{"type":"doc","content":[{"type":"heading","attrs":{"level":2},"content":[{"text":"Overview for configuring iManage to connect to CAM","type":"text"}]},{"type":"paragraph","content":[{"text":"CAM integrates with the iManage Work Cloud, Cloud iManage, and iManage on-premises environments.","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"Note","type":"text","marks":[{"type":"strong"}]},{"text":": The procedure for configuring iManage Work Cloud/Cloud iManage and iManage on-premises is almost the same. You can still utilize the provide screenshots and steps for both.","type":"text"}]}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"Warning: The user, and not Litera, is responsible","type":"text","marks":[{"type":"strong"}]},{"text":" for creating the ","type":"text"},{"text":"enterprise proxy application","type":"text","marks":[{"type":"link","attrs":{"href":"https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Azure-Proxy-Server-app"}}]},{"text":" (because CAM/Litera is not the one deciding where their proxy connector is to be placed) AND then proceeding with the app registration steps. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Two apps are to be setup: ","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The enterprise proxy application","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The app registration for CAM","type":"text","marks":[{"type":"strong"}]}]}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To integrate CAM with the iManage Work Cloud, the iManage cloud servers must be configured using the below steps.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To connect an on-premises iManage environment, the iManage server needs to be accessible from the internet. This can be done as follows:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Expose the iManage Server via a static-ip/firewall. ","type":"text"},{"text":"Click here for information on whitelisting CAM’s IP","type":"text","marks":[{"type":"link","attrs":{"href":"https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#CAM-iManage-Control-Center"}}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Use Azure Proxy.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add trusted-ip restriction as an additional security measure.","type":"text"}]}]}]}]}]},{"type":"paragraph","content":[{"text":"You can add and manage multiple iManage servers, define the workspaces' naming convention, the template rules to be applied, and the default folder metadata.","type":"text"}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"Warning: ","type":"text","marks":[{"type":"strong"}]},{"text":"The Client ID & the Client Secret ID must be updated in the iManage Control Center (IMCC) to support API Authentication and enable CAM to integrate with the iManage Server. ","type":"text"},{"text":"Read here","type":"text","marks":[{"type":"link","attrs":{"href":"https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#CAM-iManage-Control-Center-(IMCC)"}}]},{"text":" for detailed instructions to update the Client ID & Secret ID.","type":"text"}]}]},{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{"minLevel":{"value":"1"},"maxLevel":{"value":"6"},"include":{"value":""},"outline":{"value":"false"},"indent":{"value":""},"exclude":{"value":"Overview"},"type":{"value":"list"},"class":{"value":""},"printable":{"value":"false"}},"macroMetadata":{"macroId":{"value":"5e118d9e72ae7d7d3e08b9a5867a7643"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"fcc10ab0-99e0-4b69-9f77-a89e6f997ce3"}},{"type":"paragraph"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Configuring NRTAdmin Access","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"For iManage, create an NRTAdmin account role in iManage that does not have the View Document permission granted to the role. Assign this to the CAM iManage account. That allows CAM to read all metadata but cannot download or view the document or its content.","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"The NRTAdmin role assigned to the account must be granted permission to access iManage Control Center. ","type":"text"}]}]},{"type":"paragraph","content":[{"text":"The NRT Admin account is necessary for the CAM connection to iManage in many modules!","type":"text"}]},{"type":"paragraph","content":[{"text":"This is so we can:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Provision workspaces: the ability to create, modify, secure, and delete workspaces.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Work with Metadata: the ability to create, modify and delete metadata","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Manage Users/Groups: the ability to create, modify, disable & manage group memberships","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Signs of a missing NRTAdmin acct or no Control Center access:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"CAM can’t access iManage Control Center with the account.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Generate Template doesn’t return results.