Allows users to create dynamic groups and users through CSV.
Columns | Description | Supported Values |
|---|---|---|
CreateInNetDocs | Create workspace in NetDocuments | Number: 1 to create, 0 to skip |
NetdocumentsDynamicGroupCreation | Create dynamic group in NetDocuments | Boolean (TRUE/FALSE) TRUE to create FALSE to skip |
CreateInIManage | Create workspace in iManage | Number: 1 to create, 0 to skip |
ImanageDynamicGroupCreation | Create dynamic group in iManage | Boolean (TRUE/FALSE) TRUE to create FALSE to skip |
Security | Add users to ACL (Access Control List) | String Format: [useremail] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false]
Warning: If setting a user or group or security to Null, please set as null. Issues with cases will occur with NULL. |
Add groups to ACL (Access Control List) | String Format: [groupname] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false]
For e.g. group|true#23/12/18*Admin$true
Warning: If setting a user or group or security to Null, please set as null. Issues with cases will occur with NULL. | |
RemoveSecurity | Remove users from matter ACL (Access Control List) or Dynamic Groups | String userid or emailaddress=|user For e.g.: alexey.marcus@prosperoware.com|User |
Remove users from groups | String userid or emailaddress|group identifier For e.g.: alexey.marcus@prosperoware.com|z_group_1 | |
Remove groups from matter ACL | String groupid|group For e.g. : AdminGroup_EDITOR|group | |
Remove dynamic groups from matter ACL | String z_groupname|group For e.g.: z_885599664_761_Admin|group | |
mailNickname | Adds the email (nickname) of the user | String Typically same as username E.g. alexey.marcus - One of the required fields for user creation. If flatten and include setting for nested groups is selected in Data Uploader, the group nested is flattened to the main group, and the user is included there. |
Create a CSV file using Text Editor
Open any text editor and enter the data, separating each value with a comma and each row with a new line, as shown in the illustration below:
Save the file with extension .csv
Create TSV file using Text Editor
Open any text editor and enter the data, separating each value with a tab and each row with a new line, as shown in the illustration below:
Save the file with extension .tsv
Create a CSV/TSV file using Excel
Open an Excel sheet and enter the data.
To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.
To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.
Excel will display a dialog box indicating some Excel features may be lost in the format chosen. Click on Yes to continue to save the file in CSV/TSV format.
Tip: A text editor like Notepad can suffice for creating and editing simple CSV files. However, if you are working with large data, using an application like Excel is preferable.
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.