INTRODUCTORY INFORMATION

Latest changes in this guide

Before you begin

High-level overview

SYSTEM ACCESS AND BASIC CONFIGURATION

Access SPM and assign initial administrative roles

Configure basic system settings

DATA IMPORT AND VALIDATION

Select data sources and import types

Set up scheduled data import

Optional non-scheduled import

Verify data import

AGENTS AND INTEGRATIONS

Connect to target systems and iManage products

Verify agent connectivity

OTHER APPLICATIONS AND SERVICES

Set up iManage SPM Email Responder Service

Verify iManage SPM Email Responder Service connectivity

Add iManage SPM applications to iManage Work

NEXT STEPS

Additional resources and support

This guide is for iManage SPM system administrators and partners.

Additional resources are also available for iManage SPM:

Additional iManage Security Policy Manager documentation

Additional information about how to configure and use iManage Security Policy Manager is available in the following documentation resources:

For the latest information about iManage SPM in the Cloud, refer to the Cloud Service Updates for iManage Security Policy Manager.

iManage Support

iManage Support provides prompt and accurate support to help you resolve issues you may encounter or questions you may have while using iManage products. Support services include access to Help Center for online answers, expert service by iManage support engineers, and software maintenance to ensure you have the most up-to-date technology.

To access the iManage Help Center, refer to Help Center. Cloud customers may also refer to Getting Started with iManage Cloud Support.

Help Center provides access to:

  • Knowledge base and production documentation: The Help Center Knowledge Base and Documentation sections contain an extensive library of technote articles, FAQ, and product documentation.

  • Releases and release notes: The Help Center Releases section contains iManage on-premises product installer downloads, release notes, and links to available patch releases.

  • Community: The Help Center Community section allows you to interact with other iManage Community members and iManage Support engineers to seek answers to your questions or help answer others' questions. Refer to iManage Cloud Community.

  • Podcasts and videos: The Podcasts and Videos sections offer a library of audio and video reference materials to help you learn more about implementing, using, and maintaining iManage products.

  • Announcements: Receive announcement notifications by following the announcement sections you find most relevant to your needs for information such as: support news, new releases and resources, and technical updates.

  • Case portal: Help Center also includes your iManage Support case portal where you can submit and manage all your support cases.

You can retrieve the latest available product documentation from iManage’s Knowledge Base in the iManage Help Center. A document in the Knowledge Base has a version number (for example, version 7.5) and may also have a revision number (for example, revision 3). The version number applies to the product that the document describes. The revision number applies to the document. The Knowledge Base contains the latest available revisions of any document.

To submit a new support case to iManage Support by email, contact us at support@imanage.com.

To contact iManage Support by phone, please refer to the iManage Support FAQ knowledge base article in Help Center for contact information by region.