Create Metadata

Job

Mandatory

CreateMetadata

Allows you to create metadata value.

Look Up Metadata Fields You Want To Add Values To

Mandatory

String

These are the Lookup Metadata fields that you want to add values to.

To download sample sample create metadata.csv, click Here

Document_number

Optional

String

Adds the document number metadata. For service desk, you need to ensure _ is in the parameter document_number

Document_number: 1234

Systems

Recommended

String

The accepted values are -

IManage, CAM, NetDocuments, Office365

Case sensitive

If you do not include this column, or leave it blank, CAM will assume you wish to add a value to a CAM only Lookup type Metadata Field. It is strongly advised that you use this column.

This replaces the ‘CreateInIManage’, ‘CreateInNetDocuments’ and ‘CreateInOffice365’ columns, although these are still supported. If you use these create parameter columns instead, the supported values are 1 (true) or 0 (false)

Security

NetDocuments Only - Optional

String

The format for the security column: [useremail]  |  {allow or deny=true or false]  #  [expiration date]  *  [role]  $  [isGroup=true or false]

For more information see the video, click here

This column assigns security of NetDocuments Metadata. For example, you are adding a ClientId value via a CreateMetdata job and want a user (stated in the Security Column) to be able to access any workspaces with this Client Id

Examples:

User:

Bob.bradley@demo-firm.com|true#NULL*Admin$false

Group: Partners|true#NULL*
Editor$true

If multiple entries are included in this column, separate each entry by a comma and save the file as tab delimited. CAM will recognize a tab-delimited file when uploading as a CSV file in the Jobs tab.

Server

Optional

String

If not included, CAM will use the default server set within External System Configuration.

Database

iManage Only - Optional

String

If not included, CAM will use the default database set within External System Configuration.

CabinetName

NetDocuments Only - Optional

String

You can use either CabinetName or CabinetId. If not included, CAM will use the default Cabinet set within External System Configuration.

CabinetID

NetDocuments Only - Optional

String

You can use either CabinetName or CabinetId. If not included, CAM will use the default Cabinet set within External System Configuration.

Queue

Optional

1

Include this column if you use the same CSV/script again with no changes to the values.

CopyFrom

Metadata Mapping-> CopyFrom

DatabaseName

Copy From will copy all metadata mapping attributes from a database to another database.

MyWorksiteDatabase

Autodiscover

Metadata Mapping-> Autodiscover

1/0

Auto discover will only add mappings that don’t exist for a metadata item or custom metadata. It will not remove or update existing mappings.

Autodiscover=1

Metadata key name

alphanumeric

Metadata id

numeric

Maps different metadata from two systems side by side.

Maps all metadata from one system to another without differentiation of the metadata.