Link Workspace

Overview

Link Workspace allows you to import existing workspaces from your DMS to CAM so that the workspaces can be managed by CAM going forward.

There are several methods available for linking workspaces, including:

Configure a Link Workspaces form, then launch the configured form from the Jobs tab, fill out the details, and submit the job.
Configure a CSV with the parameters to perform a Link Workspace job, then manually upload the CSV from the Jobs tab to submit the job.
Configure a Link Workspace SQL script for use with Data Uploader, then run or schedule the job.

Samples

File	Description
	Sample of a Link Workspace.csv
	Sample of a Link Workspace.sql

1 Overview
2 Samples
3 Supporting Link Workspace CSV Parameters

Supporting Link Workspace CSV Parameters

Columns	When Required?	Description	Supported Values

Columns	When Required?	Description	Supported Values
Job	Mandatory	Job to link a workspace with another.	String. linkworkspace
UniqueSystemWorkspaceColumns	Mandatory	This parameter accepts unique system metadata. ClientId and MatterId parameters are case insensitive. Spaces in this field are automatically removed so the correct workspace is linked. The parameter names should not be changed and must be in this format: ClientId=<value>&MatterId=<value> Note: The Link Workspace job fails if ClientId and MatterId parameters have additional info before or after this set of parameters.	String. E.g. ClientId=gh12&MatterId=771g
ProjectId	Optional	ProjectId from WS table on Milan	Integer. E.g. projectId from WS table on Milan (for Milan workspaces).
Library	Mandatory	Database where workspace exist	String. E.g. Database (imanage), CabinetName(NetDocuments)
ObjectType	Optional	Type from imanage systems	String. E.g. "work"
CreatedBy	Optional	The username of the creator	String
OldServerName	Optional	Old server name where workspace existed	String. For Milan workspaces only
NewServerName	Optional	New Server name where you want to link	String. E.g. Current server name on CAM
Source	Mandatory	Source system for object	String. E.g. Milan
System	Mandatory	The external system	Enum. E.g. imanage, netdocuments
Server	mandatory	The server name	String. E.g. iManage_EU
CloudId	Mandatory	Unique id of workspace from source system	String. E.g. worksite2020!876
TemplateId	Mandatory	Sets a specific template to be used available on CAM.	String. E.g. Litigation Template
skipWorkspaceStructure	Optional	Set to skip folder structure of workspace copy to CAM	String 1 Or true Or yes = Do not copy folder structure to CAM 0 Or false Or no = Copy folder structure to CAM
skipWorkspaceSecurity	Optional	Set to skip linking security of workspace to CAM	String 1 Or true Or yes = Do not copy security (ACL) to CAM 0 Or false Or no = Copy security (ACL) to CAM
LinkMetadataValues	Mandatory	Set to copy workspace' metadata to CAM	String 1 Or true Or yes = Copy metadata to CAM 0 Or false Or no = Do not copy metadata to CAM

Note: If you plan to set workspaces with no templates in the Workspace Wizard or CSV Import, you will need to setup a metadata field for NoTemplate in CAM.

This format would be:

Metadata name= NoTemplate
Type= boolean
Value= 1 if you want to set no template. 0 if you want a template set.

Learn how to create your own CSV/TSV files with a Text Editor or Excel.