New features are continuously being added to iManage Control Center. See what enhancements and feature changes are available in each update.

For features introduced in 10.5.x releases, refer to:

For features introduced in older releases, refer to:

• 10.4.x
• 10.3.x

10.5.2

Web Client Settings page updates

The Web Client Settings page in iManage Control Center is used to configure iManage Work Web settings and options. In this update, the following changes are made to the General and Features tabs of this page:

• The Features tab is renamed Defaults.

• The following settings are renamed:

  • Default Language to Language.

  • Default tab on login to Login tab.

  • Title-click operation for files to File open options.

• Numerous settings are moved from the Features (now Defaults) tab to the General tab.

• The Internet Explorer Warning Message setting is removed.

• The following settings are new:

  • Content view is added to the Defaults tab.

  • Details view is added to the Defaults tab.

  • Microsoft 365 file open options is added to the Defaults tab.

  • Main Content Security Policy Header is added to the General tab.

  • Dialog Content Security Policy Header is added to the General tab.

Portions of the Defaults and General tabs are shown in the following figures:

Settings tab name change

The Features tab on the Settings page has been renamed Defaults in this update to better reflect the purpose of these settings. All settings for which an admin can configure a default option for new users have been moved under this tab. Users may override these settings in iManage Work Web.

General and Defaults tab settings changes

In this update, several settings have changed tabs, been renamed, or added as part of other enhancements. Also, the Internet Explorer Warning Message setting has been removed because Microsoft retired Internet Explorer on June 15, 2022. Users using Internet Explorer to connect to iManage Work Web will no longer see a banner recommending using a fully supported browser.

The table below summarizes the changes to the Web Client Settings page:

Content Security Policy header

Content Security Policy (CSP) is a computer security standard designed to prevent cross-site scripting (also known as XSS), clickjacking, and other code injection attacks that result from the execution of malicious content within a trusted web page context.

The CSP header is an HTTP response header that modern browsers use to enhance the security of a document or web page. This header lets you restrict the resources, such as JavaScript, CSS, and images, that can be loaded, as well as the URLs from which they can be loaded.

This feature adds a default CSP header for iManage Work Web and lets you define a custom CSP header if you need more tailored control. You can choose to use the default header or create a custom header in iManage Control Center.

This feature offers CSP header control for the following types:

• Main Content Security Policy Header: Enhances security by applying CSP to the entire Work Web application, protecting it against common scripting attacks, and preventing the application from being framed by malicious sites.

• Dialog Content Security Policy Header: Offers similar enhanced security to the Main CSP Header but doesn’t restrict framing, because dialogs are frequently used by add-ons and extensions.

For each CSP header type, you can use the default CSP header or define a custom CSP header for more tailored control. You can also test the default or custom CSP header rules without enforcing them to ensure that they behave as expected. These capabilities are configured using the following settings on the Web Client Settings page in iManage Control Center.

• Default (default): Specifies that the default CSP header is used. When Default is selected, the default CSP header is populated automatically in the corresponding form field and can’t be modified.

• Custom: Specifies that a custom CSP header is used. When Custom is selected, the corresponding form field is available for edit and a custom header must be provided.

• Report Only: When this option is selected, CSP header rules are evaluated but not enforced. This lets you test CSP header settings without the risk of disrupting existing functionality. This option is selected by default.

For more information about configuring CSP headers, refer to Content Security Policy implementations in iManage Work Web.

New content view and Details view Web Client Settings

The following settings are added to the Defaults tab:

• Content view: Specifies the default starting view type in iManage Work Web for all users. This setting includes selections for:

  • View Type: Indicates the way the default starting view type is displayed:

    • Grid (default): Uses grid view to display items in iManage Work Web. The Grid Row Height option is displayed when this option is selected.

    • List: Uses list view to display items in iManage Work Web.

  • Grid Row Height: Specifies the density of grid rows.

    • Comfortable

    • Compact (default)

    • Tiny

• Details view: Indicates whether the Details panel is visible by default for all iManage Work users.

  • Yes (default): Specifies that the Details panel is visible by default.

  • No: Specifies that the Details panel is hidden by default.

Configure title click and row double-click options for files

This feature lets you set different default behaviors for when an iManage Work Web user clicks the title or double-clicks the row of a Microsoft 365 file or a non-Microsoft 365 file. This separation ensures that users can perform actions relevant to each file type seamlessly within Work Web.

New settings

The default behaviors are set in the File open options and Microsoft 365 file open options settings in iManage Control Center. To access these settings, browse to Work Clients > Web Client, and then select the Settings > Defaults tab.

The Control Center settings are described in the following table.

File open options setting mapping

The current Title-click operation for files setting applies only when users select the title of documents and emails. This new feature extends that to include the action of double-clicking the row. Additionally, it offers separate settings for Microsoft 365 and non-Microsoft 365 files. The new settings and options are described in the New settings section.

The following table shows how default values for the existing Title-click operation for files setting are mapped to the new File open options and Microsoft 365 file open options settings.

10.5.1

Support additional lookup field limits

The Lookup field dropdown limit setting in iManage Control Center configures the number of suggestions displayed in the drop-down list of iManage Work Web lookup fields. This setting was expanded in this update to include the following additional values:

• 500

• 1000

For more information about this iManage Work Web setting, refer to Settings.

