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titleSync Configuration

Sync Configuration

In the panel for Create Sync Configuration, the created Data Sync configurations are listed. Users can sync from any source system or external system for a new sync and for delta sync.

Filter Options

You can configure various filters here. Set any filter as required and click the Search button. The following filter options are available.

  • Filter by System

  • Filter by Instance

  • Filter by Database

  • Filter by Process Type

  • Filter by Status

Add a Data Sync Job

You can also create a Data Sync job from this panel. Click the Create Config button to add a data sync job. Click the refresh (blue star) icon to manually update and refresh the page information.

To sync metadata values which include users, groups, custom parameters, types, classes, and subtypes that are associated with folders and documents including security.

Info

For NetDocuments customers in the Canada region, the Data Sync process automatically will skip synching metadata. This is to workaround the NetDocuments issue that doesn’t allow CAM to sync more than 10,000 metadata records.

The list of information is displayed in the following columns:

Column Name

Description

System

Displays the selected system

Repository

Displays the selected data sync repository

Database

Displays the selected database

Sync Status

Displays the sync status set for the configured job.

  • Full Sync Queued: Displayed when the job is queued for sync.

  • Full Sync Running: Displayed when the initial sync is running.

  • Full Sync Completed: Displayed when the initial full sync is completed.

  • Incremental Sync Active: Displayed when Incremental sync schedule is active.

  • Incremental Sync Needs Attention: Displayed when incremental sync status is Stopped.

Deleted

Displays Yes if the job is deleted.

Stopped

Displays Yes if the data sync is stopped.

Interval

Displays the data sync schedule

Document Content

Displays if the documents are selected for sync from the repository

Audit

Displays if the document audit (document history) is selected for sync from the repository

Metadata Snapshots

Allows to keep an older snapshot copy of the folder or document metadata in CAM. This used to be called Keep Folder/Document versions. If yes is selected, 1-3 snapshot versions can be kept. Undo allows to revert a snapshot. By Default, this option is disabled. Available for the Business Continuity add on.

Created On

Displays the configuration date for data sync job.

Details

Click View Details to view complete details of data synced to CAM. The sync status can also be viewed in the Sync Job Status tab.

The Sync Jobs dialog displays complete details of the sync job with the start and end time. The count of the Created On

Displays the configuration date for data sync job.

Details

Click View Details to view complete details of data synced to CAM. The sync status can also be viewed in the Sync Job Status tab.

The Sync Jobs dialog displays complete details of the sync job with the start and end time. The count of the workspaces and documents is shown when synced with the completion percentage of the sync job. The Full Sync tab displays the completion status of the data sync job scheduled to run once. The Incremental Sync tab displays the completion status of the scheduled sync jobs.

Monitoring

Displays the log monitoring of the data sync job and steps.

Actions

Click the Action Hamburger menu to perform the following actions-

  • Stop Indexing: Allows to stop an indexing job on data sync if necessary. A status Indexing Stopped will display.

  • Monitoring: Opens the monitoring page

  • Reindex Data: Allows to reindex the data for that sync.

  • Rescan S3 Data: Allows to recsan the S3 data to reindex and reprocess anything missed.

  • Reprocess failed indexes: Allows to reindex any failed indexing jobs.

Additional actions after clicking View Details are:

  • View Config - Click View Config to view the existing config details.

  • Edit Config - Click to edit the config details. This option is enabled until the job is ready to execute. Once the job is executed, you can not change the config.

  • Edit Incremental Sync Interval - Click to edit the incremental sync schedule.

  • Edit Recent Doc sync Interval- Click to edit the recent sync schedule.

  • Is this a test configuration? Allows to add a test configuration sync so a smaller set can be run to confirm the right settings and metadata and mappings are set before you do a complete cabinet or workspace or database sync.

  • Edit Metadata Sync Setting (iManage) - The following screen opens -

    • CAM recommends with a new value set to “No” by default to prevent additional time in every sync for metadata values.

    • Then new metadata values get synced which are associated with folder/document/workspace profile.

    • By default, the value is set to No.

    • If you set Sync Metadata Values to “Yes”, during every full or incremental sync, the sync will fetch metadata values which are associated with the relevant folders and documents including security. Also, an interval can be set in the number of days.

It is possible to set a custom value interval.

Note: Change events beyond 7 days are now stored in CAM so that incremental changes can be processed after large initial data syncs are complete.

  • Enable/Disable Audit Sync - Enable or Disable Audit syncs from the source.

Note: If you set Sync Metadata Values only to “Yes”, the user and groups mapping metadata values will be fetched.

Info

Tip: CAM recommends to set an interval in days value that is minimum 15 days or more than 15 days for better metadata value sync results.

  • Delete Config - Click to delete the configured data sync job.

Note: Deleting a configuration will also delete the document versions from the document version and folder version tables.

Additionally the configuration for the lifecycles of retention will be removed upon deletion of the config. If a user recreates a configuration, they will have to re-setup the lifecycle rules.

Note

Warning: If the agent is stopped when adding a new folder or matter, you need to use the “Incremental Scan and Sync Now“ option, as the “Incremental Sync Now“ option will only search for folders that are already scanned (saved into the local database) but are not synced into CAM.

