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Integrations

Legal Hold Integration

The legal hold integration feature enables company users to review legal hold matters and associated hold details from within Tracker that were created in one of the supported legal hold partner products. The legal hold partner products are
Opentext
 Legal Hold and
Exterro
. These products provide near real-time updates to Tracker, without the need to access another system to monitor the legal hold process.
If you use legal hold integration, you can do the following from within Tracker:
  • Find and link existing legal hold matters to Tracker matters
  • Create legal hold matters with one click (Tracker to the legal hold system.) Note that holds are issued in the legal hold system.
  • View a list of linked legal hold matters, hold counts, and hold statuses
  • Gain insights into legal hold activity on Tracker matter profiles
  • Report on matter- and system-level legal hold
  • View key legal hold compliance status information
When Legal Hold is integrated with Tracker, users can see:
  • A
    Legal Holds Activity
     field in the Tracker matter profile that indicates that a matter is linked with a legal hold matter.
  • A
    Legal Holds
     tab in the matter profile that shows legal hold matter names that are linked to Tracker matters, including hold counts and hold statuses.
A Company System Administrator must set up the integration between Tracker and the legal holds product.

Integrating Tracker with OpenText Legal Hold

Required
Role
: Company System Administrator.
Before You Begin
Integration requires a fully implemented Tracker company. You will also need:
  • A valid subscription for the legal hold partner product
  • A Tracker Coordinator or Company System Admin from the company, who will work with Tracker Support on configuring the connection
  • Admin credentials and a few product details from the legal hold partner.
Step 1 - Set up the OpenText Site Token
If you are using OpenText, the first step in setting up the connection to Tracker is to enable the site token. The site token does not expire, and lets you link your Tracker company to the partner product without having to regularly re-enter your login credentials. In this step you will obtain your site token and short name, which you must enter before you can configure the integration in Tracker.
The steps described below are completed in the OPENTEXT application and are included for your convenience. Contact OPENTEXT if you need help completing these steps.
  1. Log on to OpenText
     and navigate to the Site Administration page.
  2. On the
    API Tokens
     tab:
    • Click
      New API Token
      .
    • On the
      API Token Information
       box, check the
      Administrator
      checkbox.
    • On the API Tokens page, copy the token in the
      Legal Tracker Integration
       field. For security, do not share this key unless it can be encrypted or password-protected.
  3. On the
    Site
    tab, find and copy your short name.
Step 2 - Turn on the Legal Holds Integration Feature in Tracker
  1. Select
    Settings
    in the left navigation.
  2. Under
    Feature Setup
    , select
    Feature Preview
    .
  3. Select
    Site token authentication
    .
  4. On the toolbar, select
    Save & close
    .
Step 3 - Enable Legal Hold Integration
  1. Select
    Settings
    in the left navigation.
  2. Under
    Integrations
    , select
    Legal Hold Setup
    .
  3. Check the
    Enable Integration:
    box.
  4. Enter your legal hold client identifier in the
    Client Id
    field.
  5. In the
    Site Token
     field, enter your site token.
  6. Click
    Save
    .
  7. In the
    Matter Create Folder
    field, specify a folder in Open Text. When creating a matter in Tracker, you will have the option to check a box to simultaneously create a new linked Open Text matter. The folder you specify in this field is the initial folder for these newly-created linked matters in Open Text. Such matters can later be moved to other folders within Open Text.
  8. Click
    Enable synchronization
    .
  9. On the toolbar, select
    Save & close
    .

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company