Provisioning > Metadata, CSV Parameters and Jobs > Create Metadata

CSV Parameters

The following are a list of parameters that must be defined in the CSV file when creating or modifying a workspace (add or remove users/ groups, update matters etc).

Tip: CAM supports both Comma delimited (.csv) and Tab delimited (.tsv) format files for upload.

Note: Any columns used in the CSV file must be mapped with the metadata in the external systems. When a job is uploaded with a unique metadata, CAM will only modify the workspace(s) that have the unique metadata assigned. If the unique metadata does exist in any of the existing workspace(s), CAM will create a new workspace for the uploaded job.

When modifying workspace with fewer columns (metadata) than the current list of metadata attached to the matter, we replace the values specified in the CSV and existing metadata remains intact.

Columns

Description

Supported Values

Create Metadata

job

Allows to specify job to create or modify records

String:

createmetadata- To create metadata
createormodifyfolder - to create or modify a folder

CreateInNetDocs

Add users to NetDocuments

String

y/1 to add n/0 to skip

CreateInImanage

Add users to iManage

String

y/1 to add n/0 to skip

SecurityLevel

Sets security based on system flag

Integer. 0 = No special security, 1= HIPAA enforced.

parent

The id of the parent record.

Integer

code

Metadata Code

String

description

Metadata Description

String

columnName

Column name of the Metadata in AuroraDB

String

openDate

Netdocuments metadata

DateTime

ClosedDate

Netdocuments metadata

DateTime

Users /Groups

Note to Create a user, the minimum fields required are : type, userid, displayname, mailNickname. For deleting users or groups from CSV, soft delete is used always

FirstName

Enter the user first name

String

LastName

Enter the user last name

String

MiddleName

Enter the user middle name

String

PrimaryEmail

The email address of the user

String. Needs to contain proper Email formatting, example: *****@***.com

SecondaryEmail

Any secondary email. User defined

String. Needs to contain proper Email formatting, example: *****@***.com

Telephone

Phone number

String

Office

String

StreetAddress

Address

String

City

String

PostalCode

Zip code

Integer

Country

String

JobTitle

Title of User

String

Department

String

Company

String

Location

User's location

String

Metadata Id in CAM

Integer

RecordType

String

Role

Role from CAM or source system

String. E.g. Administrator, NRTAdmin

Owner

Sets the owner of the metadata/workspace/object.

String

Disabled

Sets as disabled on import.

Integer, 1= disabled, 0= enabled

IsCAMUser

Set to 1 to import or create a CAM user. Set to 0 to not import a user. Note: Not available for C1.

Integer 0=Do not import/create. 1= Create

IsCAMGroup

Set to 1 to import or create a CAM group.

Integer. 0=Do not import/create. 1= Create

UniqueSystemWorkspaceColumns

To specify unique system metadata.

Note pass client id and matterid columns as well in the csv if using the ids here.

UserID

Add user ID to login

String. E.g. a.marcus - One of the required fields for user creation.

Username

Adds the username

String. E.g. alexey.marcus NOTE: You must add the full username to add the user to a group.

usertype

Type of user

Integer. 1= external, 0= internal

usercontainertype

For netdocuments

Interger. 1= Repository, 2= cabinet.

DisplayName

Adds the full name (display name) of the user.

String. E.g. Alexey Marcus. - One of the required fields for user creation.

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. Optional for Microsoft teams creation.

Type

Specify if adding as a user or group

String (user/group)

user - add as user, group- add as group

ContainerType

Type of container to add. (Id of container type)

Netdocuments has two types: Repo (1) and cabinet (2). iManage has one type (2), Office365 has one type (1)

ExtContainerId

The id of the container.

Integer. Needed for searching for duplicate emails.

ExtContainerName

The name of the container.

String.

GroupContainerType

Type of the container.

Integer. 1= Repository level, 2= Cabinet level

GroupType

Type of group

Integer. 0= Internal, 1=External

Groups

Add group name

String. NOTE: Full name of the group is required so users can be added.

groupid

Id of the group

String. NOTE: Groupids for Office365 will inherit the Microsoft id. This looks like: d4dfe2ae-c58b-4efd-939a-02ea5cfeae6d

imanageadmingroup

Add user to iManage Admin Group

Boolean (y/n)

y to add n to skip

netdocumentsadmingroup

Add user to NetDocuments Admin Group

Boolean (y/n)

y to add n to skip

AddtoMyMatters

Sets if the workspace will be added as shortcut, to the My Matters page. Type in the user email to add to their my matters.

