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Overview

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  • These provisioning walls allow managing permissions and sharing for users and groups to identify, prevent, and revoke access to content.

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  • They supportimporting information barriers from third-party systems like

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  • iManage SPM

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  • , IntApp Wall builder, or

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  • another ethical wall.

  • Ethical Wall Integration

    • CAM supports protecting a client from a conflict of interest by preventing one or more users within an organization from participating in any matter involving that client.

  • IntApp Wall Builder Integration

    • Protects sensitive information, Controls, monitors, and reports on user access permissions across multiple applications.

    • Supports all basic security policies such as Inclusion, Exclusion, Competitors, and Contractors.

Table of Contents
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Configuring IntApp Walls for Policy Sync Using Data Uploader

Expand
titleStep 1 Configuration

Configuring Connection String for IntApp

Allows you to use Data Uploader to connect to the SQL Server and execute the queries to upload jobs to CAM.

Note

Warning: If you don’t specify the connection string for IntApp to run Data Uploader for policy sync, it throws an error.

  1. Navigate to Connection String,

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  2. Click on Add.

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  1. The following dialog opens:

Image Modified

    ...

    1. To add an IntApp connection, enter the details as follows:

    Note: The CAM user can now sync users and groups from an external system through Data Uploader with the configuration of an external connection string (CAM user/external group sync).

    Name

    Specify the Connection string Name

    Select Connected System

    Select the Source Database for IntApp connection string

    Connection Type

    Select SQL connection for the IntApp policy sync

    Is Default?

    Select the value that is preferred. Yes/No

    SQL Server

    Enter the SQL Server Name

    Database

    Enter the database name

    Is trusted login?

    Select the value that determines if windows/trusted authentication is used, or if no SQL authentication is used.

    User Id

    Enter the username of the database (SQL authentication only)

    Password

    Enter the password for the username of the database (SQL authentication only)

    Connect

    Click Connect to validate the provided details

    1. Click Save to add the connection string and click Cancel to close the dialog.

    Expand
    titleStep 2 Policy Sync

    Accessing SQL Files for Policy Sync

    Allows the user to sync the policies for IntApp using the following security

    ...

    types:

    • Inclusion - Allows adding users/groups which are to be included inside matters/clients/metadata

    • Exclusion - Allows adding users/groups which are excluded from matters/clients/metadata

    • Competitive: Gives cross-customer access to restrict access to competitors' matters

    1. Navigate to the SQL File Tab.

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    1. The following screen displays.

    Image Modified

      ...

      1. Select the SQL script to sync the policies with the security type and configure the script based on your system. Samples are listed below.

      ...

      File

      Name

      Description

      View file
      nameSyncIntappDynamicGroups.sql

      SyncIntappDynamicGroups

      Syncs intapp Dynamic groups to CAM. It reads the data from the walls db and creates the dynamic group in CAM. Those dynamic groups can then be used on the security policy in CAM. It is not just for MS Teams.

      View file
      nameIntAppToCAM.sql

      IntapptoCAM

      The script to bring security info to CAM

      Fields

      Description

      File Name

      Display the selected SQL Script

      Type

      Select the Policy as Type for policy sync. For example Included, Excluded, Competitive, Excluded from Client, Excluded from Matter.

      Enabled

      Select the value

      Note: Select the value “Yes“, set the interval to Run the script for policy sync.

      Run Every

      Select the value

      From - Start

      Provide the time and select date from calendar

      Select connection string

      Select the IntApp connection string

      ...

      1. Click Save to add the provided details and click Cancel to close the dialog.

      SQL Files

      Here are samples to help you configure these walls.

      ...

      File

      ...

      Name

      ...

      Description

      View file
      nameSyncIntappDynamicGroups.sql

      ...

      SyncIntappDynamicGroups

      ...

      Syncs intapp Dynamic groups to CAM. It reads the data from the walls db and creates the dynamic group in CAM. Those dynamic groups can then be used on the security policy in CAM. It is not just for MS Teams.

      View file
      nameIntAppToCAM.sql

      ...

      IntapptoCAM

      ...

      The script to bring security info to CAM

      Expand
      titleStep 3 Run Scripts

      Run SQL Script for policy for IntApp

      Allows you to run the SQL scripts using security types for the policy sync for IntApp.

      1. Navigate to the Run tab

      ...

      1. .

      2. Click Run Now

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      1. . The following dialog opens:

      Image Modified

        ...

        1. Select the SQL script for IntApp.

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        1. Click Run to policy sync

        ...

        1. or click Cancel to close the dialog.

        Required Permissions

        Permissions

        Allows User To

         Available for the Comply Add-on

        View Control Center

        Main Tab in CAM

        View CC Controls

        Controls Tab in Control Center

         Available for the Comply Add-on

        View CC Control Approvals

        Control Approvals and Approvals Tab

        View CC Action Approvals

        Action Approvals and Approvals Tab

        View CC Manual Attach

        Manual Attach button

        View CC Reports

        Reports Tab in Control Center

        View CC Settings

        Settings Tab in Control Center

        Create Control

        Display/Hide Create Control Button and all menu options (except Details) on main Controls tab

        Create Action Type Control

        Create/View Action Type Controls

        Create Retention Type Control

        Create/View Retention Type Controls

        Create Security Type Control

        Create/View Security Type Controls

        Create Legal Hold Type Control

        Create/View Legal Hold Type Controls

        Available for Legal Hold

        Retention Disposition Action

        Create only Disposition Action in Retention Control

        Available for Content Disposition