About Request Workflow

Office365TeamsName

Name of the team.

TeamMatter123

WorkspaceName

Only if Office365TeamsName is NOT provided, is this field then required.

MatterName123

CreateinOffice365

Create this in Office 365, or not. The setting is used for the Content Mover module and move of Teams to DMS.

Number:

1 to create, 0 to skip

Job

Specify the Job name to be executed.

CreateTeam

Office365Group

Name of Office 365 Group.

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

String; GroupName123

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, TeamName123

MailNickname

Mailnickname is used for group email in external usage of the team e.g. emailing the team in Outlook.

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

String; The same as Office365Group typically

Office365Type

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

String; being Channels, Teams, Tabs, OnedriveFolder

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.

Workspacename

Allows to setup the workspace name as formatted:

• First level folders are a matter folder-> Workspacename is a dialog should be like @clientid@-@matterid@

• Second level folders are a matter folder-> Workspacename is a dialog should be like first_level_folder_name. @͏clientid@-@matterid@

• First level folder with client is a client which includes the matter-> Workspacename is a dialog should be like @clientid@-@clientname@@͏matterid@

CreateinExternalSystemName

The name of the external system to create in.

CreateinIManage

CreateinNetDocuments

CreateinOffice365

Systems

The source system.

iManageProduction

Job

The name of the job.

createworkspace

uniquemetadatafields

Any unique metadata that is different than the client or matter.

• Best practice: Set the unique metadata field to a field that is unlikely to change during the life of the matter/project (eg SystemId).

•  Other metadata fields such as Client and Matter can be set as unique within CAM, but if these values are changed at a later point, a new workspace may be created (see the opening notes for further details on the Create Workspace process)

security

The format for the security column:

[useremail]  |  {allow or deny=true or false]  #  [expiration date]  *  [role]  $  [isGroup=true or false]

Roles are defined as the roles mapped with the source system here: Source System Integration | Role Permission Mapping

CAM also supports the following parameter setting for the matter/user/group security:

@MatterTeam@/@userid@/@groupid@

Examples are as follows:

 Users:

Adding an Admin ( iManage Full Access) bob.bradely@demofirm.com|true#23/12/2019*Admin$true

Adding an Editor (iManage Read/Write access)

firstnamelastname2@firmname.com|true#null*Editor$true

Adding a Watcher (iManage Read only)

firstnamelastname3@firmname.com|true#null*Watcher$true

Denying Access (iManage No Access)

firstnamelastname4@firmname.com|false#null*Deny$true

Groups:

For example, adding an editor group

PartnersGroup|true#11/3/2021*Editor$true

AddFolders

If a workspace is not linked to CAM and has a different folder structure than the template used for the workspace, the missing folders can be either added dynamically, or skipped/not added to keep the template structure.

AddFolders=1 then adds any missing folders to the template structure.

AddFolders=0, then skip adding any missing folders.

job

Sets the job type.

Create OneDrive Folder

workspacename

Name of the workspace to be set as the onedrive name if not specified in Office365DriveName.

MatterLitigation12

createinoffice365

Sets to create the record in Office365.

1

Office365DriveName

Specify the name of the Office365 Onedrive.

MatterLitigation12

Template

Most users will set a template to setup the Onedrive format.

OneDriveTemplateName

job

Sets the job type.

CreateFileshare

workspacename

Name of the workspace to be set as the Onedrive name if not specified in Office365DriveName.

FileshareLitigationMatter 12

MatterId

Id of the matter.

12345

MatterName

Name of the matter.

LitigationMatter 12

ClientId

Id of the client.

01234

ClientName

Name of the client.

Apple

Fileshare

Fileshare location and name.

\\MyPC\Documents\Matter12

Folder Structure

The template of the folder structure.

Office365ChannelName

Name of the Channel.

ChannelMatter123

WorkspaceName

Only if Office365ChannelName is NOT provided, is this field then required.

MatterName123

CreateinOffice365

Create this in Office 365, or not. The setting is used for the Content Mover module.

Number:

1 to create, 0 to skip

Job

Specify the Job name to be executed..

CreateChannel

Office365Group

Name of Office 365 Group.

Office365group is used for groupname while creating a group as an external one.

String; GroupName123

Office365Channels

Channel name within Microsoft Teams

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

String, ChannelName123

MailNickname

Mailnickname is used for group email in external usage of the channel e.g. emailing the channel in Outlook.

Note: Including spaces, the mailnickname length must be 64 characters or less.

String; The same as Office365Group typically

Office365Type

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

String; being Channels, Teams, Tabs, OnedriveFolder

Security

For Channels' 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.

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 to grant access to.

This is the field to use if Office365ChannelName or Office365Teamsname is not provided.

String. MMMTest12

TeamName

Grants access to a particular team.

String, NameofTeam

security

The format for the security column:

[useremail]  |  {allow or deny=true or false]  #  [expiration date]  *  [role]  $  [isGroup=true or false]

Roles are defined as the roles mapped with the source system here: Source System Integration | Role Permission Mapping

CAM also supports the following parameter setting for the matter/user/group security:

@MatterTeam@/@userid@/@groupid@

Examples are as follows:

 Users:

Adding an Admin ( iManage Full Access) bob.bradely@demofirm.com|true#23/12/2019*Admin$true

Adding an Editor (iManage Read/Write access)

firstnamelastname2@firmname.com|true#null*Editor$true

Adding a Watcher (iManage Read only)

firstnamelastname3@firmname.com|true#null*Watcher$true

Denying Access (iManage No Access)

firstnamelastname4@firmname.com|false#null*Deny$true

Groups:

For example, adding an editor group

PartnersGroup|true#11/3/2021*Editor$true

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

ExcludedGroupUsers

Specify the users who will be excluded from groups.

String: Userid