String

Users separated by pipe character "|";

userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User

AddtoMyFavorites

Sets if the workspace is added to the favorites page. Type in the user email to add to their my favorites.

String

Users separated by pipe character "|";

userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User

IsExternal

Sets up external users/groups

Boolean. true or false. Is not case sensitive.

Create Category to add shortcuts in the MyMatters

You can add below parameters in the csv while creating or modifying workspace.

UniqueSystemWorkspaceColumns

To specify unique system metadata.

String. E.g. ClientId=gh12&MatterId=771g

Or you can add Unique Metadata Ids

Set the Unique Ids.

Add separate column for each id in the CSV

String - E.g. ClientId, MatterId

systems

The external system

Enum. E.g. imanage, netdocuments

AddToMyMatters

Sets if the workspace will be added as shortcut, to the My Matters page. Type in the user email to add to their my matters.

String

Users separated by pipe character "|";

userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User

Category

set CategoryId Or Category (Category Name) Or if the workspace had sub-level of categories then specify the path

String

E.g. for sub-level: Category1/SubLevel1.1/SubLevel1.2

Job

Set the Job name

String

removeFromMyMatters

External Systems

Domain

Domain of the active directory

E.g. testfirm@domain.com

Database

Database from which metadata is pulled from

String. E.g. ActiveProduction

CreateInNetDocs

Add users/groups to NetDocuments

Integer, 0 = No Actions taken | 1 = Action performed

CreateIniManage

Add users/groups to iManage

Integer, 0 = No Actions taken | 1 = Action performed

CreateInSPM

Add users/groups to iManage SPM

Integer, 0 = No Actions taken | 1 = Action performed

CreateInKira

Add users/groups to Kira

Integer, 0 = No Actions taken | 1 = Action performed

CreateInHighQ

Add users/groups to HighQ

Integer, 0 = No Actions taken | 1 = Action performed

CreateInOffice365

Add users/groups to Office 365

Integer, 0 = No Actions taken | 1 = Action performed

DeleteFromIManage

For deleting a record from imanage.

Integer. 1 to delete only from CAM (soft delete); 2 to delete from CAM and the source system (hard delete)

DeleteFromNetDocs

For deleting a record from NetDocs

Integer. 1 to delete only from CAM (soft delete); 2 to delete from CAM and the source system (hard delete)

DeleteFromOffice365

For deleting a record from Office 365

Integer. 1 to delete only from CAM (soft delete); 2 to delete from CAM and the source system (hard delete)

DeleteFrom"System"

Replace "System" with the system you want to delete records from

Integer. 1 to delete only from CAM (soft delete); 2 to delete from CAM and the source system (hard delete). For example, this allows deletion of a workspace, folder, or empty folder.

DeleteContent

For deleting a non empty object like a folder or workspace

Integer: 1=Delete any content inside and moving documents to flatspace, 0= don't delete content.

Queue

Allows the user to control the job.

Integer. E.g. 1 is recreate or requeue. E.g. Set Create Workspace for a hard delete to 1 to recreate workspace.

system

The external system

Enum. E.g. imanage, netdocuments, o365

systeminstance

The CAM repository name

String.

regionid

Root DMS repository id

Integer

regionlabel

Name of root repository

String

containerid

Cabinet ID of DMS

Integer

containerlabel

Cabinet Name

String

Office 365 Users

Type

Specify if adding as a user or group

String (user/group)

user - add as user, group- add as group

FirstName

Enter the user first name

String

LastName

Enter the user last name

String

MiddleName

Enter the user middle name

String

PrimaryEmail

The email address of the user

String. Needs to contain proper Email formatting, example: *****@***.com

SecondaryEmail

Any secondary email. User defined

String. Needs to contain proper Email formatting, example: *****@***.com

CreateInOffice365

Add users to Office 365

String, set to y = Action performed

UserID

Add user ID to login

String. E.g. a.marcus - One of the required fields for user creation.

DisplayName

Adds the full name (display name) of the user.

String. E.g. Alexey Marcus. - One of the required fields for user creation.

