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titleCreating a Job using Copy

Creating a job using Copy Job

Similar to Creating creating a New Job new job from the ETL ManagerContent Mover panel, users can add jobs from the object in Matters.

  1. Go to the Matters tab in CAM.

  2. Find an M365 Teams, Channel, or Tab.

  3. Click the Action menu from the object and select Copy.

  4. Select the object (Matter/client/workspace) to copy or move the team's content to in the DMS.

Info

Note: Currently, only objects that match the client/matter shows up. In a future version, all objects will display in the lookup.

Prerequisites: Before synching Team to a Workspace the following settings need to be done:

  1. Workspace should be present for the same matter where the team is linked

  2. In Content Mover under default setting tab select setting "How to handle Team"

From here, users can change the options below:

  • Users can specify the custom name of the folder/Tab in the field “Name of the folder or tab in the DMS“ when synching Team to the workspace.

    • Once Job created successfully, the Target Workspace Team should be created as Tab/Folder under the workspace with a specified custom name

    • Channels should be added under the Team as folders, where the conversation folder will be created.

    • A tooltip will display as: Content from Teams will be mapped according to the Default Configuration assigned.

Info

A warning will display if a user copies an item that has security other than Public to a team/channel/workspace: Note: Any document copied to Teams will be visible to all channel members

  • Default Class - Users can specify a Default class to apply to the moved teams/channels/tabs. It displays a Class metadata description or Class id if the description is not entered.

    • Sync Options - Set up a new job internal in New Interval using the following options:

      • One Time - Allows you to copy the contents only one time from a specified source to a destination.

      • Schedule - Allows you to set the period in sync interval, select the time measure (minutes, hours, or days), and set the starting period date (today, in the future). Sync interval appears only when you select the option Schedule.

      • Event Based - This allows you to sync the content only when any new content populates.

      • Two-way sync - This allows you to copy the content in two ways, from source to destination and vice versa. When you sync the document and the same document exists in DMS, it will create a new version of the document by appending 1 to the end. There are two use cases when the two-way sync is disabled:

        • Bring as shortcut is selected in the options.

        • There already exists a two-way sync job for the selected workspace.

Note: The Two-way sync option is available for Bring as Documents, it is not available for Bring as shortcut.

Note

Warning: When you have already synced the content between source and target, two way sync will not allow you to use this option with the same source and target.

  • Add any metadata filters.

    • Select whether or not to import the chat files into the teams/channels/tabs when moving.

    • Select whether to map documents as shortcuts.

    • Select to apply the system security either from Source or Target to the moved channel/team/tab. This also applies for public and private items.

On clicking submit, the ETL Content Mover job will be submitted to the ETL Manager Jobs queue and displays in the ETL Content Mover Jobs tab.

Note: The user can send the documents/files less than 500 MB from Office365 to iManage.

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