iManage Connector Prerequisites

User Accounts and Application Permissions

Required Permission

Description
iManage User Account The account used to crawl your items must have full READ permissions to all the content to be indexed from the iManage.

Connector Features and Requirements

For security information, see iManage Connector Security.

Features

Supported

Additional Information
iManage version +v10 One installation per iManage tenancy
Searchable content types Yes The iManage connector  enables you to connect to iManage source system, fetch data from any workspace and index this content securely.
Content Update Full and Incremental All BA Insight Connectors support both Full and Incremental crawls, unless noted.
Permission Types Yes

All BA Insight Connectors support fetch ACLs from the source system.

To make items public or restricted to a single user/set of users, you can do so within theConnector Framework.
Required Software .NET Framework v4.7.2 One installation per iManage tenancy.

Upgrading from an Earlier Version of the Connector

When upgrading to BA Insight iManage Connector v2.0.0.0-19672 (or later) from an older version (earlier than v2.0.0.0-19672) you must run an index reset and full crawl.

Register a New Application with iManage

Before continuing you need to register your application(s) with iManage.

To register your application(s), open a ticket by sending an email request to appregistration@imanage.com with the following information:

  1. Application Name
    • Provide an appropriate name for your application
  2. Application Type
    • Web App
  3. OAuth2 Redirect_Url
    • http://localhost:2292/oauthresult.aspx

Once your application(s) have been registered, you will receive an email for your ticket indicating that the request has been fulfilled.

Perform the following steps at this point:

  1. Go to your folder in iManage Share
  2. Find the document "Technology Partner CloudiManage Credentials"
  3. Refer to the section which defines the OAuth2 information that your application(s) have been registered with.
    1. This includes key information such as:
      1. client_id
      2. client_secret
      3. redirect_url
  4. After you have received notification that your application(s) are registered, enable them in the iManage Control Center (https://cloudimanage.com/imcc) in your developer sandbox.