User guide

Importing Custodians and Jobs at the Project Level
www.iprotech.com Ipro eCapture User Guide 5-11
877-324-4776 Q1 2014
• Apply To: - displays existing Custodian or Create New.
• Custodian Description - optional
• Job Name - used to indicate the new Discovery Job name
• Data Extract - blank by default; no Data Extract Job will be
created. Clicking the drop-down arrow and selecting Yes
means that a new Data Extract Job will be created.
• Processing - blank by default; no Processing Job will be
created. Clicking the drop-down arrow and selecting Yes
means that a new Processing Job will be created.
• Container Name - required if only Container Paths are
specified in the import file.
• Container Path - required in the imported .CSV or comma
delimited file. Note: If the Container Path is modified, it
must exist prior to importing as well as be accessible from
the Controller.
The Import Preview dialog is populated based on the contents of the
imported . CSV or comma delimited file.
If necessary, the data may be edited directly in the Import Preview dia-
log prior to importing.
6. Do any of the following:
• (Optional) Click to modify the current settings for
the selected Project. Proceed to any of the following sections for
additional information:
• Password Handling on page 5-33.
• Setting Discovery and Indexing Options on page 5-35.
• Setting Processing Job Options on page 5-61.
• Setting Data Extraction Options on page 5-81.
• Setting the Common Options on page 5-84.
• Setting the Filtering (Flex Processor) Options on page 5-87.
• Setting Alternative System Directories for Jobs on page 5-
92.