Allows users to create dynamic groups and users through CSV.
Columns | Description | Supported Values | |||
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CreateInNetDocs | Create workspace in NetDocuments | Number: 1 to create, 0 to skip | |||
NetdocumentsDynamicGroupCreation | Create dynamic group in NetDocuments | Boolean (TRUE/FALSE) TRUE to create FALSE to skip | |||
CreateInIManage | Create workspace in iManage | Number: 1 to create, 0 to skip | |||
ImanageDynamicGroupCreation | Create dynamic group in iManage | Boolean (TRUE/FALSE) TRUE to create FALSE to skip | |||
Security | Add users to ACL (Access Control List) | String Format: [useremail] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false]
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Add groups to ACL (Access Control List) | String Format: [groupname] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false]
For e.g. group|true#23/12/18*Admin$true
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RemoveSecurity | Remove users from matter ACL (Access Control List) | String userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User | |||
Remove users from groups | String userid or emailaddress|group identifier For e.g.: alexey.marcus@prosperoware.com|z_group_1 | ||||
Remove groups from matter ACL | String groupid|group For e.g. : AdminGroup_EDITOR|group | ||||
Remove dynamic groups from matter ACL | String z_groupname|group For e.g.: z_885599664_761_Admin|group |
Create a CSV file using Text Editor
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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.
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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. |
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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
Value= 1 if you want to set no template. 0 if you want a template set.