Overview
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Content Mover helps you to move content such as Teams and Channels from M365 to a DMS and automatically sync any changes between M365 and DMS.
Litera Prosperoware CAM Azure Stack utilizes Microsoft Azure services and resources to provide the ability to sync content between multiple Document Management Systems (DMS). On the Azure Stack, CAM Content Mover uses Azure storage blobs as an intermediary when copying content between the supported DMSs.
Note: For information on the Azure Stack Deployment or AWS Stack Deployment configurations, see the relevant links.
CAM Azure Stack requires the deployment of an Azure template into your Azure environment. The template deploys a complete solution that contains multiple resources such as function apps, MySQL
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instances, BLOB Storages, and others. These resources are provided and hosted by Microsoft Azure in your Azure account to provide you with more control over the Content Mover process.
Major features include:
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Two add-ons that control content mover.
Moving channels, tabs, and teams from the Teams application to the DMS system from the Matters tab.
Copying channels, tabs, and teams from the Teams application to the DMS system from the Matters tab.
Setting up content mover jobs between systems to occur on a schedule.
Allowing CSV Upload of Jobs to move channels, tabs, or teams from the Teams application to the DMS.
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Tip: The file size should be 450MB or less from M365 to NetDocuments in Azure and AWS to sync the contents. |
License and Add-on Requirements
The license tier must be Move or higher.
Permissions for Content Mover and its functions can be found here
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Two add-ons are included with the license:
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Accessing Content Mover Manager
After granting permission, you can access Content Mover Manager to configure the content mover job.
In CAM, navigate to the Administration panel.
Click Content Mover, and the following screen opens
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pages exist, pagination will be displayed at the bottom.
Also, use the filter to filter out the content mover job.
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Note: If the job is deleted after copying the contents then resubmit the same job again, the new document will be created, however the old document will be lost! |
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The Database column will display N/A for any system that doesn't contain a cabinet. |
M365 to iManage
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Office365 Jobs Image ModifiedFilter - Allows you to filter or search the config job based on the following two options - Source option - It contains the following field - System - Select the system from the list. Repository - Select the repository from the list. Entity Name - Enter the entity name. We support special characters in the search.
Target Option - It contains the following field System - Select the system from the list. Repository - Select the repository from the list. Entity Name - Enter the entity name. We support special characters in the search.
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MappingId | The job mapping id will display in this Jobs panel for each job. | Source | Displays all source details. | Target | Displays all target details. | Details | Detail contains the following fields - Created By: The person who created Edited By: The person who edited Created Date - Displays the creation date Edited Date - Displays the last modified date Status - Displays job status (Completed, Error). If the job status indicates "Error", it sends an email notification to the user if an error occurs during the content move (
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Content Mover) process. Type - Displays the job sync type. Last Sync date - Displays the last sync date. Next Sync date - Displays the upcoming sync date. This date is applicable only for Scheduled sync type. Action - Allows you to perform the following operations: Edit Job Setting - Modifies configured job settings. Refer to Editing Job Settings section for more details. Retry the subscription - Tries running the jobs again that had failed earlier due to the subscription failure issue. Deactivate - Disables a configured job. Delete - Deletes a configured job. Logs - Helps in troubleshooting failed content mover jobs.
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Content Mover Logs permission is required to see the Logs menu option. |
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Image ModifiedEdit |
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the Content Mover JobAllows the user to edit/update the |
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job. Users can perform the following operations - Column | Description | Enabled | Select value | From System | Select value from dropdown | To System | Select value from dropdown | Current Interval | Displays the current interval | New Interval: Every | Enter the value (>=
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1) Select the value from dropdown Select the start date from calendar If 0 is entered it will not save the interval.
| Profile | Enter the following values - |
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| Settings | Enter the following values: Image ModifiedNote: iManage does not allow to import multiple versions of email documents. Content Mover supports the option to replace shortcuts. Select from either Yes or No. Image ModifiedNote: Chat and post files are updated on the delta if the file or folder is updated. If not updated, the updated chat will not sync. How to handle Team - Select the value The number of versions available will be displayed if Save All for the document version is used. The first 50 are displayed then paginated afterwards. This result can be filtered by Modification User or Date. If more than version 999 is selected, a choice to save a new document is displayed, and this will reflect in iManage or other DMS, or in Teams.