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"iManage Configuration","type":"text"}]},{"type":"expand","attrs":{"title":"CAM iManage Control Center"},"marks":[{"type":"breakout","attrs":{"mode":"wide"}}],"content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"CAM iManage Control Center (IMCC)","type":"text"}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","content":[{"text":"Tip: ","type":"text","marks":[{"type":"strong"}]},{"text":"First, whitelist the CAM IP's listed in the following table on iManage before uploading the zip into IMCC.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Pre-reqs","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Whitelist URLs","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Ensure the iManage connection is a “Virtual” account type. 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iManage Work Cloud or On Premise","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Download the iManage Authentication and Web Extension","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigate to ","type":"text"},{"text":"Administration","type":"text","marks":[{"type":"strong"}]},{"text":" > ","type":"text"},{"text":"Downloads","type":"text","marks":[{"type":"strong"}]},{"text":" and download the ","type":"text"},{"text":"iManage Web Extension package.","type":"text","marks":[{"type":"strong"}]},{"text":" This package includes the iManage Authentication Manifest file and CAM Commands web extension. If once downloaded, you wish to edit the CAM Command web extensions, please skip to 2a.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If you do not want to use/upload the CAM Commands web extension, click on ","type":"text"},{"text":"Basic CAM IMCC package without the web extensions","type":"text","marks":[{"type":"link","attrs":{"href":"https://productdownloads.blob.core.windows.net/cam/BasicPackage.zip"}}]},{"text":" for the Authentication Manifest file only. (Basic package updated 4/15/2025)","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Upload iManage Authentication (and Web Extensions if applicable)","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For steps on editing CAM Commands and extensions, visit: ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456932/CAM+Commands#Deploying-Web-Extensions"}},{"text":" .","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add the redirect urls as directed in IMCC under Authentication, use the table: ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Redirect-Endpoint-URI"}}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the ","type":"text"},{"text":"iManage Control Center","type":"text","marks":[{"type":"strong"}]},{"text":", in the left-hand side panel under ","type":"text"},{"text":"Configure","type":"text","marks":[{"type":"strong"}]},{"text":", select ","type":"text"},{"text":"System Setup","type":"text","marks":[{"type":"strong"}]},{"text":">","type":"text"},{"text":"Applications.","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the Applications page, click the ","type":"text"},{"text":"+","type":"text","marks":[{"type":"strong"}]},{"text":" sign on the top-right side of the page.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"Upload Package","type":"text","marks":[{"type":"strong"}]},{"text":" and upload the downloaded file.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The details from the file are auto-populated on the ","type":"text"},{"text":"Configuration","type":"text","marks":[{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"Authentication","type":"text","marks":[{"type":"strong"}]},{"text":" page. Do not ","type":"text"},{"type":"hardBreak"},{"text":" edit the auto-populated information. Click ","type":"text"},{"text":"Continue","type":"text","marks":[{"type":"strong"}]},{"text":". ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":" Update the ","type":"text"},{"text":"Security","type":"text","marks":[{"type":"strong"}]},{"text":" details.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"Finish","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For ","type":"text","marks":[{"type":"strong"}]},{"text":"http://cloudimanage.com","type":"text","marks":[{"type":"link","attrs":{"href":"http://cloudimanage.com"}}]},{"text":" configurations: ","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For steps on editing CAM Commands and extensions, visit: ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456932/CAM+Commands#Deploying-Web-Extensions"}},{"text":" .","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add the redirect urls as directed in IMCC under Authentication, use the table: ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Redirect-Endpoint-URI"}}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Please set the refresh token in iMCC as Yes. If the refresh token is set to No in iMCC, the External configuration may show as Red and error.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the ","type":"text"},{"text":"iManage Control Center,","type":"text","marks":[{"type":"strong"}]},{"text":" in the left-hand side panel under Configure, select ","type":"text"},{"text":"System Setup>Applications","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the Applications page, click the + sign on the top right-hand corner of the page.