Create Team and Structure

ClientId

Enter the client ID

String: MMMTest12

MatterId

Enter the matter ID

String: MMMTest12

ClientName

Enter the client name

String: MMMTest12

MatterName

Enter the matter name

String: MMMTest12

WorkspaceName

Enter the Workspace Name.

The field to use if Office365ChannelName, or Office365Teamsname is not provided.

String. MMMTest12

CustomFolderNameInTarget

Enter the team name (or folder name) . Allows you to provide customize name to the folder which will be create where all documents and nested folder will copy during content sync. This used to be TeamNameiniManage and is now supported in any DMS.

String: test team

CreateInOffice365

Create this in Office 365, or not. The setting is used for the ETL creation and move of Teams to DMS. Required

Number:

1 to create, 0 to skip

Job

Specify the Job name to be executed. Required

To use the ETL functionality of Linking Teams or Moving Teams content, Request Access or Grant Access to this job.

Request Access - User can send a request to access multiple Team by providing user id with pipe separated.

Grant Access - User can grant an access to requestor.

String: LinkMsTeamsOrChannel or createTeam

Office365Group

Name of Office 365 Group.

Office365group is used for groupname while creating a group in external.

String- For Team creation, is required.

Office365Teams

Team name for Microsoft Teams

Accepts a search keyword combination of client and matter to find teams associated with a specific client and matter.

String- For Team creation, is required.

mailnickname

Nickname for mailing.

Mailnickname is used for group email in external. Required

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

Office365Type

The type of Office 365 object being managed. This can be group, teams, channels, tabs, OnedriveFolder, users

Required

String; being Channels, Teams, Tabs, OnedriveFolder

Office365ExistingTeamId

Allows selecting a pre-existing team to use to create a channel in the team.

String. NOTE: This is Case sensitive.

WebsiteUrl

URL of the website for the Office 365 object

String

ContentUrl

URL for content sharing for the Office 365 object

String

RemoveUrl

URL for removal.

String

Office365ChannelName

The name of the channel or OneNote or Planner.

String. This is the default parameter to use for channels. WorkspaceName will be used if this is not provided.

ChannelName

Name of the channel

String

TabAppName

Name of the tab

String

TagNames

You can create the tag name in MS teams now during creation of Team

String: Developmen#QA#Services

TagMembers

You can tag the member for created tag in Teams

String: testuser@firm.com#test@firm.onmicrosoft.com

Security

For Teams' security.

String:

Format: userid | |hasaccess=|role=|isexternal=|isgroup=|
example -

userid=test@firm.onmicrosoft.com|hasaccess=true|role=Admin|isexternal=false|isgroup=false#userid=test1@firm.onmicrosoft.com|hasaccess=true|role=Editor|isexternal=false|isgroup=false

or E.g. bob.bradely@demofirm.com|true#23/12/2019*Admin$false

DefaultSecurity

Allows to set the default security on a team/channel/tab or user/group

String: Public, Private, Inherited.

TeamMemberSettings

Helps set these team members settings:

teamId

The ID of the team whose member settings need to be updated.

allowCreateUpdateChannels

When set to:

TRUE - allows members to create and update channels.

FALSE - prevents members from creating and updating channels.

allowDeleteChannels

When set to:

• TRUE - allows members to delete channels.

• FALSE - prevents members from deleting channels.

allowAddRemoveApps

When set to:

• TRUE - allows members to add and remove apps.

• FALSE - prevents members from adding and removing apps.

allowCreateUpdateRemoveTabs

When set to:

• TRUE - allows members to create, update, and remove tabs.

• FALSE - prevents members from creating, updating, and removing tabs.

allowCreateUpdateRemoveConnectors

When set to:

• TRUE - allows members to create, update, and remove connectors.

• FALSE - prevents members from creating, updating, and removing connectors.

Optional. Default is selected if not specified. String.

