Create Metadata
The following are a list of parameters that must be defined in the CSV file when creating or modifying a workspace (add or remove users/ groups, update matters etc).
| Info |
|---|
Tip: CAM supports both Comma delimited (.csv) and Tab delimited (.tsv) format files for upload. |
Note: Any columns used in the CSV file must be mapped with the metadata in the external systems. When a job is uploaded with a unique metadata, CAM will only modify the workspace(s) that have the unique metadata assigned. If the unique metadata does exist in any of the existing workspace(s), CAM will create a new workspace for the uploaded job.
When modifying workspace with fewer columns (metadata) than the current list of metadata attached to the matter, we replace the values specified in the CSV and existing metadata remains intact.
...
Columns
...
Description
...
Supported Values
...
Create Metadata
...
...
job
...
Allows to specify job to create or modify records
...
String:
createmetadata- To create metadata
createormodifyfolder - to create or modify a folder
...
CreateInNetDocs
...
Add users to NetDocuments
...
String
y/1 to add n/0 to skip
...
CreateInImanage
...
Add users to iManage
...
String
y/1 to add n/0 to skip
...
SecurityLevel
...
Sets security based on system flag
...
Integer. 0 = No special security, 1= HIPAA enforced.
...
parent
...
The id of the parent record.
...
Integer
...
code
...
Metadata Code
...
String
...
description
...
Metadata Description
...
String
...
columnName
...
Column name of the Metadata in AuroraDB
...
String
...
openDate
...
Netdocuments metadata
...
DateTime
...
ClosedDate
...
Netdocuments metadata
...
DateTime
...
Users /Groups
Note to Create a user, the minimum fields required are : type, userid, displayname, mailNickname. For deleting users or groups from CSV, soft delete is used always
...
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
...
String
...
Id
...
Metadata Id in CAM
...
Integer
...
RecordType
...
...
String
...
Role
...
Role from CAM or source system
...
String. E.g. Administrator, NRTAdmin
...
Owner
...
Sets the owner of the metadata/workspace/object.
...
String
...
Disabled
...
Sets as disabled on import.
...
Integer, 1= disabled, 0= enabled
...
IsCAMUser
...
Set to 1 to import or create a CAM user. Set to 0 to not import a user. Note: Not available for C1.
...
Integer 0=Do not import/create. 1= Create
...
IsCAMGroup
...
Set to 1 to import or create a CAM group.
...
Integer. 0=Do not import/create. 1= Create
...
UniqueSystemWorkspaceColumns
...
To specify unique system metadata.
...
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.
...
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
...
Interger. 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 Typically same as username E.g. alexey.marcus - One of the required fields for user creation. 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.
...
GroupContainerType
...
Type of the container.
...
Integer. 1= Repository level, 2= Cabinet level
...
GroupType
...
Type of group
...
Integer. 0= Internal, 1=External
...
Groups
...
Add group name
...
String. NOTE: Full name of the group is required so users can be added.
...
groupid
...
Id of the group
...
String. NOTE: Groupids for Office365 will inherit the Microsoft id. This looks like: d4dfe2ae-c58b-4efd-939a-02ea5cfeae6d
...
imanageadmingroup
...
Add user to iManage Admin Group
...
Boolean (y/n)
y to add n to skip
...
netdocumentsadmingroup
...
Add user to NetDocuments Admin Group
...
Boolean (y/n)
y to add n to skip
...
AddtoMyMatters
...
Sets if the workspace will be added as shortcut, to the My Matters page. Type in the user email to add to their my matters.
...
String
Users separated by pipe character "|";
userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User
...
AddtoMyFavorites
...
Sets if the workspace is added to the favorites page. Type in the user email to add to their my favorites.
...
String
Users separated by pipe character "|";
userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User
...
IsExternal
...
Sets up external users/groups
...
Boolean. true or false. Is not case sensitive.
...
