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Columns | Description | Supported Values | ||||||
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isGlobalUserManagement | If this is set to 1, this allows to edit or delete or create users or groups on a global level. Changes will be reflected on all databases or libraries if applied globally. For
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FirstName | Enter the user first name | String | ||||||
LastName | Enter the user last name | String | ||||||
MiddleName | Enter the user middle name | String | ||||||
PrimaryEmail | The email address of the user | String. Needs to contain proper Email formatting, example: *****@***.com | ||||||
SecondaryEmail | Any secondary email. User defined | String. Needs to contain proper Email formatting, example: *****@***.com | ||||||
Telephone | Phone number | String | ||||||
Office | Office | String | ||||||
StreetAddress | Address | String | ||||||
City | City | String | ||||||
PostalCode | Zip code | Integer | ||||||
Country | Country | String | ||||||
JobTitle | Title of User | String | ||||||
Department | Department | String | ||||||
Company | Company | String | ||||||
Location | User's location. This doesn’t work for iManage, see iManage section below | String | ||||||
Id | Metadata Id in CAM | Integer | ||||||
RecordType | The type of record | String | ||||||
Role | Role from CAM or source system | String. E.g. Administrator, NRTAdmin | ||||||
Owner | Sets the owner of the metadata/workspace/object. | String | ||||||
Disabled | Set the flag to disable a user/group in CAM OR another system | String: Set True/1 1= disabled, 0= enabled | ||||||
IsCAMUser | Set to 1 to import or create a CAM user. Set to 0 to not import a user. | String: Set True/1 Integer 0=Do not import/create. 1= Create
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IsCAMGroup | Set to 1 to import or create a CAM group. | String: Set True/1 Integer. 0=Do not import/create. 1= Create | ||||||
UniqueSystemWorkspaceColumns | To specify unique system metadata. Is case insensitive. | Note pass client id and matterid columns as well in the csv if using the ids here. | ||||||
UserID | Add user ID to login | String. E.g. a.marcus - One of the required fields for user creation. Note: iManage requires userid’s be encased in %%. Like %alexey.marcus% | ||||||
Username | Adds the username | String. E.g. alexey.marcus NOTE: You must add the full username to add the user to a group. | ||||||
Usertype | Type of user | Integer. 1= external, 0= internal | ||||||
Usercontainertype | For netdocuments | Integer. 1= Repository, 2= cabinet. | ||||||
DisplayName | Adds the full name (display name) of the user. | String. E.g. Alexey Marcus. - One of the required fields for user creation. | ||||||
MailNickname | Adds the email (nickname) of the user | String; Maximum length is 64 characters. This property can contain only characters in the ASCII character set 0 - 127 except the following: @ () \ [] " ; : <> , SPACE. Optional for Microsoft teams creation. | ||||||
Type | Specify if adding as a user or group | String (user/group) user - add as user, group- add as group | ||||||
ContainerType | Type of container to add. (Id of container type) | Netdocuments has two types: Repo (1) and cabinet (2). iManage has one type (2), Office365 has one type (1) | ||||||
ExtContainerId | The id of the container. | Integer. Needed for searching for duplicate emails. | ||||||
ExtContainerName | The name of the container. | String. | ||||||
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GroupContainerType | Type of the container. | Integer. 1= Repository level, 2= Cabinet level | ||||||
GroupType | Type of group | Integer. 0= Public, 1=Private/ Personal | ||||||
Groups | Add group name | String.
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Groupid | Id of the group | String.
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Imanageadmingroup | Add user to iManage Admin Group | Boolean (y/n) y to add n to skip | ||||||
IsExternal | Sets up external users/groups | Boolean. true or false. Is not case sensitive. | ||||||
WelcomeEmail | Sends the CAM Welcome email to a new user in the system. Can be used in Data Uploader as well. | Integer, 1= send the email, 0= don’t send | ||||||
FolderSecurity | This parameter assigns dynamic security on private folders. | String Use the groupname you will assign here to have security. Comma separated values allow for multiple groups. | ||||||
Server | The server.
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CAMImportReference | This is CAM’s import reference to determine if an account email or name has changed. | Name+email+id if not imported by AD; if imported by AD this is the AD object GUID Note iManage supports only this field if the username or email changes to detect changes. |
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Samples
File | Description | ||||
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Applying a user disablement, and a user change globally in iManage | |||||
| Bulk user disabling script | ||||
| A bulk user creation script with a group | ||||
| User creation with an SPM policy. | ||||
| NetDocuments group modification with the parameter isexternal set to false. | ||||
| NetDocuments group modification with the parameter isexternal set to true. | ||||
| A user import for iManage with UserLoc, DocServer and General. | ||||
| User creation in NetDocuments. | ||||
| Create a Group in NetDocuments. | ||||
| Add a User to a Group in NetDocuments. | ||||
| User creation in Office365. | ||||
| Group creation in Office365. | ||||
| Add a User to a Group in Office365. |
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