How to handle OneNote- This allows you to transfer your content from OneNote to iManage that can include text, pictures, tables, and drawings.
Note: If an existing OneNote is added inside a Team, and the Repository isn’t one that is subscribed to, the Job event won’t be triggered until a change is made, or the Repository is subscribed to. Expand |
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| OneNoteMicrosoft OneNote is a free-form note-taking program that allows for multi-user collaboration and free-form information gathering. It collects user notes, drawings, screen captures, and audio commentary. Notes can be distributed to other OneNote users via the Internet or a network. For more information, click here |
You can transfer your contents to iManage by selecting one of the options: Copy as folder – This allows you to create a folder and then move the contents of that folder. Skip – This allows you to skip ahead in order to move contents. Skip is set by Default for all Teams to iManage jobs.
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Important: You can view in the iManage, OneNote notebook is stored as a folder with a separate data file for each section. OneNote files have a .one filename extension. |
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| PlannerMicrosoft Planner is a task and project management tool that can be integrated directly into Microsoft Teams and MS Excel. Microsoft Planner generates an easy-to-use overview of tasks that must be completed in an all-in-one dashboard that team members can share. For more information, click here |
You can transfer your contents to iManage by selecting one of the options: 1. Copy as folder – This allows you to create a folder and then move the contents of that folder. – This allows you to skip ahead in order to move contents. Skip is set by Default for all Teams to iManage jobs. Tip |
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Important: You can view in the iManage, planner is stored as a folder with a separate data file for each section. Planner files have a . |
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Note: When documents are copied and synced across DMS systems, review the security of the Access Control List (ACL) as documents are accessible to anyone who has access to the destination folder. Go to Administration>Content Mover> Jobs. Click the Actions menu on an event-based job to display the option to Replace Shortcut.
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Important: The option will display for jobs which are configured to Bring as Shortcut for How would you like to sync documents, and if the user has permissions to trigger this action. |
3. On the dialog, select between Stop Sync or Continue Sync, and click Yes. Image ModifiedReplace shortcut with Stop Sync replaces all shortcuts with documents and stops any additional syncing. For one-time jobs, the Replace Shortcut job is getting sent without any confirmation, with the option for Latest version or All version, according to the default settings. With the Stop Sync option, the job would behave like a one-time job, and, instead of Active, its status would be in Complete for Scheduled and Subscription jobs. Replace shortcut with Continue Sync will replace shortcuts, and then continue to sync documents on the configured schedule.
If Replace shortcut with Continue Sync is selected, Additional Settings can be edited for the job. Image ModifiedHow would you like to sync documents: Select from Bring as Documents or Bring as Shortcut. How would you like to replace shortcut: Select from Latest version or All version. This option allows the user to replace all versions of a document, or the latest version based on the default configuration of the Job The number of versions available will be displayed if Save All is used. The first 50 are displayed then paginated afterwards. This result can be filtered by Modification User or Date. If more than version 999 is selected, a choice to save a new document is displayed, and this will reflect in iManage or other DMS, or in Teams.
Notes: If 'Resync' is manually triggered, actual documents will be synced for that Job. Users are not allowed to replace the document(s) if the sync Job is in progress or about to start in a few mins. When moving documents from Teams to a DMS, the author of the document is now set to whoever modified the document last.
Note: Replace Shortcut functionality is currently only supported for iManage. If the target is other than iManage, the Replace Shortcut Action will be hidden. Users can assign a custom name to a team being copied from |
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Teams into a DMS Workspace / Folder. The parameters can be found on the Creating a Workspace page. Copy to Site (Sharepoint)The Copy to Site has the same steps as Copy As to Teams. The following cases are supported when Copying to a Site: Copy to site on the workspace on the parent level folder of the site. Copy to site on the workspace on the furthest level folder of the site. Copy to site on the workspace on the subsite. Copy to site on workspace on the furthest level folder of the subsite Copy to the site based upon the advanced template mapping (below table row)
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Warning: CAM will apply the Rule format "@system@_@clientId@-@matterId@" if the Rule format from Copy As is removed after saving. This is a CAM limitation. |
| Template Mapping | Source template - Select value from the
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dropdown Target template - Select the value from the
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Once done with the mapping |
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, the results display in a grid format. | Azure Communication Settings | Enter the details of the Azure account for email alerts and notifications to be setup on Content Mover. Options for these settings as a whole are: Save Settings Load Settings Validate Settings
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Delete the content mover settingAllows the user to delete the content mover job. Following screen displays - Image ModifiedDefault Setting Image ModifiedColumn | Description | From | Shows the system the content mover is reading from. Always will be Office 365. | To | Shows the system the content mover will move or copy to. Typically the DMS system. | Enabled | Displays if the job is enabled or not. | Bringing Post Files | Shows or hides the post files as per the option chosen by you on the Edit Job Settings screen. | Source Security Applied | Displays if the job applies the source system security (the system in the from column). | Sync Interval | The job sync internal (in minutes, hours or days). | Start Date | The job start date to start on. | Actions | Allows below actions based on permissions: Edit content mover Config job Delete content mover Setting
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Adding a |
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New MappingClick Add New from the Default Settings tab. Set if the job will be enabled from the start. If it will be, select Yes.
