WebApps WorkSite Extension

The WorkSite extension is software that integrates directly into the iManage Cloud and On-Prem web interface known as WorkWeb. The extension enables iManage users to perform various tasks utilizing AccuRoute and iManage functionality. The WorkSite extension must be set up by an Administrator before iManage users can see and work with the appropriate AccuRoute iManage related context menus and options. In addition, iManage Work Panel in Outlook users will need the latest version of iManage Work Desktop for Windows 10.5.1.2 and iManage Work Agent.

Note: All WebApps users who previously used the iManage WorkWeb WorkSite extension are required to clear their browser cache and cookies if your company is upgrading the WebApps to the latest version. This is to ensure that the latest installation and configuration run properly after the upgrade is complete.

Setting up the WorkSite Extension for On-Prem only

Ensure the following requirements have been met before you set up the WorkSite extension.

WebApps must be installed and configured for HTTPS.
An active Client Option Pack license is required. Contact your Account Manager, if necessary.
On-Prem WorkSite server must be 10.3.1 or higher and the WorkWeb component must be 10.2.6.61 or higher.
The WorkSite or WorkSiteRESTV2 connector must be set up. See iManage On-Prem Server – Setting up WorkSiteRESTV2 connector (Server version 10.3.1 or higher) for more information.
The WorkSite extension must be set up in the Server Administrator.

Note: Although you can use the new WorSiteRESTV2 connector for your On-Prem server environment, AccuRoute recommends that you use the WorkSite connector instead.

Expand to view more information.

To set up the WorkSite extension for On-Prem only

Use Configuration > WebApps to set up the WorkSite extension in the Server Administrator.

Expand Configuration in the Server Administrator, if necessary.
Select WebApps. The details pane appears.
Select Default. The Default Profile Properties dialog box appears.
Select the Features tab.
Select Add.
Select WorksiteWebExtension. The WorksiteWebExtension Feature Properties dialog box appears.

See the WorksiteWebExtension Feature Properties dialog box example below.

Ensure the Use iManage Cloud check box is not selected.
Keep the generated API Key and Secret values as is.
Specify your WebApps url in the WebApps Url box; for example, https://yourcompanyname/accuroute
Specify your WorkSite url in the WorkSite Url box.
Specify your WorkSite server in the WorkSite Server box.
Select your document format on the Format drop-down list.
Select the connector type on the Connection ID drop-down list; for example, Worksite or WorkSiteRESTV2.
Select the Generate Extension Configuration File button.
Choose a folder. The Extension Configuration file is saved to the folder selected.
Select OK.

To register the WorkSite extension for On-Prem only

Use the iManage Control Center to register and add the Extension Configuration file.

Go to Settings > Applications.
Select +Add Application to add a new application. The Add Application dialog box appears.
Select Upload Package.
Find and select the Extension Configuration file you previously created in the Server Administrator.
Go to the Security section and ensure Application Access is set to All Users.
Select Finish.
Restart the WorkSite and WorkWeb servers.

Note: iManage Administrators may need to go to iManage Control Center > Web Client Context Menus Customization settings and add the web extension items to the Documents, Folders and Matters context menus.

Setting up the WorkSite Extension for Cloud only

Ensure the following requirements have been met before you set up the WorkSite extension for Cloud only.

WebApps must be installed and configured for HTTPS.
An active Client Option Pack license is required. Contact your Account Manager, if necessary.
Contact iManage and AccuRoute Support to get the WorkSite extension registered for your account.
The WorkSiteRESTV2 connector must be set up. See iManage Cloud Server – Setting up WorkSiteRESTV2 connector for more information.

Expand to view more information.

To set up the WorkSite extension for Cloud only

Use Configuration > WebApps to set up the WorkSite extension in the Server Administrator.

Expand Configuration in the Server Administrator, if necessary.

Select WebApps. The details pane appears.
Select Default. The Default Profile Properties dialog box appears.
Select the Features tab.
Select Add.
Select WorksiteWebExtension. The WorksiteWebExtension Feature Properties dialog box appears.

See the WorksiteWebExtension Feature Properties dialog box example below.

Select the Use iManage Cloud check box.
Keep the generated API Key and Secret values as is.
Ensure your WebApps URL in the WebApps box is accurate; for example, https://yourcompanyname/accuroute
Select your document format on the Format drop-down list.
Select the WorkSiteRESTV2 connector type on the Connection ID drop-down list.
Select the Generate Extension Configuration File button.
Choose a folder. The Extension Configuration file is saved to the folder selected.
Select OK.

Note: The WorkSite URL and WorkSite server values are preset and cannot be changed.

To register the WorkSite extension for Cloud only

Ensure the following requirements have been met before you register and add the WorkSite extension.
Contact iManage Support and send the Extension Configuration zip file to an iManage Support Representative.
Request that a description be included in the zip file that indicates the application is rolled out to All Users Only in their Tenancy. iManage Support may need to contact AccuRoute Support for additional information.
Inform iManage Support that the application has been vetted by iManage as Upland iManage COP (Client Option Pack).
iManage Support must assign a new API Key and Secret for the zip file and inform the Administrator what those values are.

Note: API Key may be referred to as Client ID and API Secret may be referred to as Client Secret by iManage Support.

Inform iManage Support to deploy the application to all users in their tenancy. If iManage Support is not able to perform this task, Administrators can perform this task by using Setting > Applications > Add Application. Ensure All Users is selected in the Security section.

To update API Key and Secret in the WorkSite extension

Use Configuration > WebApps to update the WorkSite extension API Key and Secret in the Server Administrator.

Expand Configuration in the Server Administrator, if necessary.
Select WebApps. The details pane appears.
Select Default. The Default Profile Properties dialog box appears.
Select the Features tab.
Select WorksiteWebExtension. The WorksiteWebExtension Feature Properties dialog box appears.
Specify the new API Key and Secret in the appropriate boxes provided to you by iManage Support.
Select OK.

WebApps WorkSite Extension

Setting up the WorkSite Extension for On-Prem only

Setting up the WorkSite Extension for Cloud only

See also