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[START HERE]☞Integration Guide

Updated

This article is meant to be used to guide you through your setup.  You may have to navigate away to a different article at times, but you will always have this (where you left off) to refer back to.  Make sure to allocate time to plan your implementation. Consider factors such as which objects will hosted with connector to display workspaces and who will be able to create new workspaces.

We support public private and on premise of iManage 10 for versions 10.2 and above where the universal api has been enabled.

What iManage instance is your organization using?

Please Note: To move forward in the set up of this integration you must be a Salesforce Administrator and a member of NRTADMIN group or assigned a role withTier 2 Control Center privileges.

Pre-Installation Requirements

If you are using iManage On-Premise edition for iManage Work then make sure your iManage Work web url and instance is either publicly available or has whitelisted the Salesforce Platform IP addresses. For more details on which IP addresses to whitelist, follow this link from Salesforce.

Install iManage Integration Package

For instructions to install the iManage Integration, follow this link.

Manually Create the App in iManage Control Center

In this article you will choose the 'manually' option to view the instructions.

Please Note: To move forward in the set up of this integration you must be a Salesforce Administrator and a member of NRTADMIN group or assigned a role withTier 2 Control Center privileges..

Install iManage Integration Package

For instructions to install the iManage Integration, follow this link.

Manually Create the App in iManage Control Center

In this article you will choose the 'manually' option to view the instructions.  

Pre-Installation Requirements

Please Note: To move forward in the set up of this integration you must be a Salesforce Administrator and a member of NRTADMIN group or assigned a role withTier 2 Control Center privileges.

  1. Send your organization's My Domain name to AdvoLogix Support ([email protected]).  
    • If you are installing into a sandbox, then you will need to provide the sandbox name as well. 
    • To find your My Domain name and sandbox name, follow this link.  
  2. AdvoLogix Support will assemble your redirect url from the information given and submit it to iManage for approval.  
  3. Once approved, AdvoLogix Support will provide you with your redirect url and the iManage Integration installation link to complete the installation within your organization.

This step will need to be repeated for every organization you want to install the package in.

Install iManage Integration Package

For instructions to install the iManage Integration, follow this link.

Automatically Add App in iManage Control Center

In this article you will choose the 'automatically' option to display the instructions.  

Set Up Your Users' Permissions in Salesforce

The integration has a built-in default set of permissions and permission sets that can be assigned to your users in Salesforce to grant functioning capabilities within the application.  Follow this link for more information.

Set Up iManage Authentication in Salesforce

Follow this link for instructions to create the remote site and set up the iManage configuration in Salesforce.

And you're done!

You made it!!  You have completed the required steps for the iManage integration.  If you would like to discover further functionality you can utilize in this integration, check out these other features:

  • iManage Workspace Manager allows users to create or edit object-specific configurations. These configurations are necessary to be set up and created before using the connector lightning component.
  • The iManage Notifications allow users to receive customized notifications on various activities that may happen either in the iManage components in Salesforce or the iManage Work cloud portal.
  • The iManage Featured Items Manager allows users to create or edit configurations comprised of a list of documents and/or folders from iManage and can be displayed using iManage Featured Items lightning component.
  • iManage Secured Logins allow users to perform actions within iManage Work on behalf of another user.

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