About this document

This guide contains essential information for an admin user, including a first-time admin user, to get started with iManage Threat Manager in the Cloud. This guide includes step-by-step procedures for system access and use, including setup verification and best-practice configuration.

Responsiveness and mobile device input types

Information in this document, including any screenshots, is based on usage of the iManage Threat Manager application on a full-size display. The application is responsive, however, so the spatial arrangement of some interface elements may differ on devices with smaller screens.

Conventions

This document uses the following conventions:

Notational conventions

Convention

Usage

Bold

Any emphasized user-interface elements such as menu items and buttons, plus dialog and panel names. Also used for file names, extensions, and paths, plus user inputs such as entered field values and keystrokes.

Examples:

  • Select Cancel to halt the operation.

  • The FileSystemConnector.cfg file is installed in C:\iManage\FileSystemConnector\

  • Press Cmd+P to print the document.

Italics

Document titles, new terms, placeholders/variables for which users supply values including replaceable strings in file paths, code, and commands.

Examples:

  • For more information, refer to iManage Work Server Administration Guide.

  • An action command is a request, such as a query or indexing instruction, sent to iManage Work Server.

  • Edit the extractor-logback.xml file within the following directory:

    <installation-Directory>\iManage\RAVN\Pipeline\etc\extractor-logback.xml

Code font

References to code inline, in lists, and anywhere else outside of a code snippet. Also used for command-line input and registry hives and keys.

Examples:

  • At the command prompt, enter mkdir.

  • The url variable contains a link to a related spreadsheet.

Code snippet

Multi-line code samples and input, plus lengthy Terminal/Command Prompt output.

Notices

NOTE: A note provides information that emphasizes or supplements important points of the main text. A note supplies information that may apply only in special cases—for example, memory limitations, equipment configurations, or details that apply to specific versions of the software. 

CAUTION: A caution indicates an action can result in the loss of data. 

TIP: A tip provides additional information that makes a task easier or more productive. 

Terms and definitions

iManage Threat Manager uses the caption strings in iManage Work, such as Custom1, Custom2, Practice Area, and Project. In this document, terminology for iManage Threat Manager components is based on the default captions Client and Matter, which appear in component names such as Matter Activity, Matter Activity Rule, and Client. Workflow, procedures, and functionality are unchanged regardless of the caption set.

Related documents

The following documents provide more details about iManage Threat Manager:

  • iManage Threat Manager Cloud Service Update

  • iManage Threat Manager 10.x Supported Platforms

  • iManage Threat Manager Administration Help

  • iManage Threat Manager Help

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.

Help Center provides access to:

  • Knowledge base and product 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 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.

  • 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, 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 revision 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.