iManage

Map iManage Server to CAM

1. Click the iManage tab.
2. In the panel for iManage Server click the Add New button.
3. In the window for iManage Server Setup- Add New, type information in the provided fields, based on the table below, then click Save. You can add multiple iManage Servers.

Field	Description
Is Azure Proxy Used?	Select Yes to set this server to access using Azure Proxy server
Server Name	Enter a name for the server. This is a required field. (e.g. iManage Server)
URL	The address of the server. This is a required field.
Is Azure Proxy Used? Set Yes, then below 4 fields are displayed. Read here for detailed instructions to retrieve these fields.
Application Id	Enter the Application (client) ID from the Azure Active DirectoryPortal.
Application Password	Enter the application password.
Directory (Tenant) Id	Enter the Directory Id from the Azure Active Directory.
Get Token button	It will be enabled once URL, Application Id, Application Password and Directory (Tenant) Id is entered. Click the Get Token button, enter log in details. On successful login, the token is generated.
User Id	Enter the user name to access the server. This is a required field.
Password	Enter the password to access the server. This is a required field.
Validation	Click the Validate button to verify the login credentials for the server.
Token	On successful validation a token is auto-generated and displayed here. If the validation is unsuccessful, Validation Failed message is displayed.
Is Default	Select Yes to set this server as the default repository. If the repository name is not specified in the uploaded CSV file, the data will be updated to the default repository.
Dynamic Group	Select Yes to create a dynamic group in the iManage workspace. Selecting this option will allow you to add multiple users to dynamic group. Read dynamic groups for more details to create and add users to the group. Note: The dynamic group creation option specified in the CSV file will override the option set here.
Default Database	Select the default database for iManage. The options available for selection here are the database pre-configured in the iManage.
Default Security	Set the default security for the workspace. Options available are Public, View, and Private. Public: Set Read/Write access to the workspace View: Set Read only access to the workspace Private: Restricts the access rights to the owner only. The owner can update the ACL to the workspaces. Note: The default security specified in the CSV file will override the security set here.
Server Alias	Use for Desksite commands. Now you can provide server alias so it can be searched in the external system from Desksite.
Permission Mapping	Set permission based on CAM Roles. Common CAM roles are: Roles Description Admin System administrators responsible for CAM User Management and Workspace Management For e.g. An user added as: alexey.marcus@prosperoware.com|true#23/12/2019*Admin$false Editor CAM users with Edit permissions to access CAM Workspace Management For e.g. An user added as: alexey.marcus@prosperoware.com|true#23/12/2019*Editor$false Watcher CAM users with Read permissions only to access CAM Workspace Management For e.g. An user added as: alexey.marcus@prosperoware.com|true#23/12/2019*Watcher$false Check/ Uncheck the box to update permissions for roles.
Read	This allows access to only view documents, properties /metadata etc
Read Write	This allows full access to the document (view and edit), but limited control on properties /meta-data and no ability to change security (including for the folder, workspace etc)
Full Access	This allows full access to the document (view/edit/share) and full control over properties /meta-data and also the security (including for the folder, workspace etc)
Note: A permission similar to No Access can also be applied when adding users/groups to a workspace/folder with permission as Deny. The workspace/folder will not be visible to the users/groups. For e.g. Permission updated as: alexey.marcus@prosperoware.com|false#23/12/2019*Admin$false

The list of information displays in the following columns:

Column Name	Description
Repository	The server name entered above. Click on the link to open the iManage login page. Hover your cursor over the name to view the server URL.
Credentials	Will display Configured, if the user name and password are successfully validated during configuration.
Last Modified	The last updated date and time
Last Modified By	Name of the user who was logged in when the change was made
Status	The health status of configured system
Is Default	Is updated based on selection made during configuration.
Dynamic Group	Is updated based on selection made during configuration.
Server	Click Edit to edit the configuration set up. The iManage Server Setup- Edit window is displayed. Make the necessary changes and click Update. Click Delete to remove the server setup.
Metadata	Click Manage to map the Metadata to the repository. The Metadata Mapping window is displayed.

In the Metadata Mapping window, the columns are updated with the metadata auto mapped from CAM to iManage. If the columns are not populated, click the Auto Discover button to automatically find and map the metadata from CAM to iManage. The default database displayed in the Select Database drop-down is based on the database selected in the iManage server configuration. To manually add and map additional metadata, click the Add Metadata button. In the Add Metadata Mapping window type information in the provided fields, based on the table below, then click Save.

