iManage Configuration Checklist

Before you begin configuring iManage for either iManage cloud or iManage on-premises with Draftable Legal, it is essential to have all the necessary components in place to streamline the process. Below is a detailed checklist for both configuration types with Draftable Legal, iManage Cloud and iManage On-Premises. 

Quick reference checklist

Below is the quick reference checklist for both configuration types:

iManage Cloud

• Draftable Installation: Ensure the latest version of Draftable is installed
• Administrator iManage access: Ensure that when iManage is being configured, an administrator-level account is used.
• Custom URL: Ensure that you have your iManage URL ready.
• Group Policy Configuration: Ensure you have the latest ADMX and ADML templates installed.

iManage On-Premises

• Draftable Installation: Ensure the latest version of Draftable is installed
• Administrator iManage access: Ensure that when iManage is being configured, an administrator-level account is used.
• Custom URL: Ensure that you have your iManage URL ready.
• Latest iManage Package File: Obtain the latest iManage package file to be used during configuration.
• Group Policy Configuration: Ensure you have the latest ADMX and ADML templates installed.

iManage Cloud Checklist

Ensure you have the following items ready before you proceed with iManage cloud configuration with Draftable Legal.

1. Draftable Installation:

- Ensure the latest version of Draftable is installed (if possible). Using the latest version of Draftable always ensures you have the most up to date functionality and feature access.

2. Administrator iManage Credentials:

- Have your administrator credentials ready to access the iManage Control Center. If you are not an administrator (or otherwise do not have access to control center), it is recommended you acquire this access or have a team member who has access to complete the configuration steps.

3. Custom URL:

- If you are using a custom URL for your iManage cloud instance, make sure it is noted and readily available for configuration.

4. Group Policy Configuration:

- If you plan to configure iManage settings via Group Policy, ensure you have the latest ADMX and ADML templates installed. Latest templates can be found here.

Once you have confirmed you have the above items confirmed, you can proceed to iManage cloud configuration for Draftable, which has its own dedicated article here.

iManage On-Premises Checklist

Ensure you have the following items ready before you proceed with iManage on-premises configuration with Draftable Legal.

1. Draftable Installation:

- Ensure the latest version of Draftable is installed (if possible). Using the latest version of Draftable always ensures you have the most up-to-date functionality and feature access.

2. Administrator iManage Credentials:

- Have your administrator credentials ready for accessing the iManage Control Center. If you are not an administrator (or otherwise do not have access to control center), it is recommended you acquire this access or have a team member who has access to complete the configuration steps.

3. Latest iManage Package File:

- Obtain the latest iManage package file, typically found in the installation directory for Draftable. See below the default installer location with the package file highlighted.

4. Service URL:

- Note down the service URL of your on-premises iManage setup. This URL will be essential during the configuration process.

5. Group Policy Configuration:

- If you plan to configure iManage settings via Group Policy, ensure you have the latest ADMX and ADML templates installed. The latest templates can be found here.

Once you have confirmed you have the above items, you can proceed to iManage on-premises configuration for Draftable, which has its own dedicated article here.

By having these components in place, you can ensure a smoother and more efficient configuration process for iManage with Draftable Legal, regardless of whether you are using a cloud or on-premises setup.