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Register an iManage Work Authorization Provider in Token Vault

To register an iManage Work Authorization Provider in Token Vault, you need to access the Token Vault with a Token Vault administrator credentials.

This topic describes the second configuration task in the process of setting up an iManage Worksite connector to use modern authentication.

Perform this task in Token Vault after you have successfully registered an iManage Work application for Token Vault either in iManage Cloud server on cloudimanage.com through Kofax support or in the iManage Work Control Center.

To register an iManage Work authorization provider in Token Vault, perform the following steps:

  1. Launch Token Vault. Enter the Token Vault URL into the address bar of your browser according to your Token Vault configuration in the following format:

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

    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.

  2. Log in with your Token Vault administrator credentials in either of the following ways, depending on how your Token Vault Authentication settings are configured:
    • Enter your Windows User name in domain\username format, then enter your Password and click Log in.
    • Login with your Azure Active Directory user by clicking Sign in with Microsoft.
    The first account to log into Token Vault automatically receives administrator rights.
  3. Click Manage Authorization Providers on the left.

    The list of already registered providers is displayed.

  4. Click Register new at the bottom.
  5. Select the iManage Work authorization provider from the list.

    The new Authorization Provider configuration page opens.

    • Token Vault generates this new authorization provider with the New iManage Work authorization provider name.

      Change the default name according to your needs.

      Authorization Provider names must be unique in Token Vault.

    • Provider ID is a unique and automatically generated ID.

      This ID must always be sent by the client application (such as the eCopy ShareScan iManage Worksite connector) requesting authentication tokens from Token Vault.

      The Redirect URI is generated automatically from the currently open Token Vault site URI.

      This URI must be configured for the iManage Work application registered for Token Vault either in iManage Cloud server on cloudimanage.com through Kofax support or in the iManage Work Control Center.

  6. Copy the generated Provider ID for later use. It is required for the configuration of the iManage Worksite connector with this Token Vault Authorization Provider.
  7. Enter the Server URL for your iManage Work server in the following format: https://<server>

    where the <server> is the fully qualified domain name of your iManage Work server.

    For example: https://cloudimanage.com or https://imanageworkserver.testdomain.local
  8. Enter your Client ID and Client Secret (received from Kofax support or provided by the iManage Work Control Center during application registration task).
  9. Click Save.
  10. Click Enable under the Authorization Provider to enable it. To disable the Authorization Provider for users, click Disable.
  11. Click Edit if you want to modify any properties of the Authorization Provider.

At this point Token Vault is connected to iManage Work and enabled for users to authorize.