Provisioning Service

The Custom Provisioning Jobs menu lists the following options by default.

Provisioning Job	Description
Add Folders	Creates folders defined in a workspace template in one or more existing workspaces.
Delete Folders	Deletes folders from one or more existing workspaces.
Delete Empty Folders	Deletes empty folders from one or more existing workspaces.
My Matters Subscription	Subscribes a user to the My Matters of up to three different users.
Flatspace Filing	Moves documents in flatspace to the appropriate workspace and folder.

Flatspace Filing

The flatspace filing job can be configured to either:

• Identify flatspace documents for a specific client/matter and refile them.
• Refile all flatspace documents.

When you submit a job from the Flatspace Filing dialog, Milan executes a stored procedure that:

1. Identifies all documents that are in the flatspace that also have client/matter numbers.
2. Creates a File to Flatspace provisioning job for each client/matter that has flatspace documents.

When the Provisioning service processes a File to Flatspace job, it first attempts to move documents to existing folders that have a matching default class. If a matching folder doesn't exist for a document class and the application setting create-class-base-folder-for-flat-filing is enabled, a new folder will be created for that class, and the document will be moved to it. If the app setting is not enabled, the document will not be moved and a message to that effect will be logged in Milan.

While flatspace filing defaults to using Class for determining the target folders, you can specify one or more metadata in the application setting flat-filing-folder-metadata-match to uniquely identify folders—just configure the value with a comma-separated list of WorkSite attribute IDs.

Search Fields

Field Name	Description
Operation	A drop-down menu from which you can select the type of Provisioning Service operation to display in the job list.
Description	A text field in which you can enter a search term to match against the job description.
Status	A drop-down menu that lists all possible job statuses; if a status is selected, only jobs with that status are displayed in the job list.
Created Date	A calendar control for selecting a specific date by which to filter the job list.

Search Buttons

Button Name	Description
Search	Searches the job queue for jobs matching all criteria specified in the search fields.
Clear	Clears all search fields.

Menu Item	Description
Reassign to another service	Allows you to reassign pending jobs to a different instance of the Provisioning Service.
Assign High Priority	Backdates the item by one day, which moves the item to the head of the queue.
Assign Low Priority	Adds one day to the Created Date, which moves the item to the end of the queue.
Configure Notification	Opens the Configure Service Center Notifications dialog.
Archived Service Center	Opens the Archived Service Center window, which lists all archived Provisioning Service jobs.
Summary	Displays the Service Center Jobs dialog, which lists the following statistics: Number of Not Started Jobs Number of Complete Jobs Number of Error Jobs Number or Warning Jobs Number of In Progress Jobs Number of Approval Pending Jobs Number of Rejected Jobs
Delete Selected Jobs	Deletes all selected items from the provisioning queue.
Delete All	Deletes all items from the provisioning queue.
Delete all errored jobs	Deletes all jobs that have a status of Error.
Retry all selected jobs	Performs the retry operation on multiple selected jobs.

Similar to the regular job queue, the Archive Service Center has a Search Bar and job list.

Column	Description
Check box	Allows users to apply actions listed in the Action menu to multiple jobs.
Operation	Name of the provisioning operation (e.g., Export Documents).
Description	Description of the operation. Depending on the operation, this may include additional information.
Link	Hyperlink provided for specific types of completed provisioning operations; examples include: hyperlink to document export location with Export Documents operation, or hyperlink to view workspace and workspace folder hierarchy for Create Workspace operation.
Failed Documents	For Move Workspace jobs, a link to the Failed Documents dialog, which lists documents that could not be moved.
TemplateId	Folder template ID as named in Folder Template Editor; Create Workspace operations populate the TemplateId column.
Server	Name of the WorkSite server on which the target database resides.
Database	Name of the WorkSite database to which the operation will be applied.
Status	Current status of the job. Possible values include Completed, Errored, and Not Started.
Created Date	Date and time the job was added to the queue
Completed Date	Date and time the job completed.
Message	Description of the job result, where applicable.
Created By	User who submitted the job, where applicable.
Action	Opens the Action menu.

Menu Item	Description
Log	Opens the Instance Logs dialog.
Retry	Resets the status of the job, resulting in it being reprocessed.
View/Edit	Opens the View/Edit dialog.
Reassign to another service	Opens a dialog to assign the job to a specific instance in the Provisioning Service. Only pending jobs can be reassigned.
Assign High Priority	Backdates the item by one year, which moves the item to the head of the queue.
Assign Low Priority	Adds one week to the Created Date, which moves the item to the end of the queue.
Export Error Log	Exports an Excel spreadsheet containing all error log entries related to the job.
Delete	Removes the job from the queue.