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titleStep 2 Policy Sync

Accessing SQL Files for Policy Sync

Allows the user to sync the policies for IntApp using the following security types:

  • Inclusion - Allows adding users/groups which are to be included inside matters/clients/metadata

  • Exclusion - Allows adding users/groups which are excluded from matters/clients/metadata

  • Competitive: Gives cross-customer access to restrict access to competitors' matters

  1. Navigate to the SQL File Tab. The following screen displays.

  1. Select the SQL script to sync the policies with the security type.

Info

More Information: For more information on uploading the SQL script, click here.

Fields

Description

File Name

Display the selected SQL Script

Type

Select the Policy as Type for policy sync. For example Included, Excluded, Competitive, Excluded from Client, Excluded from Matter.

Enabled

Select the value

Note: Select the value “Yes“, set the interval to Run the script for policy sync.

Run Every

Select the value

From - Start

Provide the time and select date from calendar

Select connection string

Select the IntApp connection string

  1. Click Save to add the provided details and click Cancel to close the dialog.

SQL Files

Here are samples to help you configure these walls.

File

Name

Description

View file
nameSyncIntappDynamicGroups.sql

SyncIntappDynamicGroups

Syncs intapp Dynamic groups to CAM. It reads the data from the walls db and creates the dynamic group in CAM. Those dynamic groups can then be used on the security policy in CAM. It is not just for MS Teams.

View file
nameIntAppToCAM.sql

IntapptoCAM

The script to bring security info to CAM

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