Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 12 Next »

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.com|true#23/12/2019*Admin$false

  • Deny Permission - Set as False For e.g. alexey.marcus@prosperoware.com|false#23/12/2019*Admin$false

  • To add as an user - Set User Type as False For alexey.marcus@prosperoware.com|true#23/12/2019*Admin$false

  • To add multiple users - user1@prosperoware.com|true#23/12/18*Admin$false,user2@prosperoware.com|true#23/12/18*Admin$false

Warning: If setting a user or group or security to Null, please set as 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

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

RemoveSecurity

Remove users from matter ACL (Access Control List)

String

userid or emailaddress|user

For e.g.: alexey.marcus@prosperoware.com|User

Remove users from groups

String

userid or emailaddress|group identifier

For e.g.: alexey.marcus@prosperoware.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.

📌 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.

  • No labels