Office365 Jobs Filter - Allows you to filter or search the config job based on the following two options - Source option - It contains the following field - System - Select the system from the list. Repository - Select the repository from the list. Entity Name - Enter the entity name. We support special characters in the search.
Target Option - It contains the following field System - Select the system from the list. Repository - Select the repository from the list. Entity Name - Enter the entity name. We support special characters in the search.
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MappingId | The job mapping id will display in this Jobs panel for each job. | Source | Displays all source details. | Target | Displays all target details. | Details | Detail contains the following fields - Created By: The person who created Edited By: The person who edited Created Date - Displays the creation date Edited Date - Displays the last modified date Status - Displays job status (Completed, Error). If the job status indicates "Error", it sends an email notification to the user if an error occurs during the content move (ETL) process. Type - Displays the job sync type. Last Sync date - Displays the last sync date. Next Sync date - Displays the upcoming sync date. This date is applicable only for Scheduled sync type. Action - Allows you to perform the following operations: Edit Job Setting - Modifies configured job settings. Refer to Editing Job Settings section for more details. Retry the subscription - Tries running the jobs again that had failed earlier due to the subscription failure issue. Deactivate - Disables a configured job. Delete - Deletes a configured job. Logs - Helps in troubleshooting failed content mover jobs.
Note: View ETL Logs permission is required to see the Logs menu option. |
 Edit the Content Mover JobAllows the user to edit/update the job. Users can perform the following operations - Column | Description | Enabled | Select value | From System | Select value from dropdown | To System | Select value from dropdown | Current Interval | Displays the current interval | New Interval: Every | Enter the value (>=1) Select the value from dropdown Select the start date from calendar If 0 is entered it will not save the interval.
| Profile | Enter the following values - Client - Select the value from the dropdown matter type - Select the value from the dropdown To - Enter the value Start date- Select date from calendar Use As - Select the value
| Settings | Enter the following values:  Note: iManage does not allow to import multiple versions of email documents. Content Mover supports the option to replace shortcuts. Select from either Yes or No.  Note: Chat and post files are updated on the delta if the file or folder is updated. If not updated, the updated chat will not sync. How to handle Team - Select the value The number of versions available will be displayed if Save All for the document version is used. The first 50 are displayed then paginated afterwards. This result can be filtered by Modification User or Date. If more than version 999 is selected, a choice to save a new document is displayed, and this will reflect in iManage or other DMS, or in Teams.
How to handle OneNote- This allows you to transfer your content from OneNote to iManage that can include text, pictures, tables, and drawings.
Note: If an existing OneNote is added inside a Team, and the Repository isn’t one that is subscribed to, the Job event won’t be triggered until a change is made, or the Repository is subscribed to. | Expand |
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| OneNoteMicrosoft OneNote is a free-form note-taking program that allows for multi-user collaboration and free-form information gathering. It collects user notes, drawings, screen captures, and audio commentary. Notes can be distributed to other OneNote users via the Internet or a network. For more information, click here |
You can transfer your contents to iManage by selecting one of the options: Copy as folder – This allows you to create a folder and then move the contents of that folder. Skip – This allows you to skip ahead in order to move contents. Skip is set by Default for all Teams to iManage jobs.
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Important: You can view in the iManage, OneNote notebook is stored as a folder with a separate data file for each section. OneNote files have a .one filename extension. |
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| PlannerMicrosoft Planner is a task and project management tool that can be integrated directly into Microsoft Teams and MS Excel. Microsoft Planner generates an easy-to-use overview of tasks that must be completed in an all-in-one dashboard that team members can share. For more information, click here |
You can transfer your contents to iManage by selecting one of the options: 1. Copy as folder – This allows you to create a folder and then move the contents of that folder. – This allows you to skip ahead in order to move contents. Skip is set by Default for all Teams to iManage jobs. | Tip |
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Important: You can view in the iManage, planner is stored as a folder with a separate data file for each section. Planner files have a .xls filename extension. |
Note: When documents are copied and synced across DMS systems, review the security of the Access Control List (ACL) as documents are accessible to anyone who has access to the destination folder. Go to Administration>Content Mover> Jobs. Click the Actions menu on an event-based job to display the option to Replace Shortcut.
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Important: The option will display for jobs which are configured to Bring as Shortcut for How would you like to sync documents, and if the user has permissions to trigger this action. |
3. On the dialog, select between Stop Sync or Continue Sync, and click Yes.  Replace shortcut with Stop Sync replaces all shortcuts with documents and stops any additional syncing. For one-time jobs, the Replace Shortcut job is getting sent without any confirmation, with the option for Latest version or All version, according to the default settings. With the Stop Sync option, the job would behave like a one-time job, and, instead of Active, its status would be in Complete for Scheduled and Subscription jobs. Replace shortcut with Continue Sync will replace shortcuts, and then continue to sync documents on the configured schedule.
If Replace shortcut with Continue Sync is selected, Additional Settings can be edited for the job.  How would you like to sync documents: Select from Bring as Documents or Bring as Shortcut. How would you like to replace shortcut: Select from Latest version or All version. This option allows the user to replace all versions of a document, or the latest version based on the default configuration of the Job The number of versions available will be displayed if Save All is used. The first 50 are displayed then paginated afterwards. This result can be filtered by Modification User or Date. If more than version 999 is selected, a choice to save a new document is displayed, and this will reflect in iManage or other DMS, or in Teams.
