imEMM.config

NOTE:

iManage iManage Work Server for the Cloud does not supported server-side client unlike when the iManage Work Server is installed on-premises. When users are connected to iManage Work Server for the Cloud , client-side filing is always used for all filing tasks including Send and File.

You can use the imEMM.config file to customize the user experience of Email Management provided by iManage Work Desktop for Windows. You can use the following options:

If your iManage Work administrator changes the settings in the application configuration files and the files are downloaded to your machine, Microsoft Outlook detects and applies the changes in the background. You can then see the latest configurations without restarting the application.

NOTE:

This feature does not apply to ribbon bar customizations or other settings which are only read once by Microsoft Office during application launch.

Options for the Select Filing Location dialog box

Option

Description

Value(s)

DisplayFilingOptions

Show or hide the filing options in the Select Filing Location dialog box and the iManage Work toolbar in Microsoft Outlook.

0 (No filing)

1 (Delete is visible by default)

2 (Private is visible by default)

3 (Delete and Private are visible by default)

4 (Print is visible by default)

5 (Delete and Print are visible by default)

6 (Private and Print are visible by default)

7 (All three options are visible by default) Default

15 (Add the Send, File, and Approve Email check box)

Example:

"DisplayFilingOptions": 7

images/download/attachments/63807950/Screen_Shot_2017-11-07_at_12.19.51_PM.png

The same setting will apply to the Email Management (EM) task pane too.

images/download/attachments/63807950/Screen_Shot_2017-11-16_at_11.49.07_AM.png

DefaultFilingOptions

Specify which filing options should be selected by default in the Select Filing Location dialog box.

NOTE: This option determines the initial settings displayed when users launch Outlook. Once the users select or clear any option manually, the manual selections persist whenever Outlook is relaunched.

0 (None selected) Default

1 (Delete is selected by default)

2 (Private is selected by default)

3 (Delete and Private are selected by default)

4 (Print is selected by default)

5 (Delete and Print are selected by default)

6 (Private and Print are selected by default)

7 (All three options are selected by default)

Example:

"DefaultFilingOptions": 0

images/download/attachments/63807950/Screen_Shot_2017-11-07_at_12.19.51_PM.png

The same setting will apply to the Email Management (EM) task pane too.

LimitClientMatterInSearchResults

NOTE:

This configuration option is deprecated and the MaxClientMatterSearchResults option is introduced.

Exclude clients and matters from the search performed, because if you include clients and matters, the search result can be too large.

Example:

"LimitClientMatterInSearchResults": 1

1 (True) Default

0 (False)

MaxClientMatterSearchResults

Set the value for the maximum number of results displayed for client matter search.

Default value: 1000

Maximum value: 9999

EnableMultiSelection

Show the multi-selection list control by default.

1 (True) Default

0 (False)

Example:

"EnableMultiSelection": 1

If you set the value to 1, the screen appears as follows:

images/download/attachments/63807950/Screen_Shot_2017-11-07_at_12.36.41_PM.png

If you set it to 0, the screen appears as follows:

images/download/attachments/63807950/Screen_Shot_2017-11-07_at_12.33.42_PM.png

SearchforWorkspaces

Specify whether Search for Workspaces should be the default option.

1 (True) Default

0 (False)

Example:

"SearchforWorkspaces": 1

images/download/attachments/63807950/Screen_Shot_2017-11-07_at_11.53.53_AM.png

ShowSendOnly

Show or hide the Send Only button.

Example:

"ShowSendOnly": 1

1 (True) Default

0 (False)

ShowSendAndFile

Show or hide the Send and File button.

Example:

"ShowSendAndFile": 1

1 (True) Default

0 (False)

ForceFileOnSend

Prompt you to file emails (using the Select Filing Location dialog box) while sending emails.

Example:

"ForceFileOnSend":1

1 (show the dialog box) Default

0 (do not show the dialog box)

SearchInterval

Set the interval value (in milliseconds) for automatically searching the workspace in the Select Filing Location/Browse and File dialog box.

Example:

"SearchInterval":0

Default value: 0 (Search is not performed until you press Enter.)

Recommendation: 1000 - 5000 milliseconds

ShowClientMatter

Show the Client and Matter values for the Recent Locations and Suggested Locations list in the Select Filing Location dialog box.

