What's new in iManage Control Center
New features are continuously being added to iManage Control Center. See what enhancements and feature changes are available in each update.
10.4.0
This update includes all enhancements provided in previous updates.
Manage SAML single sign on
This update enables administrators to configure and manage Security Assertion Markup Language (SAML) single sign on (SSO) authentication within iManage Control Center.
iManage Work in the Cloud administrators no longer need to contact iManage Support staff when they are onboarding or when IdP certificates are nearing expiration and need to be updated.
iManage Work on-premises administrators can manage their SAML SSO settings from iManage Control Center, and no longer need to manage and maintain SSO using registry keys on the Work Server.
This update aligns iManage with standard SSO practices as a Service Provider and initiator of SSO authentication requests.
The following steps outline the steps to migrate from an existing SAML SSO configuration to the new Service Provider-initiated configuration.
Gather the necessary information from iManage Control Center and use it to configure SSO in your identity provider (IdP). iManage Control Center enables you to download this information as an XML or text file.
After configuring the necessary information in your IdP, download the SAML SSO metadata XML settings from your IdP. This file includes your IdP certificate.
Enable SAML SSO for all iManage users in Control Center using the Service Provider SAML SSO option.
Import the metadata XML file you downloaded in Step 2 and import it into iManage Control Center.
Confirm users are able to sign in to iManage Work.
Administrators can review the settings in Control Center, including the certificate expiration date, and can also revert to their legacy SSO authentication settings in the event of a configuration issue.
To configure SAML SSO, navigate to Network & Security > Authentication & SSO.
Figure: Authentication & SSO page in Control Center
For detailed instructions, see Authentication & SSO.
Requirements
Work Desktop for Windows 10.2.4 and later
DeskSite or FileSite 9.3.6 and later
Additionally, authentication using Oauth2 is
required
for these applications. For more information, see the following advisory:
https://help.imanage.com/hc/en-us/articles/1260806477829-ADVISORY-Work-Desktop-for-Windows-will-no-longer-support-the-use-of-the-Microsoft-Internet-Explorer-web-browser-control
Control the creation of required folders from template
Administrators now have finer control over the creation of folders from a workspace template.
Users often collaborate on matters across departments. For example, a litigation matter may need some tax advice, so the tax attorney needs to create some relevant tax folders to store their documents. They can easily create these folders by selecting the appropriate workspace template, such as a tax template. When the tax attorney selects a different template, iManage Work automatically creates all of the folders that are marked as Required or Workspace Creation from the selected template, even though the tax attorney may not need or want all of the folders created.
This could result in the creation of a number of extra unused folders in the workspace.
iManage Control Center now provides an option to control which folders are created in this scenario.
All required folders must be added: When a user selects a template different than the recommended template in the New Folder dialog, iManage Work creates all folders and subfolders from the newly-selected workspace template. This is the default option.
Add root level required folders only when the selected template was used to create the workspace: When a user attempts to create a new folder using a template that was not used to create the workspace, the user is given the option to select which root folders are to be created. This is the case even if the root level folder are configured as Required or Workspace Creation folders in the newly-selected template.
There is no change to the behavior of subfolders as this is driven by the parent folder. If a subfolder is marked as Required or Workspace Creation in the template, they are automatically created at the time the parent folder is created, regardless of this setting.
To access this setting, navigate to Settings > Global.
Figure: Global settings dialog
For more information about this capability, see Global settings.
Inherit empty values from parent during refile
Administrators now have the capability to configure how metadata changes are applied when the workspace has no value set for a property.
By default, the Refile Service applies metadata values to the folders and documents within it to ensure consistency. In the scenario when the workspace has no value for a given field, it updates all folders and documents within the workspace, potentially removing metadata information that is present in these items.
A new setting enables you to prevent the Refile Service from removing the metadata values from the child items in this scenario.
To access this capability, navigate to Settings > Refile. Select a library to open the Setup Refile dialog.
The Inherit empty values from parent setting is available on the Metadata section of the dialog.
