Administrator Manual

• 1. An introduction to Intella Connect
  • 1.1. Supported web browsers
  • 1.2. System Requirements
  • 1.3. Supported file formats
  • 1.4. Supported sources
  • 1.5. Feedback
• 2. Getting started
  • 2.1. Who should be involved in the successful setup of Intella Connect?
    • 2.1.1. Assumptions
    • 2.1.2. Operating Systems
    • 2.1.3. Potential Conflicts
  • 2.2. Installing and starting Intella Connect/Node
    • 2.2.1. Changing a default port
    • 2.2.2. Local Firewall Configurations
    • 2.2.3. Support for S/MIME- and PGP-encrypted emails (optional)
    • 2.2.4. Starting Intella Connect/Node
  • 2.3. Licenses and dongles
  • 2.4. Sharing a Case
    • 2.4.1. Granting case access to users
    • 2.4.2. Case alias
    • 2.4.3. Auto-Start option
    • 2.4.4. Memory settings
  • 2.5. Reviewing with Intella Connect
  • 2.6. Troubleshooting port conflicts
• 3. Installing and starting Intella Connect as a Windows Service
  • 3.1. Providing valid credentials (during installation)
  • 3.2. Verifying Windows folders structure (after finalizing installation)
  • 3.3. Firewall settings for using Intella Connect as a Windows Service on Windows Server operating systems
  • 3.4. Intella Connect as a Windows Service running under user account without password
  • 3.5. Manual (un)installation Intella Connect Windows Service
• 4. Installing and starting Intella Node as a Windows Service
• 5. Intella Connect Dashboard
  • 5.1. Toolbar
  • 5.2. Cases
    • 5.2.1. Creating new case
    • 5.2.2. Adding an existing case to the list
    • 5.2.3. Deleting an existing case from the list
    • 5.2.4. Case Sources management
  • 5.3. Remote servers
    • 5.3.1. Intella Connect Grid
    • 5.3.2. Intella Nodes
    • 5.3.3. Shared folders
  • 5.4. User management
  • 5.5. Activities stream
  • 5.6. Settings
    • 5.6.1. General settings
    • 5.6.2. Automatic case discovery
    • 5.6.3. SSL support
    • 5.6.4. Branding
    • 5.6.5. ABBYY integration
  • 5.7. About
• 6. User management
  • 6.1. Admin user password
  • 6.2. Managing Users and Permissions - the RBAC model
  • 6.3. Create new users, modify and revoking existing users
    • 6.3.1. Create new user
    • 6.3.2. Usernames
    • 6.3.3. Change user’s password
    • 6.3.4. User’s authorized cases
    • 6.3.5. Revoking existing user
  • 6.4. Managing Roles and Permissions
    • 6.4.1. Adding and Deleting roles
    • 6.4.2. Granting and Revoking permissions
    • 6.4.3. Permission types
    • 6.4.4. Note on “Cannot see items tagged with...” permission
    • 6.4.5. Assigning roles to users
  • 6.5. Configuring LDAP providers
    • 6.5.1. LDAP connection parameters
    • 6.5.2. Username Attribute (UA)
    • 6.5.3. Customized LDAP queries
    • 6.5.4. Extended syntax
    • 6.5.5. Sample config for OpenLDAP with memberof overlay
    • 6.5.6. Sample config for Active Directory
• 7. Sources
  • 7.1. Source types
    • 7.1.1. Notes on mail formats
    • 7.1.2. Notes on cellphone formats
    • 7.1.3. Notes on IBM Sametime dumps
    • 7.1.4. Notes on disk image formats
    • 7.1.5. Common file locations
    • 7.1.6. Notes on cloud sources
    • 7.1.7. Notes on document length
  • 7.2. Adding sources
    • 7.2.1. Note on source locations
    • 7.2.2. Files and Folders
    • 7.2.3. Load files
    • 7.2.4. Hotmail Search Warrant Results
    • 7.2.5. Disk Images
    • 7.2.6. MS Exchange EDB Archives
    • 7.2.7. IMAP accounts
    • 7.2.8. Dropbox accounts
    • 7.2.9. Gmail accounts
    • 7.2.10. SharePoint
    • 7.2.11. Office 365
    • 7.2.12. Last steps in a source definition
  • 7.3. Indexing
    • 7.3.1. Note on closing cases
    • 7.3.2. Re-indexing a case
    • 7.3.3. Updating a case
  • 7.4. Post-processing
    • 7.4.1. Tasks
    • 7.4.2. Custodians
    • 7.4.3. Thumbnail generation
    • 7.4.4. Importing an overlay file
    • 7.4.5. Content analysis
  • 7.5. Showing Source Details
  • 7.6. Editing Sources
  • 7.7. Removing Sources
• 8. Setting up HTTPS
  • 8.1. Preface
  • 8.2. Prerequisites for HTTPS configuration
    • 8.2.1. Signed SSL certificate
    • 8.2.2. Configuring the domain
    • 8.2.3. Configuring the router (optional)
  • 8.3. Setting up SSL certificates in Connect
    • 8.3.1. Locating the utility program for working with keystores
    • 8.3.2. Creating a new keystore
    • 8.3.3. Requesting certificate signature
    • 8.3.4. Signing the certificate
    • 8.3.5. Adding certificates to the Keystore
  • 8.4. Modifying SSL settings in Intella Connect Dashboard
    • 8.4.1. Setting up appropriate port
    • 8.4.2. Verifying HTTPS
  • 8.5. Troubleshooting issues with SSL
  • 8.6. Disabling HTTPS
  • 8.7. Modifying supported protocols and cipher suites (advanced)
• 9. Setting up HTTPS (GoDaddy™ example)
  • 9.1. Abstract
  • 9.2. Introduction and prerequisites
  • 9.3. Obtaining your *.p12 file
  • 9.4. Downloading your certificate
  • 9.5. Exporting intermediate and root certificates
  • 9.6. Creating a new keystore
  • 9.7. Import GoDaddy™ certificate to your keystore
  • 9.8. Save your work and configure Intella Connect
• 10. Branding
  • 10.1. Setting up your company’s logo
    • 10.1.1. Login page Logo
    • 10.1.2. Headers Logo
• 11. Migrating Intella Connect