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

• The server Shinydocs is installed on will require internet access to reach iManage.

Step 1 - iManage Set Up

Register the application

You will need to register the Shinydocs application to be used in your iManage instance. You probably have iManage Cloud, but if you have on-premise or use a managed private cloud provided by iManage, we have you covered.

You only need to do one of these configurations, based on what your iManage:

Registering in iManage Cloud

Or

Registering in iManage on-premise or private iManage cloud

Create the service user

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.

• To analyze Private files in iManage, the Shinydocs service account will need to be a member of the NRTAdmin group.

1. In iManage Control Center, select the Users tab and click + Create User

   

2. Fill in the required information, remember that the user must be Virtual (created in iManage, not your Active Directory) and have an email address (though it does not need to be valid).

   

3. Click Create to create the account.

4. Next, go to the Groups tab in iManage Control Center.

5. Find and select the group nrtadmin.

6. Select the Members tab for nrtadmin.

7. Click + Add Members

8. In the new panel, search for and add the previously created Shinydocs Service User

9. Congratulations! You have registered the account Shinydocs will use to analyze your iManage content. You will use the new account in the next step.

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!