Configure External Systems

About External System Configuration

The External System Configuration screen under the Administration tab 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 System Configuration page, click the Settings option to view the list of external systems supported by CAM.

Supported Systems

CAM currently supports the following systems.

See the Litera DMS Matrix by-product.

Set-up

Each of the external systems must be configured separately. To enable a system:

1. In the Settings page, check the box next to the external system

2. Click Save to add it to the tab menu options as a clickable link in the top center of the page.

3. Click the system link in the top center to configure that particular system

4. 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.

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 advance 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 by clicking on the respective system on the top center.

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 be granted.

• 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 export the Source System configuration:

1. Click on the Administration tab.

2. Click on Source Systems.

3. In the Source System panel, click the actions menu of the external source system you wish to export. This exports the configuration as a JSON file.

To import a Source System configuration:

1. Click on the Administration tab.

2. Click on Source Systems.

3. Click the Actions menu at the top right of the page and select Import.

Default Dynamic Mappings of External System Security

Dynamic mapping of security is comprised of this new mapping.

Learn how to do the mapping of roles and permissions.