Metadata

• Click the button for Add Metadata
• In the Add Metadata window, type information in the provided fields, based on the table below, then click Save

Field	Description
Metadata	Enter a name for the metadata.
Display Name	Enter the display name for the metadata. Make this as specific as needed to differentiate between similar metadata names that may exist.
Data Type	The default metadata type is displayed as String. You can change the data type to be assigned to the metadata. Options available are: Date: Represents date value (e.g. 2018-10-10) String: Alphanumeric characters (e.g. cam123) Boolean: Represent logical values (e.g. True or False) Number: Numeric data values (e.g. 1,2,3) Currency: Represents an integer format (e.g. 123.456)
Parent	Select Parent metadata to tie the metadata value and make it a dependent metadata. For e.g. Client & Matter Note: Class Metadata should be non inherited.
Auroradb Column	Selection required for Data Sync task The Aurora is a cloud database that will sync all the metadata to the S3 bucket during a mirror task. Select the column from the drop-down to map the metadata values with the Aurora database column names. For e.g. for a Client metadata field, if the selected Aurora database column is c1, then when running a Data Sync task the client metadata value will be replicated in the c1 column of the Aurora database.
Unique	Select Yes to set the metadata value as a unique identifier. 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 not exist in any of the existing workspace(s), CAM will create a new workspace for the uploaded job. If the metadata exists, the workspace will be skipped.
Look Up	Select Yes to add the metadata as a look up search field in the applied external systems or workspace wizard. This will allow the user to select the value from the drop-down.
Encrypted	The metadata can be encrypted to secure sensitive data. Select Yes to encrypt sensitive metadata.
Is Composite	Select Yes to mark the metadata as composite and define more attributes to the metadata. This displays two additional fields to add more details to the metadata. Field Description Id Allows you to add more attributes to the metadata. Enter a ID for the metadata. This metadata value can be selected when assigning unique or system metadata to the workspace or to a template folder. Description Allows you to add more attributes to the metadata. Enter a description for the metadata. This metadata value can be selected when assigning unique or system metadata to the workspace or to a template folder. Note: Database Metadata should be marked as Is Composite to No.
Metadata Type	Select Internal if the metadata already exists in CAM. Select User Defined, if the metadata is from external systems.

The list of information displays in the following columns:

Column Name	Description
Metadata	The metadata name entered above.
Display Name	The display name entered above.
Data Type	The data type assigned to the metadata.
Parent	The parent metadata assigned.
Unique	Is updated based on selection made when adding metadata.
Lookup	Is updated based on selection made when adding metadata.
Encyrpted	Is updated based on selection made when adding metadata.
Action	Click to edit the metadata. In the Edit Metadata window, modify the metadata details and click Update.
Manage	The option to assign value to the metadata is displayed, if Lookup option is selected when adding the metadata. Click Data to add the metadata value. In the Manage Metadata window, click the Add button. Enter a metadata value and click Save. These values can be selected when assigning unique or system metadata to the workspace or to a template folder.

Click Edit in the Action column. In the Edit Metadata window, click the Delete button to remove the Metadata.

The search field for are displayed at the top of the page. Enter the appropriate search criteria in the search fields and click Filter. The screen refreshes, showing a list of matching results. Click to update the search results with new search criteria entered. Click x to clear the search filters.

Permissions	Allows User To
View Metadata	View the Metadata option in the Administration tab
Add Metadata	Add metadata (Hides the Add Metadata button)
Add Metadata Data	Add metadata data
Edit Metadata	Edit metadata (Hides the Action column)
Manage Metadata	Manage Metadata Data (Hides the Manage Column)
Delete Metadata	Delete matter metadata (Hides Delete button in Edit Metadata dialog)

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

Question:

What would be the process if we map the metadata first in CAM, then prepare to map the data in the external system like iManage, or NetDocuments?

Answer:

When the metadata is mapped in CAM, there is a Code column and Id column that is part of the CAM mapping setup. Those will be needed for the mapping from the external system. For iManage, you take the id of the metadata field in iManage, and map it to the CAM id. For NetDocuments, you take the data fields and map them by code to the respective ones in CAM.

Question:

What is the purpose of Metadata in CAM?

Answer:

The purpose of metadata is to have collected data for:

Using in CSV imports and exports: So the field tokens are passed properly to tell what data to include.

Analytics: Writing appropriate queries for returning results with the metadata that is important, then export as a CSV the data.

Question:

Why can't I see Description in the Add Metadata Mapping window from the External system (e.g. iManage)?

Answer:

In Sprint 21 and higher, description is mapped using the autodiscover feature, and the field is disabled from editing in the Add Metadata Mapping window.

Open the Actions menu on the right, and select Import Metadata or Export Metadata.

Enable the permissions Can import metadata and Can export metadata to see these options.

Export Metadata will export a CSV of the metadata in the CAM system for all.

Import Metadata allows metadata to be uploaded via CSV. This will queue a job to process it.

These are some brief examples on how to set metadata in CAM:

Setting email as the folder id (for use with email folders, or template editor): Name= email, Value= @folderid@

Setting matter id: Name=matterid, Value=@matterid@

Setting client id: Name=clientid, Value=@clientid@

Setting to create workspace in imanage: Name = CreateInImanage, Value= 0 to skip, 1= to create in imanage.

Setting to create metadata in external system like imanage etc: Name: job, Value: createmetadata

Setting system to apply metadata to: Name= Systems, Value=imanage,netdocuments

Setting up Owner metadata for provisioning: Name: Owner, Value: Owner, Type: String

These out of the box fields will begin to have automatic mapping from source to CAM. Stay tuned to the release notes and this section for updated mappings.

Source system metadata	Is Mapped To	CAM Metadata
From	Is Mapped To	emailFrom
Custom14	Is Mapped To	emailTo
Custom15	Is Mapped To	emailCC
Custom16	Is Mapped To	emailBcc
Custom21	Is Mapped To	dateSent
Custom22	Is Mapped To	dateReceived
Custom23	Is Mapped To	d3
Custom24	Is Mapped To	d4
Date	Is Mapped To	d8
AdminClient	Is Mapped To	c1
AdminMatter	Is Mapped To	c2
CloseDate	Is Mapped To	d1 - d10