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).
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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.
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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)
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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
...
Or you can add Unique Metadata Ids
...
Set the Unique Ids.
Add separate column for each id in the CSV
...
String - E.g. ClientId, MatterId
...
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
...
Allows to create multi-level categories
...
String
E.g. Category1/Category1.1
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.
...
String. E.g. ClientId=gh12&MatterId=771g
...
Or you can add Unique Metadata Ids
...
Set the Unique Ids.
Add separate column for each id in the CSV
...
String - E.g. ClientId, 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.
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Queue
...
Allows the user to control the job.
...
Integer. E.g. 1 is recreate or requeue. E.g. Set Create Workspace for a hard delete to 1 to recreate workspace.
...
system
...
The external system
...
Enum. E.g. imanage, netdocuments, o365
...
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
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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
...
Office 365 Tabs, Teams or Channels, Channels with Planner, OneDrive, OneNote
...
To use ETL to Link Teams content or Move/Copy content, the following metadata is required: Client/Matter, Job, CreateInOffice365, Office365Group, Office365Type, Template, AutoOneWaySync, targetSystem, UniqueSystemCriteria, TargetServer
...
...
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
...
String. The field to use if Office365ChannelName, or Office365Teamsname is not provided.
...
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
...
Office365Group
...
Name of Office 365 Group
...
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
...
The type of Office 365 object being managed. This can be group, teams, channels, tabs, OnedriveFolder, users
...
String; being Channels, Teams, Tabs, OnedriveFolder
...
Office365ExistingTeamId
...
Allows selecting a pre-existing team to use to create a channel in the team.
...
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
...
Name of the 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
Allows users to set iManage attorney policy through CSV.
Columns | Description | Supported Values |
|---|---|---|
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
...
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
...
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.
...
| Info |
|---|
|
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:
...
Metadata name= NoTemplate
...
Type= boolean
...
Learn how to create your own CSV/TSV files with a Text Editor or Excel.