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The FileShare integration module in CAM is used to connect to Network Shares and sync their legacy contents. The module will track the shares, tag with the client and matter metadata, create templates, and apply security , and PII Scanning up to CAM.
Follow this guide to verify the requirements and install and configure the integration.
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Click the Add button from the File Shares tab.
Enter the UNC folder path of the File Share in Folder Path. Format: \\ComputerName\Folder. Is required.
Choose an Active Directory Domain in the Default Domain lookup. Is required.
Choose a Default OU for users and groups if necessary. Format is OU=Department
Select the organization format of the File Share.
First-level folders are matters (workspaces or projects)
Second-level folders are matters (workspaces or projects)
Custom: Allows a custom level of folders to determine the root matter/workspace/project. Select from the selection button.
Enable Metadata Filter. Select to filter the Metadata of the FileShare. Client and Matter expressions can be set. The Format would be, for example, by default:
Client Number Regular Expression: ^\s*([a-zA-Z0-9]+)[^--]+ and
Matter Number Regular Expression: (?<=-)[^-]+(\s*). These expressions will filter matter and client when the client/matter number is set up as 1000-001 for example.
When the file share sync is ready to begin, select the Automatic Sync Enabled button to Yes.
Enter the timeframe for the sync. For example, Sync every 30 minutes. The default is 10 minutes.
Select whether or not to sync documents.
Select whether or not to perform personal data detection. Personal data could be any sensitive information for example social security numbers, and the personal data would be scrubbed.
Select whether to sync the Audit. This is important because if the Event Log or Audit is truncated or removed prematurely, delta syncs may not capture the last sync information.
A nickname for the sync can be given.
The fileshare syncs automatically will skip hidden folders and subfolders in any sync.
Actions
The following actions can be taken on file shares from the File Share tab:
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if someone removes (excludes) or adds/edits (includes) a user/group or access in the Folder Security that violates the policy setup in the Control Center.
That is then synced using the linkfileshare job by the Fileshare app.
After the job is completed, it gets pushed to the control center to re-apply the security control.
CSVs
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CSVs are stored in three locations:
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