Prerequisites 

  • Microsoft OneDrive for Business (on-premises deployments supported).

  • An active Office 365 account (Not mandatory. For further clarification, refer to the following note.)

  • Microsoft Office 2016 or later 

  • User email addresses must be synchronized across iManage Work and Microsoft OneDrive for Business

NOTE: If you're using a Microsoft Office version earlier than Microsoft Office 2016, or if you don't have a Microsoft 365 account, you can still co-author the document with other users but it's not real-time collaboration. You must save the document to view other users’ changes or to share your changes. For more information, go to:

https://support.microsoft.com/en-us/office/collaborate-on-word-documents-with-real-time-co-authoring-7dd3040c-3f30-4fdd-bab0-8586492a1f1d

On-premises setup of Microsoft OneDrive for Business

Microsoft OneDrive for Business is the backend service that hosts the co-authoring sessions.  We support both Microsoft OneDrive on-premises and Microsoft OneDrive on Microsoft Cloud.

Microsoft also has a OneDrive client application that's installed on Microsoft Windows 10, by default. This is intended to facilitate the use of Microsoft OneDrive if the organization allows the same. It isn't required for iManage Co-authoring and can be safely removed by an administrator. 

  • Set up OneDrive for Business in a SharePoint 2016 or later on-premises environment. For more information, go to https://learn.microsoft.com/en-gb/SharePoint/sites/set-up-onedrive-for-business?redirectedfrom=MSDN.

    • Auto-provision My Site for each user who needs to co-author documents.

    • Enable versioning in Document Library for each user’s My Site. Ensure that you enable both Minor and Major versions.

  • Configure Search Service application:

    • Ensure that the NoCrawl flag is NOT set for your MySites.

    • Make the SharedWithInternal property searchable.

  • Configure Office Web Apps 2013 along with SharePoint 2013 or 2016 to support co-authoring in Microsoft Excel and Microsoft PowerPoint.

  • Create the OneDriveOnPremHost registry key:

    • Location:

      • 64 bit: HKEY_LOCAL_MACHINE\Software\Interwoven\WorkSite\8.0\Common\Options

      • 32 bit: HKEY_LOCAL_MACHINE\Software\Wow6432Node\Interwoven\WorkSite\8.0\Common\Options

    • Name: OneDriveOnPremHost

    • Type: REG_SZ

    • Value: <On-premises location> 
      Example: http://sp2013:1080/

All co-authoring activity is managed by SharePoint technology. Microsoft 365 sites use Microsoft OneDrive for Business, which uses SharePoint technology to support co-authoring. On-premises deployments use SharePoint directly. For more information, go to:

Remove OneDrive sync client

If Microsoft OneDrive sync client is available on users' devices, Microsoft OneDrive is displayed as a storage location to them. To prevent the use of Microsoft OneDrive for sharing documents, it has to be removed manually. This prevents Microsoft OneDrive from being displayed again elsewhere, such as in the Microsoft Word app on iOS as a storage location. 

For more information about removing Microsoft OneDrive, go to https://support.office.com/en-us/article/Turn-off-or-uninstall-OneDrive-f32a17ce-3336-40fe-9c38-6efb09f944b0.

NOTE: In both on-premise and online Microsoft OneDrive, administrators can monitor the MySite sites for content. Co-authored documents are saved to MySite\Documents\imPortable\<Database>\<User>\DocName_DocNum. Documents in any other location aren't part of co-authoring.

Alternatively, you can block access to Microsoft OneDrive from Microsoft 365. For more information, go to https://support.microsoft.com/en-us/help/3117548/how-to-block-onedrive-use-from-within-office-365-proplus-and-office-20.

Installation

iManage Work Desktop for Windows includes the co-authoring feature by default. The co-authoring add-in is installed automatically when you install iManage Work Desktop for Windows.