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  • Check that the AD user sync job in Data Uploader or Data Sync is enabled and running.

  • Is the CSV generation in Data Uploader working? Is the CSV showing the proper data?

  • If the parameter SkipUpdateIfExists is set to true, this will mean the data will not be updated in the source system (iManage, ND, M365). Set to false and the disable change should be updated accordingly.

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Data Uploader stopped checking for duplicates or for existing records in the delta job rows.

  • Check the size of the skipcsv directory and delete files if too large.

Tip

Note: Users should put an auto cleanup job to delete files older than 30/60 days from both the archivecsv and skipcsv folders to keep your server clean.

Also, you should have the standard SQL server maintenance jobs setup on the CAM Local database.

Records are skipped and show in skipcsv

  • Check if authentication is validated in IMCC/Source System configuration & also re-validate the authentication token at External System Configurations.

  • Check if the Data Uploader and CAM Agent service is running against the service account & if in the Task scheduler the task is active & running.

  • Verify the data is populating from CAM in the CAM local sync table & see if you find any records for the new workspaces that were created recently using the same SQL file.

  • Are the records in the jobdelta table? If records exist here or in CAMLocalSync table, there could be an issue with the final creation logged in the errors.

  • If the workspace is not created by CAM, then the local sync tables will not be populated. CAM Local sync tables populate from CAM, and not the external system tables (3e, iManage, AD etc).

  • Please check if you are able to create those missing workspaces by uploading a CSV file in CAM manually along with the parameter 'Queue = 1'

External System

Personal Workspaces fail to create after moving to a new external system

  • Reset the Admin option for the iManage Server Setup permission mappings, under the Administration/External System Configuration panel

Exports

Part of my export failed, but part of it successfully finished.

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exports.x = claim_refid.replace(/[^a-z0-9]/gi, '');

}

Provisioned matters are appearing as private instead of public, or vice versa.

  • Ensure your data uploader scripts are passing the default security parameter. How to use this parameter is located: Create Workspace/Folder/Docs

  • If the scripts are passing the parameter, ensure the Data Uploader CSV has the parameter in there.

  • Lastly, confirm the Job from Data Uploader has the same parameter inside the job details.

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Request Workflow

Matter ranges vary per workflow and do not start over sequentially

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  • Check the IsParent flag on the Request Workflow. If this is true, the parent (e.g. Matterid) will be different for each workflow than the sequence as normal.

An error appears in Request Workflow when successful

  • Log out of CAM and back in. A caching issue may exist on the workflow form where a change was made.

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Service Desk

The document cannot be moved or copied or exported

  • Check in IMCC that the CAM service account has the document download role assigned.

  • Check the permissions in CAM for the permissions required to move, or copy or export a document are granted.

  • Does the document exist in the source system?

How to Move a Workspace to the same or different server or database?

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