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Search for ","type":"text"},{"text":"Prosperoware – CAM ","type":"text","marks":[{"type":"em"}]},{"text":"and follow the instructions until completion.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Editing the web extensions (iManage Work or On-Premise)","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For steps on configuring CAM Commands and extensions, visit ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456932/CAM+Commands#Deploying-Web-Extensions"}},{"text":" .","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add the redirect urls as directed in IMCC under Authentication, use the table: ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Redirect-Endpoint-URI"}}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If the web extensions package is to be used, the extension files should be updated to your system.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Extract and open up the CAM_IMCC_web_extensions.zip file.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go into the web_extensions folder.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"There should be six files:","type":"text"}]}]}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"AspNetManageFolderMenuItem.yaml","type":"text","marks":[{"type":"em"}]},{"text":" ---- This allows the user to Manage Folders and create on-demand folders from CAM.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"AspNetDeleteFolderMenuItem.yaml","type":"text","marks":[{"type":"em"}]},{"text":" ---- This allows to delete not-required and empty folders from iManage Web and DeskSite.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"AspNetCreateWorkspaceMenuItem.yaml","type":"text","marks":[{"type":"em"}]},{"text":" ---- This allows the Workspace Wizard (Request Workflow) to appear in Work 10.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"AspNetEditNameAndProfileMenuItem.yaml","type":"text","marks":[{"type":"em"}]},{"text":" ---- This allows the end user to Update Workspace, Folder name, or Profile from the iManage system. Based on the criteria set in CAM:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"in External system configuration for workspace and/or","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"in Template editor for the folder and/or","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"in Layout for ","type":"text"},{"text":"Profile","type":"text","marks":[{"type":"link","attrs":{"href":"https://team-1606922561141.atlassian.net/wiki/spaces/CCAM/pages/33456754/Layout"}}]},{"text":".","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"AspNetShareFolderMenuItem.yaml","type":"text","marks":[{"type":"em"}]},{"text":" --- This allows end users to share a folder if a user has access to the workspace (read/write or above) and also has CAM permission to share.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"AspNetShareDocumentMenuItem.yaml","type":"text","marks":[{"type":"em"}]},{"text":" --- This allows end users to share a document if a user has access to the workspace (read/write or above) and also has CAM permission to share.","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"Note","type":"text","marks":[{"type":"strong"}]},{"text":": User can enter the default value as follows:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Domain name i.e tenant name to which you want to connect web commands. E.g \"http://clienttenant.prosperoware.io\".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Application id (\"CAM_TEAM_APP_ID\" : \"2fb4fc8a-fd7a-4fb0-9ff7-dedf63555ba2\") to connect with CAM Teams App. After installation CAM into the MS Team app, login into the CAM Team app.","type":"text"}]}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":423,"id":"6825db61-4edf-40df-8313-4fb19e0086bd","collection":"contentId-29491219","type":"file","height":253}}]},{"type":"paragraph"},{"type":"orderedList","attrs":{"order":5},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For steps on config get the wizard ID from CAM","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Login to the CAM tenant.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In your browser (preferably Chrome or Firefox), Inspect the page (CTRL+SHIFT+I).","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the Chrome/Firefox inspection panel, click on the Network tab if not selected.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the Plus icon in CAM to get to a workspace wizard","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the inspection panel, in the 'Name' Column, an entry called 'workspacewizard' appears toward the bottom of the list.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the first 'workspacewizard' entry.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Inside the Network Tab, click on the Response Tab.","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":602,"id":"3be6bfbf-9e6c-4e17-9626-64310abd12c9","collection":"contentId-29491219","type":"file","height":263}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In Chrome scroll right until you see \"wizardId\". In Firefox, wizardId will display right on the screen.","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":602,"id":"5e8d3cf2-36c6-4f87-98e2-4967cdc54d93","collection":"contentId-29491219","type":"file","height":183}}]},{"type":"paragraph","content":[{"text":"The number following, such as \" 2b04aeff4cb52638a3c46420668faa0d \" is the Wizard ID.