About the Web Interface
Milan's administrative and Service Desk functionality is presented through a web interface.
To access the Milan web interface:
- Open a web browser and enter the address of the default Milan web page—typically http://<Server Name>/milan.
- If a Milan user has been configured for the currently logged in Windows account, the web interface will be displayed immediately; otherwise, the web browser will prompt for a user name and password.
Tabs
Milan's web interface uses a tab-based design to organize its various management tools. Access to specific tabs and functionality can be controlled at the user or group level with task permissions. See Assigning Task Permissions for more information on configuring the availability of Milan features.
Depending on your license and assigned task permissions, one or more of the following tabs will be available when you open the web interface.
| Tab | Allows You to |
|---|---|
| Documents | Search for documents and perform various operations on one or more documents in the search results. |
| Workspaces | Search for workspaces and perform various operations on one or more workspaces and folders in the search results. |
| WS Admin | Manage WorkSite users, groups, and metadata. |
| Security Center | Manage matter teams and self-service requests. |
| Service Center | Manage Provisioning Service jobs, recycle bin documents, scheduled operations, and scheduled task for Billing To Milan. |
| Import Center | Import documents to WorkSite and manage pending import jobs. |
| Litigation Hold | Create and manage legal holds. |
| Analytics | Create and run queries against the WorkSite and Milan databases and perform operations against the returned items. |
Administration Menu
All features not available in the tabbed interface can be accessed from the Administration menu in the top right corner. See About the Administration Menu for a list of all available menu options.
Other Interface Components
All Milan users have access to the following two buttons, which are displayed in the top right corner.
| Button | Description |
|---|---|
| Help | Opens this website in a new browser tab. |
| About | Displays the version number of the Milan server. |
| Log Off | Logs out the current Milan user and closes the browser window. |
Service Desk
Milan Service Desk, formerly Help Desk, provides an intuitive web interface for performing a variety of administrative tasks, including managing documents, workspaces, and users; monitoring Provisioning Service jobs; and creating and running queries on WorkSite and Milan databases.
An administrator with full access to all Service Desk features will see the Documents, Workspaces, WS Admin, Service Center, and Analytics tabs.
Service Desk Task Permissions
The following task permissions are provided by the Service Desk license. For more information on assigning permissions to users, see Managing Milan Users.
| Permission | Description |
|---|---|
| Administration: Allow users to add themselves to security and group membership | Allows users to add themselves to the security of any entity or group. |
| Administration: Allow users to configure Restricted Client/Matter | Enables the Setup Restricted Client Matters menu in Milan Administration > More Configurations. |
| Administration: Analytics Center | Enables the Analytics tab in the Milan web client. |
| Administration: Delete groups | Enables the Delete icon for groups in the WS Admin tab. |
| Administration: Delete metadata | Enables the Delete icon for all Metadata in the WS Admin tab. |
| Administration: Delete roles | Enables the Delete icon for roles in the WS Admin tab. |
| Administration: Delete users | Enables the Delete column in the users list in the WS Admin tab. |
| Administration: Edit groups | Enables the Edit column for the groups list on the WS Admin tab. |
| Administration: Edit metadata | Enables the Edit icon for metadata in WS Admin tab. |
| Administration: Edit Nrtadmin group | Enables the NRTADMIN group in the Milan WS Admin tab > Database > Groups. |
| Administration: Edit roles | Enables the New Role button and Edit column in the roles list on the WS Admin tab. |
| Administration: Edit users | Enables the Edit column for the users list on the WS Admin tab. |
| Administration: View groups | Enables the Groups grid on the WS Admin tab. Edit Groups and Delete Groups have higher priority. |
| Administration: View metadata | Enables the Metadata grid on the WS Admin tab. Edit Metadata and Delete Metadata have higher priority. |
| Administration: View roles | Enables the Roles grid on the WS Admin tab. Edit Roles has higher priority. |
| Administration: View users | Enables the Users grid on the WS Admin tab. Edit Users and Delete Users have higher priority. |
| Administration: WS Admin | Enables the WS Admin tab in the Milan web client. |
| Analytics: Create query | Enables the New Query button on the Analytics tab. |
| Analytics: Edit query | Enables the Edit Queries button on the Analytics tab. |
| Analytics: Execute query | Enables the Query Run icon for all the queries on the Analytics tab. |
| Analytics: Preview document | Allows users to preview a document by clicking on the document name in the query results. |
| Documents: Edit profile | Enables the Edit Profile toolbar button on the Documents tab. |
| Documents: Edit security | Enables Edit Security toolbar button on the Documents tab. |
| Documents: Move | Enables the Move toolbar button on the Documents tab. |
| Documents: Permanently delete | Enables the Delete toolbar button on the Documents tab. |
| Documents: Remote check-in | Enables the Remote check-in option for Unlock/Remote Check-in on the Documents tab. |
| Documents: Search | Enables the Documents tab in the Milan web client. |
| Documents: Send link | Enables the Send Link option on the More Options toolbar button menu on the Documents tab. |
| Documents: Unlock | Enables the Unlock option for Unlock/Remote Check-in on the Documents tab. |
| Documents: View history | Enables the View History toolbar button on the Documents tab. |
| Documents: View private name | Allows users to view the document names of Private documents. If not given this permission, users will see Document instead of the actual name. |
| Documents: View public name | Allows users to view the document name of Public documents. If not given this permission, users will see Document instead of the actual name. |
| Documents: View supervised document | Users with this permission will not have their document activities logged in the document history. |
| Folders: Create simple | Allows users to create a simple folder with the Create Folder toolbar button on the Workspaces tab. In addition, it enables Manage Folders, Add to My Matters , and Generate Template buttons. |
| Folders: Move | Enables the Move Folder right-click menu for folders on the Milan Workspaces tab. |
| Folders: View private name | Allows users to view the actual folder name of Private folders instead of Folder. |
| Folders: View public name | Allows users to view the actual name of Public folders instead ofFolder. |
| Workspace: Reassign Template | Enables the Reassign Template menu option on the Milan Workspaces tab and Analytics tab. |
| Workspaces: Edit profile | Enables the Edit Profile toolbar button on the Milan Workspaces tab. |
| Workspaces: Edit security | Enables the Edit Security toolbar button on the Milan Workspaces tab. |
| Workspaces: Permanently delete | Enables the Delete Workspace toolbar button on the Milan Workspaces tab. |
| Workspaces: Refile via SQL | Enables the Refile option under More Options on the Milan Workspaces tab. |
| Workspaces: View private name | Allows users to view the actual name for Private workspace instead of Workspace. |
| Workspaces: View public name | Allows users to view the actual workspace name of Private workspaces instead of Workspaces. |
| Workspaces: View security | Enables the View Security toolbar button on the Milan Workspaces tab. |
| Workspaces: Workspace Configuration dialog | Enables the Workspace Dialog Configuration menu in Milan Administration. |