Create Category to add shortcuts in the MyMatters
...
You can add below parameters in the csv while creating or modifying workspace.
...
...
UniqueSystemWorkspaceColumns
...
To specify unique system metadata.
...
String. E.g. ClientId=gh12&MatterId=771g
...
Allows users to replace or append templates through a CSV file.
Columns | Description | Supported Values |
|---|---|---|
Unique Metadata Ids | Set the Unique Ids. |
Add separate column for each id |
String |
systems
The external system
Enum. E.g. imanage, netdocuments
AddToMyMatters
Sets if the workspace will be added as shortcut, to the My Matters page. Type in the user email to add to their my matters.
String
Users separated by pipe character "|";
userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User
Category
- |
E.g. |
If Category1 does not exist, it will create Category1 and subcategory Category1.1
If Category1 exist and Category1.1 does not exist, it will create the Category1.1
and add the specified workspace shortcut to it.
Note: You can create a new category or subcategory to an existing category by specifying the direct path in this column to add the workspace shortcut.
Remove Users from My Matters
UniqueSystemWorkspaceColumns
To specify unique system metadata.
ClientId |
Or you can add Unique Metadata Ids
Set the Unique Ids.
Add separate column for each id in the CSV
, MatterId |
systems |
The external system
Enum. E.g. imanage, netdocuments
user
List of users to remove from my matter
String
Users separated by pipe character "|";
userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User
Category
set CategoryId Or Category (Category Name) Or if the workspace had sub-level of categories then specify the path
String
E.g. for sub-level: Category1/SubLevel1.1/SubLevel1.2
Job
Set the Job name
String
removeFromMyMatters
External Systems
Domain
Domain of the active directory
E.g. testfirm@domain.com
Database
Database from which metadata is pulled from
String. E.g. ActiveProduction
CreateInNetDocs
Add users/groups to NetDocuments
Integer, 0 = No Actions taken | 1 = Action performed
CreateIniManage
Add users/groups to iManage
Integer, 0 = No Actions taken | 1 = Action performed
CreateInSPM
Add users/groups to iManage SPM
Integer, 0 = No Actions taken | 1 = Action performed
CreateInKira
Add users/groups to Kira
Integer, 0 = No Actions taken | 1 = Action performed
CreateInHighQ
Add users/groups to HighQ
Integer, 0 = No Actions taken | 1 = Action performed
CreateInOffice365
Add users/groups to Office 365
Integer, 0 = No Actions taken | 1 = Action performed
DeleteFromIManage
For deleting a record from imanage.
Integer. 1 to delete only from CAM (soft delete); 2 to delete from CAM and the source system (hard delete)
DeleteFromNetDocs
For deleting a record from NetDocs
Integer. 1 to delete only from CAM (soft delete); 2 to delete from CAM and the source system (hard delete)
DeleteFromOffice365
For deleting a record from Office 365
Integer. 1 to delete only from CAM (soft delete); 2 to delete from CAM and the source system (hard delete)
DeleteFrom"System"
Replace "System" with the system you want to delete records from
Integer. 1 to delete only from CAM (soft delete); 2 to delete from CAM and the source system (hard delete). For example, this allows deletion of a workspace, folder, or empty folder.
DeleteContent
For deleting a non empty object like a folder or workspace
Integer: 1=Delete any content inside and moving documents to flatspace, 0= don't delete content.
Queue
system
Integer. E.g. 1 is recreate or requeue. E.g. Set Create Workspace for a hard delete to 1 to recreate workspace.
The external system | Enum. E.g. imanage, netdocuments |
systeminstance
The CAM repository name
String.
regionid
Root DMS repository id
Integer
regionlabel
Name of root repository
String
containerid
Cabinet ID of DMS
Integer
containerlabel
Cabinet Name
String
Office 365 Users
Type
Specify if adding as a user or group
String (user/group)
user - add as user, group- add as group
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
CreateInOffice365
Add users to Office 365
String, set to y = Action performed
UserID
Add user ID to login
String. E.g. a.marcus - One of the required fields for user creation.
