Configuring iManage Work
Data Source Connection Information for iManage Work:
Before adding data source connections for iManage Work, note the following West km requirements:
- iManage Work saved searches that are used to identify documents in West km should be restricted to only the database on which the search exists. For example, if search folder Search1 exists on database DB1, then the search database specified should be DB1 and only DB1. Specifying any database other than DB1 may lead to duplicate documents being indexed by West km and may slow down the indexing process.
- iManage Work saved searches must be saved under My Folders or Other Folders in iManage Work Explorer. Saved searches that are saved outside of iManage Work Explorer (e.g., My Matters) or in subfolders will not appear in West km.
- West km does not process searches in iManage Work workspaces.
- It is recommended that sub-searches not be used with West km, because duplicate documents that are retrieved by both the main search and the sub-search will cause errors during indexing.
- Only one version of iManage Work can work with West km at one time. West km will not function correctly if you have document collections from more than one version.
Provide the information listed in the following table when adding a data source connection for iManage Work.
|
Field Name |
Description |
|
Type |
The data source used to manage the documents (i.e., iManage Work). |
|
User Name and Password (iManage Work) |
The user name and password for the iManage Work server login. |
|
Server Name (iManage Work) |
The name of the server where iManage Work is located. (The server name must use only alphanumeric characters; underscores are not allowed.) |
|
Library |
The name of the database or library containing the documents you want to index. |
|
Server Name (Database) |
The name of the server where the database for iManage Work is located. |
|
Database Name |
The name of the database for iManage Work. |
|
User Name and Password (Database) |
The user name and password for a database user account with access to the database for iManage Work. |
|
Use UNC Path for Document Copy |
When this option is cleared (the default), West km uses the iManage Work API to access documents. When this option is selected, West km uses the UNC path to access documents. Select this option if the HTML Conversion indexing component fails when processing by component. When this option is selected, West km uses the remote access account configured on the West km system to access documents; the user account requires read and execute permissions to the iManage Work file server where the documents reside. |
If you want to select a library group for this data source, see Selecting a Library Group for details.
|
|