The FileShare integration module in CAM is used to connect to Network Shares and sync their legacy contents. The module will track the shares, tag with the client and matter metadata, create templates and apply security, and PII Scanning up to CAM.
| Table of Contents | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Requirements
UNC path is accessible on the machine that the FileShare application is installed on
A blank SQL database for the FileShare schema to be installed on.
An Active Directory connection
...
Get the UNC path.
Install the Agent service for Fileshare.
Configure the FileShare application to connect to the UNC path and sync.
Create Folders through Folder Template Editor or through the FileShare.
Create Workspaces using the Workspace Wizard.
...
Installation
Download the installer from Administration->Downloads-> Fileshare within CAM.
Run the installer on the machine with access to the fileshare.
The installer will install the FileShare Application and the CAM FS windows service.
The program is installed in the x86 program files folder by default.
Configuring FileShare
...
Configuration
Start the Application CAM.FileShare.UI.exe from the Prosperoware\CAM\Fileshare\Agent\ folder. It is not necessary to run as an administrator.
On run, the user interface will show 7 tabs: FileShares, CAM Login, Database, Active Directory, Agent, Command and Log.
File Shares tab
...
AppSetting | Default s and Descriptions |
Token Endpoint | |
ClientUI | Address and Port for the ClientUI |
AWSRegion | The AWS region if specified |
DocumentAnalysisServiceEndPoint | Service address and port for the document analysis services. http://127.0.0.1:5000 |
CoreAPIURL | URL for the Core API |
CSVFolderPath | Folder path for csvs |
CSVArchiveFolderPath | Folder path for archives |
CSVDelimiter | The type of delimiter to use in the CSV. \t= tab. \c=comma |
DateFormat | Format of system and file dates. Default= yyy-MM-dd HH:mm:ss |
SuppressScriptErrors | Default= true; for debugging, leave as false to show all errors. |
ClientSettingsProvider.ServiceURi |
|
CommandTimeOut | Time for command timeouts. 300 secs |
ArchiveFilesLifecycle | Days to keep archive CSVs in Archive folder. 30 days |
RecordCountLimit | Record Count limit per batch; Default=500 |
ThreadCount | Number of threads to use. Default=20 |
DomainMachineName | Name of the machine name on the domain |
Log4net.Internal.Debug | False: Used for log debugging |
AuditLogLifeCycle | 30 days |
ConnectionString.config: Contains the connection string that is created when the application is installed.
Change the AppSettings Token Endpoint, ClientUI, DocumentAnalysisServiceEndpoint if necessary.
Token Endpoint is in Line 3 in AppSettings. This sets the api token URL.
ClientUI is in Line 5 in AppSettings. This sets the s3 UI URL.
Whitelist the CoreAPIURL from AppSettings.config.
Using FileShare with Bulk Assignment
Open Bulk Assignment from Administration-> Bulk Assignment.
Select the Fileshare system.
Click Fetch.
Select one or multiple records to update the matter or client assignment on.
Using FileShare on the matters tab
Select a matter workspace that is on the fileshare.
Click Manage from the Actions menu.
Choose a template and that can be applied to that folder on the fileshare.
Using FIleshare with Data Uploader
Edit the appsettings config.
To set the Appsettings, follow the below steps.
Open up the AppSettings.config in C:\Program Files (x86)\Prosperoware\Prosperoware Data Uploader\configs file path.
Token Endpoint is in Line 3 in AppSettings. This sets the api token URL.
ClientUI is in Line 5 in AppSettings. This sets the s3 UI URL.
DocumentAnalysisServiceEndPoint is in Line 7 in AppSettings. This is for PIIS.
Show File Share is in Line 9 in AppSettings. Enable this to true for fileshare integration.
Using FileShare in WorkspaceWizard
...
Open Administration Workspace Wizard.
...
Open and edit a Wizard.
...
Add unique metadata field.
...
This metadata field should be set up as:
Metadata name: File Share.
Display Label: File Share.
Help Text: File Share.
Type: String
Lookup: Yes
Lookup type: Internal
Create new value: No
Panel: select the panel of your choice.
...
Save the wizard and metadata.
...
.