DisplayName
Adds the full name (display name) of the user.
String. E.g. Alexey Marcus. - One of the required fields for user creation.
Description
User Description
String
mailNickname
Adds the email (nickname) of the user
String Typically same as username E.g. alexey.marcus - One of the required fields for user creation. Optional for Microsoft teams creation.
assignedLicenses
Assigned product licenses to user
String
List of allowed product licenses, can be passed more than one using "#" separator
E.g. f30db892-07e9-47e9-837c-80727f46fd3d#f245ecc8-75af-4f8e-b61f-27d8114de5f3
ProductDisplayName: "Microsoft Power Automate Free"
ProductSkuId: "f30db892-07e9-47e9-837c-80727f46fd3d"
ProductDisplayName: "Microsoft 365 Business Standard"
ProductSkuId: "f245ecc8-75af-4f8e-b61f-27d8114de5f3"
ProductDisplayName: "Microsoft Teams Exploratory"
ProductSkuId: "710779e8-3d4a-4c88-adb9-386c958d1fdf"
ProductDisplayName: "Microsoft 365 Business Basic"
ProductSkuId: "3b555118-da6a-4418-894f-7df1e2096870"
usageLocation
User that corresponded to “Country or region” setting in the associated Azure AD tenant
String. 2 letter ISO Country Code
E.g. "US" or "AU" or "GB" etc.
IsExternal
Sets up external users/groups
Boolean. true or false. Is not case sensitive.
Office 365 Groups
ClientId
Enter the client id
Integer
ClientName
Enter the client name
String
MatterId
Enter the matter id
Integer
MatterName
Enter the matter name
String
MailNickname
The email name of the user
String
Office365Type
The type of Office 365 object being managed. This can be group, teams, channel, tab, user
String
WorkspaceName
Name of workspace
String
Template |
ClientId
Enter the client ID
String
MatterId
Enter the matter ID
String
ClientName
Enter the client name
String
MatterName
Enter the matter name
String
WorkspaceName
The Workspace Name
Office365Group
CreateInOffice365
Create this in Office 365, or not. Setting is used for the ETL creation and move of Teams to DMS.
Number:
1 to create, 0 to skip
Job
To use the ETL functionality of Linking Teams or Moving Teams content, set this job.
String: LinkMsTeamsOrChannel
Name |
String- For Team creation, is required.
Office365TeamName
Team name for Microsoft Teams
String- For Team creation, is required. Note: If a comma is in the team name, use quotes around the team name. E.g.: "Google, Alphabet and related"
mailnickname
Nickname for mailing.
String; The same as Office365Group typically
Office365Type
of |
String; being Channels, Teams, Tabs, OnedriveFolder
Office365ExistingTeamId
the |
String. NOTE: This is Case sensitive.
WebsiteUrl
URL of the website for the Office 365 object
String
ContentUrl
URL for content sharing for the Office 365 object
String
RemoveUrl
URL for removal.
String
Office365ChannelName
The name of the channel.
String. This is the default parameter to use for channels. WorkspaceName will be used if this is not provided.
ChannelName
Name of the channel
String
TabAppName
Name of the tab
String
AutoOneWaySync
Sets sync for ETL
Integer. 1 or 0. 1 sets ETL to true.
TargetSystem
System of the target workspace in DMS for ETL
String.
UniqueSystemCriteria
The matter and client criteria to find the target workspace in the DMS for ETL
String. Example: clientid=asdtest&MatterId=asdtest or WorkspaceId = Worksite11!623
Security
For Teams' security
Format: userid= |hasaccess=|role=|isexternal=|isgroup=| (use # at the end of each record if multiple exist)
E.g. userid=aliceb@firm.com|hasaccess=true|role=member|isexternal=true|isgroup=true#
userid=chandua@firm.com|hasaccess=true|role=member|isexternal=false|isgroup=true
Default Security
Allows to set the default security on a team/channel/tab or user/group
String: Public, Private, Inherited.