Notes: If 'Resync' is manually triggered, actual documents will be synced for that Job. Users are not allowed to replace the document(s) if the sync Job is in progress or about to start in a few mins. When moving documents from Teams to a DMS, the author of the document is now set to whoever modified the document last.
Note: Replace Shortcut functionality is currently only supported for iManage. If the target is other than iManage, the Replace Shortcut Action will be hidden. Users can assign a custom name to a team being copied from Teams into a DMS Workspace / Folder. The parameters can be found on the Creating a Workspace page. Copy to Site (Sharepoint)The Copy to Site has the same steps as Copy As to Teams. The following cases are supported when Copying to a Site: Copy to site on the workspace on the parent level folder of the site. Copy to site on the workspace on the furthest level folder of the site. Copy to site on the workspace on the subsite. Copy to site on workspace on the furthest level folder of the subsite Copy to the site based upon the advanced template mapping (below table row)
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Warning: CAM will apply the Rule format "@system@_@clientId@-@matterId@" if the Rule format from Copy As is removed after saving. This is a CAM limitation. |
| Template Mapping | Source template - Select value the from the dropdown Target template - Select the value the from the dropdown
Once done with the mapping, the results display in a grid format. | Azure Communication Settings | Enter the details of the Azure account for email alerts and notifications to be setup on Content Mover. Options for these settings as a whole are: Save Settings Load Settings Validate Settings
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Delete the content mover settingAllows the user to delete the content mover job. Following screen displays -  Default Setting Column | Description | From | Shows the system the content mover is reading from. Always will be Office 365. | To | Shows the system the content mover will move or copy to. Typically the DMS system. | Enabled | Displays if the job is enabled or not. | Bringing Post Files | Shows or hides the post files as per the option chosen by you on the Edit Job Settings screen. | Source Security Applied | Displays if the job applies the source system security (the system in the from column). | Sync Interval | The job sync internal (in minutes, hours or days). | Start Date | The job start date to start on. | Actions | Allows below actions based on permissions: Edit content mover Config job Delete content mover Setting
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Adding a New MappingClick Add New from the Default Settings tab. Set if the job will be enabled from the start. If it will be, select Yes. The “From” system will be auto-populated to Office 365. This cannot be changed. Select the To System. Currently supported systems are iManage, Office 365, Fileshare, and NetDocuments. Select the repository if multiple repositories exist on the external system. Set up a new job internally in the New Interval. Set the period in Every, select the time measure (minutes, hours, or days), and set the starting period date (today, in the future). Add Profile of the job next: First set up the Metadata to be displayed in the settings form as follows Create a Layout at Administration -> Layout ->Forms -> +Add Form. Select Content Mover-DMS from Where to be displayed. Select the Source Template and Target Template, then click the Add to folder or Map to Folder button. Mapping Add Metadata to be displayed on the Profile section and provide Access. Click Save.
Metadata can be set as a default value or forced value. Add Settings as follows: Select whether or not to bring files like documents or shortcuts.
Note: Chat files are always saved as JSON file. For subfolders, they are not allowed to be removed, all subfolders are synced to the target. Mapping between a search folder is not permitted. Mapping between a channel and Tab is not permitted. Select whether or not to import the Post files into the teams/channels/tabs when moving. Select to apply the system security either from Source or Target to the moved channel/team/tab. The option to create new users would be visible if Source security is selected in the above step. It allows creating new users (if those do not exist) with three options as below:
Option | Description | No Users | No new user is created; it applies default security Private to common user between Source and Target. | Internal Users | Internal Users of Source system is created on Target system with default security Private. | Every User | All users from Source system is created on Target system with default security Private. |
The mapping now is set up and displayed in the Default Settings tab. Configuration  The Cloud Provider and Storage are currently hardcoded to AWS and S3. In the second Storage lookup, select the particular existing bucket. Or Set the Bucket Name to create a new Bucket. Set the API Endpoint Base URL, the URL used for the CAM URL. E.g. https://firmname.prosperoware.io. Litera will share the URL. Enter the API Secret Key configured from Azure Portal. Litera will generate and share the keys. Click Validate and you should see a green bar on top of the page saying Validation Successful.
Note: Once validation is successful, the user adds a client token in the iManage server configuration. For more details iManage Server Configuration Action StatusThis section describes the status of the sync configurations. You can view the sync status with error details and a retry option in case of sync configuration fails against your configuration from Team to iManage or vice versa.  Fields | Description |
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Action | Displays the list of action performed on workspace, folder, and document level | Repository | Displays the list of repositories | Database | Displays the list of databases | From | Displays the list of Teams | To | Displays the list of iManage workspaces | Status | Displays the sync status either completed or failed | Edited On | Displays sync date and time | Error Message | Displays an error message in case of sync failure | Error Details | Click Details to view error in details in case of sync failure | Action | Click the Hamburger menu to perform a retry of the sync. Click Retry. Also, completed Content Mover Jobs can now be ad-hoc resynced from the Source system. The Resync button is visible in the Jobs user interface when the permission View ETL Resync is enabled.. Note: Only new or modified content will be resynced. Conversation files will also not be resynced. The Resync button will be disabled on the job after clicking Resync as it executes to prevent simultaneous jobs. Note: The retry option is only available if the sync fails. |
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