Configuring iManage Cloud for the iManage Cloud Collector

Configure steps required to prepare your iManage Cloud tenant for use with the iManage Cloud Collector.

Overview

There are two main configuration requirements for the iManage Cloud Collector to be able to run discoveries in an iManage Cloud tenant. The first task is to configure a user account that has permissions to connect, query and read the matters/folder/documents stored in your tenant. The second task adds the ActiveNav app in your iManage Cloud tenant to permit access to iManage Cloud APIs.

User Configuration

As an iManage Cloud administrator, log on to the iManage Control Center  at https://cloudimanage.com/work/cc.

1. Create (or identify) a Role that has the View for NRTADMINs privilege. The user account created next will be added to this role. See this Note for details on the requirement for this privilege.
   
   1. In the left hand navigation pane, select Roles.
   2. At the top of the screen, set the scope to Library-level Management.
   3. Click the + Create Role button.
      
      1. Add Role Name. You will add the user account to this role later on.
      2. Optionally add Description.
      3. Enable at least View for NRTADMINs.
      4. Click Create.
   
2. In the left hand navigation pane, select Users.
3. At the top of the screen, set the scope to Global Management.
4. Click the +Create User button to open the new user form. Provide a Full Name and Email address.
   
   1. Add a Full Name.
   2. Add a User ID.
   3. Add an Email address. The email address does not need to be attached to functioning mailbox, but it does need to be unique to this user account. The email address is required when configuring the iManage Cloud Credentials within ActiveNav Cloud. <insert link>
   4. Set the Preferred Library. See the steps below to add additional iManage Libraries.
   5. Choose the Role created (or identified) above.
   6. Create a Password. The password is required when configuring the iManage Cloud Credentials within ActiveNav Cloud. <insert link>
   7. Disable the requirement to change the password on next sign in.
   8. Set the Password expiration to Disabled.
   9. Set the Sign in Status to Enabled.
   10. Click the Create button to save the new user in your server.
5. The screen will return to the list of Users. Set the scope to Library-level Management.
6. Click on the menu for your newly created user account and select Add To Groups. Add the user account to NRTADMIN.
   
7. If required, follow these steps for each additional library where you wish ActiveNav Cloud coverage.
   1. Assign the user account to the target library.
   2. Set the user account's Role to the role created (or identified) above.
   3. Assign the user account to the NRTADMIN Group.

Collector Application

This section will allow the ActiveNav iManage Cloud Collector to use the iManage APIs to connect to your iManage Cloud tenant. As an iManage Work administrator, log on to the iManage Control Center  at https://cloudimanage.com/work/cc.

1. In the left hand navigation pane, select Applications.
2. Click the +Add Application button to open the application search screen. Select ActiveNav - Cloud. Click Authentication >.
   
   NOTE: If you do not see ActiveNav - Cloud in the list of available applications, please contact ActiveNav Support.
   
3. We recommend the following values for authentication tokens.
   1. Allow Refresh Token: Yes
   2. Refresh Token Expiry: 365 days
   3. Access Token Expiry: 60 mins
   Click Access >.
   
4. On the Access form, you can choose either All Users, or Custom. If you choose Custom, add the user account created above. Click Review >.
   
5. On the Review form, ensure that Enable Application? is set to Yes. Click Finish.