TeamMemberSettings
Sets the teammembers' settings
Optional. Default is selected if not specified. String.
E.g. (use # at the end of each setting if multiple exist)
allowCreateUpdateChannels=true#allowDeleteChannels=true#allowAddRemoveApps=true#allowCreateUpdateRemoveTabs=true#
allowCreateUpdateRemoveConnectors=true
TeamFunSettings
Sets the Emoji, stickers and giphy settings
Optional. Default is selected if not specified. String.
E.g. (use # at the end of each setting if multiple exist)
allowGiphy=true#giphyContentRating=Moderate#allowStickersAndMemes=true#allowCustomMemes=true
TeamGuestSettings
Sets guest settings.
Optional. Default is selected if not specified. String.
E.g. (use # at the end of each setting if multiple exist)
allowCreateUpdateChannels=false#allowDeleteChannels=true
TeamMessageSettings
Sets message settings.
Optional. Default is selected if not specified. String.
E.g. (use # at the end of each setting if multiple exist)
allowUserEditMessages=true#allowUserDeleteMessages=true#allowOwnerDeleteMessages=true#
allowTeamMentions=true#allowChannelMentions=true
Office365Folder
OneDrive Folder name.
String
ParentFolderPath
To create Folder Structure in OneDrive; Specify Folder name where to add subfolder.
String
OneDriveUsers
Specify users where to provision these folders.
String
E.g. *****@***.com|*****@***.com
Template
Specify Template Id If creating Planner Or OneDrive or OneNote using Template
String
IsExternal
Sets up external users/groups
Boolean. true or false. Is not case sensitive.
Archive Or Restore Team
Office365Group
Name of Office 365 Group
String- Team Name to archive/restore, is required.
Job
Set the Job name
String -
To Archive : archive team
To Restore : restore team
CreateInOffice365
To apply in Office 365
Set to 1
NonUniqueIdJob
Specify any random value in case don't want to add client/matter or unique columns
String
Replace/Append Template
Unique Metadata Ids
Set the Unique Ids. Add separate column for each id
String -
E.g. ClientId, MatterId
systems
The external system
Enum. E.g. imanage, netdocuments
Template
template to add structure into existing workspace | String - Template Id | |
Job | Set the Job name | String - To Replace : Replace Template |
To Append : Append Template
Workspace/Folder/Document
CreateInIManage
Create workspace in iManage
Number:
1 to create, 0 to skip
CreateInNetDocs
Create workspace in NetDocuments
Number:
1 to create, 0 to skip
NoTemplate
Sets if workspace has a template, or no template
Number:
1 to skip setting templates on import, 0 to set a template.
Template
Sets a specific template to be used.
String. E.g. Litigation Template
emailonly
Sets search folder for filtering emails only
Boolean. Set to true to set email only and use on search folder metadata panel in template editor. No mapping needed.
documentonly
Sets search folder for filtering documents only
Boolean. Set to true to set documents only and use on search folder metadata panel in template editor. No mapping needed.
FolderId
The folderid
String. Example for netdocuments search folders, it is ND_SAVED_Search column.
type
document type
String. E.g. TXT, EML,XML,DOCX
hasAttachment
Flags if an attachment is present for example on email.
