Configure Shinydocs Pro Control Center access in iManage

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 iManage

• The 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 

Step 1 - iManage Set Up

Remember to record the account(s) you configure and the Shinydocs application Client ID noted below. 

1. Log in to iManage as an Administrator account. 

2. 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.  

3. Store the account name(s) you granted permission to use the app, the API Key, and API secret in a secure location. 

Step 2: Set up iManage Source in Shinydocs Pro

Once you have iManage configured, the next step is to add the source in Shinydocs Pro.

By default, iManage does not provide path information (crumbs) when gathering information about your iManage content. We have a new feature in early access that will allow Shinydocs Pro to get the crumbs from iManage during the Crawling content step. To enable this feature:

Note: Due to how iManage’s API works, additional API calls need to be made to get crumb information. This can greatly increase the time for the Crawling content step.

1. Navigate to Shinydocs Pro Control Center flags page (https://localhost:9701/flags) in your browser
   IMPORTANT!
   You can break things in /flags! We do not recommend changing any setting on this page unless instructed to by Shinydocs.

2. Enable Add iManage crumbs

   

   1. If you've previously analyzed an iManage source with Shinydocs Pro and now wish to include crumb data in your analysis, ensure the Advanced Sources Control flag is enabled in addition to Add iManage crumbs.

      

   2. If an analysis is currently running, you can let it finish or end it.

   3. Navigate to Sources > Select your iManage source title > click Re-crawl Only. Shinydocs Pro will only perform the Crawling content step and skip the other steps. The other steps will run in the next scheduled run.
      

      

   4. Allow the crawl to complete

3. Now you will have a new field called crumbs in your catalog. You can enable this column along with many others with the View button.

1. In Shinydocs Pro Control Center, click + Add Source

   1. If this is your first source, you will already be in the Add Source wizard

2. Select iManage from the list of options

3. Input the required connection information:
   

   

   1. Server:
      iManage cloud: https://cloudimanage.com
      iManage on premise/legacy cloud: https://yoururl.com

   2. Username: The username of the iManage account (must be an email address, even if it is invalid)

   3. Password: The password for the supplied account

   4. Client ID: c0e5d05b-f8b8-4a26-afbf-4fa6953489da (this is the client id for Shinydocs Pro from iManage, it is always the same)

4. Click Next

5. Now you can choose to analyze a specific iManage library, workspace, or folder using the moniker or ID.
   

   

   DEV!242 is an example value for a specific matter in iManage

   

   
   PROD is an example value for a library
   

6. Click Start analysis to begin. Congratulations!