This section provides a high-level overview of the iManage Security Policy Manager (SPM) getting started process, with reference to detailed information for each step.
Step | Task | Description | Reference |
|---|---|---|---|
1 | Access SPM and assign initial administrative roles | Sign in to SPM, authorize imports, and assign initial administrative roles. | |
2 | Configure basic system settings | Ensure initial configuration meets the requirements of your organization and configure additional settings as necessary. | |
3 | Select data sources and import types | Select the sources and import types that'll be used to import data into SPM. This step requires careful consideration to ensure that the attorney time recording activity, document activity, timekeeper/assistant associations, and client and matter information in SPM is kept current with that of your organization, and that relevant metadata is being imported—for example, to support departmental security (Collections). | |
4 | Set up scheduled import of data to SPM | Configure the import types you have selected to set up scheduled import of data from your selected sources into SPM. | |
5 | Verify data import | Confirm that data is being imported into SPM and optionally adjust task scheduling. | |
6 | Deploy SPM agents to connect to target systems and iManage products | Install SPM agents—or request the provisioning of SPM integrations—as required to apply policy to target systems where client/matter information resides or is searchable. | |
7 | Verify agent connectivity | Confirm that agents are connected and running. | |
8 | Set up the SPM Email Responder Service | Install and configure SPM Email Responder Service to enable users to respond to acknowledgment or approval notifications by email. | |
9 | Verify the SPM Email Responder Service connection | Confirm that the SPM email responder service is connected and running. | |
10* | Enable direct access to SPM from iManage Work | Install SPM applications for iManage Work to provide permitted users direct access to SPM from iManage Work, for commonly accessed functions. | |
11 | Next steps | Start using SPM to manage your global security policies. |
*Optional step.