iManage Security Policy Manager (SPM)

Overview

CAM integrates with the iManage Security Policy Manager which manages need-to-know access, content segregation, and ethical walls at scale.

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.

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

Field	Description

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.

Click Save.
Create a Connection String in Data Uploader to execute policies.
iManage SPM policy parameters, sample scripts, and .sql files can be viewed here.
CSV parameters to setup and execute jobs or policies can be found here.
Policies in control center information resides here

More information:

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

Warnings:

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 and it cannot be used as a separator. For example, separating client and matter by doing client|matter is not supported.

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.
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.