSystemFiles. In order to support additional SQL based systems for Policy Center, you must customize their SQL scripts and save them in the folder.

For SQL based policy system

Field

Description

System Name

Name of the policy system that you'd like to secure.

System Type

Select any SQL-based system or file share system from the drop down menu.

Database Name

Enter SQL database name storing the security.

SQL Server

Enter SQL server name.

Integrated Security

True	Connect to the SQL database using trusted authentication.
False	Connect to the SQL database using SQL authentication.

UserId

SQL user account Id.

Password

SQL user account password.

Enable this System?

Select Yes to enable the new Policy System.

For file share policy system

Field	Description
System Name	Enter the file system name.
System Type	Select File Share from the drop down menu.
Enable this System?	Select Yes to enable the file share system.

File Share Path

Any file share path that needs to be secured can be defined in the File Share Path page. You can secure confidential documents associated with a client or matter that are placed either on your local disk or network share drive.

Field	Description
Client/Matter	Specify a client or matter whose information you want to secure.
Path	Specify the UNC path where the documents associated with the client/matter are located.

To add or edit a file share path:

Click Add New File Share Path to add a file share path. Click Edit icon to edit an existing file share path.
Configure the fields explained in the above table.
Click Save.

Specifying a File Share System

After adding the locations that you want to be secured by the Milan Policy Center, you need to add the file share system in your Policy Systems. If it is already been added, then there is no need to specify it again.

Navigate to Settings → Policy Systems → Add New Policy System.
Configure the following fields:

Field	Description
System Name	Enter the file system name.
System Type	Select File Share from the drop down menu.
Enable this System?	Select Yes to enable the file share system.

Click Save.

Risk Team

A risk team consists of a group of WorkSite users allowed to create ethical walls on client related work, create policy types, and define what systems are affected by these policies.

To add a member to the risk team:

Click Add Risk Team.
Configure the following fields:
Field Description
User Id Search for the user in the drop down menu.
Start Date Specify the Start Date.
Expiry Date Specify the Expiry Date of expiration of the risk team member.
Click Save.

Field	Description
User Id	Search for the user in the drop down menu.
Start Date	Specify the Start Date.
Expiry Date	Specify the Expiry Date of expiration of the risk team member.

Email Templates

In Policy Center, you can customize your email messages that include information about the policies that are created or edited. You can compose and save a message as a template, and then reuse it when you want it. You can also add a new information to the existing templates before the template is sent as an email message.

Email Templates Dialog

Field	Description
Template Name	Enter name of the template.
Description	Add a small description for the email template that you are creating.
Template Type	Select the template type, inclusive, exclusive, etc. from the drop down menu.
Template Variables	Once the type has been selected, the appropriate values will be displayed in the Template Variables drop down box.
Subject	Enter the subject for the email to be sent.
Body	Populate the body of the email notification using the provided variables.

To add or edit an email template

Click Add Email Template to add an email template. Click Edit icon to edit an existing email template.
Configure the information explained in the above table.

Click Create Email Template or Update Email Template button.

Note: You cannot edit Template Name and Template Type for the preconfigured email templates.