Register an iManage Work Application for Token Vault

This topic describes the first configuration task in the process of setting up an iManage Work connector to use modern authentication (OAuth2).

Perform this task through Kofax support if you have an iManage Cloud server on cloudimanage.com, otherwise in the iManage Work Control center.

To register an application in iManage Cloud server on cloudimanage.com, do the following:

Contact Kofax Support using your regular method to open an escalation with the title "cloudimanage.com Token Vault iManage Application registration" and provide the content of the Redirect URI composed from your Token Vault configuration in the following format along with other required details:

https://<FQDN>:<port>/callback

where:

  • FQDN is the fully qualified domain name of the Token Vault machine.
  • port is the value of the HTTPS Port setting configured on the Token Vault Server Settings page in case of https usage.

For example: https://tokenvaultmachine.testdomain.com:8381/callback.

This URI must be the same as the Redirect URI displaying by Token Vault on the Authorization Provider registration page.

Client ID and Client Secret parameters will be sent back to you by Kofax Support, once received from iManage, in the escalation ticket.

These application properties are required for registering an iManage Work Authorization provider in the Token Vault.

To register an application in iManage Work Control Center, perform the following steps:

  1. Open the Control Center of your iManage Work server.
  2. Select Applications under Settings group in the menu on the left.
  3. Click on Add Application to register a new application, and select Configure Manually.
  4. Fill out the registration information of application:
    1. Specify a Name for the application.
    2. Specify a unique API Key for the application. Copy this value for later use.

      This application property is required for the registration an iManage Work authorization provider in Token Vault.

    3. Click on the Auto-Generate under the API Secret textbox to generate a new API Secret for the application. Copy the newly generated API Secret value for later use. This is another required application property for registering an iManage Work Authorization provider in the Token Vault.
  5. Click on Authentication button at the bottom of this page, and fill out the authentication information for the application:
    1. Select Web as Application Type.
    2. Select Confidential as Client Type.
    3. For Redirect URI enter your Token Vault configuration in the following format:

      https://<FQDN>:<port>/callback

      where:

      • FQDN is the fully qualified domain name of the Token Vault machine.
      • port is the value of the HTTPS Port setting configured on the Token Vault Server Settings page in case of https usage.

      For example: https://tokenvaultmachine.testdomain.com:8381/callback.

      This URI must be the same as the Redirect URI displaying by Token Vault on the Authorization Provider registration page.

    4. Turn on Allow Refresh Token option.
  6. Click on the Access button at the bottom of this page.
  7. For the Allow access to option select All users or select Custom and add only those users who will use eCopy ShareScan iManage Worksite connector with modern authentication.
  8. Click on the Review button on the bottom of this page to review application settings.
  9. After you reviewed the application settings and Enable application on the Review page, click on the Finish button to finish application registration.