Allows users to create dynamic groups and users through CSVThis page contains the CSV parameters so that users and groups or dynamic groups can be created or modified in provisioning jobs. In the below table, dynamic group parameters are flagged.
Columns | Description | Supported Values |
|---|---|---|
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]
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Add groups to ACL (Access Control List) | String Format: [groupname] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false]
For e.g. group|true#23/12/18*Admin$true
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RemoveSecurity | Remove users from matter ACL (Access Control List) or Dynamic Groups | String userid or emailaddress=|user For e.g.: alexey. |
marcus@firm.com|User | |
Remove users from groups | String userid or emailaddress|group identifier For e.g.: alexey. |
marcus@firm.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 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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mailNickname | Adds the email (nickname) of the user. Can be used in users and groups. | String; Maximum length is 64 characters. This property can contain only characters in the ASCII character set 0 - 127 except the following: @ () \ [] " ; : <> , SPACE. If flatten and include setting for nested groups is selected in Data Uploader, the group nested is flattened to the main group, and the user is included there. |
isBCUser | Allows the user creation to mark as a Business Continuity user. This allows the OTP code to be sent to this user | 0,1 |
CAMImportReference | This is CAM’s import reference to determine if an account email or name has changed. | Name+email+id |
Groupnos (known as OSType) | Sets the type of user/group to be created based on the OSType field | See list below |
OS Type Ids
OS_Type | Id |
|---|---|
Novel 3.x | 1 |
Virtual | 2 |
Windows NT | 3 |
Novell NDS | 4 |
External | 5 |
Active Directory | 6 |
LDAP | 7 |
Samples
File | Description | ||||
|---|---|---|---|---|---|
| For NetDocuments Group Membership | ||||
| For NetDocuments Groups | ||||
| For ND dynamic groups | ||||
| For iManage dynamic groups | ||||
| For iManage GroupMembership |
Learn how to create your own CSV/TSV files with a Text Editor or Excel.