WebApps iManage DMS Profiling
DMS Profiling enables
Before you begin
Administrators must have the iManage Work software installed, DMS license, and connector set up to work with DMS Profiling. A folder, various properties, and default profile are also required as part of this configuration. In addition,
Note: Although various instructions highlight iManage Work usage, the instructions provided are for setting up DMS Profiling only in the
Prerequisite
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iManage Work software installation and DMS connector license
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Refer to iManage Work Administrator Help for information about requirements, installation, and setup.
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See Activating a License for more information.
Administrators must complete the following tasks.
Connector setup
For iManage Work Administrators only
See Setting up WorkSiteRESTV2 Connector for more information.
Note: A default rule is automatically created after completing the connector setup. This rule is used by the DMS folder. Ensure the rule appears in RuleSets > Default.
Folder setup
A new folder must be set up with the following parameters in the Server Administrator.
To create a new folder
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In the Server Administrator, expand Configuration.
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Right-click Folders.
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Select New > WorkSiteRestV2. The Folder Properties dialog box appears.
See the Folder Properties > General dialog box example below.
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Specify a folder name in the Name box.
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Select Allow users to navigate to sub-folders.
Note: The Allow users to create sub-folders and Allow printing from folder options are not supported when using DMS Profiling. Ensure these options are not selected.
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Use the default folder key or specify a new one in the Folder Key box if necessary.
The folder key is a folder’s unique identifier. The first folder created uses the default folder key and DMS connector rule. The folder key must be changed if you create more folders. Each folder created must have its own unique identifier. In addition, each folder created must have it's own rule that identifies the folder's key. The new rule can be created by duplicating the original DMS connector rule and changing the Destination criteria to the new folder key .
See example and syntax below.
Original DMS connector rule
If providerkey is "WorkSiteRESTV2" then route to connector {PDF via WorkSiteRESTV2 on the Server}
Copy of DMS connector rule
Copy of If providerkey is "WorkSiteRESTV2" then route to connector {PDF via WorkSiteRESTV2 on the Server}
Criteria Expression
Select the copied rule and replace the Destination value with the new folder key value inside the quotes.
{RecipientType} = $RecipientType.PROVIDERKEY AND {Destination} = "newfolderkey"
See Duplicating Rules for more information.
Configure the DMS
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Select the Settings tab.
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Select Configure the DMS.
See the Folder Properties > Settings dialog box example below.
For iManage Work Cloud Administrators only
The DMS Configuration wizard appears.
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Select Use WorkSite Cloud if you are using a DMS Cloud platform.
See the DMS Cloud Configuration dialog box example below.
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Type the Login information in the Username and Password boxes.
Note: The On Premise application registration information is for On Premise use only. The boxes are not active. No entries in the boxes are required.
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Select Next.
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Use the default parameters or choose the parameters that meet your workflow requirements.
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Select Finish. The “Successfully configured the DMS” message appears.
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Select OK.
For iManage Work On Premise Administrators only
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Ensure Use WorkSite Cloud is not selected if you are using an On Premise DMS platform.
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Specify the WorkSite Server URL in the appropriate box.
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Type the Login information in the Username and Password boxes.
Note: The Client ID and Secret are automatically populated in the appropriate boxes.
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Select Next.
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Use the default parameters or choose the parameters that meet your workflow requirements.
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Select Finish. The “Successfully configured the DMS” message appears.
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Select OK.
Default Profile setup
Administrators create a profile in the Server Administrator that identifies a default container/folder location, profile template, metadata, and other properties as a starting point for users. The default profile and its parameters will be used for delivery purposes unless other parameters are specified in the workflow, for example, prompts requesting additional information from a user.
Note: At this stage of the setup, you are selecting parameters created in iManage Work.
To create a default profile for iManage Work only
1. Select Create Default Profile. The iManage Work Profile dialog box appears.
See the iManage Work Profile dialog box example below.
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Select a folder to set as a default.
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Specify the required document properties marked with an asterisk.
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Click Select. The Set Job Properties dialog box appears.
DMS properties are pieces of data from your DMS server used by the
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Review the job properties and values from your DMS server on the Properties table, edit if necessary or select Add to create new job properties to meet your Profiling workflow requirements. Any new job property created will be highlighted and added to the bottom of the Properties table.
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Select OK on the Set Job Properties dialog box.
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Select OK. The “Successfully created profile” message appears.
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Select OK on the Server Administration Extension dialog box.
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Select OK on the Folder Properties dialog box. The job properties are auto created in the Server Administrator and appear in Job Properties > Auto-Created.
User Group access to specified folders
Administrators must enable user groups to select specified DMS folders by selecting Groups in the Server Administrator.
To enable user groups to select specified folders
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Select the appropriate group in the Details pane, for example, Default.
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On the Group dialog box, go to Jobs and select Folders.
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Select the Enable members of this group to select the specified folders check box.
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Select the appropriate iManage folder check box on the list.
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Select OK.