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add the wizardid into the URL like such: ","type":"text"},{"text":"https://tenantname.prosperoware.io/workspacewizard?wizardId=2b04aeff4cb52638a3c46420668faa0d","type":"text","marks":[{"type":"link","attrs":{"href":"https://tenantname.prosperoware.io/workspacewizard?wizardId=2b04aeff4cb52638a3c46420668faa0d"}}]},{"text":".","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Zip the files backup after making the changes.","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Updating Prosperoware-CAM Basic Package To Resolve Connectivity Issues","type":"text"}]},{"type":"paragraph","content":[{"text":"If you are experiencing connectivity issue with your CAM iManage connections, please update \"Prosperoware - CAM\" application package in iManage Control Center (iMCC). ","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Updating iManage Work or Mobility","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Download the new package from ","type":"text"},{"text":"Basic CAM IMCC package without the web extensions","type":"text","marks":[{"type":"link","attrs":{"href":"https://productdownloads.blob.core.windows.net/cam/BasicPackage.zip"}}]},{"text":". (Basic package updated 4/15/2025)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Log in to the ","type":"text"},{"text":"iManage Control Center","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text"},{"text":"(iMCC)","type":"text","marks":[{"type":"strong"}]},{"text":":","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":121,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":121,"alt":"image (5).png","id":"55e9cbcf-3edc-45f8-92f2-54558e6316be","collection":"contentId-29491219","type":"file","height":185}}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]},{"type":"paragraph"},{"type":"orderedList","attrs":{"order":3},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigate to ","type":"text"},{"text":"Applications.","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":167,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":167,"alt":"image (6).png","id":"bf40b022-0595-48f0-883f-04c0ca531a8f","collection":"contentId-29491219","type":"file","height":260}}]},{"type":"paragraph"},{"type":"orderedList","attrs":{"order":4},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Locate the","type":"text"},{"text":" Prosperoware-CAM ","type":"text","marks":[{"type":"strong"}]},{"text":"Application within the list.","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":392,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":392,"alt":"image (7).png","id":"b9b4f0e3-9be7-4d1e-a610-1c2d61702183","collection":"contentId-29491219","type":"file","height":312}}]},{"type":"paragraph"},{"type":"orderedList","attrs":{"order":5},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Open the","type":"text"},{"text":" Prosperoware-CAM Application","type":"text","marks":[{"type":"strong"}]},{"text":". If on the cloud, please select Update Package on the upper right and follow the below steps.","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":352,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":352,"alt":"image (11).png","id":"8d9de34b-dba4-46b6-9f51-d4b425e07d50","collection":"contentId-29491219","type":"file","height":144}}]},{"type":"paragraph"},{"type":"orderedList","attrs":{"order":6},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Scroll to the ","type":"text"},{"text":"Authentication Section.","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify what the current","type":"text"},{"text":" Client Secret value","type":"text","marks":[{"type":"strong"}]},{"text":" is. If it differs from the new secret on the Basic IMCC package, edit it to the new secret by following Steps 8-15.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the","type":"text"},{"text":" Edit option","type":"text","marks":[{"type":"strong"}]},{"text":" beside the Authentication section.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Replace the existing Client Secret with the new value.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Save the Settings","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Making this change may \"disable\" this application in iManage. Once you save the settings, please enable to the application from IMCC and proceed with below steps.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Log in to CAM","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigate to ","type":"text"},{"text":"Administration > External System Configuration > iManage","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Edit the Repository and Validate the connection","type":"text","marks":[{"type":"strong"}]},{"text":" to ensure the ","type":"text"},{"text":"new Client Secret ","type":"text","marks":[{"type":"strong"}]},{"text":"is working correctly.