CAM now includes an updated recycle bin that will give users more control over restoring and recovering accidentally deleted data. The new multi-tier restoration and deletion will enable users to set their restoration period and even recover items once expired. Additionally, the new improvements will provide a framework to process automated jobs, such as automated document deletions or check-ins.
The advantage that the CAM recycle bin has over the built-in iManage Trash is that CAM supports both a user and administrative configuration for restoring documents in the recycle bin.
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The customer using CAM and iManage turns on the recycle bin in iManage.
CAM checks the user's rights on the item added to the recycle bin.
A backup of the item's metadata and security is made in the database.
The Author/Operator of the item is changed to the admin account.
Explicit security assigned to the document is removed.
In cases where a document has been assigned a large number of explicit security settings, the backup and removal of the security might take a considerable amount of time.
The document is visible in the recycle bin. Note, the user can still see the the documents within iManage’s trash bin.
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Create the trashed_date metadata in CAM and map that metadata to only the CAM system. This doesn’t support multiple systems being mapped.
Add this to the Documents layout form.
Turn on the Recycle Bin slider.
Create a search for the job.
Search by Trashed date previous to day (e.g. 90 days prior to today) This will find all documents deleted within the last 90 days.
Select all results. (This is only for the first time and you don’t need to do this again!)
Click the icon in the Actions menu called Recycle Background Jobs (3rd icon).
Set up this recurring job based on this search. You can change the interval.
The job will run and automatically purge the trash based on the timeframe.
The job shows on the Jobs tab in Admin.
To edit this job, go to Administration-> Background Jobs. You can edit the interval, disable it or delete it.
iManage Prerequisite
The customer must turn on the Iamane iManage Recycle bin feature first to use this in CAM.
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The user can delete an item here.
Click the View Recycle Bin Background jobs icon to view and manage the jobs.