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The Workflow for DU is described below.

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Architecture Flow

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  1. Data Uploader connects to SQL via trusted login. Account used is devadmin@test.com the service account

a. Connection to DataUploader database to store user/group/metadata tp to upload to CAM

b. Connection to MatterWarehouse to get client/matter id and description to upload to CAM

2. Data Uploader connects to AD using trusted login via devadmin@test.com service account. Connection is used to get users/groups uploaded to CAM to be used when creating teams

3. Connection from Data Uploader to CAM via devadmin@test.com service account (explicit) to, upload securely via HTTPS, the generated CSVs with users/groups/metadata data, and upload to CAM

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d. Set a schedule for the data uploader to sync the files from your system to CAM

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image-20250219-195545.pngImage Added

Step 6: CheckĀ Jobs

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