E.g. (use # at the end of each setting if multiple exist)

allowCreateUpdateChannels=true#allowDeleteChannels=true#allowAddRemoveApps=true#allowCreateUpdateRemoveTabs=true#

allowCreateUpdateRemoveConnectors=true

TeamFunSettings

Sets the Emoji, stickers and giphy settings

Optional. Default is selected if not specified. String.

E.g. (use # at the end of each setting if multiple exist)

allowGiphy=true#giphyContentRating=Moderate#allowStickersAndMemes=true#allowCustomMemes=true

TeamGuestSettings

Sets guest settings.

Optional. Default is selected if not specified. String.

E.g. (use # at the end of each setting if multiple exist)

allowCreateUpdateChannels=false#allowDeleteChannels=true

TeamMessageSettings

Sets message settings.

Optional. Default is selected if not specified. String.

E.g. (use # at the end of each setting if multiple exist)

allowUserEditMessages=true#allowUserDeleteMessages=true#allowOwnerDeleteMessages=true#

allowTeamMentions=true#allowChannelMentions=true

Office365Folder

OneDrive Folder name.

String

ParentFolderPath

To create Folder Structure in OneDrive; Specify Folder name where to add subfolder.

String

OneDriveUsers

Specify users where to provision these folders.

String

E.g. *****@***.com|*****@***.com

Template

Specify Template Id If creating Planner Or OneDrive or OneNote using Template

String

IsExternal

Sets up external users/groups

Boolean. true or false. Is not case sensitive.

RemoveSecurity

To remove M365 user(s) from teams and matter team.

String:

****1@firm.onmicrosoft.com#***a2@firm.onmicrosoft.com#****3@firm.onmicrosoft.com#****4@firm.onmicrosoft.com

Queue

Specify queue number

Integer: 1

imanage_server

Allows you to create workspace provision for M365 teams with iMange as Tab.

Specify iManage server name.

String:

worksiteserver2022

imanage_workspace_id

Specify the workspace id.

String: Interns!5516

netdocuments_workspace_id

Allows you to create workspace provision for M365 teams with NetDocument as Tab.

Specify NetDocument server name.

String: 4845-5649-8658

Classification

Specify the classification name

• Internal: Internal users only

• External: Could contain external users

• Confidential: Contains confidential information

• Highly Confidential: Contains confidential information

String: Confidential

ExcludedGroupUsers

Specify users who does not want to pass the all users of passed group into team security

String: Userid

EnforcedSystems

Enforces already existing controls on office365.

office365

hiddenfromoutlook

Hides the group or Team from the Outlook interface.

String

Yes/True/1= Sets the value to be hidden, e.g. hiddenfromoutlook=1

0/False/No= Sets the value disabled

hiddenfromaddresslist

Hides the group or team from the address book, or group list if a group is selected.

String

Yes/True/1= Sets the value to be hidden

0/False/No= Sets the value disabled

Microsoft Teams

ClientId

Enter the client ID

String

MatterId

Enetr the matter ID

String

Clientname

Enetr the client name

String

Mattername

Enter the matter name

String

CreateInOffice365

Create this in Office 365, or not. This is used for the move of Teams to DMS.

Number:

1 to create, 0 to skip

Office365Group

Name of Office 365 Group

String- For Team creation, is required.

Office365Type

The type of Office 365 object being managed. This can be group, teams, channels, tabs, OnedriveFolder, users

String; Teams

DefaultSecurity

Allows to set the default security on a team/channel/tab or user/group

String: Public, Private, Inherited.

Security

For Teams' security

Format: userid= |hasaccess=|role=|isexternal=|isgroup=| (use # at the end of each record if multiple exist)

E.g. userid=aliceb@firm.com|hasaccess=true|role=member|isexternal=true|isgroup=true#

userid=chandua@firm.com|hasaccess=true|role=member|isexternal=false|isgroup=true

OR

E.g. bob.bradely@demofirm.com|true#23/12/2019*Admin$false

Template

Enter the Template Id

String - e.g. test890-1

Channelname_Security

To access a private channel, enter the name of the specific private channel present in teams.

