Server Configuration
While the Milan web application is responsible for performing some simple operations in WorkSite, for the sake of performance, the majority of jobs initiated from the web interface, WorkSite clients, and Billing To Milan are executed by Windows services running on the Milan server. Instances of these services can be managed from the Server Configuration Dialog (Administration → Server Configuration).
Toolbar
| Button | Description |
|---|---|
| Add Service | Opens the Service Dialog for creating a new instance of a Milan service. |
| Add Server | Opens the (Add) Server Dialog for registering a Milan server. |
| Edit Server | Opens the (Edit) Server Dialog for updating the details of registered servers. |
| Sync Services | Updates service status information for all servers in the service list. |
Service List
| Column | Description |
|---|---|
| Service | The name of the Windows or IIS service. |
| Path | The location of the executable on the server. |
| NRT Admin | The user name of the NRT admin account. |
| Service Type | MatterHub(IIS), ImportDocuments, PolicyQueueService, PolicyService, ProvisioningService, Helpdesk(IIS) |
| Operations | Lists the types of operations handled by the service if it is of the type ProvisioningService. |
| Status | Indicates whether the service is Started or Stopped. |
| Edit | Opens the Service dialog for configuring the service. |
| Start/Stop | Displays a button that allows users to start or stop the service. |
| Delete |
Displays an X button for deleting the service in the following two cases:
Note: Only stopped services can be deleted. |
Service Dialog
The Service dialog allows you to configure a new or existing instance of a Milan Windows service.
General
| Field | Description | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Server Name | A drop-down list of all servers registered to the database. | ||||||||||
| Service Type | A drop-down list for selecting the type of service to add. | ||||||||||
| Service |
The name of the service that will be registered with Windows and displayed in the Services console. Tip: Use a standardized naming format, such as <Service Type> - <Descriptive Name>, to make it easier to discern the service's function at a glance. |
||||||||||
| Startup Type |
|
||||||||||
| Operations |
The types of operations that can be processed by the service if Service Type is set to Milan Provisioning Service. If no items are checked, the service defaults to processing all job types. See Operation Mapping for a complete list of operation types and their corresponding Service Center job names. Warning: If you do not manually assign all appropriate operations to one or more instances of the Provisioning Service, jobs corresponding to unassigned operations will remain indefinitely in the Provisioning Service Job Queue with a status of "Not started". |
||||||||||
| Status | Provides buttons for starting, stopping, or restarting the service. | ||||||||||
| Path | The location of the executable on the server that corresponds to the Service Type specified above (e.g., C:\Program Files\Prosperoware.Milan\service\Prosperoware.Milan.Provisioning.exe). By default, this field is set to the Milan installation path. |
Provisioning Service Operations
The Provisioning Service operations listed in the Operations section are referenced throughout Milan either by name or code.
- On the Provisioning Service tab in Service Center, a job's type is detailed in the Operations column.
- Operation codes are used when inserting provisioning jobs directly into the queue via SQL.
| Group | Operation | Provisioning Operation | Code |
|---|---|---|---|
| Create SharePoint Site | Create SharePoint Site | Create SharePoint Site | S |
| Delete Objects | Remove Documents | Remove Document from Folder | V |
| Delete Workspaces | Delete Workspace | X | |
| Add To Recycle Bin | Add To Recycle Bin | O, $ | |
| Delete Objects | Remove | D | |
| Schedule Delete Folder | Delete Folder By Template | 7 | |
| Ethical Wall | Create Policies | Create Policy | P, 8 |
| Add Exclusion Wall | Update Ethical Wall | W | |
| Create Policy Notification | Policy Notification | Y | |
| Update Policies | Update Policy | 9 | |
| Security Policy Member Updates | Bulk Policy Update | Z | |
| Wall update | Update Dynamic Walls | 2 | |
| Group Management Operation | Create Policy Groups | @ | |
| Export | Export | Export Documents | E |
| Import | Import Documents | Import Documents | I |
|
Move Documents/ Workspace or Folders |
Move Documents | Move Documents | N |
| Move Workspaces | Move Workspace/Folder | Q | |
| My Matter Organization | Subscript to my matters | My Matters Subscription | B |
| My matters organizer | Manage My Matters | G | |
| Add to My matter | Add To My Matters | M | |
| Refile | Document Refile | Modify Document | K |
| Folder Refile | Modify Folder | L | |
| Check in Documents | CheckIn Documents | 4 | |
| Policy Queue Item | Policy Queue | # | |
| Rename Users | Rename Users | Rename User | H |
| Workspace Management | Alter Workspace | Modify Workspace, Rename Workspace | A, R |
| Create Workspace | Create Workspace, Client Series | C, 1 | |
| Merge Folder | Merge Folder | U | |
| File From Flatspace | File from Flatspace | F | |
| Update Existing Workspace And Folder | Apply Template | 6 | |
| Create Shortcuts | N/A | T | |
| OCR Documents | Ocr Documents | ^ | |
| Edit Folder | Edit Folder | 3 | |
| Update Folder Security | Modify Workspace | J |
Log On
In many cases, Milan services need to run under the security context of a specific local or domain user, which can be specified in the service's Log On As property. The Log On tab provides the ability to edit this property for new and existing services.
| Field | Description |
|---|---|
| Account Name | The name of the account that will provide the security context for the service. If the account is a domain account, the account name must be prefaced by the domain name (e.g., domain\user_name). |
| Password | The password for the account. |
(Add) Server Dialog
Once the first server in a Milan cluster has been configured, additional servers can be added to the Server/Service list by either opening the Server Configuration dialog on the new server, which automatically registers the server to the database, or opening the Add Server dialog on the initial server and entering the new server's details.
| Field | Description |
|---|---|
| Server Name | The name of the server. |
| URL | The address of the Milan server (e.g., http://milandemo/milan). |
| Path | The local path to the Milan install folder (e.g., C:\Program Files\Prosperoware.Milan\). |
(Edit) Server Dialog
| Field | Description |
|---|---|
| Select Server Name | A drop-down list of servers that are registered in the Milan database. |
| Server Name | The name of the selected server. |
| URL | The address of the Milan server (e.g., http://milandemo/milan). |
| Path | The local path to the Milan install folder (e.g., C:\Program Files\Prosperoware.Milan\). |