Column Name	Description
CAM	Select the metadata from CAM to be mapped to iManage. To assign a metadata, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata.
iManage	Select the metadata from iManage to map to CAM. The drop-down will include all the metadata defined in the iManage database.
Is Unique Identifier	Select Yes to set the metadata value as a unique identifier. When a job is uploaded with a unique metadata, CAM will only modify the iManage workspace(s) that have the unique metadata assigned. If the unique metadata does exist in any of the existing workspace(s), CAM will create a new workspace for the uploaded job.

You can also copy metadata mapping from one database to another. In the Metadata Mapping window, from the Select Database drop-down, select the target database to copy the metadata mapping. Click the Copy From button. In the Copy From window, select the source database from where you want to copy the metadata mapping. Click Save. All the metadata mapping will be copied from the source database to the target database.

The list of information displays in the following columns:

Column Name	Description
CAM	List of the metadata from CAM mapped to iManage.
iManage	List of the metadata from iManage mapped to CAM
Unique Identifier	Is updated based on selection made when adding metadata
Action	Click to edit the mapped metadata. The Edit Metadata Mapping window is displayed. Make the necessary changes and click Update. Click Delete to delete the metadata mapping.

Define the iManage workspace names rules and format to be applied

1. Click the iManage tab.
2. In the panel for Workspace Name Rules and Format click the Add New button.
3. In the window for Rule Creator, type information in the provided fields, based on the table below, then click Save.

Field	Description
Is Default	Select Yes to set the workspace name as the default format. Note: If the workspace name is not specified in the CSV file uploaded via the Jobs tab or in the SQL file uploaded via the Data Uploader, the workspace name set as default here, will determine the workspace name format.
Rule	Enter a name for the rule
Format	Enter a format for the workspace name to displayed. A sample rule is displayed as the placeholder in the format field. Tip: The naming format is suggested as "Client ID- Matter ID- Matter Name" {@ClientId@ - @MatterId@ - @MatterName@}
Metadata	Displayed if No set as default option. Select the metadata from the drop-down. The metadata drop down will display both the metadata name and the display name added. To assign a metadata, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata. In the corresponding text box, type the metadata value to be matched for the rule to be applied. To add more than one metadata to the rule click the '+' sign at the end of the text box. Select the search operator from the drop-down. You can also combine the two search operators. AND: Use AND to search and include all the selected metadata values. OR: Use OR to broaden your search criteria. The Workspace rule will only be applied if the search criteria matches with the metadata defined here.

The list of information displays in the following columns:

Column Name	Description
Rule	The rule name entered above.
Format	Workspace name format specified above
Is Default	Is updated based on selection made when adding workspace name
Action	Click to edit the workspace name and rules. The Edit Rule Creator window is displayed. Make the necessary changes and click Update. Click Delete to delete the rule setup.

Define the iManage template names rules and format to be applied

1. Click the iManage tab.
2. In the panel for Template Rules click the Add New button.
3. In the window for Rule Creator, type information in the provided fields, based on the table below, then click Save.

Field	Description
Is Default	Select Yes to set the workspace name as the default format. Note: If the template format is not specified in the CSV file uploaded via the Jobs tab or in the SQL file uploaded via the Data Uploader, the template set as default here will be applied to the workspace created.
Template	Select a template from the drop-down. The drop-down will include all the templates created in Administration> Template Editor. To remove a template click the x.
Rule	Enter a rule name
Metadata	Displayed if No set as default option. Select the metadata from the drop-down. To assign a metadata, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata. In the corresponding text box, type the metadata value to be matched for the rule to be applied. To add more than one metadata to the rule click the '+' sign at the end of the text box. Select the search operator from the drop-down. You can also combine the two search operators. AND: Use AND to search and include all the selected metadata values. OR: Use OR to broaden your search criteria. The following operators are available: = <> < > <= >= != The Template rule will only be applied if the search criteria matches with the metadata defined here.

The list of information displays in the following columns:

Column Name	Description
Rule	The rule name entered above.
Template	The template selected for the rule.
Action	Click to edit the template rules. The Edit Rule Creator window is displayed. Make the necessary changes and click Update. Click Delete to delete the template rule.

Define the default metadata to be applied to the folders within the workspaces created in iManage.

