This article is for system administrators who are interested in using Group Policy to deploy & configure Draftable Pro across an organization as part of an enterprise deployment.
What is Group Policy?
Group Policy is a feature in Microsoft Windows that provides centralized management and configuration of operating systems, applications, and users' settings in an Active Directory environment. This is particularly useful in enterprise settings, where maintaining uniform configurations across multiple machines is critical.
If you prefer to work directly with the windows registry and not use Group Policy, here is an article discussing all the registry key options you can set directly if that is your preferred configuration method.
Obtaining the administrative templates
Group Policy is supported by Draftable irrespective of installation mechanism. The only difference between installation mechanism is where the administrative templates are installed to (and may need to be copied from into the administrative store). The administrative templates are found in the GroupPolicy folder under the product installation path.
For the Default MSI Installer the path will also contain a version number and the latest administrative templates will be in the folder with the latest version. Example path for Default Installer:
For Machine-Wide MSI installations, the location of the Group Policy templates will typically default to:
C:\Program Files\Draftable Desktop
An easy way of determining the location of the Group Policy folder location is to right click the Draftable Legal application shortcut on the desktop, open properties and select ‘open file location’.”
Alternatively, you can always access the latest Group Policy templates from our knowledgebase article here.
Installing the administrative templates
To install the templates, copy all files/folders in the GroupPolicy folder to the following location on the system(s) from which Group Policy will be managed:
You could perform the following alternate methods of installing administrative templates, by either:
- If your organization maintains a Central Store, copy the administrative templates to the
Central Store’s network path.
- Import custom and third party partner ADMX templates using Microsoft Intune.
Editing the policies in the Group Policy editor
Once the administrative templates are installed, the Draftable Pro policies can be found in Group
Policy editor under:
- Computer Configuration > Administrative Templates > Draftable
- User Configuration > Administrative Templates > Draftable
Some settings may only be listed under one of the two scopes if they’re not supported on the other.
These are the policy settings that can be set via Group Policy:
Draftable Desktop group policy (affects both Desktop and Legal)
- Setup automatic updates on behalf of users (non-MSI installer): By default, users' Draftable applications are automatically updated. If this policy is set to the disabled setting, the app can only be updated manually from the settings window.
- Header and footer detection: An experimental feature for detecting headers and footers in documents. When enabled, the product key must also be entered as part of the policy setting.
- Configure product key: Add the product key to be used for automatic license activation.
- Send usage statistics: When enabled, statistics on user machines are sent to Draftable servers for diagnostic purposes.
- Configure Word Application usage Policy: This setting when enabled, sets the setting for Microsoft Word to only use a single instance of Word, when converting documents to pdf.
- Configure submission of exception reports: Assists Draftable Legal in identifying issues and improving the product. When enabled, the administrator has 2 additional options: Always send exceptions or never send exceptions.
- Launch Draftable Automatically when Windows starts: If you enable this policy setting, Draftable will launch automatically when Windows starts, unless the user explicitly opts out from the settings window.
- Accept terms and conditions on behalf of users: Users are prompted to accept the terms and conditions on first-time application start. When enabled this will automatically accept said terms and conditions.
Draftable Legal group policy (Only applicable for Draftable Legal)
- Enable custom contact details: Allows you to set the custom contact details to replace email@example.com in all dialog windows and as email recipient.
- Redline Settings Default Profile Name: Allows the user to set the default profile that is used for Redline comparisons. See our article here about how to configure this policy.
- Enable iManage integration on behalf of users: By default users with a Draftable Legal license have iManage integration activated. By setting this policy to disabled, users cannot setup iManage integration.
- Imanage On Premise Client ID: Used to integrate an On-Premise instance of iManage with Draftable Pro. The value of the client ID can be entered in this field for automatic integration.
- Imanage On Premise Server URL: Used to integrate an On-Premise instance of iManage with Draftable Pro. The value of the Server URL can be entered in this field for automatic integration.
- Enable NetDocuments integration: Specifies whether the NetDocuments integration will be enabled in the Draftable Legal application.
- Never share obfuscated documents: By default submission of the obfuscated files is enabled and users can opt out. If you enable this policy setting submission of the obfuscated files is always disabled. If you disable this policy setting submission of the obfuscated files is always enabled.
- Enable VSTO Add-In (Outlook): If you enable this policy setting, the Outlook VSTO Add-In will be automatically installed when Draftable Desktop Pro is launched. Machines and users that already have the Outlook VSTO Add-In installed will not be affected.
- iManage Communication Port: Allows the user to allocate the communication port used for their iManage integration. This works for both the On-premises version and cloud versions of iManage. For the integration process itself, please see this article for the full guide.
- Redline pdf output enabled: Allows disabling of the Redline PDF output option via group policy. Redline pdf output can be disabled by setting this property to False. By default, it's set to True
- Redline Settings Profile (1-9): Allows the user to preload Redline settings profiles to be used within Draftable Legal. See our article here about how to configure this policy.
- User Team Name: Allows the user to allocate a team name to their account, which can restrict what Redline settings profiles can be used within Draftable Legal. See our article here about how to configure this policy.
- Enable VSTO Add-In (Word): If you enable this policy setting, the Word VSTO Add-In will be automatically installed when Draftable Legal is launched. Machines and users that already have the Word VSTO Add-In installed will not be affected.
Priority of Group Policy settings
Unless otherwise noted, the order of precedence from highest priority to lowest priority is:
- User Policy (set in User Configuration)
- Computer Policy (set in Computer Configuration)
- User Setting (set by the user through the UI or by the user manually editing the registry)
If no policy setting exists, the user setting is used.
Using Microsoft Intune
Microsoft Intune is a cloud-based service provided by Microsoft that helps organizations manage and secure their devices, applications, and data.
If you are using Microsoft Intune, you can use it to install Group Policy for Draftable Legal. Follow the Microsoft documentation for more information.