Administration Guide

This guide helps Keep administrators set up and run key aspects of Keep.

Contents

• Log In to Keep and Find Your Way Around (for Administrators)

• Manage Document Definitions

• Manage Key Definitions (Document Keys and Line Item Keys)

• Configuration Administration

  • Add an Upload Configuration

  • Add a Search Configuration

  • Clone a Lasernet Keep Configuration

  • Edit or Delete a Lasernet Keep Configuration

• Manage Users and Groups

  • Manage Users

  • Remove a User's Access to Lasernet Keep

  • Manage Groups and Subgroups

• Manage Extended Properties

• Manage Document Retention Policies

• View Audits

• Lasernet Keep Licensing

• Lasernet Keep Session Management

• Back Up and Restore Lasernet Keep

• Lasernet Keep Server Settings

• Lasernet Keep Configuration Management

• View Lasernet Keep System Information

Intended Audience

This guide is intended for administrators who will use the Keep user interface to set up and run a Keep system.

Scope

The pages in this guide cover the main essential administrative tasks in Keep, including managing document definitions and key definitions, creating upload configurations and search configurations, and managing document retention policies, system licensing, users, groups, and session management.