1. Click the iManage tab.
2. In the panel for Default Folder Metadata click the Add New button.
3. In the window for Add Default metadata, type information in the provided fields, based on the table below, then click Save

Field	Description
Metadata	Select the metadata from the drop-down. To assign a metadata, either click the drop-down menu and selectfrom the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata. The metadata selected here will be applied to all the default folders in iManage.

The list of information displays in the following columns:

Column Name	Description
Metadata	Folder Metadata selected above.
Action	Click to edit default metadata. The Edit Default Metadata window is displayed. Make the necessary changes and click Update. Click Delete to delete the default metadata.

Define the default group security to be applied to the workspaces created in iManage. If more than one rule matches the criteria then matched groups will be added on the workspace ACL.

1. Click the iManage tab.
2. In the panel for Default Group Rules click the Add New button.
3. In the window for Edit Rule Creator, type information in the provided fields, based on the table below, then click Save

Field	Description
Is Default	Select Yes to set the workspace name as the default format. Note: If the Group rule name is not specified in the CSV file uploaded via the Jobs tab or in the SQL file uploaded via the Data Uploader, the group rule set as default here will be applied to the workspace created.
Metadata	Displayed if No set as default option. Select the metadata from the drop-down. To assign a metadata, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata. In the corresponding text box, type the metadata value to be matched for the rule to be applied. To add more than one metadata to the rule click the '+' sign at the end of the text box. Select the search operator from the drop-down. You can also combine the two search operators. AND: Use AND to search and include all the selected metadata values. OR: Use OR to broaden your search criteria. The following operators are available: = <> < > <= >= != The Template rule will only be applied if the search criteria matches with the metadata defined here.
Select Group	Select a group from the drop-down. The drop-down will include all the groups created in CAM. To remove a group click the x.
Select Permission	Select permission based on CAM Roles from the drop-down. Admin Or Editor Or Watcher. Click here for permission details.
Rule	Enter a rule name

The list of information displays in the following columns:

Column Name	Description
Rule	Rule name.
Permission	Permission selected above.
Is Default	Is updated based on selection made when creating workspace.
Groups	List Group names selected above.
Action	Click to edit default metadata. The Edit Rule Creator window is displayed. Make the necessary changes and click Update. Click Delete to delete the group rule.

Define the default metadata to be applied to the documents within the folders within the workspaces created in iManage.

1. Click the iManage tab.
2. In the panel for Default Document Metadata click the Add New button.
3. In the window for Add Default metadata, type information in the provided fields, based on the table below, then click Save

Field	Description
Metadata	Select the metadata from the drop-down. To assign a metadata, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata. The metadata selected here will be applied to all the documents in iManage.

The list of information displays in the following columns:

Column Name	Description
Metadata	Folder Metadata selected above.
Action	Click to edit default metadata. The Edit Default Metadata window is displayed. Make the necessary changes and click Update. Click Delete to delete the default metadata.

This allows end user in the iManage system to edit Workspace name based on the metadata and the criteria set here. Otherwise edit option will be disabled.

1. Click the iManage tab.
2. In the panel for Workspace Edit Name Rule click the Add New button.
3. In the window for Add Rule, type information in the provided fields, based on the table below, then click Save.

Field	Description
Metadata	Select the metadata from the drop-down. The metadata drop down will display both the metadata name and the display name added. To assign a metadata, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata. In the corresponding text box, type the metadata value to be matched for the rule to be applied. To add more than one metadata to the rule click the '+' sign at the end of the text box. Select the search operator from the drop-down. You can also combine the two search operators. AND: Use AND to search and include all the selected metadata values. OR: Use OR to broaden your search criteria. The Workspace Edit Name rule will only be applied if the search criteria matches with the metadata defined here.
Rule	Enter a name for the rule

The list of information displays in the following columns:

Column Name	Description
Rule	The rule name entered above.
Action	Click to edit the metadata name and rules. The Edit window is displayed. Make the necessary changes and click Update. Click Delete to delete the rule setup.

Warning: First whitelist the IP's below on the iManage side before uploading the zip into IMCC.

• 18.205.167.41 --Whitelist if your tenant is hosted in the US zone.
• 34.198.68.230 --Whitelist if your tenant is hosted in the US zone.

1. In the iManage Control Center, in the left hand side panel under Configure, select System Setup>Applications
2. In the Applications page, click the + sign on the top right hand corner of the page.
3. Click Upload Package and upload the iManage Authentication file. This file contains the required authentication details.

