Wall Policies for Provisioning

Overview

These provisioning walls allow managing permissions and sharing for users and groups to identify, prevent, and revoke access to content.
They support importing information barriers from third-party systems like iManage SPM, IntApp Wall builder, or another ethical wall.
Ethical Wall Integration
- CAM supports protecting a client from a conflict of interest by preventing one or more users within an organization from participating in any matter involving that client.
IntApp Wall Builder Integration
- Protects sensitive information, Controls, monitors, and reports on user access permissions across multiple applications.
- Supports all basic security policies such as Inclusion, Exclusion, Competitors, and Contractors.

1 Configuring IntApp Walls for Policy Sync Using Data Uploader
2 Required Permissions

Configuring IntApp Walls for Policy Sync Using Data Uploader

Configuring Connection String for IntApp

Allows you to use Data Uploader to connect to the SQL Server and execute the queries to upload jobs to CAM.

Warning: If you don’t specify the connection string for IntApp to run Data Uploader for policy sync, it throws an error.

Navigate to Connection String,
Click on Add. The following dialog opens:

To add an IntApp connection, enter the details as follows:

Note: The CAM user can now sync users and groups from an external system through Data Uploader with the configuration of an external connection string (CAM user/external group sync).


Name	Specify the Connection string Name
Select Connected System	Select the Source Database for IntApp connection string
Connection Type	Select SQL connection for the IntApp policy sync
Is Default?	Select the value that is preferred. Yes/No
SQL Server	Enter the SQL Server Name
Database	Enter the database name
Is trusted login?	Select the value that determines if windows/trusted authentication is used, or if no SQL authentication is used.
User Id	Enter the username of the database (SQL authentication only)
Password	Enter the password for the username of the database (SQL authentication only)
Connect	Click Connect to validate the provided details

Click Save to add the connection string and click Cancel to close the dialog.

Accessing SQL Files for Policy Sync

Allows the user to sync the policies for IntApp using the following security types:

Inclusion - Allows adding users/groups which are to be included inside matters/clients/metadata
Exclusion - Allows adding users/groups which are excluded from matters/clients/metadata
Competitive: Gives cross-customer access to restrict access to competitors' matters

Navigate to the SQL File Tab. The following screen displays.

Select the SQL script to sync the policies with the security type and configure the script based on your system. Samples are listed below.

File	Name	Description

File	Name	Description
	SyncIntappDynamicGroups	Syncs intapp Dynamic groups to CAM. It reads the data from the walls db and creates the dynamic group in CAM. Those dynamic groups can then be used on the security policy in CAM. It is not just for MS Teams.
	IntapptoCAM	The script to bring security info to CAM

Fields	Description

Fields	Description
File Name	Display the selected SQL Script
Type	Select the Policy as Type for policy sync. For example Included, Excluded, Competitive, Excluded from Client, Excluded from Matter.
Enabled	Select the value Note: Select the value “Yes“, set the interval to Run the script for policy sync.
Run Every	Select the value
From - Start	Provide the time and select date from calendar
Select connection string	Select the IntApp connection string

Click Save to add the provided details and click Cancel to close the dialog.

Run SQL Script for policy for IntApp

Allows you to run the SQL scripts using security types for the policy sync for IntApp.

Navigate to the Run tab.
Click Run Now. The following dialog opens:

Select the SQL script for IntApp.
Click Run to policy sync or click Cancel to close the dialog.

Required Permissions

Permissions	Allows User To

Permissions	Allows User To
Available for the Comply Add-on
View Control Center	Main Tab in CAM
View CC Controls	Controls Tab in Control Center
Available for the Comply Add-on
View CC Control Approvals	Control Approvals and Approvals Tab
View CC Action Approvals	Action Approvals and Approvals Tab
View CC Manual Attach	Manual Attach button
View CC Reports	Reports Tab in Control Center
View CC Settings	Settings Tab in Control Center
Create Control	Display/Hide Create Control Button and all menu options (except Details) on main Controls tab
Create Action Type Control	Create/View Action Type Controls
Create Retention Type Control	Create/View Retention Type Controls
Create Security Type Control	Create/View Security Type Controls
Create Legal Hold Type Control	Create/View Legal Hold Type Controls Available for Legal Hold
Retention Disposition Action	Create only Disposition Action in Retention Control Available for Content Disposition