CAM Commands

CAM Commands allow using specific functionality of CAM from within DeskSite/FileSite or Cloud iManage/Private Cloud/Work 10.

On Premise Steps:

• Download the CAM Commands installer using the EXE or MSI of Edge Compatible installer.

• Run the installer on premise. (You may have to trust the app and run anyway with the Windows Smartscreen popup.)

• Check which commands to enable from the installer.

• Once installed, you can open DeskSite or Filesite, and use the right click menu to access the CAM commands.

• Registry edits to rename items can be done from the Interwoven registry folder.

Work in the Cloud/Cloud iManage/Private Cloud Steps:

• Download the iManage Web Extension.

• If you require a customization to the yaml file before the application is uploaded, make this change first before sending or uploading the zip.

• Go to iManage Control Center, Applications, and upload the package.

• Follow the steps to Authenticate and Secure the application.

• Now you can use the commands in the Web Client.

Commands Available

Command	Description
Create Workspace	It allows the Request Workflow to appear in Work 10.
Manage Folders	Same as Directory tab - matter details. Refer Manage Folder. Refer the following Desksite screenshot shows commands for folder - Note: Jobs will be listed at CAM-Jobs tab only if more than 5 folders are added at iManage.
Delete Folder	It allows to delete not required and empty folder, empty subfolders within.
Edit name and Profile	It allows editing Workspace name, Folder name, or Profile from iManage system. You need to set criteria - on Metadata - in the CAM – in the External System Configuration, add Workspace Edit Name Rule to edit the workspace name. in the Template Editor, set the Prefix/Suffix option on the folders to edit the folder name. in the Layout, add form Edit Name - Profile and add Metadatas to edit the Profile. Note: Refresh the iManage page when you perform the edit to see that updated profile and name. For each edit request from iManage, Job will be listed in the CAM-Jobs tab.
Share Command	This command allows a user & group to share a document or folder with other users & group. If it enables - User & group have an access (Read/Write or Above) to the workspace In addition user & group should have a CAM permission 'View Share Document Or Workspace'. To view group member details (Userid, full name, email) click on group This command opens a dialog with two tabs. Share Document/Folder/Workspace - Displays selected document/folder/workspace. The following dialog opens - Select Type User/Group Select Users/Groups from lookup to share the selected items. Note: If the User & group is denied to access a selected item, will not be listed in the lookup. Private Documents are allowed to share by validating inclusion or exclusion policies. 3. Select Role type from the role dropdown list. 4. Specify Reason 5. Click Save to share item and click Cancel to close the dialog. 6. View Existing Security - Displays security details of selected document/folder/workspace Users/Groups List and Access Levels Note: These Users/Groups will not be listed in the User/Group lookup. If the document or folder or workspace is shared, the user is added to the dynamic group of the matter and the ACL list of the folder, sub-folders, and all documents within.
Copy To Teams	It allows sending documents, folders or the entire workspace to teams and documents. Send to Teams is only available for Work 10 systems. For more information Click Here
My Copy Job	Display the status of the last job submitted. For more information Click Here
Manage Security	This command allows adding Updating the security of a project team. For more information Click Here

Download CAM Commands

• Browse to CAM Administration.

• Go to the Downloads section. If this is not visible, enable the View Downloads Section permission and logout and log back in.

• Then click on CAM Commands. Select either Edge x64 or x86. We do not support IE compatible anymore.

Installing CAM Commands

• Run the Installer.

• Click Next.

• Agree to the Terms by checking the box, and click Next.

• Enter the CAM Base URL including tenant. E.g. http://tenant.firm.io

• Click Next.

• Select the Install location or keep the Default. Default location is C:\Program Files\Prosperoware\CAM\Commands\ for x64, and for x86, C:\Program Files(x86)\Prosperoware\CAM\Commands\.

• Installation can be done by the command line.

  • Execute the following command with updating the version number.

    msiexec.exe /a Commands.Installer.x64_1.0.148.0.msi /quiet /qn /norestart /log install.log

• Click Next.

• Select which commands to install. If the firm doesn’t want to include all commands, deselect the ones desired (e.g. copy to teams)

• Click Next.

• Click Install.

• Click Finish when completed. Then go to Add the Commands section to continue.

Refer to the following Desksite screenshot that shows the commands for a workspace displayed.

Registry Key Locations

The CAM BaseURL resides in the Docstree.IAdminSite.BASEURL

Downloading the Web Extension

• Browse to CAM Administration.

• Go to the Downloads section. If this is not visible, enable the View Downloads Section permission and logout and log back in.

• Then click on iManage Web Extension.

Deploying Web Extensions

To deploy the web extensions out of the box:

• Download the extension zip.

• Login to iManage Work/Cloud.

• Browse to iManage Control Center.

• Find Applications.

• Click Add Application.

• Select Upload Package.

• Upload the zip file as downloaded. Click Upload.

• Once uploaded, the Control Center will display the application in the list. Search for Prosperoware, and click on it.

The settings for the ProsperowareNPECommand are as such:

• Status: Enabled/Disabled

Application

• Name: Name of the app. Can be edited.

• Description: Can be edited.

• Publisher: Litera

• ClientId: Unique to the system.

• Contact: Use for support.

Authentication

• Application Type: Web

• Client Type: Public

• Redirect URL: The url redirect for OAuth

• Client Secret: Unique to the app

• Client Secret expires on: Sets the expiry of the secret.

• Allow Refresh Token: Yes/No. Default is yes.

• Refresh Token Expiry: 365 days is the default.

• Access Token Expiry: 30 mins is default.

• Security: All Users is default and recommended, unless the firm is limiting the users that can access.

To deploy the web extensions with firm customizations before uploading:

• Download and extract the web extension package.

• Edit the .yaml file(s) in notepad. Read Modifying the YAML file section.

• Save the yaml file(s).

• Compress the folder again in a zip folder as before.

• Browse to iManage Control Center.

• Find Applications.

• Click Add Application.

• Select Upload Package.

• Upload the zip file as downloaded. Click Upload.

Modifying the YAML files

Firms can modify the yaml file to set custom settings and names, or hide commands before the package is uploaded to the IMCC.

Open the Manifest.yaml in a notepad text editor.

This looks like this:

It allows the name, id, authentication settings, and extensions to be changed.

For example if the firm wants just ManageFolderMenuItem, they’d remove the other extensions in the web_extensions section except for the AspNetManageFolderMenuItem. Save your changes.

Then go to the respective yaml in the web_extensions folder. Open this in a text editor.

E.g. the AspNetManageFolderMenuItem.yaml looks like

The title, windowname, and menu are most commonly edited.

Menu allows the command to be shown in specific menus in iManage. E.g. Folder, Workspace means it will display in the right click menu off of a folder or workspace or be available in the general menu.

Contextual Menus in Work

To edit the Menu items visible for the CAM Commands in cloud, use the Contextual Menus Customization Panel.

• Click Web Client in iManage Control Center.

• Scroll down to Context Menus Customization.

• CAM Commands can reside in the Documents, Matters, or Folders options.

• Disable any commands you’d not like shown on the menu. Click Save.

Required Permissions