Description

User Description

String

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. Optional for Microsoft teams creation.

assignedLicenses

Assigned product licenses to user

String

List of allowed product licenses, can be passed more than one using "#" separator

E.g. f30db892-07e9-47e9-837c-80727f46fd3d#f245ecc8-75af-4f8e-b61f-27d8114de5f3

ProductDisplayName: "Microsoft Power Automate Free"

ProductSkuId: "f30db892-07e9-47e9-837c-80727f46fd3d"

ProductDisplayName: "Microsoft 365 Business Standard"

ProductSkuId: "f245ecc8-75af-4f8e-b61f-27d8114de5f3"

ProductDisplayName: "Microsoft Teams Exploratory"

ProductSkuId: "710779e8-3d4a-4c88-adb9-386c958d1fdf"

ProductDisplayName: "Microsoft 365 Business Basic"

ProductSkuId: "3b555118-da6a-4418-894f-7df1e2096870"

usageLocation

User that corresponded to “Country or region” setting in the associated Azure AD tenant

String. 2 letter ISO Country Code

E.g. "US" or "AU" or "GB" etc.

IsExternal

Sets up external users/groups

Boolean. true or false. Is not case sensitive.

Office 365 Groups

ClientId

Enter the client id

Integer

ClientName

Enter the client name

String

MatterId

Enter the matter id

Integer

MatterName

Enter the matter name

String

MailNickname

The email name of the user

String

Office365Type

The type of Office 365 object being managed. This can be group, teams, channel, tab, user

String

WorkspaceName

Name of workspace

String

Office 365 Tabs, Teams or Channels, Channels with Planner, OneDrive, OneNote

To use ETL to Link Teams content or Move/Copy content, the following metadata is required: Client/Matter, Job, CreateInOffice365, Office365Group, Office365Type, Template, AutoOneWaySync, targetSystem, UniqueSystemCriteria, TargetServer

ClientId

Enter the client ID

String

MatterId

Enter the matter ID

String

ClientName

Enter the client name

String

MatterName

Enter the matter name

String

WorkspaceName

The Workspace Name

String. The field to use if Office365ChannelName, or Office365Teamsname is not provided.

CreateInOffice365

Create this in Office 365, or not. Setting is used for the ETL creation and move of Teams to DMS.

Number:

1 to create, 0 to skip

Job

To use the ETL functionality of Linking Teams or Moving Teams content, set this job.

String: LinkMsTeamsOrChannel

Office365Group

Name of Office 365 Group

String- For Team creation, is required.

Office365TeamName

Team name for Microsoft Teams

String- For Team creation, is required. Note: If a comma is in the team name, use quotes around the team name. E.g.: "Google, Alphabet and related"

mailnickname

Nickname for mailing.

String; The same as Office365Group typically

Office365Type

The type of Office 365 object being managed. This can be group, teams, channels, tabs, OnedriveFolder, users

String; being Channels, Teams, Tabs, OnedriveFolder

Office365ExistingTeamId

Allows selecting a pre-existing team to use to create a channel in the team.

String. NOTE: This is Case sensitive.

WebsiteUrl

URL of the website for the Office 365 object

String

ContentUrl

URL for content sharing for the Office 365 object

String

RemoveUrl

URL for removal.

String

Office365ChannelName

The name of the channel.

String. This is the default parameter to use for channels. WorkspaceName will be used if this is not provided.

ChannelName

Name of the channel

String

TabAppName

Name of the tab

String

AutoOneWaySync

Sets sync for ETL

Integer. 1 or 0. 1 sets ETL to true.

TargetSystem

System of the target workspace in DMS for ETL

String.

UniqueSystemCriteria

The matter and client criteria to find the target workspace in the DMS for ETL

String. Example: clientid=asdtest&MatterId=asdtest or WorkspaceId = Worksite11!623

Security

For Teams' security

E.g. userid=aliceb@firm.com|hasaccess=true|role=member|isexternal=true|isgroup=true#

userid=chandua@firm.com|hasaccess=true|role=member|isexternal=false|isgroup=true

Default Security

Allows to set the default security on a team/channel/tab or user/group

String: Public, Private, Inherited.

TeamMemberSettings

Sets the teammembers' settings

Optional. Default is selected if not specified. String.

E.g. (use # at the end of each setting if multiple exist)

allowCreateUpdateChannels=true#allowDeleteChannels=true#allowAddRemoveApps=true#allowCreateUpdateRemoveTabs=true#

allowCreateUpdateRemoveConnectors=true

TeamFunSettings

Sets the Emoji, stickers and giphy settings

Optional. Default is selected if not specified. String.

E.g. (use # at the end of each setting if multiple exist)

allowGiphy=true#giphyContentRating=Moderate#allowStickersAndMemes=true#allowCustomMemes=true

TeamGuestSettings

Sets guest settings.

