CAM Commands

Overview

CAM Commands allow the use of specific functionality of CAM from within DeskSite/FileSite or Cloud iManage/Private Cloud/Work 10. This integration reduces the time needed to take certain actions as the functionality resides within your working environments. Keep reading to learn how to set up CAM Commands for On-premises or cloud, the available commands, configurations, and permissions.

 

On-Premise Steps

  1. Download the CAM Commands installer. there are .EXE and .MSI Edge compatible installers available.

  2. Run the installer on premises. (You may have to trust the app and run it anyway with the Windows Smartscreen popup.)

  3. Check which commands to enable from the installer.

  4. Once installed, you can open DeskSite or Filesite, and use the right-click menu to access the CAM commands.

  5. Registry edits to rename items can be done from the Interwoven registry folder.

Work in the Cloud/Cloud iManage/Private Cloud Steps

  1. Download the iManage Web Extension.

  • If you are an iManage.com customer, this needs to be sent to iManage to upload to your tenant.

  1. If you require a customization to the yaml file before the application is uploaded, make this change first before sending or uploading the zip.

  2. Go to the iManage Control Center.

  3. Go to Applications.

  4. Upload the package.

  5. Follow the steps to Authenticate and Secure the application.

If the upload package option is unavailable, select the CAM Commands app from the list of approved applications and type in the domain of the client iManage system.

Now you can use the commands in the Web Client.

Important: To access CAM command options, you must first enable the relevant CAM command permissions.

Download CAM Commands

  1. Browse to CAM Administration.

  2. Go to the Downloads section.

  1. Click on CAM Commands.

  2. Select either Edge x64 or x86. We do not support IE compatible anymore.

Installing CAM Commands

  1. Run the Installer.

  2. Click Next.

  3. Agree to the Terms by checking the box, and click Next.

  4. Enter the CAM Base URL including tenant. E.g. http://tenant.firm.io

  5. Click Next.

  6. Select the Install location or keep the Default. The default location is C:\Program Files\Prosperoware\CAM\Commands\ for x64, and for x86, C:\Program Files(x86)\Prosperoware\CAM\Commands\.

  7. The Installation can be done with a command line.

    • Execute the following command updating the version number.

      msiexec.exe /a Commands.Installer.x64_1.0.148.0.msi /quiet /qn /norestart /log install.log
  1. Click Next.

  2. Select which commands to install. If the firm doesn’t want to include all commands, deselect the ones desired (e.g. copy to teams)

  3. Click Next.

  4. Click Install.

  5. Click Finish when completed. Then go to Add the Commands section to continue.

Refer to the following Desksite screenshot that shows the commands for a workspace displayed.

Registry Key Locations

The CAM BaseURL resides in the Docstree.IAdminSite.BASEURL

Command

Registry Locale

Create Folder Docstree.IAdminSite.Commands.CreateFolderCmd

Create Folder Docstree.IAdminSite.Commands.CreateFolderCmd

Manage Folders Docstree.IAdminSite.Commands.ManageFoldersCmd

Manage Folders Docstree.IAdminSite.Commands.ManageFoldersCmd

View Matter Team

Docstree.IAdminSite.Commands.MatterTeamCmd

Work On-prem commands

Interwoven.iAdminSite.Commands

Downloading the Web Extension

  1. Browse to Administration.

  2. Go to the Downloads section. If this is not visible, enable the View Downloads Section permission, logout and log back in.

  3. Click on iManage Web Extension.

Deploying Web Extensions

To deploy the web extensions out of the box:

  1. Download the extension zip.

  2. Log in to iManage Work/Cloud.

  3. Browse to iManage Control Center.

  4. Find Applications.

  5. Click Add Application.

  1. Select Upload Package.

  2. Upload the zip file as downloaded. Click Upload. Once uploaded, the Control Center will display the application in the list.

  3. Search for Prosperoware, and click on it.

The settings for the ProsperowareNPECommand are as such:

  • Status: Enabled/Disabled

Application

  • Name: Name of the app. Can be edited.

  • Description: Can be edited.

  • Publisher: Litera

  • ClientId: Unique to the system.

  • Contact: Use for support.

Authentication

  • Application Type: Web

  • Client Type: Public

  • Redirect URL: The url redirect for OAuth: See Adding Redirect URLS below.

  • Client Secret: Unique to the app

  • Client Secret expires on: Sets the expiry of the secret.

  • Allow Refresh Token: Yes/No. Default is yes.

