Configure Shinydocs Pro Control Center Access in iManage
When Shinydocs Pro analyzes your iManage content, you'll see Export activity from the configured Shinydocs user. This process allows Shinydocs Pro to capture text data for searchability, PII identification, and various other analysis operations.
Shinydocs Pro supports iManage Server 10.2.x and higher for legacy iManage systems.
You must be an Administrator (NRTADMIN) in iManage Cloud to register an application.
Requirements
Manual application registration performed for Shinydocs in iManage
Configure Shinydocs Pro Control Center Access in iManageThe server Shinydocs is installed on will require internet access to reach iManage
Server Uri (typically https://cloudimanage.com)
Username
Password
Client Id
Library, Workspace, or Folder ID to analyze
Steps - iManage
Remember to record the account(s) you configure and the Shinydocs application Client ID noted below.
Log in to iManage as an Administrator account.
Follow iManage’s documentation for Adding a package manually (https://docs.imanage.com/cc-help/10.4.3/en-US/Adding_Apps.html#src-125070565_id-.AddingAppsv10.4.0-Configuringapackage )
a) Application registration details
b) In the Access step, select Custom
Search for the account(s) or group that will be authorized to use this application. The accounts will only be for running analytics operations (data crawling). This user will later need to supply their username and password when setting up the source in Control Center.
The iManage user must have these options configured in iManage Control Center
Is a virtual user
Has an email address
The email address does not need to be valid, but will be used for authentication.
c) Finish reviewing and approving the application registration.
Store the account name(s) you granted permission to use the app, the API Key, and API secret in a secure location.