In addition to the settings available by default when iManage Drive is installed in user mode, you can customize the following:
Customize the options available on the Account Setup page that is used for adding iManage Work accounts.
Customize the default value for the General, Notifications, and Sync tabs available under Access iManage Drive settings > Preferences.
Customizing the default configuration settings in iManage Drive.
To change the application mode (user mode by default) and customize the account setup options, create the admin_settings.yaml file and place it in the /Library/Application Support/iManage/Drive folder.
NOTE:
We don't recommend that you copy the sample admin_settings.yaml file from your Microsoft Windows device to your Mac device. This is because some of the admin settings added for Microsoft Windows may not be compatible with macOS. The following Microsoft Windows configuration settings aren't compatible with macOS and should be turned off on a Mac.
enable_windows_ssl_context_adapterenable_windows_sidebar: truenative_drive_letter: Snative_drive_letter: M
Make sure that the admin_settings.yaml file is a plain text file. If you're using TextEdit, set the format to Make Plain Text. For more information, go to: https://www.autodesk.com/support/technical/article/caas/sfdcarticles/sfdcarticles/How-to-create-a-plain-text-file-using-TextEdit-on-a-Mac.html
Additionally, if previously set, make sure that the
drive_user_root_dirand theIMANAGE_DRIVE_APP_DATA_DIR_ROOTconfiguration settings are set for macOS.Make sure the admin_settings.yaml file is placed under the /Library folder and not ~/Library folder. ~/Library is the library folder in your user area (Home). Each user will have one in their home folder. Library is the main top-level Library folder for all users on the Mac.
The file contains the following sections:
Option | Description | Default value |
|---|---|---|
| When set to |
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| Specifies the list of admin settings that can't be changed on the iManage Preferences tab. From iManage Drive 10.11.0 onward, the default behavior of admin setting controlled values has changed such that all settings are administrator-controlled. If Example: If Example: | The default value is
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| Specify the list of additional file patterns that shouldn't be synced to iManage Work Server. | There's no default value for this option. |
| By default, emails aren't downloaded when users download an entire container in their mapped drive by using the Download (always keep on this device) right-click option. Set this option to true to include emails for container download. |
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| Determines whether users can copy the folders in the iManage Drive local working directory to an external location. When the value is |
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| Allow the copying of workspaces from iManage Drive to a destination outside iManage Drive. |
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| Denotes the amount of time that must pass before we check for inactive files. Specify the time in any of the following:
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| Determines if the automatically offload inactive files feature is enabled or disabled. |
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| Denotes the amount of time that must pass before determining that a file is inactive. Specify the time in any of the following:
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| Determines if the auto-unsync inactive workspaces feature is enabled or disabled. |
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| Denotes the amount of time that must pass before we determine that a workspace is inactive. Specify the time in any of the following:
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| Determines the frequency at which iManage Drive checks for inactive workspaces. Specify the time in any of the following:
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| Determines the file check-in behavior when you modify a file in your local drive, save the changes, and close the file. Changes synced back can be saved as a new version in iManage Work or the existing version can be replaced with the local copy. The default value is |
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| Checks out the document when opened or saved. Possible values are |
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| Specify the number of days for which the documents changed locally will be available in the Document Change Log. |
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| When a document is added or modified in the iManage Drive working directory, a reference to the document is added to the document change log. Specify the number of days to allow documents to be copied from Document Change Log. Set this value to 0 to turn off the feature to copy documents from the change log. |
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| Specify the default setting of whether or not to allow document deletion. The default value is true and the Allow Document Deletion option is selected. Navigate to General > Enable/Disable Document Deletion to change the setting. NOTE: iManage Drive always deletes all versions of a document when it is deleted from the mapped drive. |
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| Specify the default setting of whether to allow folder deletion. The default value is NOTE: The Allow folder deletion option is enabled only if the Allow document deletion option is selected. |
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| Change this setting to true to delete the document reference from all folders, it's available in. By default, this option is set to |
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| The Download (always keep on this device) right-click option is available for all containers in the mapped drive by default. Set the value to false to hide this option if you do not want the container download feature to be available to users. The Download option isn't displayed by default, if the server isn't a cloudimanage server or the iManage Work Server doesn't support rate-limited download. NOTE:
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| Set to |
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| Enables local REST API port ownership verification. This will verify if the request comes from a process owned by the same user name. |
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| Allows processes owned by root user to call local REST API. |
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| Use this option to load SSL certificates from the local macOS device. |
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| Set this option to true to make My Matters and Recent Matters folders in the mapped drive. |
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| Set this option to false if you don't want the iManage Drive panel to pop up when syncing or unlinking a workspace, regardless of the Preferences > Notifications settings. |
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| When enabled, logs certificate chain information in the iManage Drive Log file. Administrators can use this information to troubleshoot SSL certificate issues. |
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| Allows the files to be available in iManage Drive for an extended time (24 hours) | By default, the following file types are added to the admin setting: |
| Time in minutes in which iManage Drive collects unused encrypted files stored locally. |
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| Enable this option to ensure that no emails are synced to iManage Drive. Emails already synced won't be removed unless you restart iManage Drive and the re-sync the matter. Similarly, enabling this option won't sync emails unless you restart iManage Drive and re-sync the matter. |
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| In iManage Drive user interface, browse to > Preferences > General > Language list and specify the supported languages that are available to the users for selection. | The supported languages that are available to the users for selection. |
| Specify the port for the iManage Drive local REST API service. The default value is |
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| Configure this setting to enable iManage Drive to tag and encrypt all the sensitive information in the log files. The possible values are false, tag, or realtime.