  • Refresh Token Expiry: 365 days is the default.

  • Access Token Expiry: 30 mins is default.

  • Security: All Users is default and recommended, unless the firm is limiting the users that can access.

Adding Redirect URL’s

If a redirect URL is put in the iManage configuration, then the package will have to be given in iMCC the same.

  1. Click Edit in IMCC or edit the line item inside the yaml file.

  2. Grab the URL from here: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Redirect-Endpoint-URI

  3. Save the file or iMCC config.

To deploy the web extensions with firm customizations before uploading:

  1. Download and extract the web extension package.

  2. Edit the .yaml file(s) in notepad. Learn about Modifying the YAML file section.

  3. Save the yaml file(s).

  4. Compress the folder again in a zip folder as before.

  1. Browse to iManage Control Center.

  2. Find Applications.

  3. Click Add Application.

  1. Select Upload Package.

  2. Upload the zip file as downloaded. Click Upload.

Modifying the YAML files

Firms can modify the yaml file to set custom settings and names, or hide commands before the package is uploaded to the IMCC.

  1. Open the Manifest.yaml in a notepad text editor.

This looks like this:

This allows the name, id, authentication settings, and extensions to be changed.

For example if the firm wants just ManageFolderMenuItem, they’d remove the other extensions in the web_extensions section except for the AspNetManageFolderMenuItem. Save your changes.

  1. Then go to the respective yaml in the web_extensions folder and open it in a text editor.

E.g. the AspNetManageFolderMenuItem.yaml looks like

The title, windowname, and menu are most commonly edited.

  • Menu allows the command to be shown in specific menus in iManage. E.g. Folder

  • Workspace means it will display with the right-click menu off of a folder or workspace, or be available in the general menu.

Contextual Menus in Work

To edit the Menu items visible for the CAM Commands in cloud, use the Contextual Menus Customization Panel.

  1. Click Web Client in the iManage Control Center.

  2. Scroll down to Context Menus Customization. CAM Commands can reside in the Documents, Matters, or Folders options.

  1. Disable any commands you’d not like shown on the menu. Click Save.

Available Commands

Command

Description

Command

Description

iManage commands

See the page: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/999489691

Create Workspace

It allows the Request Workflow to appear in Work 10.

  1. Apply the AspNetCreateWorkspaceMenuItem.yaml file found in the package.

To configure the yaml:

  1. Define one or more objects on which the custom menu item should appear where it says Menu. Supported values are: document, version, category, client, workspace, folder, email, recent-matters, my-matters, myfavorites, recent-clients.

  2. Example is: [folder, workspace]

Move Workspaces

This command allows to Move Workspaces from iManage to CAM or another system, or vice versa.

Manage Folders

Same as Directory tab - matter details. Refer Manage Folder.

Refer the following Desksite screenshot shows commands for folder -

Delete Folder

It allows to delete not required and empty folder, empty subfolders within.

Edit name and Profile

It allows editing the Workspace name, Folder name, or Profile from the iManage system.

You need to set criteria - on Metadata - in CAM:

  • in the External System Configuration, add Workspace Edit Name Rule to edit the workspace name.

  • in the Template Editor, set the Prefix/Suffix option on the folders to edit the folder name.

  • in the Layout, add form Edit Name - Profile and add Metadata to edit the Profile.

Share Command

This command allows a user & group to share a document or folder with other users & group.

To enable:

  1. User & group have an access (Read/Write or Above) to the workspace

  2. In addition user & group should have a CAM permission 'View Share Document Or Workspace'.

  3. To view group member details (Userid, full name, email) click on group

This command opens a dialog with two tabs.

  • Share Document/Folder/Workspace - Displays selected document/folder/workspace. The following dialog opens -

  1. Select Type User/Group

  2. Select Users/Groups from lookup to share the selected items.

  1. Select Role type from the role dropdown list.

  2. Specify

Reason

Click Save to share item and click Cancel to close the dialog.

View Existing Security - Displays security details of selected document/folder/workspace Users/Groups List and Access Levels

Copy To Teams

It allows sending documents, folders or the entire workspace to teams and documents.

For more information Click Here

My Copy Job

Display the status of the last job submitted.

For more information Click Here

Manage Security

This command allows adding Updating the security of a project team.

For more information Click Here

Required Permissions

Permissions

Allows User To

Permissions

Allows User To

View Edit Name And Profile

Can view Edit name And Profile button

View Share Document Or Workspace

Can view Share Item button

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