As an administrator, you can upload the admin_settings.yaml file to iManage Control Center. For more information, refer to the Drive section in iManage Control Center Help.

NOTE:

  • This feature may not be available in some versions of iManage Control Center.

  • The admin settings file you upload to iManage Control Center should be named admin_settings_windows.yaml file. Don’t rename the file after the file is downloaded by iManage Drive.

  • The admin settings file that is available locally should be named admin_settings.yaml file.

iManage Drive syncs with iManage Control Center to check for uploaded configuration files during startup and on a scheduled basis.

You can also specify how often iManage Drive can sync with iManage Control Center by using a new admin setting refresh_remote_admin_settings_frequency. The default value for this configuration is 1d. You can specify the frequency with a number followed by either of these options:

  • d (days)

  • m (months)

  • h (hours)

  • s (seconds)

If an admin_settings_windows.yaml file is uploaded to iManage Control Center, iManage Drive downloads this file based on the value specified in the refresh_remote_admin_settings_frequency setting or when iManage Drive is restarted. After the file is downloaded, iManage Drive automatically restarts.

The admin_settings_windows.yaml file contains two additional admin settings allow_local_setting_override_list and deny_local_setting_override_list in comparison to the locally available admin_settings.yaml file. These settings helps iManage Drive determine whether it should honor values specified in the admin_settings_windows.yaml file downloaded from iManage Control Center or the values specified in the locally available admin_settings.yaml file, if one is available.

Any admin settings specified under allow_local_setting_override_list ensure that iManage Drive uses the values specified in the locally available admin_settings.yaml file, while iManage Drive uses all other values specified in the admin_settings_windows.yaml file.

For example, if you've set delete_documents to true in the admin_settings.yaml file and delete_documents to false in admin_settings_windows.yaml file and you want iManage Drive to use thedelete_documents value specified in the locally available admin_settings.yaml file, then add delete_documents admin setting to allow_local_setting_override_list in the admin_settings_windows.yaml file as shown below:

admin_settings.yaml file

delete_documents: true
delete_folders: true

admin_settings_windows.yaml file

delete_documents: false
delete_folders: false
allow_local_setting_override_list:
- delete_documents

The value iManage Drive reads and implements

delete_documents: true
delete_folders: false

Similarly, any admin settings specified under deny_local_setting_override_list ensure that iManage Drive uses the values specified in the admin_settings_windows.yaml file downloaded from iManage Control Center, while iManage Drive uses all other values from the locally available admin_settings.yaml file.

For example, if you've set delete_folders to true in admin_settings.yaml file and delete_folders to false in admin_settings_windows.yaml file and you want iManage Drive to use the value specified in the admin_settings_windows.yaml file downloaded from iManage Control Center, then add delete_folders admin setting to deny_local_setting_override_list in the admin_settings_windows.yaml file as shown below:

admin_settings.yaml

delete_folders: true
delete_documents: true

admin_settings_windows.yaml

delete_folders: false
delete_documents: false
deny_local_setting_override_list:
- delete_folders

The value iManage Drive reads and implements:

delete_folders: false
delete_documents: true

If you have specified an admin setting in both allow_local_setting_override_list and deny_local_setting_override_list, then iManage Drive uses the values in the admin_settings_windows.yaml file downloaded from iManage Control Center.

By default, iManage Drive uses the values in the admin_settings_windows.yaml file if present.

The following admin settings, if specified in the admin_settings_windows.yaml file, are ignored.

  • imanage_drive_app_data_dir_root

  • work_server_urls

  • user_role

  • rename_work_server_urls

  • drive_user_root_dir

If the admin_settings_windows.yaml file is deleted in iManage Control Center, then iManage Drive detects this change when it syncs with iManage Control Center and automatically restarts.

If you choose not to use iManage Control Center to deploy the admin_settings_windows.yaml to your iManage Drive users, you can continue to customize and deploy it to your users manually. Download the sample admin_settings file from the Downloading the admin_settings file manually section.

You can also customize the admin settings. For more information, refer to the Configuring user settings section.