iManage

Registering an iManage App

• To register iManage App you need to contact iManage support by sending an email to [email protected]

• Once an account is created login to iManage

• Click on username in the upper right corner and click Control Center

• Note: Only users with admin role have access to Control Center

• Go to the Applications menu item, click Desktop Auth Client and find Client ID

• Customer ID should be provided by iManage admins, but if it is not provided, it can be retrieved from the /api response

  • Get Access Token

  

  • Get Customer ID

  
• Go to the Roles menu item and set the following:

  • Select Global Management to setup admin roles. Enable the necessary options.

  

  • Select Library-level Management to setup library roles

  
• Permissions required

  • For scanning

    • System Access > Read-only

  • To move files

    • Document > Delete

  • To revoke permissions

    • System Access > Not Read-only

  • For tagging

    • Document > Import / Create

  Configuring iManage connector in Dashboard

  • Navigate to Administration -> Data Sources -> iManage -> New scan

  

  • Provide the customer id, client id, username, password and domain value

• Click on the Folder icon in Path to select a particular path to scan, or leave the path as empty to scan all

• Save the configuration

• Once the configuration is saved, click on the icon on the right and select Start trustee scan to begin Trustee scanning

• The scan results can be viewed under Dashboard -> Access Governance

• Click on the icon on the right and select Start file scan to begin file scanning

• The results can be viewed under Dashboard -> Enterprise Search