Automate - Using an Explicit List of Users for Legal Holds

Owned by Daniel Boteanu (Unlicensed)
Oct 11, 2022
2 min read

The material in this document is for informational purposes only. The products it describes are subject to change without prior notice, due to the manufacturer’s continuous development program. Rampiva makes no representations or warranties with respect to this document or with respect to the products described herein. Rampiva shall not be liable for any damages, losses, costs or expenses, direct, indirect or incidental, consequential or special, arising out of, or related to the use of this material or the products described herein.

Introduction

This article describes the steps required to manage an explicit list of users for Legal Holds

Prerequisites 

  • Rampiva Automate v6.3 or later

  • Rampiva Automate Corporate License Class

Instructions

1

Open the Settings → Authentication Services tab

 

 

2

Add a new Managed Authentication Service

If the Managed Authentication Service option is not available, ensure that the prerequisites are satisfied and that the user has permissions to edit Legal Holds.

 

3

Fill out the service Name and optionally the Description.

 

 

4

Leave the checkbox Users Eligible for Legal Hold Administration selected to make it possible to set users from this list as administrators in the Legal Hold.

5

Leave the checkbox Users Eligible for Legal Hold Custodians selected to make it possible to set users from this list as custodians in the Legal Hold.

6

Click the Upload users CSV icon to load a list of users.

The CSV file should have the columns Name and Email.

7

Confirm the list of users and then click Add Service.

 

8

Confirm that that users from the list can be assigned as custodians in a Legal Hold.