Set Up and Configure the Litera Foundation Connector

Dataset Connection

The Litera Foundation Connector can create individual datasets for 3 item types: Matters, Clients, and People. Each item type has a separate .asmx file. The default DataConnector.asmx is used to index Matters.

To create a Dataset Connection Connection defines the how Connectivity Hub connects to your Source System (which contains your documents, graphics, etc.,). Your Connection includes identifying elements such as: URL of the BA Insight web service connector you are using, (File Share connector, SharePoint Online connector, etc.), Authentication mode, User Accounts and Credentials, Database information (for database connectors):

1. In Connectivity Hub, navigate to Connectivity Hub > Datasets > DataSet Connections > New > Web Service Dataset Connection.

2. When creating a new connection, use the appropriate .asmx file that corresponds to the item type that will be indexed.

Connection Info

After you complete the basic settings for this Web Service Dataset Connector, navigate to the General Settings tab and use the following table to complete the fields:

DataSet

• The default DataSet configuration is the same across all 3 DataSets.

• The only difference is in the properties field.

Properties - a comma separated list of properties that will be used when mapping a webservice Connector to the Dataset. 

• You must use at least one of the specified properties.

Metadata

Each Dataset comes with a number of out of the box metadata. Go to DataSet > Actions > Metadata > Generate to generate the metadata properties for the selected Dataset. A custom Foundation Field is supported and properties are created when generating metadata.

Additional Properties

• If Additional Properties are configured in the Dataset Connection, the corresponding metadata needs to be created manually.

• On the Dataset Metadata page click New > Text Metadata

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Configurable Metadata

Availability settings for Clients and Matters have configurable values via the Foundation UI.

To reflect these values you must modify the connector web.config file.

The web.config file contains 3 custom config sections: 

• matterConfig - For Matter Availability settings
• clientConfig - For Client Availability settings
• restrictionsConfig - For Use Restrictions

Below are the default values.

<matterConfig>
    <availabilityTypes>
        <availabilityType key="0" name="Unspecified" />
        <availabilityType key="1" name="Available For Marketing" />
        <availabilityType key="2" name="Available With Restrictions" />
        <availabilityType key="4" name="For Internal Use Only" />
    </availabilityTypes>
</matterConfig>
<clientConfig>
    <clientAvailabilityTypes>
        <availabilityType key="0" name="Unspecified" />
        <availabilityType key="1" name="Available" />
        <availabilityType key="2" name="Available With Restrictions" />
        <availabilityType key="4" name="Do Not Reference" />
    </clientAvailabilityTypes>   
</clientConfig>
<restrictionsConfig>
    <useRestrictions>
        <restriction key="0" name="None" />
        <restriction key="1" name="Do not disclose client name" />
        <restriction key="2" name="Do not disclose financial information" />
        <restriction key="4" name="Contact Responsible Lawyer prior to use" />
        <restriction key="8" name="Do not publish on website" />
        <restriction key="16" name="Do not use in submissions" />
        <restriction key="32" name="Lawyer Bio Use Only" />
        <restriction key="256" name="Do not use client logo" />
    </useRestrictions>
</restrictionsConfig>

If the setting names are modified in Litera Foundation, the "name" field must be manually edited to reflect it's most recent value. 

• Matter Availability Settings are found under: matterConfig → availabilityTypes → availabilityType 

• Client Availability Settings are found under: clientConfig → clientAvailabilityTypes → availabilityType 

Example of How to Edit Matter Availability Settings

• In Foundation "For Internal Use Only" Matter availability was changed to "Only For Development"
• In the web.config file, change the following line:
  • <availabilityType key="4" name="For Internal Use Only" />
    to
  • <availabilityType key="4" name="Only For Development" />
• Do not change the key values

The same logic can be used to update Client Availability settings.

• Restrictions are common between Client and Matters.

• Their values can be found under restrictionsConfig → useRestrictions → restriction

• You can add up to 12 restrictions to Foundation.

• To add additional restrictions to the web.config file go to restrictionsConfig→ useRestrictions and add a new <restriction key="" name=""/> tag.