Configure External Systems > Kira

Kira

Kira Authentication

Authenticate Kira with CAM

  1. Click the Kira tab.
  2. In the panel for Kira Authentication click the Add New button.
  3. In the window for Kira- Add New, type information in the provided fields, based on the table below, then click Save.
Field Description
Name Enter a name for the server.
URL

The address of the server. This is a required field.

Token Enter the token to validate the server
Is Default Select Yes to set Kira as the default external system.

The list of information displays in the following columns:

Column Name Description
Name The server name entered above.
Token

Token generated on successful login
Last Refreshed

The last updated date and time
Is Default Is updated based on selection made during configuration.
Action Click Edit to edit the configuration set up. The Kira- Edit window is displayed. Make the necessary changes and click Update. Click Delete to remove the setup.

Kira Name Rules

Define the Kira group names rules and format to be applied

  1. Click the Kira tab.
  2. In the panel for Kira Name Rules click the Add New button.
  3. In the window for Rule Creator, type information in the provided fields, based on the table below, then click Save.
Field Description
Is Default

Select Yes to set the workspace name as the default format.

Note: If the workspace name is not specified in the CSV file uploaded via the Jobs tab or in the SQL file uploaded via the Data Uploader, the workspace name set as default here, will determine the workspace name format.

Rule Enter a name for the rule
Format

Enter a format for the workspace name to displayed. A sample rule is displayed as the placeholder in the format field.

Tip: The naming format is suggested as "Client ID- Matter ID- Matter Name" {@ClientId@ - @MatterId@ - @MatterName@}
Metadata

Displayed if No set as default option.

Select the metadata from the drop-down. The metadata drop down will display both the metadata name and the display name added. To assign a metadata, either click the drop-down menu and select it from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata. In the corresponding text box, type the metadata value to be matched for the rule to be applied. To add more than one metadata to the rule click the '+' sign at the end of the text box. Select the search operator from the drop-down. You can also combine the two search operators.

  • AND: Use AND to search and include all the selected metadata values.
  • OR: Use OR to broaden your search criteria.

The Workspace rule will only be applied if the search criteria matches with the metadata defined here.

The list of information displays in the following columns:

Column Name Description
Rule The rule name entered above.
Format Format entered above
Is Default Is updated based on selection made when adding workspace name
Action Click to edit the workspace name and rules. The Edit Rule Creator window is displayed. Make the necessary changes and click Update. Click Delete to delete the rule setup.

Last updated on August 27, 2020

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