Barcode Scanner Operations is installed as part of the iManage Records Manager Desktop Client for Records Managers installation.

You must connect to Records Manager Server to access the records from this application.

To connect:

  1. Perform a Windows search for IRM Barcode and select IRM Barcode Application.

  2. In the Records Manager Login dialog, enter the following information that your application administrator can provide:

    • Your user name and password

    • Name of the Records Manager cluster

    • Domain name

  3. If you want to be connected using your network user credentials, select the Use Trusted Login check box. You don't need to enter a user name, password, or domain when this check box is selected.

NOTE: To connect using this method, the Trusted Login functionality must be enabled on the (on-premises) Records Manager server.

  1. To suppress the Login dialog after successfully connecting to the Records Manager cluster, select the Automatically connect to cluster on startup check box. The sign-in credentials you entered are automatically sent to the Records Manager cluster.

    If the sign-in fails, the dialog opens for you to re-enter the information manually.

NOTE: To disable the automatic connection functionality, hold down the Shift key while starting the application.

  1. Select OK. The Barcode Scanner Operations application window opens.
    You remain connected to the Records Manager cluster until you close the application. To close the application, on the File menu, select Exit.

SAML Login

iManage Records Manager supports Secure Assertion Markup Language (SAML) for authentication. To sign in using SAML:

  1. Perform a Windows search for IRM Barcode and select IRM Barcode Application.

  2. In the Records Manager login dialog, select SAML Login.

  3. Enter the authorization server name, the connection port, and the name of the Records Manager cluster. You can obtain this information from your application administrator.

  4. To suppress the Login dialog after successfully connecting to the Records Manager cluster, select the Automatically connect to cluster on startup check box. The sign-in credentials you entered are automatically sent to the Records Manager cluster. If the sign-in fails, the dialog opens for you to re-enter the information manually.

  5. Select OK.

  6. In the Identity Provider sign-in screen, enter your Identity Provider sign-in credentials and select Sign in.