To customize the user experience of the iManage Tracker panel in Microsoft Outlook, you can update the imEMM.config file and upload it to iManage Control Center. For more information about the configuration file, refer to the Configuration files location and Making configuration files available to clients sections in iManage Work Desktop for Windows Customization Guide. iManage Agent running on the users' computers periodically (every 30 minutes) checks for and downloads these latest configuration files and the customizations are available for all users in the organization.

NOTE:

To customize the user experience of the iManage Tracker panel in Microsoft Outlook for only a few selected users in your organization, send the updated imEMM.config file, with the following Tracker configurations added, to the users and ask them to upload the file to the %localappdata%\iManage\Work\Configs folder. When editing the imEMM.config file, be aware that editing configuration values could result in changes to more than just iManage Tracker. If additional fields are added or the imEMM.config file is misconfigured, it could result in changes to existing behaviors for iManage Work and iManage Tracker. 

The following is a sample of the options that you can add to the imEMM.config file for customizing the panel:

"tracker_config":
{
"_Comment":"Enables or disables the iManage Tracker Pane in Outlook, (0) Disabled, (1) Enabled, default value: 0",
"EnableTrackerPane": 1,
 
"_Comment":"URL for iManage Tracker service.",
"TrackerUrl":"",
 
"_Comment":"Causes the Tracker Pane to be opened automatically on Outlook startup, (0) Show Tracker Pane on startup if it was visible during previous Outlook exit, (1) Always show on startup, (2) Never show on startup, default value: 0",
"ShowTrackerPaneOnStartup": 0,
 
"_Comment":"Causes the Tracker Pane to be initialized on Outlook startup (but not necessarily shown). Initialization can delay Outlook startup by a few seconds, (0) Do not initialize unless Tracker Pane is being shown on startup, (1) Always initialize on startup, default value: 0",
"InitializeTrackerPaneOnStartup": 0
}

You can use the following options:

Enabling/disable the iManage Tracker pane in Microsoft Outlook

To make the iManage Tracker panel accessible in Microsoft Outlook, set the EnableTrackerPane option to 1. The default value is 0 and the panel is unavailable by default.

NOTE:

The customizations for the other panel options are available only when this option is enabled, that is, set to 1.

Specifying the customized service URL

This setting should be left blank and is only configured if asked to do so by the iManage Support team. 

Showing the panel on startup

Set the ShowTrackerPaneOnStartup option to 1 if you want the iManage Tracker panel to open by default whenever Microsoft Outlook is started. The following values are available for this option:

  • 0: Display the panel if it was visible before previous exit from Microsoft Outlook (default value)
  • 1: Always display the panel
  • 2: Never display the panel

Initializing the panel on startup

Set the InitializeTrackerPaneOnStartup option to 1 if you want the iManage Tracker panel to be initialized on Microsoft Outlook startup. Initialization can slightly delay Outlook startup. If this option is not enabled, users may experience a delay instead when they access the iManage Tracker panel. The following values are available for this option:

  • 1: Always initialize on startup

  • 0: Do not initialize unless iManage Work panel is being shown on startup (default value)