Content Comparison

Upload CSVs

You can also upload a job from this tab. Click the Upload CSV button and browse and select the file to be uploaded.

It allows uploading 25 CSV files at a time and file sizes not more than 50KB. The execution status of each file upload is displayed.

Job Tab Information

Column Name	Description
Checkbox	Check the box to select a job, or multiple jobs, to run an action.
Job	This columns lists the status of the job in the upload process in the external system. Hover your cursor over the external systems logo to view the external system name. The upload process is categorized in the following stages: Data Upload - This status is indicated when a job is uploaded via the Data Uploader or the Workspace Wizard, Upload Users or the Jobs tab> Upload CSV button. Modify Workspace - This status is indicated when a job is successfully uploaded and the modify process is initiated (for matters with same client and matter ID, or users & groups details updated) Create Workspace - This status is indicated when the workspace creation process is initiated in NetDocuments and iManage. ( with a new client and matter ID) Create Group - This status is indicated when a new user group creation is initiated in CAM. Create User - This status is indicated when the process to add a new user in CAM is initiated.
Job Description	This column displays the name of the workspace, matter and/or client updated in the external system. Click on the link to modify the workspace parameters.
Link	Click the Link to open the external system login page. Note: The link is not displayed for a job in the Data Upload stage.
Status Anchor Status Status	This column displays the status of the job. Click on the column name to view the count of the jobs against each status. The job status is categorized as: All - Displays the count of all jobs in all statuses. All statuses will be selected. Clicking all again will deselect all statuses. Completed - Displays the count of jobs successfully completed. If all statuses was selected before, only the completed status will be selected after changing to this. Completed with errors- This new status will show jobs that partially completed successfully, but some portion(s) failed with an error. In Progress - Displays the count of jobs in progress. (generally displayed when a job is uploaded) and jobs have unprocessed background jobs. In Progress with Errors- A in progress job that partially completed, but has one or more errors. Queued - Displays the count of jobs in queued up for the next process Pending - Displays the count of jobs in pending status Pending with Errors- A pending job to be executed, but has a pre-existing error. Error - Displays the count of failed jobs Waiting for Confirmation: If bulk jobs are submitted and need confirmation, this status displays. Click the Confirm Bulk Jobs button.
Created Date	Displays the job creation date
Completion Date	Displays the completion date for the job
Action	Image Removed Click on the above the action icon to view the Instance Log for the job or retry a job or archive a job. Info If a job is queued, Archiving the job will not process a queued job. if a job is in-progress, archiving the job will still keep processing the job until completed.
Created By Anchor Created-By Created-By	Displays the user who created the job. This parameter currently only works for the following jobs: Create/Update Group for Office/iManage/CAM Delete Group iManage Manage Project Team Update Group Membership Modify Workspace for iManage/NetDocuments Modify Workspace Security NetDocuments Modify Group Security Office Create Folders for iManage/NetDocuments Generate Template for iManage/NetDocuments Create User from UI NetDocuments/iManage/Office (M365) Create Tab jobs (M365) OneNote jobs (M365) Planner jobs

Generate CSV sample

This option allows the creation of a CSV Sample.

1. Click on the Jobs Tab Action menu, and select Generate CSV Sample.

2. 

   Specify the following details:

   1. Which System do you want to use? Select from the drop-down. This is a mandatory field.

   2. What action do you want to do? Select from the drop-down. Available actions are: Create Workspace, Add Folder, Delete Folder, Create Teams, Update Security. This is a mandatory field.

   3. Select a template.

      

3. Click Generate CSV. The button will remain disabled until the system and action are selected.

4. Click Download.

   

Notification

This option allows notifications to be set for a job.

1. First create the email template, as discussed here: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33653159/Email+Templates#Scheduling-Notifications

2. In the Roles tab in Account Management, enable the permission to Enable Job Notification.

3. Click on the Jobs Tab Action menu, and select Notification.
   

4. 

   Enter the notification details.

   1. Notification name

   2. Type of jobs for Completed or Errored.

   3. Email template selection

   4. Frequency

   5. CAM users to send to

5. Click save. The notification will run for those jobs.

Link to Workspace

This option allows you to link workspaces from iManage, NetDocuments to CAM.

Note this is not enabled by edefault, and is sent to the background job through Data Uploader, through a parameter.

1. In the Roles tab in Account Management, enable the permission Link To Workspace.

2. 

   Click the above icon in the top right corner and select Link to Workspace.

3. Enter the workspace details

   1. System

   2. Repository

   3. Workspace ID (SystemId from the system)

4. Click Search.

5. Based on query fields entered, it lists workspaces, not on CAM.

6. Navigate to all workspaces using the Previous Page and Next Page buttons.

7. Either select a specific workspace/s or select the Select All radio button and click Next.

8. Select either Link all workspaces by query or Link only selected workspaces.

10. Select the template from the dropdown of the templates list.

11. Select Skip Workspace Structure to avoid copying folder structure to CAM, default it's No.

12. Select Skip Workspace Security to skip linking the security in CAM, default it's No.

13. Select Link Metadata Values to link Metadata in CAM, default it's No.

14. Click Submit to link workspaces to CAM.

15. The Job will be created for each linked workspace and listed in the Jobs tab.

Data Uploader Configuration for Link Workspaces

1. Pass in the CSV job the “BackGroundJob“ parameter with the 'LinkWorkspace' value in the row.

2. The job will be set as a background job to link workspaces.

Find/Replace/Retry

This new option allows the user to find an existing job and either replace the job or retry the job.

