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DMS integration

iManage on-premise connector

Follow these steps to connect iManage (on-premise) and CoCounsel. You can also watch a video walkthrough for detailed guidance.

Add application in iManage control center (on-premise)

Follow these steps to add the application in iManage Control Center.
  1. Sign in to the
    iManage server
    , and go to the
    Control Center
    .
  2. From the navigation bar, select
    Settings
    , then
    Applications
    .
  3. Select
    Add Application
    .
  4. Select
    Configure Manually
    .
  5. In the configuration screen, provide the following details.
    • Name:
       Enter a name to identify this application, such as CoCounsel.
    • Client ID:
       iManage uses this for authentication. You can use any name such as CoCounsel. This name is important. You will use it in following steps.
    • Client Secret:
       Auto Generate one using the auto generate option. Save it. You will use it in following steps.
  6. Select
    Authentication
     to continue.
  7. Update the redirect URL.
  8. Enable
    Allow refresh token
    .
  9. Don't change other default options.
  10. Select
    Access
     to continue.
  11. Select who can authenticate the iManage Connector from CoCounsel. Select
    All users
     to let everyone with CoCounsel access authenticate, or
    Custom
     to specify certain people.
  12. Select
    Review
    . Switch the
    Enable Application
     option to
    Yes
    .
  13. Select
    Finish
    .

Get a public-facing URL for your iManage server

To allow Syncly to connect to your iManage server, you’ll need one of the following:
  • Public-facing URL.
    • If the URL you use to connect to your iManage server is already accessible from outside of your internal network, then no additional action is needed.
    • You may have implemented IP allow listing. If this is the case, use below Syncly public IP addresses based on the region:
      US Public IP - 172.176.96.10
      UK/EU Public IP - 52.166.136.176
      AU Public IP - 52.237.251.12
    • For other regions reach out to cocounselsupport@thomsonreuters.com
  • Application Proxy service.
    If you choose to use Azure, follow this guide. You will need the external URL in the next step.

Add the iManage cloud connector (on-premise)

  1. Be sure you are signed in to the application as an administrator.
  2. Go to
    Manage
    Admin Settings
    Integrations
    DMS integrations via Syncly
    .
  3. Select
    New integration
    .
  4. Select iManage as your
    Connector
    .
  5. Fill in the following fields:
    • Name:
       Enter a name to identify the instance, such as iManage Sandbox.
    • Client Id:
       Use the same Client ID you set up in the first step on iManage.
    • Secret Key:
       Copy and paste the Client Secret from the first step on iManage.
    • Scope:
       Enter
      User
      .
    • Refresh Token:
       Leave as the default.
    • Server Address:
       Enter the URL for your instance of iManage. If using an application proxy use the external URL you created instead.
  6. Select
    Add connector
    . The connector is added with an active state.
    When you add the connector, it's available for all other people to view in their list of external Document Management System (DMS) connections. Every individual runs through the authorization process the 1st time they sign in.

This article applies to:

  • Product: CoCounsel

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