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iManage, Office 365, Fileshare, and NetDocuments. Select the repository if multiple repositories exist on the external system. Set up a new job internally
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in the New Interval. Set the period in Every, select the time measure (minutes, hours, or days), and set the starting period date (today, in the future). Add Profile of the job next:
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Note: Chat files are always saved as JSON file. For subfolders, they are not allowed to be removed, all subfolders are synced to the target. Mapping between a search folder is not permitted. Mapping between a channel and Tab is not permitted. Select whether or not to import the Post files into the teams/channels/tabs when moving. Select to apply the system security either from Source or Target to the moved channel/team/tab. The option to create new users would be visible if Source security is selected in the above step. It allows creating new users (if those do not exist) with three options as below:
Option | Description | No Users | No new user is created; it applies default security Private to common user between Source and Target. | Internal Users | Internal Users of Source system is created on Target system with default security Private. | Every User | All users from Source system is created on Target system with default security Private. |
The mapping now is set up and displayed in the Default Settings tab. Configuration |
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Image ModifiedThe Cloud Provider and Storage are currently hardcoded to AWS and S3. In the second Storage lookup, select the particular existing bucket. Or Set the Bucket Name to create a new Bucket. Set the API Endpoint Base URL, the URL used for the CAM URL. E.g. https://firmname.prosperoware.io. Litera will share the URL. Enter the API Secret Key configured from Azure Portal. Litera will generate and share the keys. Click Validate and you should see a green bar on top of the page saying Validation Successful.
Note: Once validation is successful, the user adds a client token in the iManage server configuration. For more details iManage Server Configuration Action StatusThis section describes the status of the sync configurations. You can view the sync status with error details and a retry option in case of sync configuration fails against your configuration from Team to iManage or vice versa. Image ModifiedFields | Description |
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Action | Displays the list of action performed on workspace, folder, and document level | Repository | Displays the list of repositories | Database | Displays the list of databases | From | Displays the list of Teams | To | Displays the list of iManage workspaces | Status | Displays the sync status either completed or failed | Edited On | Displays sync date and time | Error Message | Displays an error message in case of sync failure | Error Details | Click Details to view error in details in case of sync failure | Action | Click the Hamburger menu to perform a retry of the sync. Click Retry. Also, completed Content Mover Jobs can now be ad-hoc resynced from the Source system. The Resync button is visible in the Jobs user interface when the permission View |
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Content Mover Resync is enabled.. Note: Only new or modified content will be resynced. Conversation files will also not be resynced. The Resync button will be disabled on the job after clicking Resync as it executes to prevent simultaneous jobs. Note: The retry option is only available if the sync fails. |
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M365 to NetDocuments
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title | M365 to NetDocuments |
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Job Image ModifiedFilter Allows you to search the required config jobs. The following screen opens - Image ModifiedFields | Description |
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The filter option is divided into two parts as follow | Source option | Provide the source system details as follow - System - Select the source system from the list (Office365) Repository - Select the source repository from the list Entity Name - Enter the entity name. We support special characters in the search.
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NetDocuments doesn’t support |
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to contain one of the following special characters: /:*?"<>| |
| Target Option | Provide the target system details as follow - System - Select the target system from the list (NetDocuments) Repository - Select the target repository from the list Entity Name - Enter the entity name. We support special characters in the search.
