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.
iManage System Account This account is required if you are using the iManage Sync API. You must obtain a system account from iManage to be able to configure a connector with the Sync API service.

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 Your Source System is the repository where your data is stored (data to be indexed). This repository is managed by applications such as: - SharePoint O365 - SharePoint 2013/16/19 - Documentum - File Share - OpenText - Lotus Notes - etc. Your Source System repository can also be a database such as SQL or Oracle., 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 the Connector 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, you must run an index reset and full crawl.

If you are upgrading to the iManage connector 2.1.0.0, and you are going to use the new iManage with Sync API service, you must rerun all your security sync jobs Loads User and Group tables and executes the mapping based on the connector configuration. and perform a full crawl job. For more information, see run required jobs in the Connectivity Hub documentation.

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.