Release Notes CAM May 2024 (24.05.20)

New Features

Module

Description

Analytics

The Analytics user interface is further redesigned to provide an even better user experience. The query configuration, joins & filters are now on the left-hand panel leaving the entire right-hand panel to display results and take actions. Check out the CAM Resource Center available from the “?” icon on the top right corner of CAM for more details about the new Analytics UI.

Analytics

The View Security action is redesigned to be a cleaner display. Add the access_security or deny_security columns to your report. Click the View Security link on that column to view all users and groups that are either allowed or denied access from that document, workspace or folder. Use the column headings in the View Security dialog to filter security results.

Analytics

Join operators for Documents and Document History on Analytics queries are now supported. This allows you to search for history by document metadata like client/matter or other document-level metadata. Support for other joins between entities such as between documents and folders and folders and workspaces will be available in upcoming releases.

Analytics

Query parameters are now supported in Analytics to allow users to reuse saved reports and simply modify the filtered value as needed. For example, you can set client and matter metadata as parameters. You can then key in the desired client/matter each time you run the report.

Data Sync

Improvements to offline change events processing for both iManage and NetDocuments during incremental syncs, along with other backend performance improvements for data sync.

Data Sync

Incremental sync job KPIs are now available that display job-related Key Performance Indicators (KPIs) like processing rates, running progress, or errored events. Click the View Details-> KPI tab button from Data Sync>Sync Job Status>Incremental Sync tab to see Incremental Sync KPIs.

Provisioning

The iManage OSType groupnos is now supported for provisioning groups into iManage. This allows you to designate if the group is an ADS group, virtual group or external group. The iManage rules for assigning users to these groups still applies, e.g., you can only add external users to external groups. See the documentation link above for the syntax and available values for OSType.

Provisioning

A new ADMapping attribute called OpType is now supported in the DataUploader AD Sync mapping. The attribute allows you to select whether you would like to have an “AND” or an “OR” operator when synchronizing users from various OUs and groups.

Fixed Issues

Module

Cloud Id

Description

Analytics

Cloud-28929

When using the “In” condition in a filter, if you typed a space after a comma, the results were not filtered correctly. CAM will now automatically remove those spaces the items listed in the “In” clause will be searched properly.

Analytics

Cloud-28930

Resolved an issue causing the parent child group by's to not work properly if the value in the child metadata is null. Now, users can effectively utilize parent/child group by's in Analytics even when the child value is null.

Account Management/ PowerDesktop

Cloud-28308

Tenant lockout settings will save and the error “unable to fetch lockout settings” will not be shown.

Account Management/ PowerDesktop

Cloud-16347

The Actions menu will now display on the Computers tab for those who haven’t seen it before.

Data Uploader

Cloud-28338

Re-syncing nested groups in a full sync with children now works as expected.

Provisioning

Cloud-29505

Reprocessing large folders that failed due to Exceeded size will reprocess successfully.

Provisioning

Cloud-27814

Provisioning jobs for workspaces will add the folders and not error due to an AWS timeout.

Provisioning

Cloud-27783

Metadata values are now showing correctly on the Edit Name and Profile command when accessed from My Matters or My Favorites.

Provisioning

Cloud-15957

Resolved an issue where workspaces with the same client matter were duplicated during bulk creation.

Provisioning

Cloud-14821

Resolved an issue of a false positive during a create metadata job when the NRTAdmin account is locked. The job will now display correctly as an errored job if the NRTAdmin account is locked out.

Metadata

Cloud-25123

AuthorType metadata now saves in MetadataMaster and can be mapped for NetDocuments.

Request Workflow

Cloud-28906

OneDrive folders are created with the service account using the OneDriveUser parameter.

Template Editor

Cloud-16429

Templates uploaded from Milan will have the proper template name in the Select Template lookup.

Template Editor

Cloud-16216

Milan availability criteria imported onto the template will now display.

Template Editor

Cloud-15978

Importing templates exported from another system will not display the old system server and db names.

Users and Groups

Cloud-16054

Resolved an error that occurred when adding a user or group to Office365 manually from the Users and Groups tab.

Known Issues

Module

Cloud Id

Description

Analytics

Cloud-29575

When you view a report by Previewing from the Existing Reports page, there are instances where performing an operation will not work.

Workaround: View the report in an Edit state, by selecting the Edit Report button, and then perform the required operation.