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Once the validation is successful,","type":"text"},{"text":" select Update","type":"text","marks":[{"type":"strong"}]},{"text":" to save the new settings.","type":"text"}]}]}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":3},"content":[{"text":"Updating iManage Cloud","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Log in to the iManage Control Center (iMCC)","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":235,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":161,"alt":"image-20250424-153903.png","id":"dc4f82f1-3cd1-418f-8ed0-567d467f1933","collection":"contentId-29491219","type":"file","height":247}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigate to Applications.","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":266,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":222,"alt":"image-20250424-154014.png","id":"c4d1ceef-6bae-44fc-8c66-bce9d96431e4","collection":"contentId-29491219","type":"file","height":347}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Locate the \"Prosperoware - 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You can add multiple iManage Servers.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Fields","type":"text"}]},{"type":"table","attrs":{"layout":"default","localId":"3df07b4e-d66b-44bc-8906-fa44ae7a3714"},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"background":"#f4f5f7","rowspan":1,"colwidth":[246.0]},"content":[{"type":"paragraph","marks":[{"type":"alignment","attrs":{"align":"center"}}],"content":[{"text":"Field","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"background":"#f4f5f7","rowspan":1,"colwidth":[735.0]},"content":[{"type":"paragraph","marks":[{"type":"alignment","attrs":{"align":"center"}}],"content":[{"text":"Description","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[246.0]},"content":[{"type":"paragraph","content":[{"text":"Is Azure Proxy Used?","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[735.0]},"content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"Yes","type":"text","marks":[{"type":"strong"}]},{"text":" to set this server to access using Azure Proxy server ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Azure-Proxy"}},{"text":" ","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[246.0]},"content":[{"type":"paragraph","content":[{"text":"Is version 10.3 or above?","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[735.0]},"content":[{"type":"paragraph","content":[{"text":"If the user selects ","type":"text"},{"text":"Yes, ","type":"text","marks":[{"type":"strong"}]},{"text":"then the “","type":"text"},{"text":"User id and Password","type":"text","marks":[{"type":"strong"}]},{"text":"“ field will hide and authentication will be done through a common authentication dialog.","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"Litera recommends that the account be virtual if using Azure Proxy, which is the option in iManage configuration is Is 10.3= ","type":"text"},{"text":"No","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"Note: ","type":"text","marks":[{"type":"strong"}]},{"text":"Users need to register CAM app in the Controls Center for an access support OAuth 10.3 or above.","type":"text"}]},{"type":"paragraph","content":[{"text":"Enter the Redirect URLs accordingly to your region from the list given in @ section ","type":"text"},{"text":"Azure Proxy Server app to access on behalf of CAM >Redirect Endpoint URI's ","type":"text","marks":[{"type":"em"}]},{"text":" ","type":"text"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[246.0]},"content":[{"type":"paragraph","content":[{"text":"Server Name","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[735.0]},"content":[{"type":"paragraph","content":[{"text":"Enter a name for the server. This is a required field. ","type":"text"},{"text":"(e.g. iManageProd). ","type":"text","marks":[{"type":"em"}]}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"Note: ","type":"text"},{"text":"Spaces or .,*?","type":"text","marks":[{"type":"strong"}]},{"text":" are not allowed in the name.","type":"text"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[246.0]},"content":[{"type":"paragraph","content":[{"text":"URL","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[735.0]},"content":[{"type":"paragraph","content":[{"text":"The address of the server. This is a required field. 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","type":"text","marks":[{"type":"em"}]},{"text":"is set to ","type":"text"},{"text":"Yes","type":"text","marks":[{"type":"strong"}]},{"text":", then the below ","type":"text"},{"text":"4 fields","type":"text","marks":[{"type":"strong"}]},{"text":" are displayed. ","type":"text"},{"text":"Read here","type":"text","marks":[{"type":"link","attrs":{"href":"https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Azure-Proxy-Server-app"}}]},{"text":" for detailed instructions to retrieve these fields.","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"Litera recommends that the account be virtual if using Azure Proxy, set the option in this iManage configuration to Is 10.3= No","type":"text"}]}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"You are responsible of creating the enterprise proxy application (because CAM/Litera is not the one deciding where their proxy connector be placed).","type":"text"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[246.0]},"content":[{"type":"paragraph","content":[{"text":"Application Id","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[735.0]},"content":[{"type":"paragraph","content":[{"text":"Enter the Application (client) ID from the Azure Active DirectoryPortal.