Installing the Co-Authoring Add-on

Applies to: FileSite and DeskSite

NOTE:

iManage Work Desktop for Windows includes the Co-Authoring feature by default and you need to install the iManage Work Co-Authoring add-on only for DeskSite or FileSite.

Prerequisites

  • OneDrive for Business (on-premises deployments supported)

  • Office 2013, Office 2016

  • An active Office 365 account with Click to Run enabled for real-time collaboration

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

  • DeskSite or FileSite 9.3.2 or later

On-Premises Setup of OneDrive for Business

  • Setup OneDrive for Business in a SharePoint 2013 on-premises environment. For more information, visit the following link: https://technet.microsoft.com/en-us/library/dn921902.aspx

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

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

      NOTE:

      For more information, refer to the sample scripts attached to this document for auto-provisioning My Site and enabling versioning.

  • 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 to support co-authoring in Excel and PowerPoint.

    NOTE:

    The Office Web Apps 2013 configuration is specific only to SharePoint 2013 on-premises environment.

  • Create the OneDriveOnPremHost registry key.

    Location: HKEY_LOCAL_MACHINE\Software\Interwoven\WorkSite\8.0\Common\Options

    or for iManage Work 32-bit installation on 64-bit operating systems:

    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. Office 365 sites use OneDrive for Business, which leverages SharePoint technology to support co-authoring. On-premises deployments use SharePoint directly. For more information, visit the following web pages:

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

For more information about removing OneDrive, visit the following web page:
https://support.office.com/en-us/article/Turn-off-or-uninstall-OneDrive-f32a17ce-3336-40fe-9c38-6efb09f944b0

NOTE:

In both on-premise and online 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 are not part of co-authoring.

Alternately, you can block access to OneDrive from Office 365. For more information, visit the following web page:

https://support.microsoft.com/en-us/help/3117548/how-to-block-onedrive-use-from-within-office-365-proplus-and-office-20

Installation

  1. Close all Office apps, iManage apps, and Adobe apps.

  2. Uninstall any previous versions.

  3. Run iManage Work Coauthoring.msi.
    32-bit: iManage Work Coauthoring (x86).msi
    64-bit: iManage Work Coauthoring (x64).msi

  4. Run the installer and select the Complete option.

    Warning:

    The installer will overwrite the email templates in the default installation directory located at <iManage Work install directory>\Coauthoring. Template customizations need to be stored in a user directory. For more information, see Customizing Email Templates for Co-Authoring.

  5. Open Office applications. A new Co-Authoring ribbon group appears on the iManage tab.