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NetDocuments doesn’t support |
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to contain one of the following special characters: /:*?"<>| |
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Image ModifiedFields | Description |
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Source | Display the list of the source system details (Office365) | Target | Display the list of the target system details (NetDocuments) | Details | Detail contains the following fields - Created Date - Displays the creation date Edited Date - Displays the last modified date Status - Display config job status (Completed, Error). If the config job status indicates "Error", it sends an email notification to the user if an error occurs during the
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Content Mover process. Type - Display the config job sync type Last Sync date - Display the last sync date Next Sync date - Display the upcoming sync date. This date is applicable only for Scheduled sync type. Action - Allows you to perform the following operations: Edit Job Setting - Modifies configured job settings. Refer to Editing Job Settings section for more details. Deactivate - Disables a configured job. Delete - Deletes a configured job. Logs - Helps in troubleshooting failed content mover jobs.
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Content Mover Logs permission is required to see the Logs menu option. |
Editing Job SettingsFields | Description |
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Enabled | Specifies the whether job is enabled. You can select the value. | From System | Display the source system name. | To System | Display the target system name. | Repository | Display the repository name. You can change the repository from the dropdown list. | Database | Display the database name. You can change the database from the dropdown list. | Sync Option | Specifies the sync option. You can change the sync option as follows |
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| Default Class | Display the current default class. You can select the default class from the dropdown list. | Bring Post Files | Shows or hides the post files as per the option chosen by you on the Edit Job Settings screen. | Apply Security | No action is required from you. By default, security of the Destination folder is applied on documents. Note: When documents are copied and synced across DMS systems, review the security of the Access Control List (ACL) as documents are accessible to anyone who has access to the destination folder. | Create new users (if doesn't exists) | Update the new user value by selecting an option. | Settings | Enter the following values - How would you like to sync documents? - Select the value Bring Post Files - Select the value How to handle Team - Select the value How to handle OneNote- This allows you to transfer your content from OneNote to NetDocuments that can include text, pictures, tables, and drawings. This is by default set to skip for all Teams to NetDocuments jobs
Note: If an existing OneNote is added inside a Team, and the Repository isn’t one that is subscribed to, the Job event won’t be triggered until a change is made, or the Repository is subscribed to. Expand |
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| Microsoft OneNote is a free-form note-taking program that allows for multi-user collaboration and free-form information gathering. It collects user notes, drawings, screen captures, and audio commentary. Notes can be distributed to other OneNote users via the Internet or a network. For more information, click here |
You can transfer your contents to NetDocuments by selecting one of the options: Copy as folder – This allows you to create a folder and then move the contents of that folder. Skip – This allows you to skip ahead in order to move contents. Skip is set by Default to skip for all Teams to NetDocuments jobs.
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Important: You can view in the NetDocuments, OneNote notebook is stored as a folder with a separate data file for each section. OneNote files have a .one filename extension. |
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| Microsoft Planner is a task and project management tool that can be integrated directly into Microsoft Teams and MS Excel. Microsoft Planner generates an easy-to-use overview of tasks that must be completed in an all-in-one dashboard that team members can share. For more information, click here |
You can transfer your contents to NetDocuments by selecting one of the options: – This allows you to skip ahead in order to move contents. Skip is set by Default to skip for all Teams to NetDocuments jobs. Tip |
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Important: You can view in the NetDocuments, planner is stored as a folder with a separate data file for each section. Planner files have a . |
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Note: When documents are copied and synced across DMS systems, review the security of the Access Control List (ACL) as documents are accessible to anyone who has access to the destination folder. When moving documents from Teams to a DMS the author of the document is now set to whoever modified the document last. Note: For NetDocuments, the user will be whoever last modified the document in Teams. Users can assign a custom name to a team being copied from Teams into a DMS Workspace / Folder. The parameters can be found on the Creating a Workspace page. Note |
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Warning: CAM will apply the Rule format "@system@_@clientId@-@matterId@" if the Rule format from Copy As is removed after saving. This is a CAM limitation. |
| Update | Click Update to update the changes. | Cancel | Click Cancel to close the dialog. |
Delete content mover settingAllows the user to delete the content mover job. Following screen displays: Image ModifiedDefault SettingsIt displays all mapped content mover systems to run jobs off of. You can update the mapped content mover system settings. Navigate to the Default Settings, appears the following screen:
