The sign-in procedure to follow is dependent on whether you're connecting to an on-premises IRM Server, or IRM Service in the Cloud. If you're unsure of which of these is applicable to you, contact your application administrator for advice on how to proceed.

For more information, refer to Logging in to connect to IRM Service in the Cloud

Logging in to connect to IRM Service in the Cloud

The sign-in procedure to follow when connecting to IRM Service in the Cloud also depends on the type of authentication in place:

Standard Login

  1. Perform a Windows search for "IRM Desktop Client" and select IRM Desktop Client for Records Managers. The Records Manager Login dialog opens.

  2. Enter your user name, password, name of the Records Manager cluster, and the domain name, as outlined below. (You can obtain this information from your system administrator.)

    1. For User Name, provide the ID of the intended IRM account.

    2. For Password, provide the IRM password associated with the account.

    3. For Cluster, provide the IRM cluster name.

      • For example: 

        companyname-cms.imanage.work

    4. For Domain, provide the Domain profile of the intended IRM account. As Domain isn't a required attribute when creating accounts into IRM, the field may be left blank if not relevant. (To assess this, you can check the Domain value set for the account, using IRM Library Manager.)

      NOTE: Ensure that the typed value matches the exact Domain profile set for the IRM account. For example, an input domain value of companyname would not be evaluated as a match for companyname.com.

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

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

  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 on future sign-in attempts.
    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.
    You remain connected to the Records Manager cluster until you close the application. To close the application, from 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 Desktop Client" and select IRM Desktop Client for Records Managers. The Records Manager Login dialog opens.

  2. In the Records Manager sign in 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 system 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. The Identity Provider sign-in screen opens.

NOTE: If the Identity Provider screen doesn't open, contact your application administrator for further assistance.

  1. Enter your Identity Provider sign in credentials and select Sign in.