iManage Records Manager Administration Help

  1. iManage Records Manager Administration Help

iManage Records Manager Administration Help

  • Preface
  • What's new in iManage Records Manager Administration Help
  • Introduction to IRM administration on iManage Cloud
    • Components
    • Records management terminology
    • Records Manager Server Applications and Services
    • Installation and Configuration Checklists
  • Setting up Library Manager for connection to IRM Cloud Service
  • Create and Manage Users
    • Trustees
    • Start Library Manager
    • Connect to Records Manager Server
    • Change the Library Password
    • Realms and Trustees
    • Creating a Facility Administrator
    • Synchronizing with an LDAP Server
  • Add Users to the Workspace Creators Workgroup
  • Configure User Privileges
    • How Records Manager Server Determines User Privileges
    • Privileges and Access level Interactions
    • Group Level Privileges
    • Library-level Default Privileges
    • Privileges
  • Metadata-Tables
    • About Metadata Tables
  • Set Library Configurations
    • Records Manager Configurations
    • Change Records Manager System Configurations
  • Audit Controls
    • Introduction to Audit Controls
    • Content Actions
    • System Actions
  • Using the Records Manager Data Loader
    • Records Manager Data Loader Overview
    • Run the Data Loader Command
    • Recommendations for using Data Loader
    • Example Data Files
  • Installing Records Manager Components
    • IRM Prerequisites
    • Install IRM Desktop Client for Records Managers
    • Install IRM Desktop Client for Users
    • Upgrading Records Manager Client Applications
    • Install Application Designer
    • Install Records Manager Data Loader
    • Silent Installation
  • Appendix 1: Upgrading to the standalone Library Manager application
  • Appendix 2: Configuring warehouse vendor IDs
Preface
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