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Overview

  • Manages These provisioning walls allow managing permissions and sharing for users and groups to identify, prevent, and revoke access to content.

  • Supports They supportimporting information barriers from third-party systems like iManage SPM, IntApp Wall builder, or another ethical wall.

  • Ethical Wall Integration

    • CAM supports protecting a client from a conflict of interest by preventing one or more users within an organization from participating in any matter involving that client.

  • IntApp Wall Builder Integration

    • Protects sensitive information, Controls, monitors, and reports on user access permissions across multiple applications.

    • Supports all basic security policies such as Inclusion, Exclusion, Competitors, and Contractors.

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Expand
titleStep 1 Configuration

Configuring Connection String for IntApp

Allows you to use Data Uploader to connect to the SQL Server and execute the queries to upload jobs to CAM.

Note

Warning: If you don’t specify the connection string for IntApp to run Data Uploader for policy sync, it throws an error.

  1. Navigate to Connection String,

  2. Vlick Click on Add. The following dialog opens:

  1. To add an IntApp connection, enter the details as follows:

Note: The CAM user can now sync users and groups from an external system through Data Uploader with the configuration of an external connection string (CAM user/external group sync).

Name

Specify the Connection string Name

Select Connected System

Select the Source Database for IntApp connection string

Connection Type

Select SQL connection for the IntApp policy sync

Is Default?

Select the value that is preferred. Yes/No

SQL Server

Enter the SQL Server Name

Database

Enter the database name

Is trusted login?

Select the value that determines if windows/trusted authentication is used, or if no SQL authentication is used.

User Id

Enter the username of the database (SQL authentication only)

Password

Enter the password for the username of the database (SQL authentication only)

Connect

Click Connect to validate the provided details

  1. Click Save to add the connection string and click Cancel to close the dialog.

More Information: For more information on uploading the SQL script, click here.
Expand
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 and configure the script based on your system. Samples are listed below.

File

Name

Description

View file
nameSyncIntappDynamicGroups.sql

Info

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

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

  1. .

View file
nameIntAppToCAM.sql

IntapptoCAM

The script to bring security info to CAM

Expand
titleStep 3 Run Scripts

Run SQL Script for policy for IntApp

Allows you to run the SQL scripts using security types for the policy sync for IntApp.

  1. Navigate to the Run tab.

  2. Click Run Now. The following dialog opens:

  1. Select the SQL script for IntApp.

  2. Click Run to policy sync or click Cancel to close the dialog.

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