Syncing Content from M365 to DMS
- Eric Schullek
- Bhakti Honmute (Unlicensed)
- Eric Schullek (Unlicensed)
Content Mover helps you to move content such as Teams and Channels from M365 to a DMS and automatically sync any changes between M365 and DMS.
Litera Prosperoware CAM Azure Stack utilizes Microsoft Azure services and resources to provide the ability to sync content between multiple Document Management Systems (DMS). On the Azure Stack, CAM Content Mover uses Azure storage blobs as an intermediary when copying content between the supported DMSs.
Note: For information on the Azure Stack Deployment or AWS Stack Deployment configurations, see the relevant links.
CAM Azure Stack requires the deployment of an Azure template into your Azure environment. The template deploys a complete solution that contains multiple resources such as function apps, MySQL instances, BLOB Storages, and others. These resources are provided and hosted by Microsoft Azure in your Azure account to provide you with more control over the Content Mover process.
Major features include:
Moving channels, tabs, and teams from the Teams application to the DMS system from the Matters tab.
Copying channels, tabs, and teams from the Teams application to the DMS system from the Matters tab.
Setting up content mover jobs between systems to occur on a schedule.
Allowing CSV Upload of Jobs to move channels, tabs, or teams from the Teams application to the DMS.
Tip: The file size should be 450MB or less from M365 to NetDocuments in Azure and AWS to sync the contents.
- 1 License and Add-on Requirements
- 2 Accessing Content Mover Manager
- 3 M365 to iManage
- 3.1 Office365 Jobs
- 3.2 Edit the Content Mover Job
- 3.2.1 OneNote
- 3.2.2 Planner
- 3.2.3 Copy to Site (Sharepoint)
- 3.2.4 Template Mapping
- 3.3 Delete the content mover setting
- 3.4 Default Setting
- 3.5 Adding a New Mapping
- 3.6 Configuration
- 3.7 Action Status
- 4 M365 to NetDocuments
- 4.1 Job
- 4.2 Editing Job Settings
- 4.3 Default Settings
- 4.4 Configuration
- 4.5 Action Status
- 5 Exporting from Content Mover
- 6 Related Topics
License and Add-on Requirements
The license tier must be Move or higher.
Permissions for Content Mover and its functions can be found here.
Accessing Content Mover Manager
After granting permission, you can access Content Mover Manager to configure the content mover job.
In CAM, navigate to the Administration panel.
Click Content Mover, and the following screen opens
If multiple pages exist, pagination will be displayed at the bottom.
Also, use the filter to filter out the content mover job.
We now support filtering by Created By and Created
Note: If the job is deleted after copying the contents then resubmit the same job again, the new document will be created, however the old document will be lost!
M365 to iManage
Office365 Jobs
Allows the user to search the config job, and edit/update the config job. Users can perform the following operations -
Filter - Allows you to filter or search the config job based on the following two options -
Source option - It contains the following field -
System - Select the system from the list.
Repository - Select the repository from the list.
Entity Name - Enter the entity name. We support special characters in the search.
Target Option - It contains the following field
System - Select the system from the list.
Repository - Select the repository from the list.
Entity Name - Enter the entity name. We support special characters in the search.
Click Search to display the result and click Clear to clear the fields
Fields | Description |
|---|---|
The job mapping id will display in this Jobs panel for each job. | |
Source | Displays all source details. |
Target | Displays all target details. |
Details | Detail contains the following fields -
|
Status - Displays the job status of:
Running
Complete
Inactive
Error. If an error happens during an Content Mover process, CAM sends an email notification to the user. The message will look like this:
Actions - Click the Hamburger menu to upload the CSV.
Edit the Content Mover Job
Allows the user to edit/update the job. Users can perform the following operations -
Column | Description |
Enabled | Select value |
From System | Select value from dropdown |
To System | Select value from dropdown |
Current Interval | Displays the current interval |
New Interval: Every |
|
Profile | Enter the following values -
|
Settings | Enter the following values:
Content Mover supports the option to replace shortcuts. Select from either Yes or No.
OneNoteMicrosoft OneNote is a free-form note-taking program that allows for multi-user collaboration and free-form information gathering. It collects user notes, drawings, screen captures, and audio commentary. Notes can be distributed to other OneNote users via the Internet or a network. For more information, click here You can transfer your contents to iManage by selecting one of the options:
PlannerMicrosoft Planner is a task and project management tool that can be integrated directly into Microsoft Teams and MS Excel. Microsoft Planner generates an easy-to-use overview of tasks that must be completed in an all-in-one dashboard that team members can share. For more information, click here You can transfer your contents to iManage by selecting one of the options: 1. Copy as folder – This allows you to create a folder and then move the contents of that folder.
– This allows you to skip ahead in order to move contents. Skip is set by Default for all Teams to iManage jobs.
3. On the dialog, select between Stop Sync or Continue Sync, and click Yes.
If Replace shortcut with Continue Sync is selected, Additional Settings can be edited for the job.
