Included and Sample Scripts

The following scripts are included with Data Uploader out of the box at C:\Program Files (x86)\Prosperoware\CAM\Data Uploader\scripts. If you are working with the Litera Professional Services team, they have additional scripts that can be utilized.

Data Uploader uses an SQL file to read data from your billing system and create and update workspaces. For Data Uploader to make sense of this data, you must edit the SQL file so that the client and matter information is mapped to fields recognized by CAM. Once that has been completed, you can run the Data Uploader, which performs the following actions:

The query contained in the SQL file is executed on the database specified in your Data Uploader connection string.
The Data Uploader compares the result set with the data in the configured external system.
If a client/ matter number in your billing database does not exist in the configured external system, Data Uploader adds a Create Workspace job to CAM's Job queue.
If a client matter number in your billing database matches that of an existing workspace, Data Uploader compares the metadata obtained from the billing system with that of the workspace; if any discrepancies are found, Data Uploader adds a Modify Workspace job to CAM's Job queue.
CAM then processes the jobs placed in the queue and applies the changes to the configured external system.

Script Name	Description	File(s)

Script Name	Description	File(s)
MatterInput	Imports Matters, clients, and metadata attached to the matters or clients.
UsersGroupInput	Imports users or groups (add in your database columns and tables accordingly).
BillingActivities	Creates MyMatters based on users' billing activity. Included with Milan.	If a Milan customer, use your Milan script.
AddtoMyMatters iManage	Creates my matters shortcuts by the user.
CreateOrModifyOffice365Group	Allows for the setup of Office365 groups.
CreateOrModifyWorkspacewFullMetadata iManage	Allows provisioning with iManage workspaces, metadata, and shortcuts.
CreateOrUpdateFolder_iManageOrNetDocs	Allows provisioning folders from iManage or NetDocuments.
CreateOrUpdateMetadata_CAMiManageNetDocs	Provisions metadata in CAM for iManage and NetDocuments.
CreateOrUpdateSharepointSite	Provisions sharepoint sites.
CreateOrUpdateTeamOrChannel	Provisions Teams or Channels in Microsoft Teams.
CreateOrUpdateUserOrGroup	Provisions groups and users and security.
CreateOrUpdateWorkspace	Provisions workspaces.
CreateTabUnderChannel	Creates tabs within channels for Microsoft Teams.
DeleteEmptyFolders_iManageOrNetDocs	Allows deletion of empty folders for iManage and Netdocuments external systems.
DeleteWorkspace_iManage	Allows iManage workspaces to be deleted.
RegionOfficeSecurity	Sets regional office-based security.