Integer. 1= Has attachment, 0= No attachment.
isdeclared
Flags if declared in the external system
Integer. 1= Is declared, 0= not declared.
declareddate
The date the document was declared
DateTime
checkedoutlocation
Location of checked out document
String
checkedoutpath
Path of location
String
checkedoutby
Id of external system user
Integer
checkedoutbyid
Id of user
Integer
checkedoutdate
Date checked out
DateTime
checkedoutduedate
iManage due date
DateTime
checkedoutcomment
Comments
String
number
Document Number
Integer.
to
Email to address
String
from
Email from address
String
cc
Email cc address
String
bcc
Email bcc address
String
subject
Email subject
String
extDocRefId
Document shortcuts id
Id of the document that is in the shortcut.
author
The document or workspace or folder author
String
authorid
Id of the author
Integer
operator
The document or workspace or folder operator
String
operatorid
Id of the operator
Integer
ParentId
Id of the parent workspace/folder/team/channel
Integer
ProjectId
Id from imanage or project management systems
Integer
ObjectType
Type from imanage systems
String. E.g. "work"
Source
Source system for object.
String. E.g. Worksite2020
CloudId
Id of the cloud object
String. E.g. Cloud!1001
Link Workspace
Copy workspace from iManage/NetDocuments/Milan to CAM
Job
Job to link a workspace with another.
String. linkworkspace
UniqueSystemWorkspaceColumns
To specify unique system metadata.
String. E.g. ClientId=gh12&MatterId=771g
ProjectId
ProjectId from WS table on Milan
Integer. E.g. projectId from WS table on Milan (for Milan workspaces).
Library
Database where workspace exist
String. E.g. Database (imanage), CabinetName(NetDocuments)
ObjectType
Type from imanage systems
String. E.g. "work"
CreatedBy
The username of the creator
String
OldServerName
Olds server name where workspace existed
String. For Milan workspaces only
NewServerName
New Server name where you want to link
String. E.g. Current server name on CAM
Source
Source system for object
String. E.g. Milan
System
The external system
Enum. E.g. imanage, netdocuments
CloudId
Unique id of workspace from source system
String. E.g. worksite2020!876
TemplateId
Sets a specific template to be used available on CAM.
String. E.g. Litigation Template
skipWorkspaceStructure
Set to skip folder structure of workspace copy to CAM
String
1 Or true Or yes = Do not copy folder structure to CAM
0 Or false Or no = Copy folder structure to CAM
skipWorkspaceSecurity
Set to skip linking security of workspace to CAM
String
1 Or true Or yes = Do not copy security (ACL) to CAM
0 Or false Or no = Copy security (ACL) to CAM
LinkMetadataValues
Set to copy workspace' metadata to CAM
String
1 Or true Or yes = Copy metadata to CAM
0 Or false Or no = Do not copy metadata to CAM
Add Default Security in iManage
DefaultSecurity
Add default security to workspace in iManage
Public, Private, View
Note: In the Administration>Metadata configuration the Data Type for DefaultSecurity must be set to String and the Look Up set to Yes. The default security specified in the CSV file will override the security set in the External System Configuration.
Dynamic Group and Add Users
CreateInNetDocs
Create workspace in NetDocuments
Number:
1 to create, 0 to skip
NetdocumentsDynamicGroupCreation
Create dynamic group in NetDocuments
Boolean (TRUE/FALSE)
TRUE to create FALSE to skip
CreateInIManage
Create workspace in iManage
Number:
1 to create, 0 to skip
ImanageDynamicGroupCreation
Create dynamic group in iManage
Boolean (TRUE/FALSE)
TRUE to create FALSE to skip
Security
Add users to ACL (Access Control List)
String
Format: [useremail] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false]
| Note |
|---|
Warning: If setting a user or group or security to Null, please set as null. Issues with cases will occur with NULL. |
Allow Permission - Set as True For e.g. alexey.marcus@prosperoware.com|true#23/12/2019*Admin$false
