Prerequisites
Before completing the steps below, please make sure the following prerequisites are done:
Enable the Legora iManage integration for your organisation
Follow this guide: Enabling the iManage integration as an admin for your organisation
If your iManage environment is on-premises and not externally reachable, expose it through a secure endpoint
If you are exposing the iManage endpoint directly to Legora, please ensure that iManage has whitelisted Legora's IP addresses.
If you are exposing the iManage endpoint to Legora via Azure App Proxy, please follow the setup guide: Azure App Proxy for iManage
IP addresses:
US: 20.110.19.80
EU: 20.91.134.182
AP: 4.193.185.88
Step 1: What we need from you
To connect Legora to your iManage environment, we need the following credentials and configuration details:
Item | Description |
Metadata-Only Service Account Username | The username for the iManage metadata-only service account |
Metadata-Only Service Account Password | The password for the iManage metadata-only service account |
Customer ID | Your iManage customer/tenant identifier |
Library ID | The iManage library to connect to |
Metadata-Only Service Account Setup
The service account needs to be set up with sufficient privileges to access iManage on behalf of your organisation:
Create a user so your iManage environment acts as the metadata-only service account (under Access > Users)
In the relevant library, add the user to the
nrtadmingroup so that it has the required privileges
Why do we need NRTADMIN?
We are using the change-event queue API from iManage to be able to react to permission changes, and provide a faster time to reflect changes from iManage to Legora.
Without this capability the alternative is to continuously check if permissions have changed for each added project. Which depending on the scale of your of activity would generate a higher delay of syncing.
Customer ID
If you are on an iManage Cloud instance, follow the instructions here.
If you have an on-prem solution, it won't show a Customer ID — you most likely have the ID
1.
Step 2: Configure ethical walls
Step 2a: Find your iManage connector
Review the Prerequisites to find your connector.
The URL should end with
/settings/organisation/integrationsClick Configure
Step 2b: Add a connector service account.
In the Configure view, open the Service account tab.
Use the service account username and password that you obtained in Step 1.
Step 2c: Add a connector capability.
In the Configure view, open the Capability tab
Use the customer ID and library ID(s) that you obtained in Step 1.
Step 2d: Go to Project Preferences and enable Create projects from iManage.
Visit the Projects Preferences page.
This can be found in Settings → Projects → Preferences.
The URL should end with
/settings/organisation/projects/preferencesSet iManage to true.
If you have questions or run into issues during setup, please contact Legora Support.