The following scripts are included with Data Uploader out of the box @ C:\Program Files (x86)\Prosperoware\CAM\Data Uploader\scripts or are other use case scripts from our implementation team.
Data Uploader uses an SQL file to read data from your billing system and create and update workspaces. In order for Data Uploader to make sense of this data, you must edit the SQL file so that the client and matter information is mapped to fields recognized by CAM. Once that has been completed, you can run the Data Uploader, which performs the following actions:
The query contained in the SQL file is executed on the database specified in your Data Uploader connection string.
The Data Uploader compares the result set with the data in the configured external system
If a client/ matter number in your billing database does not exist in the configured external system, Data Uploader adds a Create Workspace job to CAM's Job queue.
If a client matter number in your billing database matches that of an existing workspace, Data Uploader compares the metadata obtained from the billing system with that of the workspace; if any discrepancies are found, Data Uploader adds a Modify Workspace job to CAM's Job queue.
CAM then processes the jobs placed in the queue and applies the changes to the configured external system.
Script Name | Description | File(s) |
|---|---|---|
MatterInput | Imports Matters, clients and metadata attached to the matters or clients | |
UsersGroupInput | Imports users or groups (add in your database columns and tables accordingly) | |
BillingActivities | Creates MyMatters based on users' billing activity. Included with Milan. | If a Milan customer, use your Milan script. |
AddtoMyMatters iManage | Creates my matters shortcuts by user | |
CreateOrModifyOffice365Group | Allows for the setup of Office365 groups | |
CreateOrModifyWorkspacewFullMetadata iManage | Allows provisioning with iManage workspaces, metadata and shortcuts | |
CreateOrUpdateFolder_iManageOrNetDocs | Allows provisioning folders from iManage or NetDocuments. | |
CreateOrUpdateMetadata_CAMiManageNetDocs | Provisions metadata in CAM for iManage and NetDocuments. | |
CreateOrUpdateSharepointSite | Provisions sharepoint sites. | |
CreateOrUpdateTeamOrChannel | Provisions Teams or Channels in Microsoft Teams. | |
CreateOrUpdateUserOrGroup | Provisions groups and users and security. | |
CreateOrUpdateWorkspace | Provisions workspaces. | |
CreateTabUnderChannel | Creates tabs within channels for Microsoft Teams. | |
DeleteEmptyFolders_iManageOrNetDocs | Allows deletion of empty folders for iManage and Netdocuments external systems. | |
DeleteWorkspace_iManage | Allows iManage workspaces to be deleted. | |
RegionOfficeSecurity | Sets regional office based security. |