1. In the Jobs tab, select the Action menu.

2. Select the Find Replace and Retry button.

3. Type in the attribute name to search, and the value of it.

4. Select Job Status and Job Types, this allows multi-select.

5. Click Find. This will find and display the number of instances where the value was found.

6. To replace the values, enter the New Value, and click Replace and Retry. This will replace the value in all instances that were found and retry those jobs.

7. A new job called Replace and Retry Jobs will appear in the Jobs tab.

Reconciliation Report

When you are provisioning Workspace, Cabinets, Teams, folders, etc. in the CAM, this report helps you to reconcile what is configured and what is provisioned. So to promptly decide which structure needs to be reprocessed.

It provides information:

1. is a complex Workspace structure having exact or mismatched folders with their assigned template?

2. is the workspace created with no folders?

This report is available for 7 days to download.

Go to Jobs tab > hamburger menu > click Reconciliation Report.

Select System: it will list external systems configured in CAM.

Select Contains Template: from the list of templates.

Enter Contains Folder Name: if you are looking for a specific folder else left blank

Select Yes if you want to include all workspaces or teams with fewer folders than templates. By default, Yes is selected.

Select Yes if you want to include all workspaces/sites with no folder. By default, Yes is selected.

Click Submit.

On submission of a report, the following is generated with the below details:

Retry Job(s)

In the Jobs tab, select which job needs to be retried, click the hamburger sign, and select Retry Job(s).

For bulk retries, just select multiple jobs to retry. Users can also filter the results then select one job or multiple jobs to retry.

Archive Job(s)

This option allows the job to be archived or removed from view. This used to be the delete jobs functionality.

1. In the Roles tab in Account Management, enable the permission Allow Archive Jobs.

2. In the Jobs tab, select one or multiple jobs to Archive.

3. Under the Action menu, select Archive.

4. The job(s) will be archived.

To view archived records, set the search in the Jobs tab to Status: Archived. The Archived jobs will suddenly appear. Other normal search views will hide archived jobs by default.

Archived jobs can only be viewed and their logs. Edit, Delete etc will not be available.

Auto archiving jobs

An admin can setup the global setting to set the duration of jobs to automatically archive them if they have completed.

To enable this:

1. Go to Administration

2. Go to Settings.

3. Click on the Jobs Tab.

4. Toggle on the switch for allowing auto archiving.

5. Select the duration. Available durations are: 30 days, 60 days, 90 days, 180 days

Job Cleanup

This global setting allows the cleanup of any uncompleted outdated jobs. For example, if they are suspended for a long period, or are timed out indefinitely.

To enable this:

1. Go to Administration

2. Go to Settings.

3. Click on the Jobs Tab.

4. Toggle on the switch for allowing job cleanup.

5. Select the duration. Available durations are: 30 days, 60 days, 90 days, 180 days

Modify Workspace

This page displays the details of the uploaded job and the associated log information. The log information can be helpful to know the type of error for a failed job.

1. In the Jobs tab, click the link in the Description column to modify a workspace.

2. Click the job description link to open the workspace login page. The external system login page is displayed.

3. The Parameters panel displays all the metadata values updated for a job via the uploaded CSV file. Click Edit to update the job parameters. In the Parameters dialog window, make the necessary changes and click Update. Once edited, retry the job to apply the changes.

1. Click the   icon in the top right corner and select Retry to re-upload a job. This option can be selected without editing the job parameters. You can track the status in the Jobs tab.

2. Click the x, next to the   icon to close the current page and return to the Jobs tab.

Jobs for Deleting Records

In CAM, now users can differentiate how to delete a record from the system.

• A record can be soft deleted, or hard deleted.

• A soft deletion is when the references of the record are removed from CAM. The original record isn't deleted in the external systems or db's.

• A hard delete is when the record is marked for deletion in all databases and systems. The hard delete will mark records as isdeleted to true in the records and search.

• To select a job for deletion, select the job(s) then hit delete.

Filter a Job

Click the Filters button. This option allows the job results to be filtered. Enter the below filter criteria and click Filter.

• Job - Type in the name of the job.

• Select a Job - Allows users to select a specific job type for the search.

• Description - Allows users to input a description by which to filter.

• Created By - Allows users to input a user name by which to filter.

• Job Link - Allows the user to go directly to the target DMS where the job was run from.

• Job Status - Displays the status of the job.

• Created Date - Users can select a date range for when the job was created.

• Completion Date - Users can select a date range for when the job was completed.

Export a Job

Exporting a job log can now be done easily for troubleshooting or for sending to Litera Support.

1. Select one or more errors and click the Export Log button for log information.

2. For more details , click inside an error to view the Job Details, then select the Export Details button.

Export log displays the following info in the export:

• Logtype

• message

• time

• system

• processor

• tenantid

Export details displays the following info in the export:

• Tenant URL

• Job Name

• Logs

• Created Date

• Status

• Client

• Matter

• TenantId

• Cloudwatch

• FileName

• System

• FolderCreated

• Uniqueid

• Jobid

• Camlogid

• Systemurl

• JobDatas

• CreatedByUser

• CreatedByUserid

• Backgroundjob

• Templateid

• Folderupload

• Link

• Retrystatus

• Completeddate

• Retried

• Retrycount

• Streams (streamid)