1 (show) Default

0 (hide)

Example:

"ShowClientMatter":1

images/download/attachments/63807950/Screen_Shot_2017-12-04_at_3.37.57_PM.png

ShowFullPathOnMouseHover

Enable the mouse-hover display, which lets you see the following in the Select Filing Location dialog box tree view:

  • Database name

  • Workspace name

  • Folder name

NOTE: This option applies only to the Browse and File and Select Filing Locations dialog boxes and not the iManage Work toolbar in Microsoft Outlook.

1 (show) Default

0 (hide)

Example:

"ShowFullPathOnMouseHover":1

images/download/attachments/63807950/MouseHover.png

RestoreSendAndFileAction

Persist your selections when the Select Filing Location dialog box is relaunched.

Example:

"RestoreSendAndFileAction":0

1 (True)

0 (False) Default

MaxRecentSearches

Specify the maximum number of terms to be displayed in the search history when you search for workspace or folder in the Select Filing Location dialog box.

Default value: 10

Recommendation: 5 - 50

Example:

"MaxRecentSearches":10

images/download/attachments/63807950/Screen_Shot_2017-11-08_at_2.14.44_PM.png

Client-side filing options

In iManage Work 10.2 and later, the iwWCS.exe process is available individually on each user's machine to handle different filing related tasks (similar to the iManage Work Communications Server that communicates with the iManage Work Server to handle server-side filing). The iwWCS.exe starts running as soon as the users' machines are started.

NOTE:

  • iManage Agent Service must be installed on the users' machines to ensure that the iwWCS.exe process starts automatically.

  • The UseClientSideFiling option does NOT use the iwWCS.exe process.

The following options are available in the wcs_config group to enable you to configure the client-side filing behavior.

Option

Value(s)

UseClientSideFiling

By default, the Microsoft Outlook client uses client-side filing even if the server supports server-side filing when:

  • Using the File option or

  • Users drag-and-drop emails into the iManage Work panel.

If this option is disabled, server-side filing is used if available.

NOTE: UseClientSideFiling does not control the filing behavior of the Send and File action, or the Inbox Filer and Sent Items Filer.

1 (True) Default

0 (False)

ClientSideSendAndFile

Enable this option if you want to use client-side filing for the Send and File action.

1 (Enabled)

0 (Disabled) Default

RemoveBCC

When using client-side Send and File (from the Sent Items folder), this option controls whether the BCC information should be retained or not.

The default setting is off, which means that messages filed using client-side Send and File will contain BCC information that may be visible to other recipients/users in the firm. If you do not want BCC information saved in iManage Work along with the message, enable this option by setting it to 1.

NOTE: This setting is used with the client-side Send and File only.

Example:

"RemoveBCC":0

1 (True)

0 (False) Default

EnableInboxFiler

Enable Inbox Filer so that it can monitor and file all the emails in your Inbox that are sent with a luggage tag in the subject and no iManage Work folder email address in the recipient field, and then files the emails and marks them as filed.

NOTE: Inbox Filer and Send and File are configured separately. If you enable Send and File and disable Inbox Filer, only the Send and File feature works. If you enable Inbox Filer then both Send and File and Inbox filer work. You cannot disable Send and File by enabling Inbox Filer.

Example:

"EnableInboxFiler":"FALSE"

TRUE (enabled)

FALSE (disabled) Default

InboxFilerInterval

Time duration in seconds after which the Inbox Filer process is invoked. The default interval is 120 which means that the Inbox Filer runs after every 2 minutes to check for and file emails.

Example:

"InboxFilerInterval":"120"

Default value (in seconds): 120

RegressNumOfDaysInboxFiler

The number of days Inbox Filer needs to regress to look for emails. The default value is 30 days (1 month).

Example:

"RegressNumOfDaysInboxFiler":30

Default value: 30

SyncRecipientsLimit

Inbox Filer processes emails only if the maximum number of recipients in the email is less than SyncRecipientsLimit. Change the default value as desired to ensure that general emails sent to a large number of people or the entire organization do not get filed.

Example:

"SyncRecipientsLimit":50

Default value: 50

EnableMappedFolder

Enable this option to ensure that client-side filing is used for mapped folder.

Example:

"EnableMappedFolder":"FALSE"

TRUE (enabled)

FALSE (disabled) Default

ExcludedMessageClasses

Use this option to ignore certain type of email messages while processing mapped folders. Separate the message classes by semicolon.

