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Columns | Description | Supported Values | ||||||
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isGlobalUserManagement | If this is set to 1, this allows to edit or delete or create users or groups on a global level. This includes the user properties of such user. Deletion of a user or group will be reflected on all databases or libraries if applied globally. Enabling the user gives admins abilities to assign the users on other databases/libraries. For
| 0/1 Example: We want to disable a user on one library but not globally. Set isglobalusermanagement=0, then set the disable flag=1 on the library of choice. E.g iManage US Example: A user needs a username change. This we want to do globally to change the username on all libraries. Set isglobalusermanagement=1 and update the username column to the correct value. | ||||||
FirstName | Enter the user first name | String | ||||||
LastName | Enter the user last name | String | ||||||
MiddleName | Enter the user middle name | String | ||||||
PrimaryEmail | The email address of the user | String. Needs to contain proper Email formatting, example: *****@***.com | ||||||
SecondaryEmail | Any secondary email. User defined | String. Needs to contain proper Email formatting, example: *****@***.com | ||||||
Telephone | Phone number | String | ||||||
Office | Office | String | ||||||
StreetAddress | Address | String | ||||||
City | City | String | ||||||
PostalCode | Zip code | Integer | ||||||
Country | Country | String | ||||||
JobTitle | Title of User | String | ||||||
Department | Department | String | ||||||
Company | Company | String | ||||||
Location | User's location. This doesn’t work for iManage, see iManage section below | String | ||||||
Id | Metadata Id in CAM | Integer | ||||||
RecordType | The type of record | String | ||||||
Role | Role from CAM or source system | String. E.g. Administrator, NRTAdmin | ||||||
Owner | Sets the owner of the metadata/workspace/object. | String | ||||||
Disabled | Set the flag to disable a user/group in CAM OR another system | String: Set True/1 1= disabled, 0= enabled | ||||||
IsCAMUser | Set to 1 to import or create a CAM user. Set to 0 to not import a user. | String: Set True/1 Integer 0=Do not import/create. 1= Create
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IsCAMGroup | Set to 1 to import or create a CAM group. | String: Set True/1 Integer. 0=Do not import/create. 1= Create | ||||||
UniqueSystemWorkspaceColumns | To specify unique system metadata. Is case insensitive. | Note pass client id and matterid columns as well in the csv if using the ids here. | ||||||
UserID | Add user ID to login | String. E.g. a.marcus - One of the required fields for user creation. Note: iManage requires userid’s be encased in %%. Like %alexey.marcus% | ||||||
Username | Adds the username | String. E.g. alexey.marcus NOTE: You must add the full username to add the user to a group. | ||||||
Usertype | Type of user | Integer. 1= external, 0= internal | ||||||
Usercontainertype | For netdocuments | Integer. 1= Repository, 2= cabinet. | ||||||
DisplayName | Adds the full name (display name) of the user. | String. E.g. Alexey Marcus. - One of the required fields for user creation. | ||||||
MailNickname | Adds the email (nickname) of the user | String; Maximum length is 64 characters. This property can contain only characters in the ASCII character set 0 - 127 except the following: @ () \ [] " ; : <> , SPACE. Optional for Microsoft teams creation. | ||||||
Type | Specify if adding as a user or group | String (user/group) user - add as user, group- add as group | ||||||
ContainerType | Type of container to add. (Id of container type) | Netdocuments has two types: Repo (1) and cabinet (2). iManage has one type (2), Office365 has one type (1) | ||||||
ExtContainerId | The id of the container. | Integer. Needed for searching for duplicate emails. | ||||||
ExtContainerName | The name of the container. | String. | ||||||
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GroupContainerType | Type of the container. | Integer. 1= Repository level, 2= Cabinet level | ||||||
GroupType | Type of group | Integer. 0= Public, 1=Private/ Personal | ||||||
Groups | Add group name | String.
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Groupid | Id of the group | String.
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Imanageadmingroup | Add user to iManage Admin Group | Boolean (y/n) y to add n to skip | ||||||
IsExternal | Sets up external users/groups | Boolean. true or false. Is not case sensitive. | ||||||
WelcomeEmail | Sends the CAM Welcome email to a new user in the system. Can be used in Data Uploader as well. | Integer, 1= send the email, 0= don’t send | ||||||
FolderSecurity | This parameter assigns dynamic security on private folders. | String Use the groupname you will assign here to have security. Comma separated values allow for multiple groups. | ||||||
Server | The server.
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CAMImportReference | This is CAM’s import reference to determine if an account email or name has changed. | Name+email+id if not imported by AD; if imported by AD this is the AD object GUID Note iManage supports only this field if the username or email changes to detect changes. | ||||||
SkipUpdateIfExists | This parameter can be used with an AD sync or without one based on where you want users and groups to be imported. Set this setting here in AD configurations if you want the user to come from the AD system. 0 will update the user or group in both CAM and the external system, 1 will skip the external system and update only in CAM. | 1, 0 For details visit: For CSV/iManage etc: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#Passing-Users-via-CSV |
iManage Specific
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Samples
File | Description | ||||
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Applying a user disablement, and a user change globally in iManage | |||||
| Bulk user disabling script | ||||
| A bulk user creation script with a group | ||||
| User creation with an SPM policy. | ||||
| NetDocuments group modification with the parameter isexternal set to false. | ||||
| NetDocuments group modification with the parameter isexternal set to true. | ||||
| A user import for iManage with UserLoc, DocServer and General. | ||||
| User creation in NetDocuments. | ||||
| Create a Group in NetDocuments. | ||||
| Add a User to a Group in NetDocuments. | ||||
| User creation in Office365. | ||||
| Group creation in Office365. | ||||
| Add a User to a Group in Office365. |
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