Applications (also called apps in the iManage v2 API) are software packages that either integrate with iManage Work to access data from it, or extend the functionality of iManage Work client applications. 

These applications are either developed by iManage or third-party vendors. For example, your firm may use an application for document comparison. The application can extend iManage Work functionality by adding a context menu to documents for document comparison. Alternatively, if you have an internal development staff, they can develop applications for your organization. For example, if you have an intranet and want to display the recent documents of a user in the intranet, your development staff can write an application to access the content from iManage Work. You can also define security settings for these applications to make them available only to specific users.

This feature helps you manage the following types of applications:

  • iManage applications: These applications are available for iManage Work client applications—for example, iManage Work Desktop for Windows, iManage Work Email Management for Gmail, iManage Work Desktop for Mac, Mobility for iOS, and so on.
  • Third-party applications:
    • Standalone applications that interact with iManage Work through APIs only to access information and don't modify the iManage Work user interface—for example, an application that tracks and analyzes audit records of documents in iManage Work to understand user behavior.
    • Applications that extend iManage features and modify the user interface by providing context menus or new panels in ‌the following applications: 
      • iManage Work
      • iManage Work Desktop for Windows
      • iManage Control Center

For more information, refer to the following topics:

  • Edit configuration details of an application using the Edit option.

Authentication

iManage Work supports the OAuth 2.0 authorization framework for ‌applications that integrate with iManage Work or extend its functionality. The following are some of the benefits of OAuth 2.0:

  • It's an open standard for authorization, and anyone can implement it.
  • It simplifies the authorization and access to iManage Work data while protecting users' credentials.
  • It standardizes and secures the information sharing between iManage Work and other applications.
  • It works over HTTPS and authorizes applications by using access tokens rather than user credentials. The client application obtains this token before making a connection request for the user.

Any custom development against iManage Work APIs must be registered as a client application and developers can add customizations only through these registered client applications recognized by iManage. This is similar to using Facebook APIs. If you are calling a Facebook API in your application, Facebook must identify your application as an authorized client. Therefore, your application must be a registered client on Facebook. Similarly, in iManage, these applications are registered and uploaded to iManage Work by administrators using the Applications feature in iManage Control Center. The application, which connects to iManage Work needs to be authorized using the OAuth 2.0 authorization framework. 

Applications that don't connect to iManage Work may not need authorization. For example, an application that reads matter properties such as matter ID, matter name, custom1, and custom2 from iManage Work to display or further use them in the application. When invoked from a context menu, the application can access these properties from the application context without completing the authentication process. This application needs only to access data from iManage Work and doesn't require authentication.

NOTE:

iManage Work administrators should have a basic understanding of the OAuth 2.0 authorization framework. Developers who build applications that require iManage Work authentication must have an in-depth knowledge of OAuth 2.0 authentication.

Core and commonly used applications

Several applications provide core functionality and are automatically added to iManage Control Center and enabled when a new iManage Work environment is provisioned. You must add and enable all additional iManage and third-party applications required to suit the needs of your organization and users. For more information, refer to Enabling or disabling applications.

Commonly used applications are listed below, with the applications that are automatically added and enabled denoted by *.

NOTE:

  • The following list isn't meant to be comprehensive. Please consider your organization's needs when determining which additional iManage and third-party applications to add and enable.

  • The Control Center application, which is required for administrative access to Control Center, can't be disabled.

  • Control Center *
  • Work Web *
  • Work for Windows (iwSingleton) *
  • iManage non-integrated handler *
  • Work for iOS *
  • iManage Drive
  • iManage Gmail *
  • Work for Mac *
  • Word *
  • Excel *
  • PowerPoint *
  • Outlook *
  • Visio *
  • DeskSite *
  • FileSite *
  • Adobe Acrobat *
  • Adobe Acrobat Reader *
  • Security Policy Manager
  • iManage Link Handler (iwlnrl) *
  • Microsoft Project *
  • Go!Drive Extension
  • iManage Refile Service *
  • Archive Manager *
  • Workspace Generator *
  • Workspace Generator Console *
  • iManage Share Agent
  • iManage Records Manager
  • iManage Threat Manager
  • iManage Insight+
  • iManage Insight+ Admin

Enabling or disabling applications

Only applications added to and enabled in iManage Control Center are available to your users. Therefore, for an application to function in your environment, you must add and enable the application in iManage Control Center. For more information, refer to Adding an application package. If an application is disabled, users are prevented from using it.

When a new iManage Work environment is provisioned, several applications that provide core functionality are automatically added to and enabled in iManage Control Center. For more information, refer to Core and commonly used applications.

Single application

This option is available on the:

  • Ribbon bar: Select an application to view this option on the ribbon bar.
  • Kebab menu: Select the  icon adjacent to each application.
  • Context menu: Right-click an application to view this option.

Use one of the above options and select Enable or Disable accordingly.

Multiple applications

Place a check next to the applications to be enabled or disabled, then on the ribbon bar, select Enable Application or Disable Application accordingly.

Editing security details

This option is available on the:

  • Kebab menu: Select the  icon adjacent to each application and select Edit Security.
  • Context menu: Right-click the application name and select Edit Security.

Use one of the above options and then select Security. The Edit Security dialog opens.

  1. Set Allow access to to one of the following application access options:
    1. All Users: Provides access to all users.
    2. Custom: Lets you search for and add specific users and groups.
  2. Select Save.

Editing configuration details

This option is available on the:

  • Kebab menu: Select the  icon adjacent to each application.
  • Context menu: Right-click an application to view this option.

Use one of the preceding options and select Edit Configuration. The Edit Configuration dialog opens. The following configuration fields are listed:

Table: Edit configuration

Field

Description

Name

The name of the application.

Description

Additional information about the application.

Client ID

The client ID.

Client Secret

The client secret. Enter a client secret value or select Auto-Generate to generate one.

Publisher

The name of the organization publishing the application.

Website

The web address of the publisher.

Email

The email address of the publisher.

Deleting external applications/extensions

Single application

This option is available on the:

  • Ribbon bar: Select an application to view this option on the ribbon bar.
  • Kebab menu: Select the  icon adjacent to each application.
  • Context menu: Right-click an application to view this option.

Use one of the preceding options and select Delete. The Delete confirmation is shown. Select Delete to delete the application or Cancel to cancel the deletion.

Multiple applications

This option is available on the ribbon bar. Select the applications to be deleted and then select Delete. The Delete confirmation is shown. Select Delete to delete the application or Cancel to cancel the deletion.

NOTE:

In case errors occur, error messages are displayed. You can view or download the messages using the Download as CSV option.

Viewing application details

This option is available on the:

  • Kebab menu: Select the  icon adjacent to each application.
  • Context menu: Right-click an application to view this option.
  • Clickable link: Select an application in the Name column.

Use one of the preceding options and select View. The <application-name> page opens.

For each of the following sections, select Edit to modify the application's settings as needed:

  • Status
  • Application
  • Authentication
  • Security