About External System Configuration
The External Systems Configuration screen allows you to add the server details of the external systems to be accessed for provisioning. When you configure the external systems you can define the default workspace rules and templates, and define the metadata to be applied to the workspaces. To access this screen, click the Administration tab and select the External System Configuration.
In the External Systems Configuration page, click the Settings option to view the list of external systems supported by CAM.
CAM currently supports the following systems:
Note: When an organization or a firm adds a new system to CAM, users need to be resynced and linked to the new system.
Each of the external systems must be configured separately. In the Settings page, check the box next to the external system, click Save to add it to the tab menu options (in the center of the page) as a clickable link.
Click the icon or click the x on the top right corner, to return to the main Administration menu.
Note: To configure the external systems, the user must have credentials to validate the external system server configurations.
Required Permissions
Permissions | Allows User To |
|---|---|
View External Systems | To view External System Configuration option in the Administration tab Tip: Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group. |
External System Setup Workflow
Click the Settings tab and select the External System to be configured, the following dialog
The selected external system(s) are added as a tab on the page. Click the relevant tab to configure the server set up.
Add the server configuration and validate credentials.
Define the default workspace name rules and select the template to be applied to the workspaces. (The folder structure must be defined in the Template Editor)
You can also define additional folder metadata to be applied.
External System Default Group Rules
Users can define a default group rule set for security to be applied for workspaces from an external system if no specific security was passed in Data Sync or in Data Upload. Only one default can be set, but you can set up additional rules.
Permission needed: View Default Group Rule. Visit Role Permissions for Users & Groups.htm for the permission description.
To add a new Default Group Rule:
Open up External System Configuration panel from Administration.
Open up one of the external system configurations. For example, iManage or NetDocuments.
On the screen scroll to the section Default Group Rules.
Click Add New
Complete the information:
Is Default: Sets if this rule is the default rule for workspaces for this external system. Note that if you specify a second default rule, CAM will automatically set the IsDefault= NO in that case. There can only be one isdefault=Yes item.
Group: Sets the groups to have access in this rule.
Permission: Sets the permission for the rule to grant.
Rule: The name of the rule.
Metadata: If IsDefault is set to No, you have to pick the metadata to use for the rule to match on. Eg if ClientNumber matches 1234, then apply this rule. You can add multiple records.
Click Save.
To import/ export the Source System configuration:
In the Source System panel, click into the external source system.
On the bottom of the page, find the icon Export.
This exports the configuration as a JSON file.
Click the Import icon to import the external system configuration on another environment.