Optional. Default is selected if not specified. String.

E.g. (use # at the end of each setting if multiple exist)

allowCreateUpdateChannels=false#allowDeleteChannels=true

TeamMessageSettings

Sets message settings.

Optional. Default is selected if not specified. String.

E.g. (use # at the end of each setting if multiple exist)

allowUserEditMessages=true#allowUserDeleteMessages=true#allowOwnerDeleteMessages=true#

allowTeamMentions=true#allowChannelMentions=true

Office365Folder

OneDrive Folder name.

String

ParentFolderPath

To create Folder Structure in OneDrive; Specify Folder name where to add subfolder.

String

OneDriveUsers

Specify users where to provision these folders.

String

E.g. *****@***.com|*****@***.com

Template

Specify Template Id If creating Planner Or OneDrive or OneNote using Template

String

IsExternal

Sets up external users/groups

Boolean. true or false. Is not case sensitive.

Archive Or Restore Team

Office365Group

Name of Office 365 Group

String- Team Name to archive/restore, is required.

Job

Set the Job name

String -

To Archive : archive team

To Restore : restore team

CreateInOffice365

To apply in Office 365

Set to 1

NonUniqueIdJob

Specify any random value in case don't want to add client/matter or unique columns

String

Replace/Append Template

Unique Metadata Ids

Set the Unique Ids. Add separate column for each id

String -

E.g. ClientId, MatterId

systems

The external system

Enum. E.g. imanage, netdocuments

Template

Name of the template to add structure into existing workspace

String -

Template Id

Job

Set the Job name

String -

To Replace : Replace Template

To Append : Append Template

Workspace/Folder/Document

CreateInIManage

Create workspace in iManage

Number:

1 to create, 0 to skip

CreateInNetDocs

Create workspace in NetDocuments

Number:

1 to create, 0 to skip

NoTemplate

Sets if workspace has a template, or no template

Number:

1 to skip setting templates on import, 0 to set a template.

Template

Sets a specific template to be used.

String. E.g. Litigation Template

emailonly

Sets search folder for filtering emails only

Boolean. Set to true to set email only and use on search folder metadata panel in template editor. No mapping needed.

documentonly

Sets search folder for filtering documents only

Boolean. Set to true to set documents only and use on search folder metadata panel in template editor. No mapping needed.

FolderId

The folderid

String. Example for netdocuments search folders, it is ND_SAVED_Search column.

type

document type

String. E.g. TXT, EML,XML,DOCX

hasAttachment

Flags if an attachment is present for example on email.

Integer. 1= Has attachment, 0= No attachment.

isdeclared

Flags if declared in the external system

Integer. 1= Is declared, 0= not declared.

declareddate

The date the document was declared

DateTime

checkedoutlocation

Location of checked out document

String

checkedoutpath

Path of location

String

checkedoutby

Id of external system user

Integer

checkedoutbyid

Id of user

Integer

checkedoutdate

Date checked out

DateTime

checkedoutduedate

iManage due date

DateTime

checkedoutcomment

Comments

String

number

Document Number

Integer.

Email to address

String

from

Email from address

String

Email cc address

String

bcc

Email bcc address

String

subject

Email subject

String

extDocRefId

Document shortcuts id

Id of the document that is in the shortcut.

author

The document or workspace or folder author

String

authorid

Id of the author

Integer

operator

The document or workspace or folder operator

String

operatorid

Id of the operator

Integer

ParentId

Id of the parent workspace/folder/team/channel

Integer

ProjectId

Id from imanage or project management systems

Integer

ObjectType

Type from imanage systems

String. E.g. "work"

Source

Source system for object.

String. E.g. Worksite2020

CloudId

Id of the cloud object

String. E.g. Cloud!1001

Link Workspace

Copy workspace from iManage/NetDocuments/Milan to CAM

Job

Job to link a workspace with another.

String. linkworkspace

UniqueSystemWorkspaceColumns

To specify unique system metadata.

String. E.g. ClientId=gh12&MatterId=771g

ProjectId

ProjectId from WS table on Milan

Integer. E.g. projectId from WS table on Milan (for Milan workspaces).

Library

Database where workspace exist

String. E.g. Database (imanage), CabinetName(NetDocuments)

ObjectType

Type from imanage systems

String. E.g. "work"

CreatedBy

The username of the creator

String

OldServerName

Olds server name where workspace existed

String. For Milan workspaces only

NewServerName

New Server name where you want to link

String. E.g. Current server name on CAM

Source

Source system for object

String. E.g. Milan

System

The external system

Enum. E.g. imanage, netdocuments

CloudId

Unique id of workspace from source system

String. E.g. worksite2020!876

TemplateId

Sets a specific template to be used available on CAM.

