Page Comparison

Office365TeamsName

Name of the team

TeamMatter123

WorkspaceName

Only if Office365TeamsName is NOT provided, is this field then required.

MatterName123

CreateinOffice365

Create this in Office 365, or not. The setting is used for the ETL creation and move of Teams to DMS.

Number:

1 to create, 0 to skip

Job

pecify the Job name to be executed.

CreateTeam

Office365Group

Name of Office 365 Group.

Office365group is used for groupname while creating a group in external.

String; GroupName123

Office365Teams

Team name for Microsoft Teams

Accepts a search keyword combination of client and matter to find teams associated with a specific client and matter.

String, TeamName123

MailNickname

Mailnickname is used for group email in external usage of the team e.g. emailing the team in Outlook.

Note: Including spaces, mailnickname value must be 64 characters or less.

String; The same as Office365Group typically

Office365Type

The type of Office 365 object being managed. This can be group, teams, channels, tabs, OnedriveFolder, users

String; being Channels, Teams, Tabs, OnedriveFolder

Security

For Teams' security.

String:

Format: userid | |hasaccess=|role=|isexternal=|isgroup=|
example -

userid=test@firm.onmicrosoft.com|hasaccess=true|role=Admin|isexternal=false|isgroup=false#userid=test1@firm.onmicrosoft.com|hasaccess=true|role=Editor|isexternal=false|isgroup=false

or E.g. bob.bradely@demofirm.com|true#23/12/2019*Admin$false

DefaultSecurity

Allows to set the default security on a team/channel/tab or user/group

String: Public, Private, Inherited.

Workspacename

Allows to setup the workspace name as formatted:

• First level folders are a matter folder-> Workspacename is a dialog should be like @clientid@-@matterid@

• Second level folders are a matter folder-> Workspacename is a dialog should be like first_level_folder_name. @͏clientid@-@matterid@

• First level folder with client is a client which includes the matter-> Workspacename is a dialog should be like @clientid@-@clientname@@͏matterid@

CreateinExternalSystemName

The name of the external system to create in

CreateinIManage

CreateinNetDocuments

CreateinOffice365

Systems

The source system

iManageProduction

Job

The name of the job

createworkspace

uniquemetadatafields

Any unique metadata different than client or matter

• Best practice: Set the unique metadata field to a field that is unlikely to change during the life of the matter/project (eg SystemId).

•  Other metadata fields such as Client and Matter can be set as unique within CAM, but if these values are changed at a later point, a new workspace may be created (see the opening notes for further details on the Create Workspace process)

security

The format for the security column:

[useremail]  |  {allow or deny=true or false]  #  [expiration date]  *  [role]  $  [isGroup=true or false]

Roles are defined as the roles mapped with the source system here: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/28409975/Source+System+Configuration#Role-Permission-Mapping

CAM also supports the following parameter setting for the matter/user/group security:

@MatterTeam@/@userid@/@groupid@

Examples are as follows:

 Users:

Adding an Admin ( iManage Full Access) bob.bradely@demofirm.com|true#23/12/2019*Admin$true

Adding an Editor (iManage Read/Write access)

firstnamelastname2@firmname.com|true#null*Editor$true

Adding a Watcher (iManage Read only)

firstnamelastname3@firmname.com|true#null*Watcher$true

Denying Access (iManage No Access)

firstnamelastname4@firmname.com|false#null*Deny$true

Groups:

For example, adding an editor group

PartnersGroup|true#11/3/2021*Editor$true

AddFolders

If a workspace is not linked to CAM and has a different folder structure than the template used for the workspace, the missing folders can be either added dynamically, or skipped/not added to keep the template structure.

AddFolders=1 then adds any missing folders to the template structure.

AddFolders=0, then skip adding any missing folders.

job

Sets the job type

Create OneDrive Folder

workspacename

Name of the workspace to be set as the onedrive name if not specified in Office365DriveName

MatterLitigation12

createinoffice365

Sets to create the record in office 365

1

Office365DriveName

Specify the name of Office365 Onedrive

MatterLitigation12

Template

Most users will set a template to setup the onedrive format

OneDriveTemplateName