Example:

"ExcludedMessageClasses":"IPM.Note.WorkSite.Ems.Error"

Default value: IPM.Note.WorkSite.Ems.Error

(Message class for emails that could not be filed to iManage Work and resulted in an error.)

BatchSize

By default, the emails in mapped folders are processed in a batch of 10. Once the first 10 emails are processed, the next 10 are processed, and so on.

NOTE: After the emails are processed, it may take the Inbox Filer a time ranging from 1 to 10 minutes to mark them as filed.

Example:

"BatchSize":"10"

Default value: 10

RetryCount

The number of filing and marking attempts to make before ignoring an email in a mapped folder.

Example:

"RetryCount":"15"

Default value: 15

MappedFolderInterval

Time duration in minutes after which the mapped folders process is invoked. The default interval is 360 which means that the process runs after every 6 hours to check for and file emails.

Default value (in minutes): 360

ProcessMappedFoldersOnStartup

Enable this option to ensure that processing of mapped folders begins as soon as the iwWCS process starts; without waiting for the MappedFolderInterval to elapse.

Example:

"ProcessMappedFoldersOnStartup":"FALSE"

TRUE (enabled)

FALSE (disabled) Default

OutlookSyncWaitInterval

The time duration in minutes for which Inbox filer waits before processing new emails.

Example:

"OutlookSyncWaitInterval":"15"

Default value: 15

Offline filing options

Option

Description

Value(s)

NoOfDaysBeforeDelete

The records of filed emails that are maintained in the offline filing tables are deleted automatically after 7 days. Modify this value to keep the records for a longer or shorter duration.

Default value: 7

NoOfRecordsInBatch

Since there may be a limit for the amount of data that can be sent using RestAPI, the emails are batched before they are sent to Work Communication Server. By default, 10 emails are sent together for one iManage Work location. If there are multiple locations from different libraries, the emails are processed in a batch based on the libraries.

Default value: 10

FilingRetryCount

If there are errors during filing the process, filing is attempted up to FilingRetryCount times. The FilingRetryCount is incremented by 1 for each filing attempt. After reaching the default value, no further attempt is made to file to the emails and they are marked as Error at the last attempt.

Default value: 5

Additional options

Option

Description

Value(s)

LoginOnStartup

Specify whether Outlook should automatically connect to the iManage Work Server when it starts.

Example:

"LoginOnStartup": 0

1 (True) Default

0 (False)

EmailAddressTypeForNewMessage

Specify whether the filing location should be added to the CC or BCC field of filed emails.

NOTE: This setting is applied to emails filed using the Send and File feature and is available for both client-side and server-side filing.

2 (CC) Default

3 (BCC)

ShowApproveAsDropDown

Add this option to display the Send, File, and Approve drop-down option for the Send Only button in the Select Filing Location dialog box.

1 (Enabled)

0 (Disabled) Default

RemoveLuggageTagForSendOnly

Remove the luggage tag for emails that are not filed while sending (that is, if the Send Only button is selected).

Example:

"RemoveLuggageTagForSendOnly": 1

1 (True) Default

0 (False)

IncludeLuggageTag

Specify whether to include the luggage tag in the subject line.

1 (True) Default

0 (False)

ConfigKeyFormat

Customize the luggage tag to display one or more Custom Attribute fields. For example, you might configure the luggage tag to display only the Matter Number, or to show the Client, Engagement, and Year fields.

Example:

"ConfigKeyFormat": "25.26.27"

where 25 = Custom1, 26 = Custom2, 27 = Custom3. Also, "." is a mandatory delimiter between items. The only supported values are Custom1 through Custom12, Custom29, and Custom30. For more information on numeric values for supported custom fields, see Custom attribute IDs.

Prerequisites:

  • The workspace where you are filing the email should include the default "E-mails" folder, and should have the same custom values already set. You can specify the default email folder using the iManage Work Server registry setting, Default Email Folder. For more information, see Appendix C - Server Configuration Options of iManage Work Server Administration Guide.

  • The EnableClientMatterTagFormat option value should be set to 1 (Client.Matter) or 2 (Client.Matter + FID).

Default value: "" (blank)

FirmID

Specify ID of the organization for the luggage tag. Limit it to 3-5 characters; no special characters allowed.

Default value: IMAN

OldFirmID

Use it for upgrading the old database to a new one.

Example:

"OldFirmID":"IWOV"

Default value: IWOV

SubjectTagRightAlign

Decide the luggage tag location: end of the subject or beginning of the subject.

