File Share

CAM allows provisioning, synching and integrating from File Shares. The documents, folders and workspaces will be found in a UNC path on a network fileshare.

Requirements

• UNC path is accessible on the machine that the FileShare application is installed on
• A blank SQL database for the FileShare schema to be installed on.

Workflow:

• Get the UNC path.
• Install the Agent service for Fileshare.
• Configure the FileShare application to connect to the UNC path and sync.
• Create Folders through Folder Template Editor or through the FileShare.
• Create Workspaces using the Workspace Wizard.

Install the FileShare Application:

Download the installer from Administration->Downloads-> Fileshare.

The installer will install the FileShare Application and the CAM FS windows service.

An Active Directory connection

Configuring FileShare:

Run the program. It is not necessary to run as administrator.

On startup the user interface will show 7 tabs: FileShares, CAM Login, Database, Active Directory, Agent, Command and Log.

File Shares tab:

This tab displays any file shares configured in the application. Multiple fileshares can be setup.

The following information displays on the tab:

Column	Description
File Share	Shows the name of the file share. The hyperlink brings the user to the fileshare path.
Stats	The stats column shows the contents of the fileshare. For example the number of folders and documents in the file share.
Last Sync	Shows the date and time the file share was last synced.
Status	Shows the status of the sync of the file share.
Run Sync	Runs the sync immediately.
Add	Adds a new file share configuration.

CAM Login tab:

This tab sets the CAM login credentials to connect to CAM.

The following information displays on the tab:

Column	Description
Domain	Enter the domain name that contains the data to be synced to cloud. E.g. sitename.tenantname.io. Leave off the https:// and the ending /
Email	Enter your domain email ID. E.g. myemail@company.com
Password	Enter password for the email specified above that is used to log into CAM.

Active Directory tab:

This tab displays all the active directories connected. One Active Directory is required.

The following information displays on the tab:

Column	Description
Domain	Shows the name of the file share. The hyperlink brings the user to the fileshare path.
Username	The stats column shows the contents of the fileshare. For example the number of folders and documents in the file share.
Users Path	Shows the date and time the file share was last synced.
Active	Shows the status of the sync of the file share.
Edit	Edit the active directory configuration.
Delete	Delete the active directory configuration.
Add	Add a new active directory configuration.

Command tab:

This tab displays all the jobs running of File Share syncs.

The following information displays on the tab:

Column	Description
Command	Example commands are scanfolders (scanning the file share), createworkspace or createfolders. These are the jobs that are running.
Status	The job status. Queued, In Progress, Success and Failed are options.
Response Status	If a job is successfully created a Success response is passed.
Remaining attempts	If the job is created with multiple attempts, the numbero f attempts remaining show.
Created	Date job created
Updated	Date job last updated (as it processes)
Response Sent	The date of the sent response.

Log tab:

This tab displays all the Sync logs.

The following information displays on the tab:

Column	Description
Log Level	Example levels are: Info, Debug, Error, Warning
User	The user working with fileshare.
Server	Server from which the log was sent from
Created	Date created
Message	Log message including any error stacktraces.

Database tab:

This tab sets the database connection string.

The following information displays on the tab:

Column	Description
SQL Server Name	The name of the SQL server hosting the billing database.
Connected System	Shows the connected systems that can be set. Options are Local Sync Database, Source Database, and CAM Local Database. Local Sync is one used for DataSync. Source Database is the external system typically used. CAM local database allows connecting to a CAM local database to use.
Database	The name of the database that you created on the SQL server to be used by Data Uploader.
Authentication	Choose the type of authentication to be used to connect to the data source database. Options include Windows authentication using the Windows credentials and SQL authentication using specific database-only credentials.
Username	Enter the username of the database. (SQL authentication only)
Password	Enter the password for the username of the database. (SQL authentication only)

To add a New File Share:

• Click the Add button from the File Shares tab.
• Enter the UNC folder path of the File Share in Folder Path. Format: \\ComputerName\Folder. Is required.
• Choose an Active Directory Domain in the Default Domain lookup. Is required.
• Choose a Default OU for users and groups if necessary. Format is OU=Department
• Select the organization format of the File Share.
  • First level folders are matters (workspaces or projects)
  • Second level folders are matters (workspaces or projects)
  • Custom: Allows a custom level of folders to determine the root matter/workspace/project. Select from the selection button.
• Set metadata filters up to filter the metadata of the fileshare. Client and matter expressions can be set. Format would be for example Client: ^\s*([a-zA-Z0-9]+)[^--]+ and Matter: (?<=-)[^-]+(\s*). These expressions will filter matter and client when the client/matter number is setup as 1000-001.
• When the file share sync is ready to begin, select the Sync Enabled button to Yes.
• Enter the timeframe for the sync. For example, Sync Every 30 minutes.
• Select whether or not to sync documents.
• Select whether or not to perform personal data detection. Personal data could be any sensitive information for example social security numbers, and the personal data would be scrubbed.
• Select whether to sync the Audit. This is important as if the Event Log or Audit is truncated or removed prematurely, delta syncs may not capture the last sync information.
• A nickname for the sync can be given.

File Share Actions:

The following actions can be taken on fileshares from the File Share tab:

• Edit: Edit the file share configuration.
• Delete: Delete the Configuration.
• Create Folder: Allows to create a folder within the fileshare from the application.
• Sync Now: Runs the File Share sync immediately. Good for one time sync.
• Re-Scan Now: Allows Fileshare to rescan the UNC path for folder and document count statistics.
• Personal Data Detection: Allows the user to detect and manage personal sensitive data found in the file share.
• Import Metadata: Allows the import of metadata to the fileshare using CSV. Read CSV parameters for all metadata
• Download Metadata CSV: Downloads the metadata in CSV form from the fileshare. Allows an easy export of all metadata, to be used in CAM.

Configuration files:

• Change the AppSettings Token Endpoint, ClientUI, DocumentAnalysisServiceEndpoint if necessary.
• Token Endpoint is in Line 3 in AppSettings. This sets the api token URL.
• ClientUI is in Line 5 in AppSettings. This sets the s3 UI URL.
• Whitelist the CoreAPIURL from AppSettings.config.

Using FileShare with Bulk Assignment:

• Open Bulk Assignment from Administration-> Bulk Assignment.
• Select the Fileshare system.
• Click Fetch.
• Select one or multiple records to update the matter or client assignment on.

Using FileShare on the matters tab:

Select a matter workspace that is on the fileshare.

Click Manage from the Actions menu.

Choose a template and that can be applied to that folder on the fileshare.

Using FIleshare with Data Uploader:

Edit the appsettings config.

To set the Appsettings, follow the below steps.

• Open up the AppSettings.config in C:\Program Files (x86)\Prosperoware\Prosperoware Data Uploader\configs file path.
• Token Endpoint is in Line 3 in AppSettings. This sets the api token URL.
• ClientUI is in Line 5 in AppSettings. This sets the s3 UI URL.
• DocumentAnalysisServiceEndPoint is in Line 7 in AppSettings. This is for PIIS.
• Show File Share is in Line 9 in AppSettings. Enable this to true for fileshare integration.

Using FileShare in WorkspaceWizard:

• Open Administration Workspace Wizard.
• Open and edit a Wizard.
• Add unique metadata field.
• This metadata field should be set up as:
  • Metadata name: File Share.
  • Display Label: File Share.
  • Help Text: File Share.
  • Type: String
  • Lookup: Yes
  • Lookup type: Internal
  • Create new value: No
  • Panel: select the panel of your choice.
• Save the wizard and metadata.
• Then in the Workspace Wizard, the Fileshare can be selected in addition to the other unique metadata required.