Create or Edit or Delete/Disable Users/Groups

isGlobalUserManagement

If this is set to 1, this allows to edit or delete or create users or groups on a global level. This includes the user properties of such user. Deletion of a user or group will be reflected on all databases or libraries if applied globally. Enabling the user gives admins abilities to assign the users on other databases/libraries. For Cloud imanage

0/1

Example: We want to disable a user on one library but not globally. Set isglobalusermanagement=0, then set the disable flag=1 on the library of choice. E.g iManage US

Example: A user needs a username change. This we want to do globally to change the username on all libraries. Set isglobalusermanagement=1 and update the username column to the correct value.

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 OR another system

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

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.

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; Maximum length is 64 characters. This property can contain only characters in the ASCII character set 0 - 127 except the following: @ () \ [] " ; : <> , SPACE. 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.

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.

Groupid

Id of the group

String.

Imanageadmingroup

Add user to iManage Admin Group

Boolean (y/n)

y to add n to skip

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.

CAMImportReference

This is CAM’s import reference to determine if an account email or name has changed.

Name+email+id if not imported by AD; if imported by AD this is the AD object GUID

Note iManage supports only this field if the username or email changes to detect changes.

SkipUpdateIfExists

This parameter can be used with an AD sync or without one based on where you want users and groups to be imported. Set this setting here in AD configurations if you want the user to come from the AD system. 0 will update the user or group in both CAM and the external system, 1 will skip the external system and update only in CAM.

1, 0

For details visit:

For AD: Configure Data Uploader | Anatomy of the ADmapping.config File

For CSV/iManage etc: Configure Data Uploader | Passing Users via CSV

Applying a user disablement, and a user change globally in iManage

Bulk user disabling script

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.

User creation in NetDocuments.

Create a Group in NetDocuments.

Add a User to a Group in NetDocuments.

User creation in Office365.

Group creation in Office365.

Add a User to a Group in Office365.