Image ModifiedFilter Allows you to search the particular source and target system You can add a new job mapping from source to target systems. After clicking Add New, displays the following screen:
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Enabled | Specifies whether job mapping is enabled. Default value is Yes. | From System | Specifies the content mapping source system. Select the source system from the drop down list. | To System | Specifies the content mapping target system. Select the target system from the drop down list. | New Interval | Specifies the content mapping interval. You can set an interval by selecting minutes, hour, and days. | Profile | You can set content mover profile lookup in layout. For more information on layout click here. After configuring profile layout lookup, select from dropdown list. | How would you like to sync documents? | Specifies how to sync the documents. Select an option. | Bring Post Files | Select an option. | Apply Security | No action is required from you. By default, security of the Destination folder is applied on documents. Note: When documents are copied and synced across DMS systems, review the security of the Access Control List (ACL) as documents are accessible to anyone who has access to the destination folder. | How to handle Team | Specifies how to handle Team by selecting an option. | How to handle Channels | Specifies how to handle Channel by selecting an option. |
Click Save to add new mapping job or click Cancel to close dialog In Search results navigate to Action, you can perform the following actions -
ConfigurationAfter adding the new mapping now you can configure Client API configuration Navigate to the Configuration tab, the following screen appears:
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Choose Cloud Provider | Specifies the configured |
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cloud provider. Select the value from the dropdown list AWS or Azure based on your setup. | Choose Storage | Specifies the configured storage. Based on the cloud provider the option displays in the dropdown list. | Choose Storage Type | Specifies the storage type. You can select either Prosperoware Encrypted Storage or the Private Encrypted Storage on your Private Cloud. Prosperoware Encrypted Storage(AES-256) When you select Prosperoware Encrypted Storage(AES-256), then default values for the bucket name and API Endpoint Base Url are selected automatically and you do not need to change them. Private Encrypted Storage(Private Cloud) If you select, Private Encrypted Storage(Private Cloud), then you need to enter the values for the bucket name and API Endpoint Base Url fields. These values are later validated using the API Secret Key. | Bucket Name | Specifies the configured Bucket name in Azure. For more information click here. Enter the Bucket name. | API Endpoint Base Url | Specifies the configured Bucket name in Azure. For more information click here. Enter the API Endpoint Base Url. | API Secret Key | Specifies the unique |
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secret key configured in Azure. Enter the API secret key. | Validate | Click “Validate” to validate the form data. If the form data is correct, then the message “Validated successfully” will be displayed. |
Action StatusDisplays status of the all jobs in Completed, Failed. Navigate to the Action Status tab, appears the following screen: Image ModifiedFields | Description |
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Action | Displays the action icon. Specifies the performed action. | Repository | Displays the list of the repositories. | Database | Displays the list of the database. | From | Displays the list of the source systems. | To | Displays the list of the target systems. | Status | Displays the list of the status, Completed, Failed. | Error Message | Displays the error message for the failed jobs. | Error Details | Click on the Details opens the dialog with error details. | Action | Click the Hamburger menu to perform a retry of the sync. Click Retry. Also, completed Content Mover Jobs can now be ad-hoc resynced from the Source system. The Resync button is visible in the Jobs user interface when the permission View |
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Content Mover Resync is enabled.. Note: Only new or modified content will be resynced. Conversation files will also not be resynced. The Resync button will be disabled on the job after clicking Resync as it executes to prevent simultaneous jobs. Note: The retry option is only available if the sync fails. |
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Shortcuts will be tracked for audits during a full sync but not on delta syncs (daily syncs). |
Exporting from Content Mover
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Information can be exported from Content Mover like chat files. To do this, you will need to call the API with this configuration
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. For more information reach to Litera Customer Care for API information they can share directly to you, or Professional Services.
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{{host}}/api/v1/ |
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Content Mover-manager/content-sync/ |
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Content Mover/actions/create-html/request
Request Body
{
"objectMappingId": 73962,
"objectType": "folder",
"action": "CREATE_HTML",
"saveAs":"chat_file_save_as_test"
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The object mapping id is needed to map to the chat or object.
Object type is the type of object (chat, folder, document)
Action to save is Create_HTML
Saveas is if you want to specify a name for the file when it is saved.
The file will be then saved in the team’s conversation.
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Note: PDF file saving is not currently supported. |
Related Topics
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Azure Client Stack Deployment |
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AWS Client Stack Deployment