String. E.g. Litigation Template

skipWorkspaceStructure

Set to skip folder structure of workspace copy to CAM

String

1 Or true Or yes = Do not copy folder structure to CAM

0 Or false Or no = Copy folder structure to CAM

skipWorkspaceSecurity

Set to skip linking security of workspace to CAM

String

1 Or true Or yes = Do not copy security (ACL) to CAM

0 Or false Or no = Copy security (ACL) to CAM

LinkMetadataValues

Set to copy workspace' metadata to CAM

String

1 Or true Or yes = Copy metadata to CAM

0 Or false Or no = Do not copy metadata to CAM

Add Default Security in iManage

DefaultSecurity

Add default security to workspace in iManage

Public, Private, View

Note: In the Administration>Metadata configuration the Data Type for DefaultSecurity must be set to String and the Look Up set to Yes. The default security specified in the CSV file will override the security set in the External System Configuration.

Dynamic Group and Add Users

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.

Parameter	Values
Allow Permission	Set as True For e.g. alexey.marcus@prosperoware.com\|true#23/12/2019*Admin$false
Deny Permission	Set as False For e.g. alexey.marcus@prosperoware.com\|false#23/12/2019*Admin$false
To add as an user	Set User Type as False For e.g. alexey.marcus@prosperoware.com\|true#23/12/2019Admin$false*
To add multiple users	user1@prosperoware.com\|true#23/12/18Admin$false,user2@prosperoware.com\|true#23/12/18Admin$false

Add groups to ACL (Access Control List)

String

Format: [groupname] | {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.

Parameter	Values
Allow Permission	Set as True For e.g. group\|true#23/12/18*Admin$true
Deny Permission	Set as False For e.g. group\|false#23/12/18*Admin$true
To add as a group	Set as Group type as True For e.g. For e.g. group\|true#23/12/18Admin$true*
Add multiple groups	group1\|true#23/12/18Admin$true,group2\|true#23/12/18Admin$true

RemoveSecurity

Remove users from matter ACL (Access Control List)

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

Create Matter/Update Matter

ClientId

Enter the client ID

String

MatterId

Enter the matter ID

String

ClientName

Enter the client name

String

MatterName

Enter the matter name

String

RefileDocsAndFolders

Set to update Metadata to Docs and Folder also

Number 1| 0.

1=Update Metadata to Docs and Folders

Jobs and Audit

Queue

Set to re-queue an old job when uploading a CSV

Integer 1| 0. 1=Re-queue

createdDate

When a record was created

DateTime

EditedDate

When a record was edited

DateTime

CreatedByUserId

The userid of the creator.

Integer

CreatedByUser

The username of the creator.

String

LastChangeUserid

The userid of the last editor.

Integer

LastChangeUser

The username of the last editor.

String

SubscriberId

The subscriber in dynamodb.

Integer

createormodifyfolder

Job to create a folder/modify folder.

String.

createmetadata

Job to create metadata on an object

String

linkworkspace

Job to link a workspace with another.

String

linkmsteamsorchannel

Job to link Microsoft Teams' or channels together.

String

addtomymatters

Job to add workspaces to my matters lists.

String

removefrommymatters

Job to remove workspaces from my matters lists.

String

deletefolder

Job to delete folders.

String. Required metadata to pass for this is: Folder Criteria, FolderMetadata, ParentFolderPath, Type and the Job: deleteFolder.

managepolicy

Jobs to manage policies for Control Center

String

createpolicy

Jobs to create a policy in Control Center

String

updatepolicy

Jobs to update policies in Control Center.

String

filesharepathconfig

The configuration for the file share file path of the UNC share.

String

createworkspace

Job to create a workspace.

String

LinkMsTeamsOrChannel

To use the ETL functionality of Linking Teams or Moving Teams content, set this job.

String

archive team

Job to archive Team

String

restore team

Job to restore Team from archive status

Replace Template

Job for replace Template

String

Append Template

Job for Append Template

managepolicy

Job to create SPM Policy

String

managepairing

Job to create Attorney-Secretary (Assistants) pairing

String

ETL

AutoOneWaySync

Sets if one way sync or two way sync

Integer. 1 sets one way sync, 0 sets 2 way sync

isEnabled

Sets if ETL job is enabled

Integer 1= true, 0= false

applySourceSecurity

Applies source security on ETL objects

Integer 1= true, 0= false

defaultclass

createrootfolder

Sets to create the root folder in ETL or not.

