The Tenant Creation page provides an easy way to request a new tenant—an iManage Work environment that can be used for production or as a sandbox for testing. A guided dialog prompts you for the information iManage needs to evaluate your request and create the tenant, ensuring that all the necessary details are collected.

NOTE: Tenant creation requests are typically submitted by Partners when requesting a tenant for a customer.

This page also lets you track the progress of your submitted requests. The search and sort page controls help you easily locate and review your requests.

An example of the Tenant Creation page is shown in the following figure.

Tenant Creation page - 4.png

This section includes the following topics:

Tenant Creation page actions

On the Tenant Creation page, you can submit a request for a new tenant. For detailed steps, refer to Request a new tenant.

Request a new tenant

To submit a request for a new tenant in iManage Admin Portal, follow these steps:

  1. Go to https://cloudimanage.com/admin and sign in with your iManage credentials.

NOTE: To request a new tenant, the user account used to sign in to iManage Admin Portal must be assigned the Onboarding Management scope and Operator role for customer onboarding. For more information about granting user access, refer to Onboarding Access.

  1. Browse to Customer Onboarding > Tenant creation.

  2. On the Tenant Creation page, select + Request new tenant.

  3. In the Tenant details step of the Request New Tenant dialog:

    Request New Tenant - 1.png

    1. Fill in the tenant details:

      • Tenant name: The name of the tenant. Enter a value that meets the following criteria:

        • Alphanumeric: a–z, A–Z, 0–9

        • Special characters allowed: All

        • Spaces allowed: Yes

      • Tenant admin email: The email address of the tenant administrator.

      • Tenant admin name: The name of the tenant administrator.

      • Tenant domain: The domain of the tenant. This must be unique to your tenant and is often the domain name associated with the firm (for example, ajubalaw.com).

        NOTE: The domain portion of the email address entered in the Tenant admin email field is automatically copied to this field.

    2. Select Partner details to proceed to the next step.

  4. In the Partner details step of the Request New Tenant dialog:

    Request New Tenant - 2.png

    1. Fill in the partner details:

      • Partner organization: The name of the Partner organization.

      • Partner contact email: The email address of the Partner contact.

      • Partner contact name: The name of the Partner contact.

        NOTE: If there's no partner associated with this request, provide your own contact information.

    2. Select Library details to proceed to the next step.

  5. In the Library details step of the Request New Tenant dialog:

    Request New Tenant - 3.png

    1. Fill in the library details:

      • Library name: The name of the library. Enter a value that meets the following criteria:

        • Length: 1–32 characters

        • Alphanumeric: a–z, A–Z, 0–9

        • Special characters allowed: _

        • Spaces allowed: No

      • Region: The region that'll host the library. Choose a value from the Region drop-down list.

      • Approximate number of documents in library: The estimated number of documents that'll reside in the library. Enter a number.

      • Estimated go-live date: The date when the library is expected to go live. Enter a date or select one using the date picker.

      • Data migration required: Specifies whether data needs to be migrated to this library.

        • No (default): Data doesn’t need to be migrated.

        • Yes: Data needs to be migrated.

      • Estimated migration start date: Specifies the migration start date if data needs to be migrated. Enter a date or select one using the date picker.

        NOTE: This field is shown only if Data migration required is set to Yes.

      • Use iManage Workspace Generator: Specifies if iManage Workspace Generator will be used to automate the process of creating workspaces.

        • No (default): Workspace Generator won’t be used.

        • Yes: Workspace Generator will be used.

      • Use iManage Migration Appliance: Specifies if iManage Migration Appliance will be used to migrate data to the library.

        • No (default): iManage Migration Appliance won’t be used.

        • Yes: iManage Migration Appliance will be used.

      • Comment: A description that provides more details about the library.

    2. Select Summary to proceed to the next step.

  6. In the Summary step, review and confirm the tenant, Partner, and library details.

    Request New Tenant - 4a.png

    • If you need to make any changes, select Back to return to the previous steps.

    • When everything is correct, select Request new tenant to submit the new tenant request.

NOTE: When you submit a request for a new tenant, iManage reviews and validates it against the contractual agreements. You'll be contacted if there are any questions about the request or if more information is needed.

Tenant table data output options

On the Tenant Creation page, you can:

  • Search for requests: Use a tenant or Partner search string to filter the results in the tenant table. For more information, refer to Search for tenant creation requests.

  • Sort the output: Organize the results in the tenant table by selecting a column header to sort by the values in that column. For more information, refer to Sort tenant table output.

  • Configure the table: Customize the table by adding, removing, or reordering columns. For more information, refer to Configure the tenant creation table.

Search for tenant creation requests

To search the tenant table, enter a search string in the Search field.

Search - 1.png

Sort tenant table output

In the tenant table, select a column header to sort the output by the values in that column. In the following figure, the table output is sorted in descending order by the values in the Status last updated column.

Tenant Creation page - sort by column.png

Configure the tenant creation table

By default, the tenant table displays the following columns in the order listed:

  • Tenant to create

  • Status

  • Status last updated

  • Partner organization

  • Partner contact

  • Tenant admin

To add, remove, or reorder the columns, select the Gear icon.png icon at the far right of the tenant table on the Tenant Creation page. This opens the Edit Columns dialog, as shown in the following figure.

Edit Columns dialog - 1.png

In the Edit Columns dialog:

  • To add a column to the output: Hover over the column name in the Available Columns panel and select the plus.png icon. This action moves the column to the Displayed Columns panel.

  • To remove a column from the output: Hover over the column name in the Displayed Columns panel and select the Remove.png icon. This action moves the column to the Available Columns panel.

  • To reorder columns: Select and drag a column in the Displayed Columns panel.

  • To return to the default column display and order: Select Reset to default.

  • To save column display: Select Save to save your column display and order changes or Cancel to abandon your changes.

NOTE: The Tenant to create column is required and can’t be removed or reordered.