Figure: Setup Refile dialog
For more information about this capability, see Configuring Refile.
Customize toolbar actions
iManage Work toolbars can now be customized in this update. Administrators can re-order, remove, group or add custom toolbar actions for containers like Recent Matters, My Matters, Workspace, Folder and so on. All available actions can either be shown as commands along the top toolbar or, be placed under the action menus. When the available space in the toolbar reduces for the added actions, they are responsively added to the action menu.
To customize toolbars in iManage Control Center, navigate to Web Client > Settings > Toolbar .
Figure: Customizing toolbar commands
Customize workflow for New Folder creation
Administrators can now show or hide the option to users the ability to create a new folder. Administrators can also choose a custom command (provided by a third-party tool) to create a new folder in the iManage File/Location Selection dialog. This allows administrators to define a custom workflow for New Folder creation from both Work Web and File/Location Selection dialog, based on organizational requirements.
In iManage Control Center, navigate to Web Client > Settings > Features > New Folder in iManage File/Location Selection dialog.
Figure: Customized workflow for creating New Folder
Organize nodes in the side navigation panel
Administrators can now re-order, show or hide the nodes displayed in the side navigation panel in iManage Work. To customize the navigation panel in iManage Control Center, navigate to Web Client > Settings > Navigation . These customizations are also displayed in mobile views.
T hird-party exte nsions can also be enabled or disabled as nodes in the side navigation panel. To configure these extensions, see the iManage Work Web SDK Guide.
Figure: Organizing nodes in the side navigation panel
Ability to configure the Details panel
Administrators can now configure the default tab shown to users in the Details panel, and also set the order of the tabs (including custom tabs) that appear.
Figure: Example of customized Details panel
To configure the Details panel, navigate to Web Client > Settings > Navigation > Details Tabs.
Figure: Configuring the Details tabs 
Custom tabs in the Details panel can also be invoked through a context menu, which can be configured as part of the custom tab configuration and can be managed by the administrators in the context menu configurations.
10.3.4
Show or hide all templates in template selection menu
In previous releases, when users created a new folder within a workspace, they were allowed to see and select from a list of all available templates configured in iManage Work. In this update, a new setting has been added to display only those templates that match the configured Match fields for the workspace.
This prevents users from choosing a template that does not align with your company's business processes, and reduces the complexity for users as they are no longer shown a potentially long list of available templates when creating a new folder.
Figure: New Folder Dialog with only exact match templates
To configure the Show all templates in template selection menu setting, navigate to Settings > Global.
Figure: Control Center > Global settings > Show all templates in template selection menu
For more information about this setting, see Global settings.
10.3.3
This update includes all enhancements provided in previous updates.
Refile Service enhancements for multi-reference documents
Documents referenced in multiple locations (multi-reference documents) in iManage Work present a unique challenge when the Refile Service updates the document's properties. Previously, the metadata or security properties applied by Refile Service could come from any number of different locations where the document was referenced. When the metadata or security properties were updated in any of these locations, the Refile Service automatically applied the properties from the location that was last updated.
In this release, iManage Control Center now enables administrators to configure the behavior of Refile Service when refiling multi-reference documents. Two new options are provided based on the chronological order in which the document was referenced to a location:
Oldest location
Newest location
You can also configure the Refile Service to skip multi-reference documents entirely by disabling the Refile multi-reference documents option .
These new options give you control over how metadata and security is applied to documents that are referenced in multiple locations during a refile.
TIP:
To determine the order in which a document was referenced to its locations, view Where Used or Where Filed in the Properties panel in iManage Work. The locations shown are listed from oldest to newest, based on the time at which the document was added to this location.
Figure: Using Where Used to view the order in which documents were referenced
Configuring Refile Service
To configure the Refile Service settings in iManage Control Center, navigate to Settings > Refile, then select any of the available libraries to view and edit the Refile options for the selected library.
The new configuration options are displayed under the Documents section.
Figure: Setup Refile
For more information, see Multi-reference documents.
Interface updates
The Refile settings table now displays the Multi-reference documents setting for each library.
