iManage Work

The iManage Security Synch allows user security principals to be retrieved from iManage.

Prerequisites

There are a number of prerequisites that need to be complete before creating the security Sync. For more information on this see our iManage Source Connector guide.

Security Setup

The ID of the security sync and iManageWork source configuration must match.

1. Security System: Select iManage Security from the dropdown.

2. API Endpoint - Enter the endpoint used to access iManage Work.

   • Cloud instances will likely be: https://cloudimanage.com.

3. Disable Certificate Validation - Check this to no validate the HTTPS certificate used by iManage.

   • This allows connections to systems with self-signed certificates.

   • This does increase security risk.

4. Client ID and Secret - Select the Client ID and Secret credential created for the iManage application.

5. Username and Password - Select the Username and Password credential created for the iManage user.

1. Library ID - Enter the ID of the library to sync.

Once you have set up the Security sync you can create the Source Connector. For more information on this see our iManage Source Connector guide.