Analytics Bulk Jobs

Custommetadatas

This column allows to add multiple metadata values together, for the purpose of updating or provisioning or searching for records.

classid?doc|clientname?exxon001,Harkins vs Jason|document_number?10104252,9162943

• This format shows you can use whatever custom metadata you need, in the format of metadata?value | metadata?value1,value2

• Use pipes between multiple metadata columns.

• Use commas for multiple values you are searching or using.

The sample above if we were to provision a bulk job, is defining the classid as type doc, then pulls the clients Exxon001 and Harkins vs Jason, and then filtering based on the two document numbers.

job

The parameter of the job. For analytics it is analyticsbulkjob

analyticsbulkjob

action

The action from the Analytics UI that can be performed with the CSV. See the full job and action information here: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456993/Configure+Analytics#Running-Bulk-Jobs-via-CSV

• SecurityUpdate

• restore

• restorefolder

• declareasrecord

• undeclare

• addtomymatter

• moveworkspaces

• removeemptyfolders

• removefolder

This CSV sample allows running a bulk analytics job to undeclare documents, where records match a partial search for a custom metadata name. For example, the custom metadata field, if set as: name?Copy*, means that it will search for a name containing “Copy” and apply the undeclare action against those results. For iManage.

This CSV sample runs a bulk analytics job to undeclare documents, where records match a partial search for several custom metadata fields (authorid, clientid, date, document number). For NetDocuments.

Adds a Workspace to my Matters in iManage

Declare for iManage

Declare for NetDocuments

Move Workspaces

Remove Empty folders

Restore iManage

Restore NetDocuments

Revert to Prior Version

Security Update Add to Workspace

Security Update Default Security

Security Update Default security on Workspace

Security Update Default security on Document

Security Update Default security on Folder

Security Update Remove on Workspace

Undeclare iManage

Undeclare NetDocuments

Bulk Analytics operation: removefolder from iManage

Bulk Analytics operation: removefolder from NetDocuments