Figure: Refile settings
The Setup Refile wizard and the Refile details page are updated as shown:
Document Exclusions is now displayed as Documents.
Workspace Exclusions is now displayed as Workspaces.
Figure: Setup Refile wizard
Figure: Refile details page
Update application packages
iManage Control Center now supports the ability to update existing application packages. This new capability overwrites the existing application package with the new or updated version, and preserves any configuration settings (authentication, access, and so on) from the existing application.
This is useful for testing or where you change some of the files in the package. You no longer need to delete the existing application, then add, upload, and reconfigure the new application package each time.
In any existing application which was uploaded using a package, the new Update package menu option is now available.
Figure: Update package menu option
For more information, see Updating an application package.
Create sub-menus in iManage Work menus
iManage Control Center now allows you to create sub-menus within the context menus in iManage Work. This enables you to group and organize menu actions to fit your users' needs.
These menu actions are displayed in the iManage Work Web client and the iManage Work panel in Microsoft Outlook in the following locations:
Context menus
Document Preview toolbar
Multi Select toolbar in the List/Grid view
Mobile view
Figure: Example custom submenu
Sub-menus are configured in iManage Control Center by navigating to Work Clients > Web Client > Context Menus .
The new Create Sub-menu option is provided at the bottom of each menu.
Figure: Create Sub-menu option
For more information, see Context Menus in the iManage Control Center online help.
Document search by checked out users
iManage Control Center now supports the ability to search for documents that are checked out by a specific user or users.
This capability enables you to quickly locate and take action on all documents that are currently checked out by the specified user(s). This is useful when locating documents for a departing user.
Figure: Document search using Checked Out By
Changes to New Workspace dialog functionality
The updated New Workspace dialog introduced in iManage Work 10.3.2 displays No results found when a user attempts to create a custom metadata value during the creation of the workspace.
To achieve the same functionality provided in the old dialog, an iManage Work administrator must perform the following steps:
Navigate to iManage Control Center > Global.
Select Edit.
Locate the Allow to Create Metadata setting, and select the drop down menu to define which custom fields allow metadata creation.
By default, no custom fields are selected.
Select Save.
See the New process to add custom metadata values in the iManage Work New Matter dialog advisory on iManage Help Center for more information.
10.3.2
This update includes all enhancements provided in previous updates.
Updated navigation pane
The left pane in Control Center has been reorganized for improved navigation. Settings relating to iManage Work clients are now grouped together under the new Work Clients section.
Figure: New Work Clients section in navigation pane
Configure classic client settings
The new Classic page enables you to manage settings for iManage classic clients:
Dialog Files: Upload and manage Dialog Editor files for use by iManage DeskSite users.
WorkArea: Manage preferences for iManage DeskSite users.
Access the Classic settings page by navigating in Control Center to Work Clients > Classic.
Enhancements to iManage Work dialogs
Work 10.3.2 introduces a number of key enhancements to the end user experience. See the iManage Work Release Notes (10.3.2) in iManage Help Center for a complete list and explanation of these enhancements.
As part of these enhancements, users are now given an option to switch between a new interface and old interface in several dialogs:
New workspace
New folder
Trash
Figure: Selecting new interface - Trash dialog
By default, the new interface is displayed for all dialogs. Users have the option to switch back and forth between the two interfaces at any time, and their preference for each dialog will be remembered across sessions. This enables users to become comfortable with the changes at their own pace.
The option to switch back and forth between the new and old interfaces is not configurable, and will be phased out in a future update to Work 10, at which point the new interfaces will be the default.
Template functionality changes
When creating or modifying a template in Control Center, the option to Retain the template Prefix/Suffix is no longer provided. This option controlled whether the prefix or suffix was preserved when a user modified the name of a folder, search folder, or tab that was created using the template. This option was removed as it could not be applied consistently across all iManage Work clients.
Python 3 Support
As part of our continual enhancements strategy, iManage Work has updated all backend services and applications to support the latest version of Python (version 3).
