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DMS integration

Manage Knowledge Search with the Search Admin tool

The
Search Admin
 tool serves as a central point for administrators to manage content displayed in
Knowledge Search
 across all CoCounsel touchpoints. Administrators' decisions influence all areas where
Knowledge Search
 appears.
For more information on the tool, go to this common questions article.
Using the
Knowledge Search
 administrative controls in CoCounsel, administrators can manage the following across all CoCounsel touchpoints:
  • Determine which sources are available to users of the
    Knowledge Search
     (for example, iManage, Practical Law).
  • Limit certain sources, such as SharePoint, to specific sites and/or folders.
  • Configure on-premises sources with additional parameters needed for connection.
Get started
  1. Sign into CoCounsel.
  2. Within the Administrative settings, select the
    Integrations
     option.
  3. Select
    Knowledge Search
     from the integration settings tiles to configure search settings.
  4. Review the settings screen, which lists all sources potentially available. For third-party sources, ensure users have an underlying subscription to the relevant content.
    For some sources, such as OneDrive, step 5 is sufficient to configure. Users can sign in to their OneDrive and access content they have permissions for.
    For other sources, proceed to step 6, Advanced Content Restrictions, to restrict source content further.
  5. To turn a source off, select the control to slide it to the left. To enable a source, slide the control to the right.
  6. Advanced Content Restrictions
    In this section, you'll find steps for renaming a content source and for restricting content within a content source.
  7. Select the
    Add Connector
     option to choose a content source and restrict its content.
    Alternatively, select the
    Customize
     option from an already activated connector.
  8. Select the content source from the 1st dropdown menu.
  9. Provide a name for the connector. This name will be visible to users, so ensure it is understandable.
  10. Select either the 1st radio button to allow all content or the 2nd to restrict content to specific sets.
  11. Sign into your DMS account if you choose the 2nd option.
  12. Select content folders or sites, or add allowed content, depending on the source.
  13. Select
    Add
    . The new custom connector will appear on the home list.
  14. On-Premises Content Sources
  15. Select
    Setup
     for on-premises content sources.
  16. Add the parameters for the content source. The required information will vary by source.
    Once set up, users can select a source from the allowed sources and sign in to begin searching.
    For support, contact CoCounsel support.

This article applies to:

  • Product: CoCounsel
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