Jobs

You can also upload a job from this tab. Click the Upload CSV button and browse and select the file to be uploaded.

It allows uploading 25 CSV files at a time and file size not more than 50KB. The execution status of each file upload is displayed.

Tip: To view a list of parameters that can be defined in the CSV file, read CSV parameters page.

Once a job is uploaded, the list of information displays in the following columns:

Column Name	Description
Checkbox	Check the box to select a job, or multiple jobs, to run an action.
Job	This columns lists the status of the job in the upload process in the external system. Hover your cursor over the external systems logo to view the external system name. The upload process is categorized in the following stages: Process Description Data Upload This status is indicated when a job is uploaded via the Data Uploader or the Workspace Wizard, Upload Users or the Jobs tab> Upload CSV button. Modify Workspace This status is indicated when a job is successfully uploaded and the modify process is initiated (for matters with same client and matter ID, or users & groups details updated) Create Workspace This status is indicated when workspace creation process is initiated in NetDocuments and iManage. ( with a new client and matter ID) Create Group This status is indicated when new user group creation is initiated in CAM. Create User This status is indicated when the process to add a new user in CAM is initiated.
Job Description	This column displays the name of the workspace, matter and/or client updated in the external system. Click on the link to modify the workspace parameters.
Link	Click Link to open the external system login page. Note: The link is not displayed for a job in the Data Upload stage.
Status	This column displays the status of the job. Click on the column name to view the count of the jobs against each status. The job status is categorized as: Job Status Description All Displays the count of all jobs in all status Completed Displays the count of jobs successfully completed In Progress Displays the count of jobs in progress. (generally displayed when a job is uploaded) and jobs have unprocessed background jobs. Queued Displays the count of jobs in queued up for the next process Pending Displays the count of jobs in pending status Error Displays the count of failed jobs
Created Date	Displays the job creation date
Completion Date	Displays the completion date for the job
Action	Click the icon to view the Instance Log for the job or retry a job.

This option allows notifications to be set for a job.

1. In the Roles tab in Account Management, enable the permission Enable Job Notification.
2. In the Jobs tab, select one or multiple jobs to notify against for the jobs.
3. Under the Action menu, select Notification.
4. Enter the notification details.
   1. Notification name
   2. Type of jobs for Completed or Errored.
   3. Email template selection
   4. Frequency
   5. CAM users to send to
5. Click save. The notification will run for those jobs.

This option allows you to link workspaces from iManage, NetDocuments to CAM.

1. In the Roles tab in Account Management, enable the permission Link To Workspace. .
2. Click the icon in the top right corner and select Link to Workspace.
3. Enter the workspace details
   1. System
   2. Repository
   3. Workspace ID (Unique id from the system)

   Tip: In Layout select form Link to Workspace to add more filter criteria to query specific workspaces.

4. Click Search.
5. Based on query fields entered, it lists workspaces, not on CAM.
6. Navigate to all workspaces using the Previous Page and Next Page buttons.
7. Either select a specific workspace/s or select the Select All radio button and click Next.

8. Select either Link all workspaces by query or Link only selected workspaces.

9. Select the template from the dropdown of the templates list.

10. Select Skip Workspace Structure to avoid copying folder structure to CAM, default it's No.

    Note: If Skip Workspace Structure is not selected then structure from the DMS system links to CAM template structure if both folders are the same type and same name.
11. Select Skip Workspace Security to skip linking the security in CAM, default it's No.

12. Select Link Metadata Values to link Metadata in CAM, default it's No.

13. Click Submit to link workspaces to CAM.
14. The Job will be created for each linked workspace and listed in the Jobs tab.

This new option allows the user to find an existing job and either replace the job or retry the job.

1. In the Jobs tab, select the Action menu.
2. Select the Find Replace and Retry button.
3. Type in the attribute name to search, and the value of it.

4. Select Job Status and Job Types, this allows multi select.

5. Click Find. This will find and display the number of instances where the value were found.
6. To replace the values, enter the New Value, and clickReplace and Retry. This will replace the value in all instances that were found and retry those jobs.
7. A new job called Replace and Retry Jobs will appear in the Jobs tab.

When you are provisioning Workspace, Cabinets, Teams, folders, etc. in the CAM, this report helps you to reconcile what is configured and what is provisioned. So to promptly decide which structure needs to be reprocessed.

It provides information:

1) is a complex Workspace structure having exact or mismatched folders with their assigned template?

2) is workspace created with no folders?

This report is available for 7 days to download.

Go to Jobs tab > hamburger menu > click Reconciliation Report.

Select System: it will list external systems configured in CAM. Default iManage is selected.

Select Contains Template: from the list of templates.

Enter Contains Folder Name: if you are looking for specific folder else left blank

Select Yes if you want to include all workspaces or teams with less folders than templates. Default Yes is selected.

Select Yes if you want to include all workspaces/sites with no folder. Default Yes is selected.

Click Submit.

On submit report is generated with below details:

Column Name	Description
UniqueId	Workspace Id from external system
Workspace Name	Name of the Workspace
TemplateId	Template assigned to the workspace
System	External System Name
Has No Folders	True If no folders in the workspace. False If folders are created in the workspace.
Has Mismatched folders	True If created folders are fewer than defined in the template. False If all required folders are created as defined in the template.

In the Jobs tab, select which job that needs to be retried, and click hamburger sign and select Retry Job(s).

For bulk retries, just select multiple jobs to retry. Users can also filter the results then select one job or multiple jobs to retry.

This option allows the job to be deleted.

1. In the Roles tab in Account Management, enable the permission Allow Delete Jobs.
2. In the Jobs tab, select one or multiple jobs to delete.
3. Under the Action menu, select Delete.
4. The user will get a message confirming the deletion: Are you sure, You want to delete selected X job(s)?
5. The job(s) will be deleted.

This page displays the details of the uploaded job and the associated log information. The log information can be helpful to know the type of error for a failed job.

1. In the Jobs tab, click the link in the Description column to modify a workspace.
2. Click the job description link to open the workspace login page. The external system login page is displayed.
3. The Parameters panel display all the metadata values updated for a job via the uploaded CSV file. Click Edit to update the job parameters. In the Parameters dialog window, make the necessary changes and click Update. Once edited, retry the job to apply the changes.

4. Click the icon in the top right corner and select Retry to re-upload a job. This option can be selected without editing the job parameters. You can track the status in the Jobs tab.

5. Click the x, next to the icon to close the current page and return to the Jobs tab.

Tip: Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group.

In CAM, now users can differentiate how to delete a record from the system.

A record can be soft deleted, or hard deleted.

A soft deletion is when the references of the record are removed from CAM. The original record isn't deleted in the external systems or db's.

A hard delete is when the record is marked for deletion in all databases and systems. The hard delete will mark records as isdeleted to true in the dynamodb and search.

Click Filters button. This option allows the job results to be filtered. Enter the below filter criteria and click Filter.

• Job Name
• Job Metadata
• Job Link
• Job Status
• Date Range of Job Start
• Date Range of Job Completion

For each Job, it allows below 3 actions

Log - Allows to check instance Logs

Retry - Allows to retry the Job If its failed

Delete - allows to delete the Job