iManage Records Manager Administration Help

This page provides a changelog for versions and revisions of this guide.

Changes in document version 10.5.3

Support for Tabs as a media type: iManage Records Manager at cloudimanage.com now recognizes Tabs as a distinct media type, enabling accurate syncing of Tabs from cloudimanage. Earlier, Tabs were treated as Folders during sync. With this update, Tabs are correctly classified and returned when filtering or searching by media type, giving you more precise control over how your content is organized and retrieved.

Information about the Password expiration time in days functionality is updated. Refer to Records Manager Configurations under Set Library Configurations.
Information about the File Part Manager privilege is updated. For more information, refer to Privileges and Access level interactions under Configure User Privileges.

The IRM LDAP Sync command line tool (imldapsync) now supports an IRM account domain parameter -domain. This allows system admin accounts with domains to run the sync. In previous versions, only the local Windows account, or administrative accounts without a domain, could run the sync. For information about how to use the LDAP Sync command line tool, refer to Synchronize LDAP Directories with the LDAP Sync Tool.
You can now synchronize users from Microsoft Entra ID (formerly Azure Active Directory). All existing functionality with regards to synchronizing users, including mapping of fields between IRM and the source directory, is fully available when synchronizing from Microsoft Entra ID. For more information, refer to Synchronizing with an LDAP Server, including its subsections.

The sample Data Loader XMLs have been updated to preclude potential formatting or data errors. For the latest sample files, refer to Example data files.
- In addition, two more example data files have been added:
  - Holds
  - Thesaurus entry
iManage Work at cloudimanage.com supports syncing of users from Azure Active Directory (Azure AD). iManage Records Manager on-premises currently supports syncing users from on-premises Windows Active Directory (Windows AD) only. To ensure users can be synced correctly between the two systems, a custom domain field can now be used. For more information, refer to:
- Add a Unique Identifier to LDAP Directory
- Add a Map

Updated nomenclature: Outdated text "iManage Work in the Cloud on Azure" is now updated to "iManage Work at cloudimanage.com".

Removed erroneous reference to Policy Service in hybrid mode. This is applicable to on-premises IRM only.
Updated nomenclature: Outdated text "iManage Work in the Cloud on Azure" is now updated to "iManage Work at cloudimanage.com".

Added denial reasons to metadata tables. Refer to Denial Reasons.
In this release, File Plan Administrators can action approvals without need for the Approve Disposition privilege. Additional clarification has been provided in this regard. Refer to:
- Privileges
- Privileges and Access level Interactions
- Typical Groups in a Records Management Implementation

Added setting for cleanup of orphaned approvals-related data. Note that this setting can be left at the default value. Refer to Records Manager Configurations.
Removal of some non-relevant configurations. (Revision 2).

(Changes since document version 10.3.3.x)

Changes for the new Approve Disposition privilege, comprising updates to the following pages:
- Privileges and Access level Interactions
- Typical Groups in a Records Management Implementation
- Privileges