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[246.0]},"content":[{"type":"paragraph","content":[{"text":"Application Password","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[735.0]},"content":[{"type":"paragraph","content":[{"text":"Enter the application password.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[246.0]},"content":[{"type":"paragraph","content":[{"text":"Directory (Tenant) Id","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[735.0]},"content":[{"type":"paragraph","content":[{"text":"Enter the Directory Id from the Azure Active Directory.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[246.0]},"content":[{"type":"paragraph","content":[{"text":"Get Token button","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[735.0]},"content":[{"type":"paragraph","content":[{"text":"It will be enabled once URL, Application Id, Application Password and Directory (Tenant) Id is entered.","type":"text"}]},{"type":"paragraph","content":[{"text":"Click the ","type":"text"},{"text":"Get Token","type":"text","marks":[{"type":"strong"}]},{"text":" button, and enter the log in details. 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If the repository name is not specified in the uploaded CSV file, the data will be updated to the default repository.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[246.0]},"content":[{"type":"paragraph","content":[{"text":"Dynamic Group","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[735.0]},"content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"Yes","type":"text","marks":[{"type":"strong"}]},{"text":" to create a dynamic group in the iManage workspace. Selecting this option will allow for multiple users to be added to the dynamic group. Read ","type":"text"},{"text":"Dynamic Groups","type":"text","marks":[{"type":"link","attrs":{"href":"https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325288"}}]},{"text":" for more details to create and add users to the group.","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"Note: ","type":"text","marks":[{"type":"strong"}]},{"text":"The dynamic group creation option specified in the CSV file will override the option set here.","type":"text"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[246.0]},"content":[{"type":"paragraph","content":[{"text":"Default Database","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[735.0]},"content":[{"type":"paragraph","content":[{"text":"Select the default database for iManage. 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Set to ","type":"text"},{"text":"CloudiManage.com","type":"text","marks":[{"type":"link","attrs":{"href":"http://CloudiManage.com"}}]},{"text":". If you get the warning This error is due to a missing configuration in CAM, it means the server alias might be wrong. This should match with the iManage URL.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[246.0]},"content":[{"type":"paragraph","content":[{"text":"Permission Mapping","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#ffffff","rowspan":1,"colwidth":[735.0]},"content":[{"type":"paragraph","content":[{"text":"Set permission based on CAM Roles. Common CAM roles are following:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Admin ","type":"text","marks":[{"type":"strong"}]},{"text":"- System administrators responsible for CAM User Management and Workspace Management","type":"text"}]},{"type":"paragraph","content":[{"text":"For e.g. A user added as: alexey.marcus@prosperoware.com|true#23/12/2019*","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"strong"}]},{"text":"$false","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Editor ","type":"text","marks":[{"type":"strong"}]},{"text":"- CAM users with Edit permissions to access CAM Workspace Management","type":"text"}]},{"type":"paragraph","content":[{"text":"For e.g. A user added as: alexey.marcus@prosperoware.com|true#23/12/2019*","type":"text"},{"text":"Editor","type":"text","marks":[{"type":"strong"}]},{"text":"$false","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Watcher ","type":"text","marks":[{"type":"strong"}]},{"text":"- CAM users with Read permissions only to access CAM Workspace Management","type":"text"}]},{"type":"paragraph","content":[{"text":"For e.g. A user added as: alexey.marcus@prosperoware.com|true#23/12/2019*","type":"text"},{"text":"Watcher","type":"text","marks":[{"type":"strong"}]},{"text":"$false","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"Save the server information.","type":"text","marks":[{"type":"strong"}]},{"text":" The permissions for these roles can only be edited after the server information has been saved. If the server details have not been saved, the Edit button will be grayed out. 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