Create Dynamic Group And Users

Allows users to create dynamic groups and users through CSV.

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@firm.com\|true#23/12/2019*Admin$false Deny Permission - Set as False For e.g. alexey.marcus@firm.com\|false#23/12/2019*Admin$false To add as an user - Set User Type as False For alexey.marcus@firm.com\|true#23/12/2019Admin$false* To add multiple users - user1@firm.com\|true#23/12/18Admin$false,user2@firm.com\|true#23/12/18Admin$false Warning: If setting a user or group or security to Null, please set as lowercase null. Issues with cases will occur with NULL.
Security	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#23/12/18Admin$true Deny Permission -* Set as False For e.g. group\|false#23/12/18Admin$true To add as a group -* Set as Group type as True For e.g. For e.g. group\|true#23/12/18Admin$true* Add multiple -groupsgroup1\|true#23/12/18Admin$true,group2\|true#23/12/18Admin$true 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@firm.com\|User
	Remove users from groups	String userid or emailaddress\|group identifier For e.g.: alexey.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
mailNickname	Adds the email (nickname) of the user	String Typically same as username E.g. alexey.marcus - One of the required fields for user creation. 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.

Create a CSV file using Text Editor

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:
Save the file with extension .csv

Create TSV file using Text Editor

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:
Save the file with extension .tsv

Create a CSV/TSV file using Excel

Open an Excel sheet and enter the data.
To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.
To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.
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.

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.