You can now verify that data is being imported into SPM.
When import is verified, you can optionally configure Windows Task Scheduler settings.
Import verification
All of the steps in this section are performed in the SPM Administration Console.
Verifying import feeds
Browse to the Monitoring page of SPM Administration Console.
View the Imports panel.
Verify that all relevant imports are present and running: the status of each import is displayed. For more information, refer to the Imports section in Monitoring.
TIP: Imports listed here with “All caught up” status can be considered verified. However, you can manually verify the individual import types if desired, per the subsections below.
Verifying client and matter data import
From the navigation bar of SPM Administration Console, select Clients.
On the Clients page, verify that the client list is populated and that imported information is available in the client.
Verify that a count of matters is displayed in the Matters column of the list.
Drill down into a client with matters, by selecting the row of that client. The matters page appears.
Verify that matters under that client are listed and that information that was imported is available in the matters.
To verify the import of custom properties, select Client Details > General Details.
Verifying user and group data and metadata import
Select Users / Roles from the navigation bar of SPM Administration Console. The Users / Roles page appears.
Verify that users and groups are listed on the page. You can also view user metadata (if imported), such as email address and job title, on this page.
Verifying import of timekeeper and assistant information
From the navigation bar of SPM Administration Console, select Reports and then select Assistants.
Select a report to verify the import of timekeeper and assistant information. You can: Specify User or Download a report for all Users.
Select your preferred report format.
Verifying user activity data import
Check for the presence of users with document or time recording (billing) activity:
From the client page of the SPM Administration Console, drill down into a client (that's had document or user activity).
On the client page, select Client Details > Staffing > Add Members > Filter > Custom.
To view users with:
Time recording (billing) activity:
Select Clear All.
Under Billing Activity, enter suitable values for Time Posted Exceeds and Time Period.
Select Apply Filter. The list is filtered to show only users with time recording (billing) activity, indicating that time recording (billing) import has taken place.
Document activity:
Select Clear All.
Under Document Activity, enter suitable values for Activity Exceeds and Time Period.
Select Apply Filter. The list is filtered to show only users with document activity, indicating that document activity import has taken place.
Task scheduler settings
After establishing import, you can set additional parameters for the scheduled task from the Windows Task Scheduler application. Of these additional settings, the following may be of particular interest:
“General” tab > Security Options
Run whether the user is logged on or not
Run with highest permissions
“Conditions” tab > Power
Wake the device to run this task
“Settings” tab
Run the task as soon as possible after a scheduled start is missed.
If you are using integrated authentication, you should manually configure the Windows scheduled task to run with the desired account. By default, the Windows scheduled task with the same name as the CFG file is configured to run with the installation user account.