Users can assign a custom name to a team being copied from Teams into a DMS Workspace / Folder. The parameters can be found on the Creating a Workspace page. Copy to Site (Sharepoint)The Copy to Site has the same steps as Copy As to Teams. The following cases are supported when Copying to a Site:
|
Template Mapping |
Once done with the mapping, the results display in a grid format. |
Azure Communication Settings | Enter the details of the Azure account for email alerts and notifications to be setup on Content Mover.
Options for these settings as a whole are:
|
Click Update to update the added details and click Cancel to close dialog.
Delete the content mover setting
Allows the user to delete the content mover job. Following screen displays -
Enter a reason to perform the delete operation.
Click Delete to remove the config job and click Cancel to close the dialog.
Default Setting
Then go to the Default Settings tab. This tab shows all mapped content mover systems to run jobs off of.
Following screen displays -
Column | Description |
From | Shows the system the content mover is reading from. Always will be Office 365. |
To | Shows the system the content mover will move or copy to. Typically the DMS system. |
Enabled | Displays if the job is enabled or not. |
Bringing Post Files | Shows or hides the post files as per the option chosen by you on the Edit Job Settings screen. |
Source Security Applied | Displays if the job applies the source system security (the system in the from column). |
Sync Interval | The job sync internal (in minutes, hours or days). |
Start Date | The job start date to start on. |
Actions | Allows below actions based on permissions:
|
Adding a New Mapping
Click Add New from the Default Settings tab.
Set if the job will be enabled from the start. If it will be, select Yes.
The “From” system will be auto-populated to Office 365. This cannot be changed.
Select the To System. Currently supported systems are iManage, Office 365, Fileshare, and NetDocuments.
Select the repository if multiple repositories exist on the external system.
Set up a new job internally in the New Interval. Set the period in Every, select the time measure (minutes, hours, or days), and set the starting period date (today, in the future).
Add Profile of the job next:
First set up the Metadata to be displayed in the settings form as follows
Create a Layout at Administration -> Layout ->Forms -> +Add Form.
Select Content Mover-DMS from Where to be displayed.
Select the Source Template and Target Template, then click the Add to folder or Map to Folder button. Mapping
Add Metadata to be displayed on the Profile section and provide Access.
Click Save.
Metadata can be set as a default value or forced value.
Add Settings as follows:
Select whether or not to bring files like documents or shortcuts.
Select whether or not to import the Post files into the teams/channels/tabs when moving.
Select to apply the system security either from Source or Target to the moved channel/team/tab.
The option to create new users would be visible if Source security is selected in the above step. It allows creating new users (if those do not exist) with three options as below:
Option | Description |
No Users | No new user is created; it applies default security Private to common user between Source and Target. |
Internal Users | Internal Users of Source system is created on Target system with default security Private. |
Every User | All users from Source system is created on Target system with default security Private. |
Click Save.
The mapping now is set up and displayed in the Default Settings tab.
Configuration
Go to the Configuration tab in Content Mover Manager.
Following screen displays -
The Cloud Provider and Storage are currently hardcoded to AWS and S3.
In the second Storage lookup, select the particular existing bucket. Or Set the Bucket Name to create a new Bucket.
Set the API Endpoint Base URL, the URL used for the CAM URL. E.g. https://firmname.prosperoware.io. Litera will share the URL.
Enter the API Secret Key configured from Azure Portal. Litera will generate and share the keys.
Click Validate and you should see a green bar on top of the page saying Validation Successful.
Click Save. A validation message appears saying the Configuration was successful.
Action Status
This section describes the status of the sync configurations. You can view the sync status with error details and a retry option in case of sync configuration fails against your configuration from Team to iManage or vice versa.
Navigate to the Action Status tab, the following screen appears:
Fields | Description |
|---|---|
Action | Displays the list of action performed on workspace, folder, and document level |
Repository | Displays the list of repositories |
Database | Displays the list of databases |
From | Displays the list of Teams |
To | Displays the list of iManage workspaces |
Status | Displays the sync status either completed or failed |
Edited On | Displays sync date and time |
Error Message | Displays an error message in case of sync failure |
Error Details | Click Details to view error in details in case of sync failure |
Action | Click the Hamburger menu to perform a retry of the sync. Click Retry. Also, completed Content Mover Jobs can now be ad-hoc resynced from the Source system. The Resync button is visible in the Jobs user interface when the permission View Content Mover Resync is enabled.. |
M365 to NetDocuments
Exporting from Content Mover
Information can be exported from Content Mover like chat files. To do this, you will need to call the API with this configuration. For more information reach to Litera Customer Care for API information they can share directly to you, or Professional Services.
{{host}}/api/v1/Content Mover-manager/content-sync/Content Mover/actions/create-html/request
Request Body
{
"objectMappingId": 73962,
"objectType": "folder",
"action": "CREATE_HTML",
"saveAs":"chat_file_save_as_test"
}The object mapping id is needed to map to the chat or object.
Object type is the type of object (chat, folder, document)
Action to save is Create_HTML
Saveas is if you want to specify a name for the file when it is saved.
The file will be then saved in the team’s conversation.
Related Topics
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