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This page contains the CSV parameters so that users and groups or dynamic groups can be created or modified in provisioning jobs. In the below table, dynamic group parameters are flagged.

Columns

Description

Supported Values

CreateInNetDocs

Create workspace in NetDocuments

Number:

1 to create, 0 to skip

NetdocumentsDynamicGroupCreation

Create dynamic group in NetDocuments

Boolean (TRUE/FALSE)

TRUE to create FALSE to skip

CreateInIManage

Create workspace in iManage

Number:

1 to create, 0 to skip

ImanageDynamicGroupCreation

Create dynamic group in iManage

Boolean (TRUE/FALSE)

TRUE to create FALSE to skip

Security

Add users to ACL (Access Control List)

String

Format: [useremail] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false]

  • Allow Permission - Set as True For e.g. alexey.

marcus@prosperoware

  • marcus@firm.com|true#23/12/2019*Admin$false

  • Deny Permission - Set as False For e.g. alexey.

marcus@prosperoware

  • marcus@firm.com|false#23/12/2019*Admin$false

  • To add as an user - Set User Type as False For alexey.

marcus@prosperoware

  • marcus@firm.com|true#23/12/2019*Admin$false

  • To add multiple users -

user1@prosperoware

  • user1@firm.com|true#23/12/18*Admin$false,

user2@prosperoware

  • user2@firm.com|true#23/12/18*Admin$false

Note
⛔

Warning: If setting a user or group or security to Null, please set as lowercase null. Issues with cases will occur with NULL.

Add groups to ACL (Access Control List)

String

Format: [groupname] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false]

  • Allow Permission - Set as True

For e.g. group|true#23/12/18*Admin$true

  • Deny Permission - Set as False For e.g. group|false#23/12/18*Admin$true

  • To add as a group - Set as Group type as True For e.g. For e.g. group|true#23/12/18*Admin$true

  • Add multiple -groupsgroup1|true#23/12/18*Admin$true,group2|true#23/12/18*Admin$true

Note
⛔

Warning: If setting a user or group or security to Null, please set as lowercase null. Issues with cases will occur with NULL.

RemoveSecurity

Remove users from matter ACL (Access Control List) or Dynamic Groups

String

userid or emailaddress=|user

For e.g.: alexey.

marcus@prosperoware

marcus@firm.com|User

Remove users from groups

String

userid or emailaddress|group identifier

For e.g.: alexey.

marcus@prosperoware

(grey lightbulb)⏳ 📌 Tip: A text editor like Notepad can suffice for creating and editing simple CSV files. However, if you are working with large data, using an application like Excel is preferable.

📗 Note: If you plan to set workspaces with no templates in the Workspace Wizard or CSV Import, you will need to setup a metadata field for NoTemplate in CAM.

This format would be:

  • Metadata name= NoTemplate

  • Type= boolean

    • Value= 1 if you want to set no template. 0 if you want a template set

    marcus@firm.com|z_group_1

    Remove groups from matter ACL

    String

    groupid|group

    For e.g. : AdminGroup_EDITOR|group

    Remove dynamic groups from matter ACL

    String

    z_groupname|group

    For e.g.: z_885599664_761_Admin|group

    Create a CSV file using Text Editor

    1. Open any text editor and enter the data, separating each value with a comma and each row with a new line, as shown in the illustration below:

    2. Save the file with extension .csv

    ...

    Create TSV file using Text Editor

    1. Open any text editor and enter the data, separating each value with a tab and each row with a new line, as shown in the illustration below:

    2. Save the file with extension .tsv

    ...

    Create a CSV/TSV file using Excel

    1. Open an Excel sheet and enter the data.

    2. To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.

    3. To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.

    4. Excel will display a dialog box indicating some Excel features may be lost in the format chosen. Click on Yes to continue to save the file in CSV/TSV format.

    ...

    mailNickname

    Adds the email (nickname) of the user. Can be used in users and groups.

    String; Maximum length is 64 characters. This property can contain only characters in the ASCII character set 0 - 127 except the following: @ () \ [] " ; : <> , SPACE.

    If flatten and include setting for nested groups is selected in Data Uploader, the group nested is flattened to the main group, and the user is included there.

    isBCUser

    Allows the user creation to mark as a Business Continuity user. This allows the OTP code to be sent to this user

    0,1

    CAMImportReference

    This is CAM’s import reference to determine if an account email or name has changed.

    Name+email+id

    Groupnos (known as OSType)

    Sets the type of user/group to be created based on the OSType field

    See list below

    OS Type Ids

    OS_Type

    Id

    Novel 3.x

    1

    Virtual

    2

    Windows NT

    3

    Novell NDS

    4

    External

    5

    Active Directory

    6

    LDAP

    7

    Samples

    File

    Description

    View file
    nameNDGroupMember.csv

    For NetDocuments Group Membership

    View file
    nameNDGroups.csv

    For NetDocuments Groups

    View file
    nameNDTestingDynamicGroups

    For ND dynamic groups

    View file
    nameiManageDynamicGroup.txt

    For iManage dynamic groups

    View file
    nameiManageGroupMember.csv

    For iManage GroupMembership

    Learn how to create your own CSV/TSV files with a Text Editor or Excel.