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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]

  • Allow Permission - Set as True For e.g. alexey.

marcus@prosperoware

  • marcus@firm.com|true#23/12/2019*Admin$false

  • Deny Permission - Set as False For e.g. alexey.

marcus@prosperoware

  • marcus@firm.com|false#23/12/2019*Admin$false

  • To add as an user - Set User Type as False For alexey.

marcus@prosperoware

  • marcus@firm.com|true#23/12/2019*Admin$false

  • To add multiple users -

user1@prosperoware

  • user1@firm.com|true#23/12/18*Admin$false,

user2@prosperoware

  • user2@firm.com|true#23/12/18*Admin$false

Note

Warning: If setting a user or group or security to Null, please set as lowercase null. Issues with cases will occur with NULL.

Add groups to ACL (Access Control List)

String

Format: [groupname] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false]

  • 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

Note

Warning: If setting a user or group or security to Null, please set as lowercase null. Issues with cases will occur with NULL.

RemoveSecurity

Remove users from matter ACL (Access Control List) or Dynamic Groups

String

userid or emailaddress=|user

For e.g.: alexey.

marcus@prosperoware

marcus@firm.com|User

Remove users from groups

String

userid or emailaddress|group identifier

For e.g.: alexey.

marcus@prosperoware

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

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

. 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.

Create a CSV file using Text Editor

  1. 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:

  2. Save the file with extension .csv

...

Create TSV file using Text Editor

  1. 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:

  2. Save the file with extension .tsv

...

Create a CSV/TSV file using Excel

  1. Open an Excel sheet and enter the data.

  2. To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.

  3. To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.

  4. 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

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:

...

Metadata name= NoTemplate

...

Type= boolean

...

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

View file
nameNDGroupMember.csv

For NetDocuments Group Membership

View file
nameNDGroups.csv

For NetDocuments Groups

View file
nameNDTestingDynamicGroups

For ND dynamic groups

View file
nameiManageDynamicGroup.txt

For iManage dynamic groups

View file
nameiManageGroupMember.csv

For iManage GroupMembership

Learn how to create your own CSV/TSV files with a Text Editor or Excel.