Registering an app for iManage on-premise

Steps

  1. Log in to your iManage on-premises server.
  2. Click username in the upper right corner and click Control Center.

    Note: Only users with admin role have access to Control Center.
  3. To add an application, go to the Applications menu item and click Add Application.

  4. Click Configure Manually.

  5. Provide the below mentioned details and click Authentication.
    • Application name
    • Client ID: Provide a unique Client ID in UUID (GUID) format. You may generate this using any standard UUID generator tool.
    • Client Secret: Click Auto-Genrate to auto populate the Client Secret.
      Note: Make sure to note down the Client ID and Client Secret.
  6. On the Authentication window, provide the below mentioned details and click Access.
    • Application Type: Select Native.
    • Provide the Redirect URL.
      Note: The Redirect URL is mandatory in the UI but not used by the connector, so any valid URL (such as https://localhost) can be provided.
    • Client Secret Expires: Select Never or choose the expiry date.

  7. On the Access window, Allow access to to All Users or choose Custom to select specific users and click Review.

  8. Review the Configuration, Authentication, Access settings and click Finish.

    The newly added application is listed under Applications.

  9. Customer ID should be provided by iManage admins, but if it is not provided, it can be retrieved from the /api response.
    • Get Access Token

      The curl command to get the Access token:
      curl -k --location "https://{hostname}/auth/oauth2/token" --header 
"Content-Type: application/x-www-form-urlencoded" --data-urlencode 
"username={username}" --data-urlencode "password={password}" --data-urlencode 
"client_id={client_id}" --data-urlencode "grant_type=password"
      Note: The username, password, client ID, and host values will vary by customer.
    • Get Customer ID

      The curl command to get the Customer ID:
      curl -k --location "https://{hostname}/api" --header
 "X-Auth-Token:{access_token}"
      Note: Replace the X-Auth-Token value with the access_token generated above.
  10. Go to the Roles menu item and set the following:
    • Select Global Management to setup admin roles. Enable the necessary options.
    • Select Library-level Management to setup library roles.

  11. Permissions required:
    • For scanning
      • System Access > Read-only
    • To move files
      • Document > Delete
    • To revoke permissions
      • System Access > Not Read-only
    • For tagging
      • Document > Import / Create