CAM integrates with iManage Security Policy Manager which manages need-to know access, content segregation and ethical walls at scale.
If you are syncing SPM policies to CAM, please see the SPM Custom Agent article for instructions on downloading, installing, and configuring the SPM Custom Agent.
Follow the below steps to configure iManage SPM with CAM.
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To add a New iManage SPM system:
Open External System Configuration from the Administration tab.
Click the iManage SPM tab.
In the panel for iManage SPM Server click the Add New button.
In the window for iManage Server - Add, type information in the provided fields, based on the table below, and click Save. You can add multiple iManage SPM Servers.
Field | Description |
|---|---|
Server Name | Enter a name for the server. This is a required field. (e.g. iManage SPM Server) |
URL | The address of the server. This is a required field. |
User Id | Enter the user name to access the server. This is a required field. |
Password | Enter the password to access the server. This is a required field. |
Validation | Click the Validate button to verify the login credentials for the server. |
Token | On successful validation a token is auto-generated and displayed here. If the validation is unsuccessful, Validation Failed message is displayed. |
Is Default | Select Yes to set this server as the default repository. If the repository name is not specified in the uploaded CSV file, the data will be updated to the default repository. |
Then you can use Data Uploader, or 5. Create a Connection String in Data Uploader to execute policies.
More information:
iManage SPM policy parameters, sample scripts, and .sql files.
Data Uploader and CSV Parameters to execute jobs or policies.
| Note |
|---|
A Dot character (.) in your execution, is treated as a separator. Don’t use it unless you intend on separating entries. A pipe | symbol is used to separate two values in a column. It cannot be used as a separator like for example, separating client and matter by doing client|matter is not supported. |