iManage Server Backend

Prerequisites

  • Network service account

Note: A service account can only be used only with a single SmartHub instance at any one time.

Required User Access and Authorization

  • This backend implements Federated Impersonation which means every user will have to log in for himself.
    • After the backend is configured, every user is provided with a fake result in the Results page (http(s)://[web-app-url]/Results.html) inviting him to authenticate.
    • The authentication message is configurable.


    • The user is redirected to iManage where he provides credentials to log in.
    • iManage redirects him back to SmartHub.
    • The user is provided only with the items for which he has access to in iManage.

Endpoints

  • Endpoints: 

    "/documents/search";
"/api";
"/auth/oauth2/token";

How to Configure an iManage Backend

  1. Navigate to the SmartHub Administration page at: http(s)://[web-app-url]/_admin
    1. For example: http://smarthub.azurewebsites.net/_admin

  2. Go to the General Settings page


  3. Add New Search Engine: Click the "Add New Search Engine" link to add your new iManage backend.

  4. Type: Select iManage Server Backend from the drop-down list.

  5. Next, enter the Name and corresponding information in the appropriate fields. See the graphic and table below.
    Note: When registering the app, the Redirect URL must be: http(s)://<web-app-url>/FederatedAuth.aspx

Use the following table:

Property Required? Description Default Value
Server Url Yes

The URL of your iManage server.

Obtain this URL from your iManage Server provider.

https://imanageserver1.domain.local
Client Id Yes

The client ID provided by your iManage administrator after the app was registered

  
Client Secret Yes

The client secret provided by your iManage admin after the app was registered

  
Always Exclude Emails Yes Disabling this checkpoint will bring emails from iManage to SmartHub according to search criteria. Checked Checked

Available Filters

Copy 
WorkspaceId, Author, Type, EditDateFrom, EditDateTo, CreateDateFrom, CreateDateTo,
Custom1 to Custom20, Custom29, Custom30

Note: Additional filters can be added if considered relevant (detailed list here)