The following applications must be installed or upgraded to the following versions to remain compatible:
Work Server 10.3.2 with database schema 10.3
Work Control Center 10.3.2
Work Web 10.3.2
Work Share Agent 10.3.2. iManage Share Agent is an optional component for customers who need integration with their iManage Share instance.
10.3.1
This update includes all enhancements provided in previous updates.
Persistent Search Fields
iManage Control Center now preserves the search fields you enter when searching for documents, workspaces, or trash. When you add or remove search fields while performing a search in Control Center, your settings are now automatically saved and will be present the next time you sign in and access the Documents, Workspaces, or Trash pages. This provides the advantage of not having to remember or reselect your search fields for subsequent searches.
Search fields are stored locally in the browser's cache for each individual library. If you switch to a different browser or to a different device, you will see the default search fields.
Read/Write folder creation permission changes
In this release, users with Read/Write access to workspaces with any type of default security now have the ability to create containers, such as folders and template folders, search folders, Share folders or tabs, at the root level of the workspace.
In previous releases, only users with Full Access to a workspace had rights to create folders and template folders, search folders, Share folders, or tabs.
The legacy Global setting Allow folder creation in public workspaces has been replaced in this release with the new Access rights required for creating folders under workspaces setting. The new setting enables you to set the following options:
Read/Write: Users with Read/Write access rights or higher to any workspace can create folders, search folders, Share folders, or a tab within the workspace, regardless of the default security of the workspace.
Full Access: Users with Full Access rights to any workspace can create folders, search folders, Share folders, or a tab within the workspace, regardless of the default security of the workspace.
Figure: Global settings
See Folder administration tips for more information about this feature.
IMPORTANT:
Once you update this new setting in Control Center, the legacy setting will be overwritten and cannot be reverted. Afterward, you can only use Control Center to modify this setting.
10.3.0
This update includes all enhancements provided in previous updates.
iManage Control Center 10.3 is now Generally Available
The new iManage Control Center, which was available as a Beta release, is now generally available (GA). iManage Control Center 10.3 requires iManage Work Server 10.3 and database schema 10.3.
This new version has an improved user interface and additional capabilities that addresses admin workflows end-to-end.
Redesigned dashboard
A redesigned dashboard with Quick Links and a quick search option reduces the number of clicks required to complete key administrative tasks.
Figure: Control Center redesigned dashboard
Search enhancements
Advanced searching allows you to narrow in on target data with the ability to customize your search and to search for child values without knowing the parent.
Figure: Control Center search enhancements
An enhanced results grid makes it easier to review search results with the ability to recover screen space to view more results, and to select and filter results.
Search results are automatically retained when navigating into the details of items to make it easier to go back and forth between details and search results when reviewing large results sets
Export search results and grid listings
A key enhancement is the ability to export search results and metadata grid lists to a CSV file.
Combined with the advanced search noted above, administrators now have the ability to perform searches on all sorts of administrative data (clients, matters, users, groups, etc.) with specific criteria, then download the search results as a CSV file for reporting or further analysis in your favorite tool.
Common use cases for this functionality would include, but are not limited to:
Search for and download a filtered list (e.g., disabled) of user accounts.
Search for and download a list of checked out documents.
Search for and download a list of document classes for analysis.
Refile Service Configuration
The iManage Refile Service can now be configured through iManage Control Center (Settings > Refile).
See the Refile section in the iManage Control Center online documentation for a full description of this service and for information on how to enable and configure the service.
Accessibility and Feedback
Quickly switch between iManage Work web and iManage Control Center using the App icon 
in the upper right corner.
Enable high-contrast mode and underline hyperlinks accessibility options from the About menu to aid navigation for vision-impaired users or visual preference.
Use the built-in Let us Know feedback link at the top of the dashboard to send iManage your suggestions and comments.
Retirement of the Reports tab
With this enhanced version of the iManage Control Center, the Reports tab has been retired. The reports previously available on the Reports tab have been integrated into the Control Center interface with the ability to download data directly from most Control Center pages in CSV format.
This option is available on the ribbon bar (or the 
(kebab) menu).
