Configuring iManage Tracker at cloudimanage.com in iManage Control Center

Stage 1: Provisioning iManage Tracker

For iManage Work at cloudimanage.com, after you have subscribed to iManage Tracker ensure that iManage Tracker is provisioned for your account by emailing the following details to appregistration@imanage.com:

  • Customer name

  • Application name (iManage Tracker)

Your email address must be associated with a valid iManage Help Center account. After receiving an email confirmation from iManage, proceed with Stage 2.

Stage 2: Adding the iManage Tracker application in iManage Control Center

Perform the following steps to add iManage Tracker as an application in iManage Control Center. This ensures that iManage Tracker can communicate with iManage Work Server and is available in iManage Work.

NOTE:

To perform operations on the Applications page, the user signed in to iManage Control Center must be assigned to a Global Management role which has the App Management privilege. For more information, refer to the Roles > Global privilege descriptions section in iManage Control Center Help.

  1. Sign in to iManage Control Center.

  2. In the left navigation pane under Settings, select Applications.

  3. Select Add application.

  4. Find the iManage Tracker application and select Authenticate.
    Figure: Finding the application

    images/download/attachments/155922650/iCC_FindApp.png
  5. Select Access and then select Review.
    Figure: Review
    images/download/attachments/155922650/iCC_ReviewApp.png

  6. Review the details and select Finish. The application is successfully added and displayed in the Applications list in iManage Control Center.
    Users in your organization can now access iManage Tracker in iManage Work. For more information, refer to iManage Tracker Help.

Stage 3: Enabling refresh token

To ensure that iManage Tracker displays the latest data from iManage Work, refresh token should be enabled. When enabled, the application is automatically synced in the background and iManage Tracker users need not perform a manual sync by selecting images/download/thumbnails/155922650/Sync.png whenever they want to view the latest information.

  1. Sign in to iManage Control Center as an NRTADMIN.

  2. In the left navigation pane under Settings, select Applications.

  3. Select Add application.

  4. Find the iManage Tracker CC configuration application, select the application in the search result, and then select Authentication.

  5. On the Authentication screen:

    • Turn on the Allow Token Refresh option.

    • (Optional) Change the Refresh Token Expiry and Access Token Expiry intervals as required.
      Figure: Allow refresh token
      images/download/attachments/155922650/CM_EnableTokenRefresh.png

  6. Select Access > Review, and then select Finish.
    A success message appears informing you that the application is added.

  7. Refresh the iManage Control Center page.
    iManage Tracker CC configuration
    is listed under Extensions in iManage Control Center.

  8. Select iManage Tracker CC configuration and then select Open tracker configuration.
    The Tracker background service authorization page appears. It lists the libraries on the server for which you have NRTADMIN access with their status displayed as Unauthorized.

  9. Select Authorize for each library, enter your email ID, and then select Use my credentials & authorize.
    Your user name is displayed for each library. This indicates that iManage Tracker uses your refresh token when fetching data from iManage Work.

After completing these three tasks, perform all the tasks mentioned in Configuring the application. Once the configuration is done, the users in your organization need to only install iManage Work Desktop for Windows to access the iManage Tracker pane in Microsoft Outlook. This enables them to access the iManage Tracker panel in Microsoft Outlook.