Jobs

Overview

The Jobs tab allows you to track the status of all the jobs uploaded or workspaces modified in CAM. Some of the common jobs that can be tracked in this tab are:

  • Create a Workspace

  • Modify a Workspace:

    • Update Matters

    • Add Users & Groups to Workspaces

    • Remove Users from Groups & Workspaces

And many others.

 

Dates in the Jobs tab are displayed in the logged in user’s timezone. E.g. the document specialist in Chicago logs into CAM and looks at the Jobs tab: the created, submitted, and processed dates are then in the Chicago timezone. All dates in the backend are stored in UTC.

 

Note: In Data Uploader, or SSI or CAM in general, When a provisioning job for a team or channel or site is received, CAM creates a separate job for each tab or app in addition to the Team creation or provisioning job. For provisioning users, or groups or workspaces or folders, there is only one job when bulk updating or creating records from DU or SSI.

E.g. one record will show for Data Upload. Then a record shows for the subsequent action of Create Workspace if the job was creating workspaces from DU.

Configuring Jobs

 

Upload CSVs

You can also upload a job from this tab. Click the Upload CSV button and browse and select the file to be uploaded.

It allows uploading 25 CSV files at a time and file sizes not more than 50KB. The execution status of each file upload is displayed.

Tip: To view a list of parameters that can be defined in the CSV file, read CSV parameters page.

Once a job is uploaded, the list of information is displayed in the following columns:

Column Name

Description

Column Name

Description

Checkbox

Check the box to select a job, or multiple jobs, to run an action.

Job

This columns lists the status of the job in the upload process in the external system. Hover your cursor over the external systems logo to view the external system name. The upload process is categorized in the following stages:

  • Data Upload - This status is indicated when a job is uploaded via the Data Uploader or the Workspace Wizard, Upload Users or the Jobs tab> Upload CSV button.

  • Modify Workspace - This status is indicated when a job is successfully uploaded and the modify process is initiated (for matters with same client and matter ID, or users & groups details updated)

  • Create Workspace - This status is indicated when workspace creation process is initiated in NetDocuments and iManage. ( with a new client and matter ID)

  • Create Group - This status is indicated when new user group creation is initiated in CAM.

  • Create User - This status is indicated when the process to add a new user in CAM is initiated.

Job Description

This column displays the name of the workspace, matter and/or client updated in the external system. Click on the link to modify the workspace parameters.

Link

Click Link to open the external system login page.

Status

This column displays the status of the job. Click on the column name to view the count of the jobs against each status. The job status is categorized as:

  • All - Displays the count of all jobs in all status

  • Completed - Displays the count of jobs successfully completed

  • In Progress - Displays the count of jobs in progress. (generally displayed when a job is uploaded) and jobs have unprocessed background jobs.

  • Queued - Displays the count of jobs in queued up for the next process

  • Pending - Displays the count of jobs in pending status

  • Error - Displays the count of failed jobs

  • Waiting for Confirmation: If bulk jobs are submitted and need confirmation, this status displays. Click the Confirm Bulk Jobs button.

Created Date

Displays the job creation date

Completion Date

Displays the completion date for the job

Action

Click on the above icon to view the Instance Log for the job or retry a job.

Created By

Displays the user who created the job. This parameter currently only works for the following jobs:

  • Create/Update Group for Office/iManage/CAM

  • Delete Group iManage

  • Manage Project Team

  • Update Group Membership

  • Modify Workspace for iManage/NetDocuments

  • Modify Workspace Security NetDocuments

  • Modify Group Security Office

  • Create Folders for iManage/NetDocuments

  • Generate Template for iManage/NetDocuments

  • Create User from UI NetDocuments/iManage/Office

  • (M365) Create Tab jobs

  • (M365) OneNote jobs

  • (M365) Planner jobs

Generate CSV sample

This option allows the creation of a CSV Sample.

  1. Click on the Jobs Tab Action menu, and select Generate CSV Sample.

  2. Specify the following details:

    1. Which System do you want to use? Select from the drop-down. This is a mandatory field.

    2. What action do you want to do? Select from the drop-down. Available actions are: Create Workspace, Add Folder, Delete Folder, Create Teams, Update Security. This is a mandatory field.

    3. Select a template.

  3. Click Generate CSV. The button will remain disabled until the system and action are selected.

  4. Click Download.

Notification

This option allows notifications to be set for a job.

  1. In the Roles tab in Account Management, enable the permission to Enable Job Notification.

  2. Click on the Jobs Tab Action menu, and select Notification.

  3. Enter the notification details.

    1. Notification name

    2. Type of jobs for Completed or Errored.

    3. Email template selection

    4. Frequency

    5. CAM users to send to

  4. Click save. The notification will run for those jobs.

This option allows you to link workspaces from iManage, NetDocuments to CAM.

  1. In the Roles tab in Account Management, enable the permission Link To Workspace.

  2. Click the above icon in the top right corner and select Link to Workspace.

  3. Enter the workspace details

    1. System

    2. Repository

    3. Workspace ID (SystemId from the system)

4. Click Search.

5. Based on query fields entered, it lists workspaces, not on CAM.

6. Navigate to all workspaces using the Previous Page and Next Page buttons.

7. Either select a specific workspace/s or select the Select All radio button and click Next.

8. Select either Link all workspaces by query or Link only selected workspaces.

10. Select the template from the dropdown of the templates list.

11. Select Skip Workspace Structure to avoid copying folder structure to CAM, default it's No.

12. Select Skip Workspace Security to skip linking the security in CAM, default it's No.

13. Select Link Metadata Values to link Metadata in CAM, default it's No.

14. Click Submit to link workspaces to CAM.

15. The Job will be created for each linked workspace and listed in the Jobs tab.

Find/Replace/Retry

This new option allows the user to find an existing job and either replace the job or retry the job.

  1. In the Jobs tab, select the Action menu.

  2. Select the Find Replace and Retry button.

  3. Type in the attribute name to search, and the value of it.

  4. Select Job Status and Job Types, this allows multi select.

  5. Click Find. This will find and display the number of instances where the value were found.

  6. To replace the values, enter the New Value, and clickReplace and Retry. This will replace the value in all instances that were found and retry those jobs.

  7. A new job called Replace and Retry Jobs will appear in the Jobs tab.

Required Permissions

For more information on configuring permissions, click here

Permissions

Allows User To

Permissions

Allows User To

View Jobs (Service Center)

View the Job tab (Hides the Job tab)

View Job Details

View job details in Jobs tab (Disables the job link in Description column)

Edit Job Details

View the job details in Jobs tab (Hides the Edit button in the Parameters panel)

Retry Job

Retry a job (Disables the Retry option in the action menu)

Link To Workspace

Enables user to link workspaces from external systems

 

Background Jobs

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