String: userid=monqa1@firm.onmicrosoft.com|hasaccess=true|role=member|isexternal=false|isgroup=false

Channel_Security

Add this field in CSV- To access all private channel present in Teams.

String:

userid=monqa1@firm.onmicrosoft.com|hasaccess=true|role=member|isexternal=false|isgroup=false#userid=monqa2@firm.onmicrosoft.com|hasaccess=true|role=member|isexternal=false|isgroup=false

Queue

Enter queue number

Number: 1 to create, 0 to skip

WorkspaceName

Enter the Workspace Name

String. The field to use if Office365ChannelName, or Office365Teamsname is not provided.

MatterTeam

Enter the matter team

String: aayyush@firm.in#81asaas@firm.in # sun@firm.in#pp@firm

RemoveSecurity

To remove M365 user(s) from teams and matter team.

String:

****1@firm.onmicrosoft.com#***a2@firm.onmicrosoft.com#****3@firm.onmicrosoft.com#****4@cfirm.onmicrosoft.com

Office365 New Channel

ClientId

Enter the client ID

String

MatterId

Enetr the matter ID

String

Clientname

Enetr the client name

String

Mattername

Enter the matter name

String

CreateInOffice365

Create this in Office 365, or not. Setting is used for the move of Teams to DMS.

Number:

1 to create, 0 to skip

Office365Group

Name of Office 365 Group

String- For Team creation, is required.

Office365Type

The type of Office 365 object being managed. This can be group, teams, channels, tabs, OnedriveFolder, users

String; Channel

MailNickName

Enter mail nick name

String: e.g 38919askdakmdakdakda

WorkspaceName

Enter the Workspace Name

String. The field to use if Office365ChannelName, or Office365Teamsname is not provided.

Office365Channel

Enter the channel name

String: e.g pq02002ksks

DefaultSecurity

Allows to set the default security on a team/channel/tab or user/group

String: Public, Private, Inherited.

Security

For office365 channel security

Format: userid=chandu.jain@firm|hasaccess=true|role=Admin|isexternal=false|isgroup=false

RemoveSecurity

To remove M365 user(s) from teams and matter team.

String:

****1@firm.onmicrosoft.com#***a2@firm.onmicrosoft.com#****3@firm.onmicrosoft.com#****4@firm.onmicrosoft.com

Office 365 existing Channel - Following CSV is using to update security on existing channel

ClientId

Enter the client ID

String

MatterId

Enetr the matter ID

String

Clientname

Enetr the client name

String

Mattername

Enter the matter name

String

CreateInOffice365

Create this in Office 365, or not. Setting is used for the move of Teams to DMS.

Number:

1 to create, 0 to skip

Office365Group

Name of Office 365 Group

String- For Team creation, is required.

Office365Type

The type of Office 365 object being managed. This can be group, teams, channels, tabs, OnedriveFolder, users

String; Channel

Security

For office365 channel security

String:

mon@firm.onmicrosoft.com|true#null*Admin$false,monhertest18@firm.onmicrosoft.com|true#null*Admin$false,monqa1@firm.onmicrosoft.com|true#null*Admin$false,monqa5@firm.onmicrosoft.com|true#null*Editor$false,monqa3@firm.onmicrosoft.com|true#null*Editor$false,sivera@firm.onmicrosoft.com|true#null*Admin$false,monqa4@firm.onmicrosoft.com|true#null*Admin$false,monqa2@firm.onmicrosoft.com|true#null*Admin$false

Office365Channel

Enter office 365 Channel

String: e.g. Test11555

DefaultSecurity

Allows to set the default security on a team/channel/tab or user/group

String: Public, Private, Inherited.

This can be used to create multiple Teams, and give appropriate security access.

Creation of a Public team with several users inside

Private Team creation