Create/Edit Users/Groups in the DMS

Columns	Description	Supported Values
FirstName	Enter the user first name	String
LastName	Enter the user last name	String
MiddleName	Enter the user middle name	String
PrimaryEmail	The email address of the user	String. Needs to contain proper Email formatting, example: ***@*.com
SecondaryEmail	Any secondary email. User defined	String. Needs to contain proper Email formatting, example: ***@*.com
Telephone	Phone number	String
Office	Office	String
StreetAddress	Address	String
City	City	String
PostalCode	Zip code	Integer
Country	Country	String
JobTitle	Title of User	String
Department	Department	String
Company	Company	String
Location	User's location. This doesn’t work for iManage, see iManage section below	String
Id	Metadata Id in CAM	Integer
RecordType	The type of record	String
Role	Role from CAM or source system	String. E.g. Administrator, NRTAdmin
Owner	Sets the owner of the metadata/workspace/object.	String
Disabled	Set the flag to disable a user/group in CAM	String: Set True/1 1= disabled, 0= enabled
IsCAMUser	Set to 1 to import or create a CAM user. Set to 0 to not import a user.	String: Set True/1 Integer 0=Do not import/create. 1= Create The default value is 0.
IsCAMGroup	Set to 1 to import or create a CAM group.	String: Set True/1 Integer. 0=Do not import/create. 1= Create
UniqueSystemWorkspaceColumns	To specify unique system metadata. Is case insensitive.	Note pass client id and matterid columns as well in the csv if using the ids here.
UserID	Add user ID to login	String. E.g. a.marcus - One of the required fields for user creation. Note: iManage requires userid’s be encased in %%. Like %alexey.marcus%
Username	Adds the username	String. E.g. alexey.marcus NOTE: You must add the full username to add the user to a group.
Usertype	Type of user	Integer. 1= external, 0= internal
Usercontainertype	For netdocuments	Integer. 1= Repository, 2= cabinet.
DisplayName	Adds the full name (display name) of the user.	String. E.g. Alexey Marcus. - One of the required fields for user creation.
MailNickname	Adds the email (nickname) of the user	String Typically same as username E.g. alexey.marcus - One of the required fields for user creation. Optional for Microsoft teams creation.
Type	Specify if adding as a user or group	String (user/group) user - add as user, group- add as group
ContainerType	Type of container to add. (Id of container type)	Netdocuments has two types: Repo (1) and cabinet (2). iManage has one type (2), Office365 has one type (1)
ExtContainerId	The id of the container.	Integer. Needed for searching for duplicate emails.
ExtContainerName	The name of the container.	String.
Important: For iManage, extContainerId and extContainerName are the same value; For netDocuments, when searching for documents, users can also see the cabinetName column in the grid by creating separate metadata for that and mapping it to extContainerName. In Layout config, users have the option select if they want to see metadata in the search layout only or in the results grid.
GroupContainerType	Type of the container.	Integer. 1= Repository level, 2= Cabinet level
GroupType	Type of group	Integer. 0= Public, 1=Private/ Personal
Groups	Add group name	String. NOTE: Full name of the group is required so users can be added.
Groupid	Id of the group	String. NOTE: Groupids for Office365 will inherit the Microsoft id. This looks like: d4dfe2ae-c58b-4efd-939a-02ea5cfeae6d
Imanageadmingroup	Add user to iManage Admin Group	Boolean (y/n) y to add n to skip
AddtoMyMatters	Sets if the workspace will be added as shortcut, to the My Matters page. Type in the user email to add to their my matters.	String Users separated by comma character ",". userid/emailaddress, userid/emailaddress, userid/emailaddress… For e.g.: alexey.marcus@prosperoware.com
AddtoMyFavorites	Sets if the workspace is added to the favorites page. Type in the user email to add to their my favorites.	String Users separated by pipe character "\|"; userid or emailaddress\|user For e.g.: alexey.marcus@prosperoware.com\|User
IsExternal	Sets up external users/groups	Boolean. true or false. Is not case sensitive.
WelcomeEmail	Sends the CAM Welcome email to a new user in the system. Can be used in Data Uploader as well.	Integer, 1= send the email, 0= don’t send
FolderSecurity	This parameter assigns dynamic security on private folders.	String Use the groupname you will assign here to have security. Comma separated values allow for multiple groups.
Server	The server. Note iManage’s docserver is not currently supported from their API.

iManage Specific

iManage

Columns	Description	Supported Values
Deletefromimanage	Deletes a user or group from iManage	Yes=1, 0=No
DisplayName	Specify the display name, which you want to reflect on the iManage system	String: testing may 7
CreateInImanage	Specify the value whether user can create in iManage The default value is 1.	Integer: 1 1 - to create user in iManage 0 - to skip the user creation
PasswordExpired	Specify the value to set the password expiry The default value is False.	String: False False - to skip the password expiry True - update password expiry
ForceUserToChangePassword	Specify the value where user can skip the password change on first time login. The default value is 0.	Integer: 1 1 - to create user in iManage 0 - to skip the user creation
Server	The server Note iManage’s docserver field is not currently supported from their API.	String: worksite2020
Database	Specify which database name, you want to create the user	String: testcam
Disabled	Specify the disable value to show the user state whether user is active in Active Directory (AD).	Integer: 1
General	Allows adding the general parameter from iManage	String
Office	Allows adding the user’s location. Note one cannot for iManage add the location parameter, it must be office.	String

To view the sample CSV, click here

NetDocuments Specific

NetDocs

Columns

Description

Supported Values

Netdocumentsadmingroup

Add user to NetDocuments Admin Group

Boolean (y/n)

y to add n to skip

Deletefromnetdocuments

Delete a record from netdocuments

1= yes, 0= no

To view the sample CSV, click here

Samples

File	Description
	A bulk user creation script with a group
	User creation with an SPM policy.
	NetDocuments group modification with the parameter isexternal set to false.
	NetDocuments group modification with the parameter isexternal set to true.
	A user import for iManage with UserLoc, DocServer and General.
	An update to a User creation in NetDocuments.
	Create a Group in NetDocuments.
	Add a User to a Group in NetDocuments.
	An update to a User creation in Office365.
	A Group creation in Office365.
	Add a User to a Group in Office365.

Creating CSVs

Create a CSV file using Text Editor

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:
Save the file with extension .csv

Create TSV file using Text Editor

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:
Save the file with extension .tsv

Create a CSV/TSV file using Excel

Open an Excel sheet and enter the data.
To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.
To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.
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.