Deny Permission - Set as False For e.g. alexey.marcus@prosperoware.com|false#23/12/2019*Admin$false
To add as an user - Set User Type as False For alexey.marcus@prosperoware.com|true#23/12/2019*Admin$false
To add multiple users - user1@prosperoware.com|true#23/12/18*Admin$false,user2@prosperoware.com|true#23/12/18*Admin$false
Add groups to ACL (Access Control List)
String
Format: [groupname] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false]
| Note |
|---|
Warning: If setting a user or group or security to Null, please set as null. Issues with cases will occur with NULL. |
Allow Permission - Set as True
For e.g. group|true#23/12/18*Admin$true
Deny Permission - Set as False For e.g. group|false#23/12/18*Admin$true
To add as a group - Set as Group type as True For e.g. For e.g. group|true#23/12/18*Admin$true
Add multiple -groupsgroup1|true#23/12/18*Admin$true,group2|true#23/12/18*Admin$true
RemoveSecurity
Remove users from matter ACL (Access Control List)
String
userid or emailaddress|user
For e.g.: alexey.marcus@prosperoware.com|User
Remove users from groups
String
userid or emailaddress|group identifier
For e.g.: alexey.marcus@prosperoware.com|z_group_1
Remove groups from matter ACL
String
groupid|group
For e.g. : AdminGroup_EDITOR|group
Remove dynamic groups from matter ACL
String
z_groupname|group
For e.g.: z_885599664_761_Admin|group
Create Matter/Update Matter
ClientId
Enter the client ID
String
MatterId
Enter the matter ID
String
ClientName
Enter the client name
String
MatterName
Enter the matter name
String
RefileDocsAndFolders
Set to update Metadata to Docs and Folder also
Number 1| 0.
1=Update Metadata to Docs and Folders
Jobs and Audit
Queue
Set to re-queue an old job when uploading a CSV
Integer 1| 0. 1=Re-queue
createdDate
When a record was created
DateTime
EditedDate
When a record was edited
DateTime
CreatedByUserId
The userid of the creator.
Integer
CreatedByUser
The username of the creator.
String
LastChangeUserid
The userid of the last editor.
Integer
LastChangeUser
The username of the last editor.
String
SubscriberId
The subscriber in dynamodb.
Integer
createormodifyfolder
Job to create a folder/modify folder.
String.
createmetadata
Job to create metadata on an object
String
linkworkspace
Job to link a workspace with another.
String
linkmsteamsorchannel
Job to link Microsoft Teams' or channels together.
String
addtomymatters
Job to add workspaces to my matters lists.
String
removefrommymatters
Job to remove workspaces from my matters lists.
String
deletefolder
Job to delete folders.
String. Required metadata to pass for this is: Folder Criteria, FolderMetadata, ParentFolderPath, Type and the Job: deleteFolder.
managepolicy
Jobs to manage policies for Control Center
String
createpolicy
Jobs to create a policy in Control Center
String
updatepolicy
Jobs to update policies in Control Center.
String
filesharepathconfig
The configuration for the file share file path of the UNC share.
String
createworkspace
Job to create a workspace.
String
LinkMsTeamsOrChannel
To use the ETL functionality of Linking Teams or Moving Teams content, set this job.
String
archive team
Job to archive Team
String
restore team
Job to restore Team from archive status
Replace Template
Job for replace Template
String
Append Template
Job for Append Template
managepolicy
Job to create SPM Policy
String
managepairing
Job to create Attorney-Secretary (Assistants) pairing
String
ETL
AutoOneWaySync
Sets if one way sync or two way sync
Integer. 1 sets one way sync, 0 sets 2 way sync
isEnabled
Sets if ETL job is enabled
Integer 1= true, 0= false
applySourceSecurity
Applies source security on ETL objects
Integer 1= true, 0= false
defaultclass
createrootfolder
Sets to create the root folder in ETL or not.
Integer 1= true, 0= false
bringchatfiles
Integer 1= true, 0= false
createTargetUserMode
Sets how to create the user
2 is default.
targetentitytype
Sets the type to set ETL target as.
