Downloading and Installing iManage Share Plug-in

System Requirements

iManage Share Plug-in for iManage Work 1.4 has the following requirements:

Server Requirements

  • A company-specific iManage Share library configured in iManage cloud:

    • iManage creates an iManage Share company library with a single primary account owner who receives an email notification and instructions on how to activate the account.

    • The primary account owner is responsible for creating additional users, including an account for connecting to iManage Work.

    • An iManage Share account is required to connect iManage Work Server to iManage Share. This account must have a valid email address and be an administrative user account in iManage Share.

  • Configure iManage Work Server 9.4 or higher for connecting to iManage Share.
    For more information, refer to iManage Work Server Administration Guide.

  • You must set the iManage Work Server parameter UTC in Use as Y.
    If this setting is not configured, date and time stamps for the files exchanged between iManage Work and the iManage Share plug-in folder are not aligned, and the Trusted login for iManage Share plug-in fails. For more information on changing or verifying these settings, refer to iManage Work Server Administration Guide.

  • Each iManage Work user who uses the iManage Share plug-in must have the following:

    • A valid email address configured in iManage Work library.

    • An active iManage Share account defined in iManage Share company library that matches the email address configured in the iManage Work library.

    • A valid Preferred Database registered in iManage Work Server.

  • The iManage Work user account that is used to generate workspaces (workspace owner) must have:

    • A valid email address configured in iManage Work library.

    • An active iManage Share account defined in iManage Share company library that matches the email address configured in iManage Work library.

    • A valid Preferred Database registered in iManage Work Server.

Desktop Requirements

  • iManage supports the following versions of the iManage Work Desktop Clients:

    • 9.3.1 32-bit & 64-bit

    • 9.3.2 32-bit & 64-bit

  • iManage recommends the following versions of the iManage Work Desktop Clients for optimal performance and functionality:

    • 9.3.2 64-bit with iManage Share Plug-in for iManage Work 1.4.2 64-bit

    • 9.3.2 32-bit with iManage Share Plug-in for iManage Work 1.4.2 32-bit

  • My Favorites node must be visible in iManage DeskSite and iManage FileSite.

  • iManage Share Plug-in requires a compatible version of Microsoft Outlook that includes:

    • Outlook 2016 (with 9.3.1 iManage Work Desktop Clients or later)

    • Outlook 2013

    • Outlook 2010

  • iManage Work 9.3.2 Desktop Clients supports localization only for the following non-English languages:

    • French

    • Spanish

    For more information, refer to iManage Work Desktop Clients 9.3.2 Release Notes.

Installation

  1. Configure your iManage Work Server to connect to iManage Share, and set up iManage Share users.
    For more information about setting up iManage Work Server, refer to iManage Work Server Administration Guide.

  2. Close any active iManage Work clients such as iManage Express Search and Miner and OffSite of iManage FileSite/DeskSite, or any iManage Work-integrated applications.

  3. Uninstall any of the previous iManage Share plug-in versions (including LinkSite) completely.

  4. Download and unzip the iManage Share Plug-in for iManage Work 1.4.2 installer from the iManage Work support site.

  5. Run the installer and follow the installation prompts.

    Note:

    Ensure you download the 32-bit iManage Share plug-in installer if your iManage Work Desktop Client is 32-bit, and 64-bit installer if your iManage Work Desktop Client is 64-bit.

For iManage FileSite or iManage DeskSite versions 9.0 Update 4 or later, if you have implemented custom menus using the procedures documented in Client Customization Guide, then after installation, you do not see any new iManage Share actions on your menus. You are also not prompted to login to iManage Share when you launch iManage FileSite and iManage DeskSite. To resolve this, you must add iManage Share plug-in menu options to your custom menus. To help you with this, we have provided a registry file (*.REG) that you can use to see the required registry entries for iManage Share.
(Optional) You can also merge these menus into your customized menus as sub-menu, as explained below:

  1. To download the zip file containing the sample registry files, visit https://www.imanageshare.com/pd/2CUuR12dTX6.

  2. Unzip the file to extract *.REG files.

  3. Open the appropriate *.REG file that matches the bitness of your iManage FileSite or iManage DeskSite installation.

  4. Review the necessary registry key update for your installed applications and incorporate them into your desktop deployment procedures.
    (Optional) You can also update the file to make it specific to your organization.

  5. If you want to update the provided *.REG file, make the following changes:

    1. Remove the keys that are not applicable to your installed iManage Work Desktop Clients (iManage DeskSite, iManage FileSite).

    2. Update the path where you want the option to be installed.

      NOTE:

      If you do not follow this step, each applicable main menu item is added as a sub-menu called iManage Share.


    3. Ensure the login command registry key for LinkSiteExt.LinkSiteLoginCmd is in this file, so that it is in your customized menus.

    4. Save the updated *.REG file.

  6. When you complete the changes, merge the updated *.REG file into your registry.