10.5.0

Manage Forms within iManage Control Center

The new Forms page in iManage Control Center lets administrators configure the properties displayed in iManage Work 10 client applications. By adding or removing specific properties for workspaces, folders, searches, and documents and emails in iManage Work, users can view and update these properties to make the information in iManage Work more relevant.

Administrators can control which properties appear in iManage Work client applications while users perform the following actions:

• Creating new workspaces, folders, or uploading new documents and emails.

• Editing existing workspaces, folders, documents and emails.

• Searching for workspaces, documents and emails in iManage libraries.

Before, administrators could only change these properties using the legacy Dialog Editor application. Managing these forms directly in iManage Control Center now provides a simpler and more unified experience for administrators.

Managing Forms in iManage Control Center

To manage forms in iManage Control Center:

1. You must select Enable Forms Management as shown in the following figure. This step converts the legacy forms, including any customizations you made to the legacy forms in Dialog Editor, to a new format that is supported with the iManage Universal REST API.

   Figure: Enable Forms Management

   

2. You must edit and then save all forms on the Forms page, even if they appear to show all the appropriate fields. This ensures that forms are saved in the new format so that Work 10 client applications can consume them.

After you enable forms management:

• The legacy Dialog Editor tool can no longer be used to make customizations to forms for use in iManage Work 10 applications. Additional customizations can only be performed on the Forms page in iManage Control Center.

• If you are using iManage Classic Clients (DeskSite or FileSite), you must continue to use Dialog Editor for customizations to forms for use in these Classic Client applications.

For more information about using this new capability, refer to Forms.

This change also allows Work 10 client applications to respect the order of the properties as configured in iManage Control Center. For more information, refer to Use Control Center forms property order.

Use Control Center forms property order

The order in which you configure these properties on the Forms page is now honored in iManage Work Web. By default, any properties added are shown at the bottom of any panels or dialogs which display these properties.

In order to ease the transition for your users, we've introduced a new Use Control Center forms property order setting. This allows you to decide when to when to make this change, giving your organization time to notify users before turning this feature on.

By default, the Use Control Center forms property order setting is turned off. Any properties you’ve added to the Forms page in iManage Control Center will continue to be displayed in their current order in any panels or dialogs in iManage Work Web.

To turn on this setting:

1. In iManage Control Center, browse to Work Clients > Web Client > Settings > Features.

2. Set Use Control Center forms property order to Yes.

3. Select Save.

Enforcing Service Provider-initiated Single Sign-On

In previous versions of iManage Control Center, we introduced the ability for administrators to configure and manage their SAML SSO configuration directly from iManage Control Center. To support this capability, iManage uses Service Provider-initiated SAML SSO, where iManage is the service provider. 

By moving to Service Provider-initiated SAML SSO, customers can manage their SAML SSO configuration entirely within iManage Control Center and their Identity Provider. As a failsafe, iManage Control Center provided an option for you to revert to legacy Identity Provider-initiated SAML SSO. 

In this update, the Identity Provider option previously available has been removed.

• If you have already enabled SAML Single Sign-On in iManage Control Center, no action is needed.

• If you're enabling and configuring SAML Single Sign-On for the first time, Service Provider-initiated SSO is the default method used, without any option to select from IdP-initiated or Service Provider-intiated. 

• If you previously used the Identity Provider option, editing your Authentication Settings in iManage Control Center will automatically update your Single Sign-on configuration to use Service Provider-intiated SAML SSO authentication.

  Users will continue to be able to authenticate before and after you switch to Service Provider-intiated SAML SSO. However, any future certificate updates must be performed within iManage Control Center.

To manage your Single Sign-on configurations, browse to Network & Security > Single Sign-On (SSO). For more information, refer to the Single Sign-on (SSO) page. 

Settings section and Global settings page redesign

The menu items in the Settings section of the Control Center navigation pane have been rearranged to enhance user navigation. The updated order, from first to last, is:

• Global

• Templates

• Forms

• Applications

• Refile

Also refer to the following figure for a graphical representation of this order.

Redesigned Global settings page

The Global settings page has been updated to organize settings by category, give more information, and make it easier to use.

• Settings are now arranged in categories to better organize related options.

• Labels have been renamed to more clearly reflect their purpose.

The table below illustrates the new categories and a mapping from each new global setting label to its former label.

Table: Global settings page category and setting mapping

Global page improvements

Each Global settings page category includes an Edit button, allowing you to update settings without having to navigate through unrelated options.

Each setting on the Global settings page includes a brief description to help reduce clutter. To view additional information, you can select the View More link associated with a setting. This link acts as a toggle and changes to View Less when additional information is displayed.

The following figures show the reorganization and design improvements made.

Redesigned Global settings dialogs

Before, modifications to global settings were made through the Settings dialog. Now, there's a dedicated dialog for each category on the Global settings page. The following figure shows the Edit Flexible Folders dialog, providing an example of a category dialog. It opens when you select the Edit button next to the Flexible Folders category on the Global settings page.

Tool tips offer additional details and are available for each setting within a category dialog. Select the circular information icon to reveal the corresponding tool tip.

For more information about these settings, refer to the Global page.

Removal of iManage Control Center 1.0

The legacy 1.0 version of the iManage Control Center interface and all underlying code has been removed.