String. Folder, channel, workspace are examples
targetentityid
The folder id or workspace id
String. $folderid
Security Policy Manager
Job
Job name
String
Set default = managepolicy
Name
Unique Name Identifier for Policy Name in CAM
String
Description
Short description of Policy
String
PolicyType
Set Policy type
String
There are 4 Policy type
Inclusion : Inlcude the users to allow access
Exclusion : Prevent the users access
Inclusionmultiside : Same as Inclusion policy however allows adding multiple client-matters and specific users in a distinct policy for easy maintenance.
Competitive : Cross customer access to restrict access to competitors matters; E.g. Side1Users : List of users and Side1ClientMatters : List of Client-Matter Side2Users : List of users and Side2ClientMatters : List of Client-Matter Side1Users are not allowed to access Side2ClientMatters list, and Side2Users are not allowed to access Side1ClientMatters list.
ExternalSystemId
System ID of iManage which is configured in CAM external system Configuration
String
This is unique policy id from external system. If it does not match with external system then CAM will create security policy with this unique id.
CreatedDate
Date of Creation
DateTime
UpdatedDate
Last updated date
DateTime
IncludedUsers
Required; if PolicyType : Inclusion
String
Users separated by pipe character "|";
userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User
ExcludedUsers
Required; if PolicyType : Exclusion
String
Users separated by pipe character "|";
userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User
Side1Users
List of user
String
Users separated by pipe character "|";
userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User
Side<n>Users
This field will be increased till <n> number specified in "Sides"Column.
If Sides = 3, then add 3 columns and increment numbers like
Side2Users, Side3Users.
List of user
String
Users separated by pipe character "|";
userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User
ClientMatters
This field will be referred to apply Inclusion OR Exclusion as set in PolicyType. It has List of Client Matter separated by pipe "|"
String
Add Metadata
E.g. Client.Matter -> Client1.Matter001|Client2.Matter002
Side1ClientMatters
This field will be referred to apply Inclusionmultiside OR Competative as set in PolicyType. It has List of Client Matter separated by pipe "|" ;
String
E.g. Client.Matter -> Client1.Matter001|Client2.Matter002
Side<n>ClientMatters
This field will be increased till <n> number specified in "Sides"Column.
If Sides = 3, then add 3 columns and increment numbers like
Side2ClientMatters, Side3ClientMatters.
This field will be referred to apply Inclusionmultiside OR Competative as set in PolicyType. It has List of Client Matter separated by pipe "|" ;
String
E.g. Client.Matter -> Client1.Matter001|Client2.Matter002
Sides
No of sides to be added; SideUsers will be incremented based on this numbers
Integer
E.g. 3
system
Creating Ethical Walls Policy in CAM
String
Set default = CAM
Policy Sample (iManage and Intapp)
Attorney-Secretary (Assistants) pairing
Job
Job name
String
managepairing
AttorneyId
User Id to assign as Attorney
String
SecretaryId
User Id to assign as Secretary
String
Active
Enable the pairing
Integer
1 = Active Or 0=Inactive
System
String
Set default : imanagespm
Create a CSV file using Text Editor
Open any text editor and enter the data, separating each value with a comma and each row with a new line, as shown in the illustration below:
Save the file with extension .csv
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Create TSV file using Text Editor
Open any text editor and enter the data, separating each value with a tab and each row with a new line, as shown in the illustration below:
Save the file with extension .tsv
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Create a CSV/TSV file using Excel
Open an Excel sheet and enter the data.
To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.
To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.
Excel will display a dialog box indicating some Excel features may be lost in the format chosen. Click on Yes to continue to save the file in CSV/TSV format.
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Tip: A text editor like Notepad can suffice for creating and editing simple CSV files. However, if you are working with large data, using an application like Excel is preferable. |
Note: If you plan to set workspaces with no templates in the Workspace Wizard or CSV Import, you will need to setup a metadata field for NoTemplate in CAM.
This format would be:
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Metadata name= NoTemplate
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Type= boolean
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Important:
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Samples
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Learn how to create CSV/TSV files with a Text Editor or Excel.