Versions Compared

Version Old Version 6 New Version Current
Changes made by

René Ponce Carrillo (Deactivated)

Eric Schullek

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
stylenone

Overview

CAM integrates with the 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.

You can add and manage multiple servers, and define the security rules to be applied. Follow the below steps to configure iManage SPM with CAM.

iManage SPM Authentication

To add a New iManage SPM system:

  1. Open Click on the Administration tab.

  2. Click on External System Configuration from the Administration tab.

  3. Click the iManage SPM tab.

  4. In the panel for iManage SPM Server click the Add New button.

  5. 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.

...

  1. Click Save.

  2. Create a Connection String in Data Uploader to execute policies.

More information:

  1. iManage SPM policy parameters, sample scripts, and .sql files can be viewed here.

...

  1. CSV

...

  1. parameters to setup and execute jobs or policies can be found here.

  2. Policies in control center information resides here

More information:

  • SPM can support using special characters in user and group creation since SPM supports those.

Note

Warnings:

  • A

Dot

  • 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

  • and it cannot be used as a separator

like for

  • . For example, separating client and matter by doing client|matter is not supported.

Use Cases for Deletions or Disabling

  1. Disabling a user

    1. If a user becomes disabled in Active Directory, CAM will see that change when the active Directory DU sync runs, and push the change to SPM. In SPM, the Enable form will remain unchecked.

  2. Deleting a user

    1. If a user is marked as deleted in Active Directory, CAM will see that change when the active Directory DU sync runs, and push the change to SPM. After completed, searching for the user in SPM will yield no results.