Creating Provisioning Jobs Through the SQL API

Use the Provisioning Service to perform updates in WorkSite using the available Provisioning Service operations. Define SQL scripts to automate tasks such as:

• Create or update a matter team: You can create a new matter team or update the list of users associated with an existing one, based on the criteria defined in your SQL scripts.
• Create or update an information barrier: The Milan Provisioning Service simplifies the modification and creation of information barriers used to control access to matters. Based on the scripts that you develop, you quickly update or define new information barriers in response to changing business needs.
• Create workspaces in the WorkSite database: You can customize your scripts to create blank workspaces or to create workspace populated with folders based on a template. (The templates define the folder structure, and available tabs.) You can also associate new or existing metadata types with these workspaces. In addition, you can develop custom SQL integration scripts that automatically create workspaces for new matters entered into the billing system.
• Add users to a workspace security list: You can easily update the list of users that have access to the workspace, and their access rights by defining a custom script.
• Modify existing workspaces: Based on the criteria that you specify in the SQL script, you rename a workspace, as well as add new folders or metadata to it. You can also modify the security associated with a workspace using predefined criteria. For example, you can perform certain bulk updates, such as adding a new folder to a group of selected workspaces.
• Add shortcuts to My Matters: You can define scripts that update the matter list displayed in the My Matters folder for a user. The My Matters list for a specific user is updated with a specific group of workspace shortcuts, defined in your custom SQL scripts. You can use this feature to update My Matters for an employee who recently joined the firm, or who has transferred to a new job function within the firm.
• Delete Folders: Create a Provisioning Service job that deletes folders in WorkSite based on defined folder criteria.