Columns | Description | Supported Values | ||
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FirstName | Enter the user first name | String | ||
LastName | Enter the user last name | String | ||
MiddleName | Enter the user middle name | String | ||
PrimaryEmail | The email address of the user | String. Needs to contain proper Email formatting, example: *****@***.com | ||
SecondaryEmail | Any secondary email. User defined | String. Needs to contain proper Email formatting, example: *****@***.com | ||
Telephone | Phone number | String | ||
Office | Office | String | ||
StreetAddress | Address | String | ||
City | City | String | ||
PostalCode | Zip code | Integer | ||
Country | Country | String | ||
JobTitle | Title of User | String | ||
Department | Department | String | ||
Company | Company | String | ||
Location | User's location. This doesn’t work for iManage, see iManage section below | String | ||
Id | Metadata Id in CAM | Integer | ||
RecordType | The type of record | String | ||
Role | Role from CAM or source system | String. E.g. Administrator, NRTAdmin | ||
Owner | Sets the owner of the metadata/workspace/object. | String | ||
Disabled | Set the flag to disable a user/group in CAM OR another system | String: Set True/1 1= disabled, 0= enabled | ||
IsCAMUser | Set to 1 to import or create a CAM user. Set to 0 to not import a user. | String: Set True/1 Integer 0=Do not import/create. 1= Create
| ||
IsCAMGroup | Set to 1 to import or create a CAM group. | String: Set True/1 Integer. 0=Do not import/create. 1= Create | ||
UniqueSystemWorkspaceColumns | To specify unique system metadata. Is case insensitive. | Note pass client id and matterid columns as well in the csv if using the ids here. | ||
UserID | Add user ID to login | String. E.g. a.marcus - One of the required fields for user creation. Note: iManage requires userid’s be encased in %%. Like %alexey.marcus% | ||
Username | Adds the username | String. E.g. alexey.marcus NOTE: You must add the full username to add the user to a group. | ||
Usertype | Type of user | Integer. 1= external, 0= internal | ||
Usercontainertype | For netdocuments | Integer. 1= Repository, 2= cabinet. | ||
DisplayName | Adds the full name (display name) of the user. | String. E.g. Alexey Marcus. - One of the required fields for user creation. | ||
MailNickname | Adds the email (nickname) of the user | String Typically same as username E.g. alexey.marcus - One of the required fields for user creation. Optional for Microsoft teams creation. | ||
Type | Specify if adding as a user or group | String (user/group) user - add as user, group- add as group | ||
ContainerType | Type of container to add. (Id of container type) | Netdocuments has two types: Repo (1) and cabinet (2). iManage has one type (2), Office365 has one type (1) | ||
ExtContainerId | The id of the container. | Integer. Needed for searching for duplicate emails. | ||
ExtContainerName | The name of the container. | String. | ||
| ||||
GroupContainerType | Type of the container. | Integer. 1= Repository level, 2= Cabinet level | ||
GroupType | Type of group | Integer. 0= Public, 1=Private/ Personal | ||
Groups | Add group name | String.
| ||
Groupid | Id of the group | String.
| ||
Imanageadmingroup | Add user to iManage Admin Group | Boolean (y/n) y to add n to skip | ||
AddtoMyMatters | Sets if the workspace will be added as shortcut, to the My Matters page. Type in the user email to add to their my matters. | String Users separated by comma character ",". userid/emailaddress, userid/emailaddress, userid/emailaddress… For e.g.: alexey.marcus@prosperoware.com | ||
AddtoMyFavorites | Sets if the workspace is added to the favorites page. Type in the user email to add to their my favorites. | String Users separated by pipe character "|"; userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User | ||
IsExternal | Sets up external users/groups | Boolean. true or false. Is not case sensitive. | ||
WelcomeEmail | Sends the CAM Welcome email to a new user in the system. Can be used in Data Uploader as well. | Integer, 1= send the email, 0= don’t send | ||
FolderSecurity | This parameter assigns dynamic security on private folders. | String Use the groupname you will assign here to have security. Comma separated values allow for multiple groups. | ||
Server | The server.
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iManage Specific
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NetDocuments Specific
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Samples
File | Description | ||||
---|---|---|---|---|---|
| Bulk user disabling script | ||||
| A bulk user creation script with a group | ||||
| User creation with an SPM policy. | ||||
| NetDocuments group modification with the parameter isexternal set to false. | ||||
| NetDocuments group modification with the parameter isexternal set to true. | ||||
| A user import for iManage with UserLoc, DocServer and General. | ||||
| User creation in NetDocuments. | ||||
| Create a Group in NetDocuments. | ||||
| Add a User to a Group in NetDocuments. | ||||
| User creation in Office365. | ||||
| Group creation in Office365. | ||||
| Add a User to a Group in Office365. |
Creating CSVs
Create a CSV file using Text Editor
Open any text editor and enter the data, separating each value with a comma and each row with a new line, as shown in the illustration below:
Save the file with extension .csv
Create TSV file using Text Editor
Open any text editor and enter the data, separating each value with a tab and each row with a new line, as shown in the illustration below:
Save the file with extension .tsv
Create a CSV/TSV file using Excel
Open an Excel sheet and enter the data.
To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.
To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.
Excel will display a dialog box indicating some Excel features may be lost in the format chosen. Click on Yes to continue to save the file in CSV/TSV format.
Info |
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Tip: A text editor like Notepad can suffice for creating and editing simple CSV files. However, if you are working with large data, using an application like Excel is preferable. |
Note: If you plan to set workspaces with no templates in the Workspace Wizard or CSV Import, you will need to setup a metadata field for NoTemplate in CAM.
This format would be:
Metadata name= NoTemplate
Type= Boolean
Learn how to create your own CSV/TSV files with a Text Editor or Excel.