The ETL (Extract Transform Load) Manager feature is designed so that users can move Teams and Channels to the DMS system from Teams and to automatically sync any changes between Teams and the DMS system.
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| title | License and Add-on Requirements |
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OR Two add-ons are included with the license: |
Once the permissions are granted, users can go to the ETL Manager to configure ETL jobs.
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| title | Adding a new Mapping |
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Click Add New from the Default Settings tab. Set if the job will be enabled from the start. If it will be, select Yes. From System will be auto-populated to Office 365. This cannot be changed. Select the To System. Currently supported systems are: HighQ, iManage, Office 365, Fileshare and NetDocuments. Select the repository if multiple repositories exist on the external system. Set up a new job internal in 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 setup the Metadata to be displayed at settings form as follows Create a Layout at Adminitration -> Layout ->Forms -> +Add Form. Select ETL-DMS from Where to be displayed. Add Metadata to be displayed on Profile section and provide Access. click Save.
Metadata can be set as default value or forced value. Add Settings as follows: Select whether or not to bring file as documents or shortcut.
 Note: Chat files are always saved as JSON file.
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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. Option to create new users would be visible if Source security is selected in the above step. It allows to Create new users (if doesn't exists) 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 setup and displays in the Default Settings tab. |