Connection Manager- Add a new Connection

Adding a New Connection

1. First, go to Tools-> Options in PowerDesktop. Go to the General tab and select under Enabled Services, the connections that should be added.

   1. Local should always be added.

   2. If you have iManage or NetDocuments, check the relevant system services box.

2. On the upper part of that options page, set your Default System being NetDocuments, iManage, or Local which should be set as the default to load.

3. In order to add a new connection to an iManage or NetDocuments system, from the Job Manager, select Work for iManage, or NetDocuments for NetDocuments from the menu ribbon and click on Manage Connections. The connection manager window will show.

In the connection manager window:

1. Click the Add button. For NetDocuments, select the region of the Server/Repository. The iManage work or NetDocuments login appears.

2. Select the type of Server to be used:

cloudimanage.com

Custom cloudimanage.com subdomain.

• Note: Custom subdomains are not yet available to all cloudimanage.com customers.

On-Premises / Work in the Cloud

• If you select this option, choose the type of Authentication from the drop-down menu:

  • Session: Log in with a Work username and password. A server name will also have to be provided.

  • Common: Uses a Web-based workflow that supports SSO. Note: PowerDesktop must be configured as an app on the server to use this authentication type.

  • If the iManage Control Setting Allow Refresh token is disabled, PowerDesktop will error and alert saying the user running PowerDesktop connecting to Work will need to enable this.

NetDocuments

• Enter the username and password.

3. Activate the checkbox Create Admin Session if you will be accessing as an Admin user. An admin session is required to use admin-only features such as CSV import or Supervised Import from Project Import.

4. Click Test to verify the connection. If you connect to cloudimage.com, an iManage login window will open so you can type your credentials and log in. Similarly for NetDocuments which is cloud based.

5. Click Connect to connect to the server.

From the Manage Connections option, added connections can be edited or deleted.

Removing a Connection

If an old connection is needed to be removed, the connection can be removed from PowerDesktop

1. Be sure no jobs are running using that connection.

2. Go to Connection Manager.

3. Click the Delete button on the connection you want to remove.

4. A message box is shown that asks “Deleting this connection will immediately cancel any job currently using it. Are you sure you want to continue?” Select Yes.

5. All work windows will be automatically closed when it deletes.