• Changes in this document version
  • Before you begin
  • High-level overview
  • Access SPM and assign initial administrative roles
  • Configure basic system settings
  • Select data sources and import types
  • Set up scheduled data import
    • Certificate requirements
    • Establishing scheduled import of client and matter data
    • Establishing user and group data from other sources
    • Establishing scheduled import of user time recording information
  • Optional non-scheduled import
  • Verify data import
  • Connect to target systems and iManage products
  • Verify agent connectivity
  • Set up SPM Email Responder Service
  • Verify SPM Email Responder Service connectivity
  • Add SPM applications to iManage Work
  • Next steps