• 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
      • Records Manager Server Applications
        • Library Manager
        • LDAP Synchronization Tool
    • 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
      • Add a New Cluster
      • Deleting a Cluster
    • Change the Library Password
      • Upgrading Passwords
    • Realms and Trustees
    • Creating a Facility Administrator
      • Create a Master Realm
      • Create a Facility Administrator
    • Synchronizing with an LDAP Server
      • Add a Unique Identifier to LDAP Directory
      • Creating a User with directory access
      • LDAP Connections
        • Add New Connections to an LDAP Directory Server
        • Edit a Connection
        • Delete a Connection
      • LDAP Maps
        • Add a Map
        • Edit a Map
        • Delete a Map
      • Establishing an LDAP Connection
        • Establish an LDAP Connection Using Library Manager
        • Change the Established Connection Settings
        • Synchronize LDAP Directories
        • Synchronize LDAP Directories with the LDAP Sync Tool
        • Verify Synchronization
      • Setting up Secure LDAP connections over SSL (LDAPS)
  • Add Users to the Workspace Creators Workgroup
  • Configure User Privileges
    • How Records Manager Server Determines User Privileges
      • Library-level Privilege Setting
      • Group-level Privilege Setting
      • Recommendations
    • Privileges and Access level Interactions
    • Group Level Privileges
      • Typical Groups in a Records Management Implementation
      • Specify Privileges for a Group
    • Library-level Default Privileges
      • Enable Library-level Privileges
    • Privileges
  • Metadata-Tables
    • About Metadata Tables
      • Relationship Types
        • Create Relationship Types
        • Modify Relationship Types
        • Delete Relationship Types
      • Media-Types
        • Create Media Type
        • Modify Media Types
        • Delete Media Types
      • Location Types
        • Create Location Types
        • Modify Location Types
        • Delete Location Types
      • Event Types
        • Create Event Types
          • Creating an Unscheduled Event Type
        • Modify Event Types
        • Delete Event Types
      • Area of Law
        • Create Areas of Law
        • Modify Areas of Law
        • Delete Areas of Law
      • Denial Reasons
        • Create Denial Reasons
        • Modify Denial Reasons
        • Delete Denial Reason
      • Practice Areas
        • Create Practice Areas
        • Modify Practice Areas
        • Delete Practice Areas
      • Record Status
        • Create Record Status Types
        • Modify Record Status Types
        • Delete Record Status Types
      • Transmittal Codes
        • Create Transmittal Code Types
        • Modify Transmittal Code Types
        • Delete Transmittal Code Types
      • Vendors
        • Create Vendors
        • Modify Vendors
        • Delete Vendors
  • Set Library Configurations
    • Records Manager Configurations
    • Change Records Manager System Configurations
      • Configure a Box Media Type
      • Configure Flexible Standards Matching
  • Audit Controls
    • Introduction to Audit Controls
    • Content Actions
      • Edit Content Actions
    • System Actions
      • Edit the System Actions
  • Using the Records Manager Data Loader
    • Records Manager Data Loader Overview
      • XML Resources
      • Creating Validated Data Files
      • Defining Objects
      • Referencing Objects
      • Update Existing Objects
      • Date Formats
      • Location Formats
      • Multiple Entry Formats
      • User Formats
    • Run the Data Loader Command
      • Login Options
      • Secure sign-in credentials
      • File Options
      • Data Update Options
      • Results File Options
      • Configuration File Options
      • Logging and Feedback
    • Recommendations for using Data Loader
      • Typical Sequence of Loading Data
      • Manually Loading Data
      • Output Data Loader Results
    • Example Data Files
      • Membership Policy
      • Users
      • Location
      • AreaofLaw
      • PracticeArea
      • MediaType
      • FolderType
      • Standard
      • RetentionEvent
      • Template
      • Box
      • Example Data Files-Client
      • Example Data Files - Matter
      • Record
      • Holds - for Data Loader
      • Thesaurus - for Data Loader
  • 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