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.

Job Tab Information

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. Open

   

   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.

      Open

      

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

4. Click Download.

   Open

   

Notification

This option allows notifications to be set for a job.

1. First create the email template, as discussed here: Email Templates | Scheduling Notifications

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

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

4. Open

   

   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

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

Link to Workspace

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

Note this is not enabled by edefault, and is sent to the background job through Data Uploader, through a parameter.

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

2. Open

   

   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.

Data Uploader Configuration for Link Workspaces

1. Pass in the CSV job the “BackGroundJob“ parameter with the 'LinkWorkspace' value in the row.

2. The job will be set as a background job to link workspaces.

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 was found.

6. To replace the values, enter the New Value, and click Replace 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.

Reconciliation Report

When you are provisioning Workspace, Cabinets, Teams, folders, etc. in the CAM, this report helps you to reconcile what is configured and what is provisioned. So to promptly decide which structure needs to be reprocessed.

It provides information:

1. is a complex Workspace structure having exact or mismatched folders with their assigned template?

2. is the workspace created with no folders?

This report is available for 7 days to download.

Go to Jobs tab > hamburger menu > click Reconciliation Report.

Select System: it will list external systems configured in CAM.

Select Contains Template: from the list of templates.

Enter Contains Folder Name: if you are looking for a specific folder else left blank

Select Yes if you want to include all workspaces or teams with fewer folders than templates. By default, Yes is selected.

Select Yes if you want to include all workspaces/sites with no folder. By default, Yes is selected.

Click Submit.

On submission of a report, the following is generated with the below details:

Retry Job(s)

In the Jobs tab, select which job needs to be retried, click the hamburger sign, and select Retry Job(s).

For bulk retries, just select multiple jobs to retry. Users can also filter the results then select one job or multiple jobs to retry.

Archive Job(s)

This option allows the job to be archived or removed from view. This used to be the delete jobs functionality.

1. In the Roles tab in Account Management, enable the permission Allow Archive Jobs.

2. In the Jobs tab, select one or multiple jobs to Archive.

3. Under the Action menu, select Archive.

4. The job(s) will be archived.

To view archived records, set the search in the Jobs tab to Status: Archived. The Archived jobs will suddenly appear. Other normal search views will hide archived jobs by default.

Archived jobs can only be viewed and their logs. Edit, Delete etc will not be available.

Auto archiving jobs

An admin can setup the global setting to set the duration of jobs to automatically archive them if they have completed.

To enable this:

1. Go to Administration

2. Go to Settings.

3. Click on the Jobs Tab.

4. Toggle on the switch for allowing auto archiving.

5. Select the duration. Available durations are: 30 days, 60 days, 90 days, 180 days

Job Cleanup

This global setting allows the cleanup of any uncompleted outdated jobs. For example, if they are suspended for a long period, or are timed out indefinitely.

To enable this:

1. Go to Administration

2. Go to Settings.

3. Click on the Jobs Tab.

4. Toggle on the switch for allowing job cleanup.

5. Select the duration. Available durations are: 30 days, 60 days, 90 days, 180 days

Modify Workspace

This page displays the details of the uploaded job and the associated log information. The log information can be helpful to know the type of error for a failed job.

1. In the Jobs tab, click the link in the Description column to modify a workspace.

2. Click the job description link to open the workspace login page. The external system login page is displayed.

3. The Parameters panel displays all the metadata values updated for a job via the uploaded CSV file. Click Edit to update the job parameters. In the Parameters dialog window, make the necessary changes and click Update. Once edited, retry the job to apply the changes.

1. Click the   icon in the top right corner and select Retry to re-upload a job. This option can be selected without editing the job parameters. You can track the status in the Jobs tab.

2. Click the x, next to the   icon to close the current page and return to the Jobs tab.

Jobs for Deleting Records

In CAM, now users can differentiate how to delete a record from the system.

• A record can be soft deleted, or hard deleted.

• A soft deletion is when the references of the record are removed from CAM. The original record isn't deleted in the external systems or db's.

• A hard delete is when the record is marked for deletion in all databases and systems. The hard delete will mark records as isdeleted to true in the records and search.

• To select a job for deletion, select the job(s) then hit delete.

Filter a Job

Click the Filters button. This option allows the job results to be filtered. Enter the below filter criteria and click Filter.

• Job - Type in the name of the job.

• Select a Job - Allows users to select a specific job type for the search.

• Description - Allows users to input a description by which to filter.

• Created By - Allows users to input a user name by which to filter.

• Job Link - Allows the user to go directly to the target DMS where the job was run from.

• Job Status - Displays the status of the job.

• Created Date - Users can select a date range for when the job was created.

• Completion Date - Users can select a date range for when the job was completed.

Export a Job

Exporting a job log can now be done easily for troubleshooting or for sending to Litera Support.

1. Select one or more errors and click the Export Log button for log information.

2. For more details , click inside an error to view the Job Details, then select the Export Details button.

Export log displays the following info in the export:

• Logtype

• message

• time

• system

• processor

• tenantid

Export details displays the following info in the export:

• Tenant URL

• Job Name

• Logs

• Created Date

• Status

• Client

• Matter

• TenantId

• Cloudwatch

• FileName

• System

• FolderCreated

• Uniqueid

• Jobid

• Camlogid

• Systemurl

• JobDatas

• CreatedByUser

• CreatedByUserid

• Backgroundjob

• Templateid

• Folderupload

• Link

• Retrystatus

• Completeddate

• Retried

• Retrycount

• Streams (streamid)

Action

For each Job, it allows below 3 actions

• Log - Allows to check instance Logs

• Retry - Allows to retry the Job If it failed

• Delete - allows to delete the Job

• Confirm Bulk Jobs: If a bulk job was submitted, and the status is Waiting for Confirmation, use this button to confirm the job. The job results and counts are displayed for confirmation.

Secondary Authentication for Bulk Jobs

Whenever someone submits any job that can impact more than 25 documents in a single job, the system will require secondary approval before proceeding with the jobs. The submitter will get an email stating their job cannot be processed until someone approves it. The approver (which could be the submitter with appropriate permission) will have to review (check all documents impacted) and then type APPROVED into the window to process further.

The process is as follows:

• When the user is trying to perform an operation from the Document tab, Workspace tab, or Analytics that will affect more than 25 items, the following message should be displayed: "This action will affect more than 25 items, the job will be queued in the job center and it will not be performed until confirmed. Please confirm the job in the jobs center".

• An email with the same message above will be sent to the user in addition to a URL link that will take them to the job directly. The email is based on a template that can be configured. The default email will include the message above and a token for the URL.

• In Administration- Jobs, the job status will be "Pending for Confirmation" and there will be a "Confirm" button from the Actions menu.

• Only the user that created the job can confirm the job.

• Once the confirm button is clicked, the operation will be performed.

To enable:

• Go to Administration->Settings. Enable the radio button for Yes to turn on under Enable two-factor authentication for Service Desk.

The following options can have 2 Factor authentication enabled for:

Documents tab:

• Declare As record

• Profile Update

• Security update

• Add to recycle bin

• Export CSV

• Export Documents

• Remove document

• Restore

• Email

• Move

• View security

• View document history

• Remote Checkin

• Unlock