4. The details from the file are auto populated in the Configuration and Authentication page. Do not edit the auto-populated information. Click Continue.
5. Update the Security details and click Finish.
6. The iManage Authentication with CAM is now completed.

Downloading the web extensions and package:

The following are links to the IMCC packages for upload. Select which one suits best:

• Basic CAM IMCC package without the web extensions

• Full CAM IMCC package with web extensions

• Web extensions can also be downloaded now directly from CAM. Go to Administration-> Downloads-> Web Extensions.

Editing the web extensions:

If the web extensions package is to be used, the extension files should be updated to your system.

1. Extract and open up the CAM_IMCC_web_extensions.zip file.

2. Go into the web_extensions folder.

3. There should be six files:

• AspNetManageFolderMenuItem.yaml ---- This allows the user to Manage Folders and create on-demand folders from CAM
• AspNetDeleteFolderMenuItem.yaml ---- allows to delete not required and empty folder from iManage Web and DeskSite
• TemplatesAspNetCreateWorkspaceMenuItem.yaml ---- allows the Workspace Wizard (Request Workflow) to appear in Work 10
• AspNetEditNameAndProfileMenuItem.yaml ---- This allows end user to Update Workspace, Folder name or Profile from iManage system based on criteria set in CAM –
  • in External system configuration for workspace and/or
  • in Template editor for folder and/or
  • in Layout for Profile.

• AspNetShareFolderMenuItem.yaml --- This allows end users to share a folder if a user has access to the workspace (read/write or above) and also has CAM permission to share.

• AspNetShareDocumentMenuItem.yaml --- This allows end users to share a document if a user has access to the workspace (read/write or above) and also has CAM permission to share.

4. Each file needs to be edited for each CAM Tenant.

For AspNetManageFolderMenuItem.yaml:

• Open the file with an editor like Notepad, Notepad++ or Visual Studio Code.

Edit the URL for the CAM tenant for the firm. For example the url is: https://[subdomain].prosperoware.io

If desired, change the type from [window] to [iframe] if you want the window to change into an iframe.

Save the file.

For AspNetDeleteFolderMenuItem.yaml:

• Open the file with an editor like Notepad, Notepad++ or Visual Studio Code.

Edit the URL for the CAM tenant for the firm. For example the url is: https://[subdomain].prosperoware.io

If desired, change the type from [window] to [iframe] if you want the window to change into an iframe.

Save the file

For AspNetCreateWorkspaceMenuItem.yaml:

• Open the file with an editor like Notepad, Notepad++ or Visual Studio Code.

Edit the URL for the CAM tenant for the firm. For example the url is: https://[subdomain].prosperoware.io

Edit the Wizard ID for the CAM tenant and add it to the URL:

Add the wizardid into the URL like such: https://tenantname.prosperoware.io/workspacewizard?wizardId=2b04aeff4cb52638a3c46420668faa0d.

For AspNetEditNameAndProfileMenuItem.yaml:

• Open the file with an editor like Notepad, Notepad++ or Visual Studio Code.

Edit the URL for the CAM tenant for the firm. For example the url is: https://[subdomain].prosperoware.io

If desired, change the type from [window] to [iframe] if you want the window to change into an iframe.

Save the file.

For AspNetShareFolderMenuItem.yaml:

• Open the file with an editor like Notepad, Notepad++ or Visual Studio Code.

Edit the URL for the CAM tenant for the firm. For example the url is: https://[subdomain].prosperoware.io

If desired, change the type from [window] to [iframe] if you want the window to change into an iframe.

Save the file.

For AspNetShareDocumentMenuItem.yaml:

• Open the file with an editor like Notepad, Notepad++ or Visual Studio Code.

Edit the URL for the CAM tenant for the firm. For example the url is: https://[subdomain].prosperoware.io

If desired, change the type from [window] to [iframe] if you want the window to change into an iframe.

Save the file.

To get the wizard ID from CAM:

• Login to the CAM tenant

• In your browser (preferably Chrome or Firefox), Inspect the page (CTRL+SHIFT+I)

• In the Chrome/Firefox inspection panel, click on the Network tab if not selected. Note in Firefox CNTRL+SHIFT+I does open the network tab, and responses will be organized more intuitively.

• Click on the Plus icon in CAM to get to a workspace wizard.

• In the inspection panel, in the 'Name' Column, an entry called 'workspacewizard' appears toward the bottom of the list.

• Click on the first 'workspacewizard' entry.