Note: 

  • Data Sync maintains a backup of the deleted NetDocuments user/group information to help map user details with any document audit or folder audit details.

  • Metadata sync option is optional by default only for iManage.

While running the full data sync, if your DMS goes unhealthy, CAM shows a warning message directly on the Data Sync screen to help you know the status of your data sync and makes it easier to troubleshoot these intermittent DMS sync-related errors.

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Expand
titleCreate Config

Create Config

  1. In the Sync Configuration tab click Create Configuration.

  2. It will pop-up a checklist to be verified before you submit the Initial Sync request. In case of any doubt, please contact CAM support.

Field

Description

Expected Documents For Database

Select how many millions of records expected to be synced.

Contact CAM support team if expected records are more than 4 Millions and enter the following details:

  • CAM Support Approval Password - Required field. Contact the Litera customer care team to get password.

  • Choose Worker For Initial Sync - Required field. Dropdown will provide following 3 options:

  1. Initial sync Worker1 (Worker Status : READY, Type : RESERVED)

  2. Initial sync Worker2 (Worker Status : BUSY, Type : OPEN)

  3. Initial sync Worker3 (Worker Status : READY, Type : OPEN)

To Choose workers verify workers status on clicking Check Worker Status link.

Note: Worker Status depends on availability - READY or BUSY.

Click here to know Full Sync Worker.

Choose System

It will list systems configured in the External System Configuration. You can choose any one of them.

System Specific Settings

These are enabled based on system selected from the dropdown.

iManage click here.

Office 365 click here.

NetDocuments click here.

Choose Repository

Based on the selected system, all the repositories configured within the system is displayed here. Select the repository to be synced.

Select Database

Select the database from the repository to be synced.

Info

Tip: In case the token is renewed for NetDocuments, it is recommended to edit and update the NetDocuments server setup to update and populate the database list in this drop-down.

Sync Document Content

Select Yes to sync the documents. Set sync schedule for the document. Select the number of days from which the document(s) must be picked to sync with CAM.

Avaialble time periods (in days):

  • 7

  • 30

  • 60

  • 90

  • 120

  • 150

  • 180

Metadata Snapshots

Allows to keep an older snapshot copy of the folder or document metadata in CAM. This used to be called Keep Folder/Document versions. If yes is selected, 1-3 snapshot versions can be kept. Undo allows to revert a snapshot. By Default, this option is disabled. Available for C4+

Sync Document Audit

Select Yes to sync the audit data.

Sync Users and Groups

Select Yes to sync users and groups.

Incremental Sync Interval

Set the incremental sync schedule. After the initial sync, the subsequent data sync will be triggered as per the schedule defined here. Select the Unit and the Duration.

For the iManage, Recent Document Sync feature is enabled.

Recent Documents Sync Interval

Set the recent sync schedule. After the initial sync, the subsequent Documents sync will be triggered as per the schedule defined here. Select the Unit and the Duration.

Note: It syncs documents only.

Folder/workspace structure will be synced during incremental/full sync. This option helps to keep documents up to date.

Recent Documents Sync Start From Days

For the initial trigger, select from which day start the recent sync. After the first execution, the subsequent Documents sync will be triggered as per the schedule defined above (Recent Documents Sync Interval). Options available are from the past 2 to 90 days.

Auto Start Recent Documents Sync

If selected, after the initial sync, the subsequent Documents sync will be triggered as per the schedule. You can choose any one of them.

System Specific Settings

These are enabled based on system selected from the dropdown.

iManage click here.

Office 365 click here.

NetDocuments click here.

Choose Repository

Based on the selected system, all the repositories configured within the system is displayed here. Select the repository to be synced.

Select Database

Select the database from the repository to be synced.

Info

Tip: In case the token is renewed for NetDocuments, it is recommended to edit and update the NetDocuments server setup to update and populate the database list in this drop-down.

Sync Document Content

Select Yes to sync the documents. Set sync schedule for the document. Select the number of days from which the document(s) must be picked to sync with CAM.

Avaialble time periods (in days):

  • 7

  • 30

  • 60

  • 90

  • 120

  • 150

  • 180

Metadata Snapshots

Allows to keep an older snapshot copy of the folder or document metadata in CAM. This used to be called Keep Folder/Document versions. If yes is selected, 1-3 snapshot versions can be kept. Undo allows to revert a snapshot. By Default, this option is disabled. Available for C4+ or Analyze.

Sync Document Audit

Select Yes to sync the audit data.

Sync Users and Groups

Select Yes to sync users and groups.

Incremental Sync Interval

Set the incremental sync schedule. After the initial sync, the subsequent data sync will be triggered as per the unit number of days (e.g. every 7 days).

For the iManage system, the Recent Document Sync feature is to be deprecated.

Note: Multiple sync configuration cannot be set for the same system, repository, and database.

  1. Click Create Configuration, and the following dialog opens -

  1. Allows you to check system health on UI by selecting the provided checkboxes

  2. For acknowledging specifically provided characters “Read & Agree“

  3. Click Submit to create configuration successfully and click Cancel to close the dialog

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