Configure External Systems

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 External System Configuration.

In the External Systems Configuration page, click the Settings option to view the list of external systems supported by CAM.

Supported Systems

CAM currently supports the following systems:

• iManage

• NetDocuments

• Office365

• Kira

• S3

• HighQ

• Source Systems

Each of the external systems must be configured separately.

1. In the Settings page, check the box next to the external system, and click Save to add it to the tab menu options (in the center of the page) as a clickable link.

2. Click the System button or click the x on the top right corner, to return to the main Administration menu.

Required Permissions

External System Setup Workflow

1. Click the Settings tab and select the External System to be configured, the following dialog

2. The selected external system(s) are added as a tab on the page. Click the relevant tab to configure the server setup.

3. Add the server configuration and validate credentials.

4. 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)

5. 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 Uploader. Only one default can be set, but you can set up additional rules.

Permission

 View Default Group Rule. Visit Required Permissions for details.

To add a new Default Group Rule:

1. Open up the External System Configuration panel from Administration.

2. Open up one of the external system configurations. For example, iManage or NetDocuments.

3. On the screen scroll to the section Default Group Rules.

4. Click Add New

5. 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 to 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. Eg if ClientNumber matches 1234, then apply this rule. You can add multiple records.

6. Click Save.

To import/ export the Source System configuration:

1. In the Source System panel, click on the external source system.

2. On the bottom of the page, find the button Export.

3. This exports the configuration as a JSON file.

4. Click the Import button to import the external system configuration on another environment.

Default Dynamic Mappings of External System Security

Dynamic mapping of security is comprised of this new mapping: