Metadata is information about your document and generally known as "data about data". All the documents, folders, and workspaces metadata associated with the external systems are listed here. You can manually add metadata and assign values to the metadata to be applied to workspaces and template folders.
Context
In the Administration tab, select Metadata
To perform every metadata operation (Add/Update/Delete) through provisioning with bulk of configuration and less system validation
Metadata pipeline will sync every operation into new metadata integration tables in MYSQL using 3 even sources
Metadata Definition
Metadata Mapping
Metadata Values
Users now will perform metadata operations (Add/Update/Delete) using Metadata module with less configuration and more system validation
The configure metadata in the following ways -
Manage Metadata
Metadata Mapping
Manage Metadata
Helps you to manage all metadata definitions which are created in CAM
Allows you to create, update, delete metadata definition, and manage systems (iManage, NetDocuments, M365, CAM, HighQ) and entities (Workspace, Folder, Documents) where metadata applies
Reserved Internal Metadata
Click on Reserved Internal Metadata, the following dialog opens -
Displays list of the reserved metadata keys
Filter Metadata allows to search specific reserved metadata key
Click Close to cancel the dialog
2. Filter
Allows you filter the specific metadata details and displays the list
Fields | Description |
|---|---|
Text Box | Enter metadata key, description, comment, code field |
Data Type | Select data type from the list |
Select System | Select system from the list |
Select Entity | Select entity from the list Note: Once select system, entity filed will be visible. |
Click Filter to display the metadata details list and click X to reset the filter
Result list
Field | Description |
|---|---|
Display Name (CAM) | Shows the metadata display name list |
Id Field: Description Field | Shows the metadata description list along with Metadata Id |
System | Shows the system list with entities |
Authority | Shows the Authority list |
Metadata Type | Shows the metadata type |
Editable | Click Show Mappings, the following dialog opens - 
|
Last Modified On | Shows last updated date and time |
Actions |
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3. Create Metadata
Allows you to create new metadata definition along with the associated
Allows you to perform metadata operations (Add/Update/Delete) on a single click.
To configure or to know each Metadata mapped on which systems (iManage, NetDocuments, M365,HighQ) and system entities (Workspace, Folder, Documents, Teams, Channel) within the system
The following screen describes to create metadata definition
Fields | Description |
|---|---|
Reserved Keys | Displays the list of the reserved internal metadata keys. |
Key Name | Enter the unique Metadata key name. |
Display Name (CAM) | Enter the display name reflected in the column name in the grid on the Cases tab in the CAM app. |
ID Field Name | Enter the valid Metadata id name. |
Description Name | Enter the description about the metadata. It is an optional field. |
Comments | Enter the more information about the metadata. |
Data Type | Select the data type from the list. |
Authority | Select the Authority from the list. |
The following screen describes how to configure or to know each Metadata mapped on which systems and entities
Warning: The entities must be enabled for assigning the metadata value against each entities.
CAM - Allows you to configure metadata in CAM system.
Field | Description |
|---|---|
CAM | Check the CAM system to enable the listed entities. |
Project | Select project metadata value from the list. |
Workspace | Select workspace metadata value from the list. |
Folder | Select folder metadata value from the list. |
Document | Select document metadata value from the list. |
Teams | Select teams metadata value from the list. |
Channel | Select channel metadata value from the list. |
Site | Select site metadata value from the list. |
2. iManage - Allows you to configure metadata in iManage system.
Field | Description |
|---|---|
iManage | Check the iManage system to enable the listed entities. |
Workspace | Select workspace metadata value from the list. |
Folder | Select folder metadata value from the list. |
Document | Select document metadata value from the list. |
3. NetDocuments - Allows you to configure metadata in NetDocument system.
Field | Description |
|---|---|
NetDocuments | Check the NetDocuments system to enable the listed entities. |
Workspace | Select workspace metadata value from the list. |
Folder | Select folder metadata value from the list. |
Document | Select document metadata value from the list. |
3. Office365 (M365)- Allows you to configure metadata in M365 system.
Field | Description |
|---|---|
Office365 | Check the Office365 (M365) system to enable the listed entities. |
Teams | Select teams metadata value from the list. |
Channel | Select channel metadata value from the list. |
Site | Select site metadata value from the list. |
Folder | Select folder metadata value from the list. |
Document | Select document metadata value from the list. |
4. HighQ - Allows you to configure metadata in HighQ system.
Field | Description |
|---|---|
HighQ | Check the HighQ system to enable the listed entities. |
Site | Select site metadata value from the list. |
Folder | Select folder metadata value from the list. |
Document | Select document metadata value from the list. |
Save - Click Save to save the configured metadata against system
Save & Continue - Click Save & Continue to save and procced to create metadata mapping screen. For more information refer Create Metadata.
Close - Click Close to cancel the dialog