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

Changes in version 10.6.0.0

• Updates throughout stemming from the newly introduced shared authentication between iManage SPM and iManage Work with a single cloudimanage.com URL—that allows seamless access without separate sign‑ins—and related changes to options and processes for user and group import.
  Sections updated include:

  • Before you begin

  • High-level overview

  • Access SPM and assign initial administrative roles

  • Select data sources and import types

  • Set up scheduled data import

  • Next steps

• Updates to clarify initial role assignment using SPMAdmin, and the enablement of iManage SPM in iManage Control Center at cloudimanage.com before authorizing imports. Refer to Access SPM and assign initial administrative roles.

• Additional updates and improvements.

Changes in version 10.5.2.0

• Multiple updates to the information about document activity import from iManage Work, including information about document activity types available, how these are counted in iManage SPM, and how to request them.
  Refer to the User time-recording activity and document activity import options subsection of Select data sources and import types.
  Also refer to the point below:

• Updated information about user and group import requirements and options. This in turn expands the scope of document activity import—which is now available even if you aren't importing user and group definitions from iManage Work at cloudimanage.com.
  Refer to Select data sources and import types and the Establishing scheduled import of other user and group metadata section of Establishing scheduled import of user and group data.

• Corrected the entries for Export users and groups only and Export clients and matters only in Optional non-scheduled import.

• Information about requesting the iManage SPM and Imanage Insight+ integration. Refer to Connect to target systems and iManage products.

• Updated the list of items that can be imported using optional non-scheduled import, to include self-maintaining rules. Refer to Optional non-scheduled import.

• This guide now includes information about the iManage Generic Migration tool. Refer to the new Non-scheduled import options subsection in Optional non-scheduled import.

• Additional updates and improvements, including to reflect changes to the iManage SPM Administration Console user interface.

Changes in version 10.4.1.0

• Updated the iManage SPM Scheduled LDAP Import.cfg configuration details to include new parameters for LDAP import targets, for which you can now optionally differentiate between user and group paths. Information and recommendations for import-upgrading customers are also provided.
  Refer to the Establishing scheduled import of users and groups from other sources section in Set up scheduled data import.

• (Non-scheduled) iManage SPM Import is now included in this guide. Refer to Select data sources and import types and Optional non-scheduled import.

• iManage SPM Import now supports new-style notification events. New-style notification events let you configure user notifications and acknowledgments in a simple and intuitive way, while freely defining their recipients and messaging. In addition to unlocking the bulk addition of these events in your organization, import support (non-scheduled) can help you transition away from old-style notification events and their limitations.
  This version of the guide includes mappings of relevant XML import nomenclature to associated user interface terms, for cases in which such nomenclature varies. Refer to Optional non-scheduled import.

Changes in version 10.4

• Updated Access SPM and assign initial administrative roles section to include spm-cloudimanage.com-type URLs.

Changes in version 10.3.4.2

• Removal of non-applicable parameter from Set up scheduled data import.

Changes in version 10.3.3

• Inclusion of instructions for adding iManage Security Policy Manager (SPM) applications to iManage Work at cloudimanage.com. Previously, instructions were provided for iManage Work at imanage.work only. For more information, refer to Add SPM applications to iManage Work.

• Note that notifications in iManage SPM aren't enabled by default, but must be enabled and configured. Relevant links are provided. Refer to Configure basic system settings.

Changes in version 10.3.1

• You can now select Clients and Matters separately in the administration console navigation bar. Verify data import page is updated to reflect this change.

Changes in version 10.3

• Additional clarification of Elite 3E import prerequisites, in Set up scheduled data import.

Changes in version 10.2.4

• Additional general information about SPM agents, in Connect to target systems and on-premises iManage products.