Example:

"SubjectTagRightAlign":1

1 (end of the subject) Default

0 (beginning of the subject)

MaxSuggestedLocations

Specify the maximum number of locations to be displayed under Suggested Locations.

Default value: 5

Recommendation: 1 - 20

SuggestFilingLocationWhenRecipientsChange

Specify whether suggested filing locations must be displayed when the email recipients change.

TRUE (enabled) Default

FALSE (disabled)

MaxRecentLocations

Specify the maximum number of locations to display under Recent Locations.

Default value: 10

Recommendation: 1 - 20

MaxRecipientsForSuggestion

Specify the maximum number of recipients (email addresses) to be used to calculate suggestions.

Example:

"MaxRecipientsForSuggestion":4

Default value: 4

Recommendation: 1 - 20

DisableDefaultSuggestion

Disable default filing location suggestions by iManage Work. Set the value to 1 if you see performance issues while opening or selecting an email.

Example:

"DisableDefaultSuggestion":0

1 (disable default suggestions)

0 (allow suggestions) Default

SendAndFileEncryptedEmails

Specify whether encrypted emails should be saved while sending.

Example:

"SendAndFileEncryptedEmails":0

1 (do not save)

0 (save) Default

DeletePermanently

Specify whether emails should be permanently deleted if the Delete option is selected while sending emails.

Example:

"DeletePermanently":0

1 (delete permanently)

0 (do not delete permanently) Default

EnableClientMatterTagFormat

Specify whether folder ID (FID), Client.Matter, or both Client.Matter and FID should be added to the luggage tag. Use this option in conjunction with the ConfigKeyFormat option, which enables you to specify the Custom Attribute fields.

0 (FID) Default

1 (Client.Matter)

2 (Client.Matter + FID)

HideDisplayName

Hide the workspace and folder names in the email address when the folder is selected for filing.

Example:

"HideDisplayName":0

1 (hide)

0 (show) Default

AlwaysPrivateForEmails

To ensure that all emails are filed as private even when they are filed to public folders, enable this option. When enabled, the following behavior is seen:

  • File As Private option appears selected whenever Outlook is launched.

  • Files emails privately even if users uncheck the private filing option on the iManage Work toolbar or the filing location dialog box. The check box appears selected again after Microsoft Outlook is restarted.

  • Applies to all filed emails (filed using both client-side and server-side filing) and even to emails that filed by dragging them into iManage folders.

  • Overrides the DefaultValueForPrivate option and the settings it contains are ignored.

Example:

"AlwaysPrivateForEmails":0

1 (True)

0 (False) Default

DefaultValueForPrivate

Select or clear the File As Private option by default.

0: The File As Private option is not selected and the user selection is retained temporarily for the current session.(Default)

1: The File As Private option is selected and the user selection is retained temporarily for the current session.

2: The File As Private option is not selected and the user selection is retained for the next Outlook session.

SaveEmailOnSend

Save email to iManage Work while sending.

Example:

"SaveEmailOnSend":0

1 (True)

0 (False) Default

EnforceOutlookSensitivity

File email as Private if MailItem Sensitivity is set to PRIVATE.

Example:

"EnforceOutlookSensitivity":0

1 (Yes)

0 (No) Default

EnableEMM

Enable or disable the email management features in Outlook. When you disable email management the following changes occur:

  • Quick File and File right-click options for Outlook items are hidden.

  • iManage Work toolbar is hidden everywhere it appears in Outlook folder views and dialog boxes.

  • Link to iManage right-click option is hidden for folders and users are not prompted to link new folders they create.

  • Secure Send option is hidden.

  • File and Filing Details options on the iManage Work ribbon are hidden.

NOTE:

The Insert iManage Attachment option continues to be displayed for new email messages and new/existing calendar items even though the iManage Work toolbar is hidden.

Example:

"EnableEMM":0

images/download/thumbnails/63807950/EMMDisabled_Ribbon.png

1 (Yes) Default

0 (No)

EnableWorkPane

Enable or disable the iManage Work Panel in Microsoft Outlook by showing/hiding the Work Panel ribbon bar button.

1 (show) Default

0 (hide)

ShowWorkPaneOnStartup

Configure the iManage Work panel to open by default when Microsoft Outlook is started.

1 (displayed)

0 (not displayed) Default

ShowWorkPaneDelay

Number of seconds it takes for the iManage Work panel to appear after Microsoft Outlook startup.