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| Specify the number of backup copies of log files. |
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| Specify the number of backup copies of log files and the maximum size of a log file before it is backed up. The default value is
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| Set the maximum number of items to show in the Recent Matters folder in the mapped drive. |
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| Set the maximum number of items to show in the My Matters folder in the mapped drive. NOTE: To ensure that the changed settings for |
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| Sets the maximum number of workspaces or matters that can be synced | The recommended maximum and default is |
| Specifies the file size that users can upload to the server. Setting the value to 0 allows users to upload files without any limitations. You must specify the size type following the number with either:
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| Set the minimum amount of free hard disk space that iManage Drive requires before it pauses download activities. If the space configured here isn't available, all downloads pause and the application displays a message to free up disk space before the downloads can resume automatically. |
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| Specify if notifications are shown in iManage Drive whenever users modify files. The default value is true, that is, the Notifications > Documents changed option is selected. |
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| Specify whether users get a notification when iManage Drive starts syncing and finishes syncing a new workspace. | Not applicable |
| Specify whether iManage Drive will pop-up displaying sync progress when a new workspace is synced. | Not applicable |
| Specify if notifications are displayed in iManage Drive whenever users modify emails. | Not applicable |
| Specify when iManage Drive will popup displaying unsync progress when a workspace is unsynced. | Not applicable |
| Specify if notifications are displayed when a workspace is unsynced and when iManage Drive finishes unsyncing. | Not applicable |
| Specify whether a notification is displayed when a long path file is updated. | Not applicable |
| This option controls the time (in minutes) to prompt users for items that they have not yet confirmed for syncing to iManage Work, that is, the interval at which the sync confirmation dialog box keeps reappearing until all changes are either confirmed or restored. |
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| This option controls the time (in minutes) to prompt users for file sync issues they haven't acted upon, that is, the interval at which the sync issues dialog box keeps reappearing until all sync issues are either resolved or acted on. |
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| Determines if a prompt should be displayed to the user when unsyncing inactive workspaces. Users can also browse to Preferences > Sync and select one of the following values from the Auto-Unsync behavior drop-down list:
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| Enables you to set the mode for proxy server. The following values can be set for this option:
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| Specify the proxy URL that iManage Drive must use when making web/API requests. NOTE: Replace the placeholders in the angular brackets with actual values. | Possible values/formats:
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| The Recent Matters and My Matters folders will be refreshed at the interval specified (in seconds). For example, to refresh the content every 10 minutes, set the value to NOTE:
| This feature is turned off by default. |
| Specify the number of times iManage Drive should sync the API Port and web extension api port and token values specified in iManage Control Center. Specify the frequency using a number followed by either of these options:
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| Specify the number of times iManage Drive should sync with iManage Control Center to check if the remote admin_settings.yaml file is available. Specify the frequency using a number followed by either of these options:
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| The Recent Matters and My Matters folders will be refreshed at the interval specified (in seconds). For example, to refresh the content every 10 minutes, set the value to NOTE:
| This feature is turned off by default. |
| Set this configuration to enable users to connect to iManage Work for cloudimanage.com after a successful migration. When this setting is configured, iManage Drive will detect the change and then rename the iManage Work Server specified in from_work_server_url to the iManage Work Server specified in
NOTE:
| Not applicable |
| Specify the internal auto update URL to get iManage Drive Mac auto updates from an internal site. | Not applicable |
| Use this option to set the maximum number of results iManage Drive can display when performing the search option. | The default value is |
| Specify the default value of the automated sync frequency in minutes (displayed for the Sync > Document Sync Settings > Sync Frequency option). | The default value is |
| Set the timer in seconds, minutes, hours, or days to specify the window of time in which you'd like iManage Drive to have the Show Sync issues dialog box displayed to your users, once a sync conflict has been detected. The purpose of this is to periodically show the Show Sync issues dialog box in front of all the open windows. The letter following the value defines the time in seconds, minutes, hours, or days. For example:
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| Set a time interval after which a dialog box is displayed to the users indicating that iManage Drive isn't synced and there are items that require attention in the iManage Drive Outbox. The default value is 1d and this option can be turned off by setting the value to 0. The letter following the value defines the time in seconds, minutes, hours, or days. For example:
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| This option determines the number of files/folders that can be deleted, modified, renamed, moved, or created in the iManage Drive local directory before a sync confirmation is requested, that is, the sync confirmation dialog box is displayed to users. |
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| This option determines the number of files that can be deleted in the iManage Drive local directory before a sync confirmation is requested, that is, the sync confirmation dialog box is displayed to users. When this count is reached, no changes are synced to the server until the user approves them. The value for this option must always be less than or equal to trigger_confirmation_change_count. Confirming a file deletion removes all versions from iManage Work. NOTE: To turn off sync confirmations, set the |
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| This option determines the number of folders that can be deleted, modified, renamed, moved, or created in the iManage Drive local directory before a sync confirmation is requested, that is, the sync confirmation dialog box is displayed to users. |
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| In some cases, like where users have unsynced a workspace or removed iManage Drive databases, it's possible that certain files are left locked, although they aren't opened by any user. In such cases, when
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| Mode in which iManage Drive is installed. Change the value to admin for troubleshooting and other administrative purposes only. The following UI options are available only in admin mode:
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| Use this setting to configure the token to be used with the web extension. If you:
| Not applicable |
| Specify the URL of the iManage Work account(s) that you want to list in the Enter iManage Work URL field in the iManage Drive quick setup wizard and in the iManage Drive Accounts dialog box. In the earlier versions of iManage Drive, this admin setting was |
NOTE:
Replace the <
iManage Work Server domain name> variable with the domain name of the desired iManage Work account.Replace the <
Update server URL> variable with the URL of the internal auto update server in your organization.Alignment and indentation of the text must remain the same and no extra text must be added to ensure that the file works correctly.
Restart iManage Drive every time you update this file to ensure that the changes are applied.