Integer 1= true, 0= false

bringchatfiles

Integer 1= true, 0= false

createTargetUserMode

Sets how to create the user

2 is default.

targetentitytype

Sets the type to set ETL target as.

String. Folder, channel, workspace are examples

targetentityid

The folder id or workspace id

String. $folderid

SendToTeams CAM Command

Job

Job for sending documents, folders or the entire workspace from iManage to teams

String. ETL

ClientId

Enter the client ID

String

MatterId

Enter the matter ID

String

systems

The external system

String. imanage

TargetSystem

Default to Teams

String. office365

Office365Type

The type of Office 365 object being managed

String. Channel

Office365Group

Name of Office 365 Group

String

ChannelName

Name of the channel

String

UseAdvMapping

Provide option to sync Full or Only Mapped content

Number

1 : Only folders that are mapped using the template mapping under the ETL>Default Settings will be synched.

0 : Entire workspace content will be synced.

MappingType

Supports 3 types of sync Scheduled or Onetime Or Event based

String. scheduled Or onetime Or subscription

DeltaSyncInterval

Specify time interval to sync delta changes in minutes, hours or days.

String.

E.g. 20 minutes Or 15 hours Or 5 days

Security Policy Manager

Job

Job name

String

Set default = managepolicy

Name

Unique Name Identifier for Policy Name in CAM

String

Description

Short description of Policy

String

PolicyType

Set Policy type

String

There are 4 Policy type

1) Inclusion : Inlcude the users to allow access

2) Exclusion : Prevent the users access

3) Inclusionmultiside : Same as Inclusion policy however allows adding multiple client-matters and specific users in a distinct policy for easy maintenance.

4) Competitive : Cross customer access to restrict access to competitors matters;

E.g. Side1Users : List of users and Side1ClientMatters : List of Client-Matter

Side2Users : List of users and Side2ClientMatters : List of Client-Matter

Side1Users are not allowed to access Side2ClientMatters list, and

Side2Users are not allowed to access Side1ClientMatters list.

ExternalSystemId

System ID of iManage which is configured in CAM external system Configuration

String

This is unique policy id from external system. If it does not match with external system then CAM will create security policy with this unique id.

CreatedDate

Date of Creation

DateTime

UpdatedDate

Last updated date

DateTime

IncludedUsers

Required; if PolicyType : Inclusion

String

Users separated by pipe character "|";

userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User

ExcludedUsers

Required; if PolicyType : Exclusion

String

Users separated by pipe character "|";

userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User

Side1Users

List of user

String

Users separated by pipe character "|";

userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User

Side<n>Users

This field will be increased till <n> number specified in "Sides"Column.

If Sides = 3, then add 3 columns and increment numbers like

Side2Users, Side3Users.

List of user

String

Users separated by pipe character "|";

userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User

ClientMatters

This field will be referred to apply Inclusion OR Exclusion as set in PolicyType. It has List of Client Matter separated by pipe "|"

String

Add Metadata

E.g. Client.Matter -> Client1.Matter001|Client2.Matter002

Side1ClientMatters

This field will be referred to apply Inclusionmultiside OR Competative as set in PolicyType. It has List of Client Matter separated by pipe "|" ;

String

E.g. Client.Matter -> Client1.Matter001|Client2.Matter002

Side<n>ClientMatters

This field will be increased till <n> number specified in "Sides"Column.

If Sides = 3, then add 3 columns and increment numbers like

Side2ClientMatters, Side3ClientMatters.

This field will be referred to apply Inclusionmultiside OR Competative as set in PolicyType. It has List of Client Matter separated by pipe "|" ;

String

E.g. Client.Matter -> Client1.Matter001|Client2.Matter002

Sides

No of sides to be added; SideUsers will be incremented based on this numbers

Integer

E.g. 3

system

Creating Ethical Walls Policy in CAM

String

Set default = CAM

Policy Sample (iManage and Intapp)

Competitive policy

Attorney-Secretary (Assistants) pairing

Job

Job name

String

managepairing

AttorneyId

User Id to assign as Attorney

String

SecretaryId

User Id to assign as Secretary

String

Active

Enable the pairing

Integer

1 = Active Or 0=Inactive

System

String

Set default : imanagespm

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.