10 (seconds) Default

Minimum: 1

LanguagesMenu

Configures the languages available for searching in the Browse & File and Select Filing Locations dialog box.

As desired, remove languages from the default value or change the order in which they appear. You cannot include any additional languages.

Example:

"LanguagesMenu":"ENGLISH,FRENCH,GERMAN,SPANISH,CHINESE,JAPANESE"

Default value:

ENGLISH,FRENCH,GERMAN,SPANISH,CHINESE,JAPANESE

WebLocale

Change the language for the iManage Work panel in Microsoft Outlook. The value that you provide within the empty string provided for this option overrides the configured UI language for Windows. If the strings are empty (default setting), the UI language that is specified using the regional setting in the Control Panel in Windows applies. The value can be any language that iManage Work Desktop for Windows supports.

NOTE:

As an administrator, you can use this option to set one of the languages that iManage Work Desktop for Windows supports as the default iManage Work panel language for all users.


"" (Default)

Empty strings ("") are provided to add the locale value as desired. The value should be a language tag consisting of a two-character lowercase ISO 639-1 language code, an en dash, and a two-digit uppercase ISO 3166 region code. For example, de-DE, en-US, en-UK, fr-FR.

MaxAttachmentsToSave

Specify the maximum number of attachments that should be saved when multiple emails are selected and Save Attachments is selected.

Default value: 50

Recommendation: 1 - 100

MaxEmailsForSaveAttachments

Specify the maximum number of emails that should be considered when multiple emails are selected and Save Attachments is selected.

NOTE:

The number of attachments saved is dependent on the MaxAttachmentsToSave option. For example, let us consider that you set MaxEmailsForSaveAttachments to 10 and MaxAttachmentsToSave to 50. If you select seven emails and five of them collectively include 50 attachments, then the attachments in the remaining two emails will not be saved.

Example:

"MaxEmailsForSaveAttachments":50

Default value: 50

Recommendation: 1 - 256

LegacySuggestionDBFilePath

Specify the location of the legacy suggestion database. This feature is useful after you upgrade, because the old suggestions can be made available in the new environment too.

Example:

"LegacySuggestionDBFilePath":""

Not applicable

FolderSuffix

Specify the suffix for Inbox folders that are linked to iManage Work folders.

Default value: [Work]

paint_cycle_count

During the Outlook startup process, the icons in the Outlook tree are painted to indicate folders linked to iManage Work. If a mailbox contains a large number of linked folders, the startup process might be slower. iManage has introduced two keys to control the painting behavior for a set time duration.

0 (will not run the Timer Paint function to paint linked folder icons)

3 (Runs the Timer Paint function thrice to set the icon for linked folders for 5 seconds which is the default paint interval. The maximum time that this function spends is 15 seconds.) Default and recommended

paint_interval

Configure this value to set the time in each paint cycle. After the duration is complete, no more icons are painted to avoid additional delay in startup.

Default value: 5 (time in seconds)

ShowPromptOnFolderCreate

Prompt users to link to an iManage Work folder when they create a folder in Outlook.

Example:

"ShowPromptOnFolderCreate": 1

1 (prompt) Default

0 (do not prompt)

FileMessageAsPrivate

Control the behavior of the File message as Private option available in the Link Folder to iManage dialog box.

Example:

"FileMessageAsPrivate": 0

0 (visible, but not selected) Default

1 (visible and selected. If the folder was previously linked, then the value from the folder is used)

2 (grayed out and not selected)

3 (grayed out and selected by default. The user cannot change this value. For previously linked folder, the value is based on whether the folder was linked as private or not)

EnableSendSecureMessage

Enable or disable the Secure Send feature, which enables you to:

  • Upload files to iManage Share if the attachment size exceeds the threshold.

  • Control access to the attachment by specifying the duration for which the attachment link is active, and whether recipients can give access to additional users.

For more information about the Secure Send feature, refer to iManage Work Desktop for Windows online help.

1 (Enable) Default

0 (Disable)

MinimumAttachmentsSize

Specify the attachment size limit (in bytes) for the Secure Send feature. If attachment exceeds this limit, it is uploaded to iManage Share.

Example:

"MinimumAttachmentsSize":2147483647

Default value: 2147483647 (in bytes)

Recommendation: 1 - 20 MB

References

¹ For more information on numeric values for supported custom fields, see Custom Attribute IDs.