How do I set up the iManage (On-Prem) integration for my account?

This is for users who wish to set up an iManage On-Premises instance as a document source for their projects in Dealcloser.

 

Enabling iManage On-Premises Document Import and Two-Way Sync

Requirements:

To set up the integration between DealCloser and iManage on-premises, you will need the following:

  1. iManage On-Premises service account administrator username and password
  2. REST API 2.0 (also called iManage Universal API) This is the latest version and going forward you need to use this version. And if I am not wrong this is supported from iManage Work 10.2.3. You can find latest documentation at iManage Universal API 2.0
  3. Dealcloser firm manager account
  4. Public-facing URL for the iManage On-Premises instance
  5. Port 443 open to the public on the iManage instance server, or contact Dealcloser support to receive our file sync server’s IP address for targeted whitelisting
  6. Optionally, you may use the iManage server's IP address for connection via a self-signed SSL certificate. In such cases, ensure that you mark the "Do not require SSL validation" checkbox when configuring the connection within the Dealcloser firm menu.

Part 1: Configure iManage On-Premises

  1. Sign in to the iManage Work Web server as an administrator and navigate to the Control Center.image5
  2. From the left-hand navigation bar, select Settings > Applications.image6
  3. Click on Add Application and choose Configure Manually. image4
  4. Next you will see the Configuration screen. image9
  5. In the Configuration screen, enter Dealcloser iManage Connector as the application Name.
  6. Click Auto-Generate under the Client Secret field. Copy the generated string into the Client ID field.
  7. Click Auto-Generate again under the Client Secret field.
  8. Temporarily save the generated Client ID and Client Secret as they will be needed to complete the integration in Dealcloser.
  9. Click the Authentication button to proceed to the Authentication step.image2
  10. In the Authentication step, If there is an iManage Work Authentication Required toggle, set it to Yes.
  11. For Authentication Type, select Web.
  12. For Redirect URL, enter https://app.dealcloser.com/imanage-callback. (Note: This value remains the same even if you use a custom domain for Dealcloser.)
  13. If the Client Secret value was not automatically filled in, paste it here.
  14. Set Client Type to Public.
  15. Set Client Secret Expires to Never.
  16. Set Allow Refresh Token to Yes.
  17. Leave all other values on the Authentication step as the default values.
  18. Click the Access button and proceed to the Access step.image8
  19. On the Access step, you may choose to restrict access to certain users in your iManage instance, or allow access for All Users.
  20. Click the Review button to access the Review step. image7
  21. Set Enable Application to Yes.
  22. Click Finish to complete the configuration.

Part 2: Configure DealCloser


  1. Sign in to Dealcloser as a firm administrator and navigate to Firm > Firm Settingsimage1
  2. Go to the Document Sources tab and click the iManage section. image3
  3. For Service Account Username enter your username you use to login to your iManage on Premises instance
  4. For Service Account Password enter your password you use to login to your iManage on Premises instance
  5. Select the checkbox for iManage configured as part of a private cloud deployment to true.
  6. If the access to your iManage instance is via a self-signed SSL certificate, then set the checkbox for Disable SSL Validation to true.
  7. For the iManage Work Server Url enter the publicly available address for your instance.
  8. For “iManage On Premises Client ID” enter the client ID that was autogenerated by iManage from the first part.
  9. For “iManage On Premises Client Secret” enter the client Secret that was autogenerated by iManage from the first part.
  10. Click “Link iManage”
  11. Now your firm users will be asked to authenticate their first time using the iManage on Premises + DealCloser integration file picker. File sync notifications are now enabled by default.