CAM Commands

Overview

CAM Commands allow the use of specific functionality of CAM from within DeskSite/FileSite or Cloud iManage/Private Cloud/Work 10. This integration reduces the time needed to take certain actions as the functionality resides within your working environments. Keep reading to learn how to set up CAM Commands for On-premises or cloud, the available commands, configurations, and permissions.

On-Premise Steps

1. Download the CAM Commands installer. there are .EXE and .MSI Edge compatible installers available.

2. Run the installer on premises. (You may have to trust the app and run it anyway with the Windows Smartscreen popup.)

3. Check which commands to enable from the installer.

4. Once installed, you can open DeskSite or Filesite, and use the right-click menu to access the CAM commands.

5. Registry edits to rename items can be done from the Interwoven registry folder.

Work in the Cloud/Cloud iManage/Private Cloud Steps

1. Download the iManage Web Extension.

2. If you require a customization to the yaml file before the application is uploaded, make this change first before sending or uploading the zip.

3. Go to the iManage Control Center.

4. Go to Applications.

5. Upload the package.

6. Follow the steps to Authenticate and Secure the application.

Now you can use the commands in the Web Client.

Download CAM Commands

1. Browse to CAM Administration.

2. Go to the Downloads section.

3. Click on CAM Commands.

4. Select either Edge x64 or x86. We do not support IE compatible anymore.

Open

Installing CAM Commands

1. Run the Installer.

2. Click Next.

3. Agree to the Terms by checking the box, and click Next.

4. Enter the CAM Base URL including tenant. E.g. http://tenant.firm.io

5. Click Next.

6. Select the Install location or keep the Default. The default location is C:\Program Files\Prosperoware\CAM\Commands\ for x64, and for x86, C:\Program Files(x86)\Prosperoware\CAM\Commands\.

7. The Installation can be done with a command line.

   • Execute the following command updating the version number.

     msiexec.exe /a Commands.Installer.x64_1.0.148.0.msi /quiet /qn /norestart /log install.log

8. Click Next.

9. Select which commands to install. If the firm doesn’t want to include all commands, deselect the ones desired (e.g. copy to teams)

10. Click Next.

11. Click Install.

12. Click Finish when completed. Then go to Add the Commands section to continue.

Refer to the following Desksite screenshot that shows the commands for a workspace displayed.

Open

Registry Key Locations

The CAM BaseURL resides in the Docstree.IAdminSite.BASEURL

Downloading the Web Extension

1. Browse to Administration.

2. Go to the Downloads section. If this is not visible, enable the View Downloads Section permission, logout and log back in.

3. Click on iManage Web Extension.

Deploying Web Extensions

To deploy the web extensions out of the box:

1. Download the extension zip.

2. Log in to iManage Work/Cloud.

3. Browse to iManage Control Center.

4. Find Applications.

5. Click Add Application.

6. Select Upload Package.

7. Upload the zip file as downloaded. Click Upload. Once uploaded, the Control Center will display the application in the list.

8. Search for Prosperoware, and click on it.

The settings for the ProsperowareNPECommand are as such:

• Status: Enabled/Disabled

Application

• Name: Name of the app. Can be edited.

• Description: Can be edited.

• Publisher: Litera

• ClientId: Unique to the system.

• Contact: Use for support.

Authentication

• Application Type: Web

• Client Type: Public

• Redirect URL: The url redirect for OAuth: See Adding Redirect URLS below.

• Client Secret: Unique to the app

• Client Secret expires on: Sets the expiry of the secret.

• Allow Refresh Token: Yes/No. Default is yes.

• Refresh Token Expiry: 365 days is the default.

• Access Token Expiry: 30 mins is default.

• Security: All Users is default and recommended, unless the firm is limiting the users that can access.

Adding Redirect URL’s

If a redirect URL is put in the iManage configuration, then the package will have to be given in iMCC the same.

1. Click Edit in IMCC or edit the line item inside the yaml file.

2. Grab the URL from here: iManage | Redirect Endpoint URI

3. Save the file or iMCC config.

To deploy the web extensions with firm customizations before uploading:

1. Download and extract the web extension package.

2. Edit the .yaml file(s) in notepad. Learn about Modifying the YAML file section.

3. Save the yaml file(s).

4. Compress the folder again in a zip folder as before.

5. Browse to iManage Control Center.

6. Find Applications.

7. Click Add Application.

8. Select Upload Package.

9. Upload the zip file as downloaded. Click Upload.

Modifying the YAML files

Firms can modify the yaml file to set custom settings and names, or hide commands before the package is uploaded to the IMCC.

1. Open the Manifest.yaml in a notepad text editor.

This looks like this:

This allows the name, id, authentication settings, and extensions to be changed.

For example if the firm wants just ManageFolderMenuItem, they’d remove the other extensions in the web_extensions section except for the AspNetManageFolderMenuItem. Save your changes.

2. Then go to the respective yaml in the web_extensions folder and open it in a text editor.

E.g. the AspNetManageFolderMenuItem.yaml looks like

The title, windowname, and menu are most commonly edited.

• Menu allows the command to be shown in specific menus in iManage. E.g. Folder

• Workspace means it will display with the right-click menu off of a folder or workspace, or be available in the general menu.

Contextual Menus in Work

To edit the Menu items visible for the CAM Commands in cloud, use the Contextual Menus Customization Panel.

1. Click Web Client in the iManage Control Center.

2. Scroll down to Context Menus Customization. CAM Commands can reside in the Documents, Matters, or Folders options.

3. Disable any commands you’d not like shown on the menu. Click Save.

Available Commands

Required Permissions