• Inside the Network Tab, click on the Response Tab.

• In Chrome scroll right until you see "wizardId". In Firefox, wizardId will display right on the screen.

• The number following, such as " 2b04aeff4cb52638a3c46420668faa0d " is the Wizard ID.

• Add the wizardid into the URL like such: https://tenantname.prosperoware.io/workspacewizard?wizardId=2b04aeff4cb52638a3c46420668faa0d.

5. Finally, zip the files back up after making the changes.

Register App on your Azure Portal to be accessed for provisioning from CAM. Following details are required during External System Configuration: the Directory(Tenant) Id, Application Id and password, follow these steps:

1. Login to “Azure portal”. https://portal.azure.com/#home, with Global Admin Access
2. Go to “Azure Active Directory”.
3. Click on “App registration” in left side bar.

4. Click on “New Registration” tab.

5. Set a name for it, and select Multitenant - Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox).
6. Fill Redirect URIs, select Web and enter redirect URIs listed here: Redirect Endpoints.
7. Click Register to register the Add-in. The system will show a successfully created message with the information created.
8. Find the Application ID, Directory(Tenant) Id field.
9. This goes to the Application ID and Directory(Tenant) Id field in the iManage configuration panel in CAM.
10. Click the Certificates and Secrets in left side bar.
    1. Create New client secret.
    2. Copy, this goes into the Application Password field.
11. Click Authentication in left side bar.
    1. Ensure Redirect URIs are listed under heading Web.
    2. Next select both Implicit grant - Access tokens and ID tokens.

    3. Advanced Settings - Select Live SDK support to Yes and Default client type to No.

    4. Click Save.
12. Click API permissions in left side bar.
1. Now configure new permissions, Click on "+ Add a permission".
2. Select Microsoft APIs and select Microsoft Graph.
   • Now add Delegated Permissions provided below and click Add permissions.
3. Select My APIs and select Client's Proxy Server Name.
   • Select user_impersonation and click Add permissions.
4. Select "Grant admin consent for <global admin user>"
13. Click Expose an API in left side bar.
    1. Click +Add a Scope It will prompt Application ID URI, click Save and continue.
    1. Enter Scope name : User.Read.
    2. Select Who can consent? : Admins and users.

    3. Enter Admin consent display name : User.Read.

    4. Enter Admin consent display description : User.Read.
    5. Click Add scope.
    6. Add one more scope to access client Proxy, click +Add a Scope.
    7. Enter Scope name : user_impersonation.
    8. Select Who can consent? : Admins and users.
    9. Enter Admin consent display name : user_impersonation.
    10. Enter Admin consent display description : user_impersonation.
    11. Click Add scope.
    2. click +Add a client application.
    1. Enter Client ID : Application (client) ID of Client's Proxy Server App.
    2. Select both checkboxes under Authorized scopes.
    3. Click Add application.
    4. Add CAM's application too, click+Add a client application.
    5. Enter Client ID : Application (client) ID of CAM app, click Overview in the left side bar and copy.
    6. Select both checkboxes under Authorized scopes.
    7. Click Add application.
14. Setup is completed.

Delegated Permissions to client's Proxy Server:

Delegated Permission	Description
user_impersonation	Allow application to Access Client's proxy on behalf of the signed-in user.

Delegated Permissions on Microsoft Graph:

Delegated Permission	Description
User.Read	Allows users to sign-in to the app, and allows the app to read the profile of signed-in users. It also allows the app to read basic company information of signed-in users.

Redirect Endpoint URI's

Redirect Endpoint URI's are as follows:

Domain	Region	URI
Staging	EU (eu-west-1)	https://indfh04pbk.execute-api.eu-west-1.amazonaws.com/v1/cam/auth/redirect
Staging	US East	https://4cpwp6xw51.execute-api.us-east-1.amazonaws.com/v1/cam/auth/redirect
Production	UK (eu-west-2)	https://5cerfmm2b5.execute-api.eu-west-2.amazonaws.com/v1/cam/auth/redirect
Production	EU (eu-west-1)	https://y20ve77is6.execute-api.eu-west-1.amazonaws.com/v1/cam/auth/redirect
Production	US East	https://90uqmfzsbl.execute-api.us-east-1.amazonaws.com/v1/cam/auth/redirect
Production	APAC (ap-southeast-1)	https://c9efufodx8.execute-api.ap-southeast-1.amazonaws.com/v1/cam/auth/redirect