What is Data Uploader?
Data Uploader is a CAM windows utility to read workspaces, users, and groups related data from your on-premises billing or NBI system and upload the information to the CAM cloud for processing.
How do I download the Data Uploader?
The Data Uploader can be downloaded from the Administration tab >Data Uploader. Download and run the installer. Read here for Configuration details. The user must have system permission to download, install, and to run the Data Uploader on the Desktop or server.
Are any changes made to the on-premises source database?
No changes are made to the on-premises database. The Data Uploader needs Read only access to the source database on the SQL server to query the database and upload the information to CAM.
What is a Connection String?
A connection string enables the Data Uploader to access your native database to authorize and execute the query request at run time.
The Data Uploader Log tab displays a Connection String error. How to fix this?
This error is displayed if the Connection String is not valid and the Data Uploader could not access your database. In the Connection String tab, re-enter the credentials, click Save and Test the connection. A Valid connection message must be displayed.
Why does the Data Uploader returns an Authentication error when I try to run a provisioning job?
This usually occurs if the Authentication token has expired. In the Data Uploader> Authentication tab, enter your password and click Re-Authenticate.
The Connection String and the Authentication are validated, why does the Data Uploader fail to upload a job?
In order for Data Uploader to be able to create Provisioning job, a properly configured script to update the matters must exist in the default SQL folder C:\Program Files(x86)\Prosperoware\DataUploader\SQL or in the folder path displayed in the SQL Files tab.
Can I change the default SQL folder location?
Yes. The default location can be changed when installing the Data Uploader. Change the default location to install somewhere, other than the default location displayed in the installer.
Can I set a schedule for the query to be executed ?
Yes. The Timer tab allows you to set a schedule for the task to be executed. The task is then added to the Windows Task Scheduler>Task Scheduler Library. The files from your database will then be automatically updated to CAM as per the defined frequency.
Note: Based on your firm's IT local security policy settings, the task in the Windows scheduler may be not trigger if it is disabled. If the upload has failed, check the task scheduler and enable the task. The user must have an account with permissions to enable the scheduler task.
The connection to the Data Uploader is validated but the Timer tab blanks out. How to fix this?
Change the date format on the system where the uploader is installed to yyyy/mm/dd. Close and open the Data Uploader application and re-validate the connection. The Timer tab should now be displayed.
What is the data format of the query result uploaded to CAM?
Each query is returned in form of a separate CSV file and uploaded to the Jobs tab for further processing.
How can Data Uploader sync from multiple sources?
If there are multiple sources, users can set multiple connection strings. For this to work, .Net 4.6.1 or higher is required to be on the system data uploader is installed on. The setup of the multiple connection strings, differs where the source systems reside. Use one of the following steps below:
Both sources are cloud based: Set up the source systems in the Source System panel. The source systems can be independently run.
Both sources are on-premise and on the same sql server: The connection string can be used for both systems, since the databases reside on the same server.
Both sources are on-premise, but each source is on a different sql server: Data Uploader would need to be installed on two instances, one for each source.
Why is Data Uploader blank after I login to it?
The ports or sites used in Cloud Uploader are blocked or your .Net version is not .net 4.8+. Add them to Trusted Sites. See the article here.
Will DataUploader support Secure LDAP or enforce this as well? Will this comply with cloudimanage.com’s requirement to have users and groups synced securely?
Data Uploader has two steps to the process. Uploader first locally connects to AD via the LDAP protocol and uploads to CAM over HTTPS (443) and then CAM calls the iManage Rest API over HTTPS (443) to create users and groups. Directly connecting to Secure LDAP is on the future roadmap.
Is there a way to include and reference a timestamp of the time the SQL queries were last run (feature apparently exists in BillingToMilan)? Currently, their scripts are picking up anything modified in the last x days, but the scripts are run every few minutes, so an almost identical set of results are being uploaded and processed every few minutes. Is there a better way to do this?
This will be supported by Q2 2020.
Does anyone have a sample CSV file to provision shortcuts in iManage?
Yes, please find attached a sample CSV for this and modify it for your data: Sample Provisioning CAM CSV