iManage Records Manager Engineers involved in defining and managing iManage Records Management deployments







Following completion of the training you are invited to register for the iManage Records Manager Engineer certification exam.

On passing the exam, you'll be able to claim your iManage Records Manager Engineer badge. Learn more about badging here.



This training is around 50% practical.

Training includes hands on labs in which you will install and configure various components of the iManage Records Manager software. You will create databases, configure library settings, perform data imports, and configure for manage in place. You will also use applications to extend the object model, customize forms, manage privileges and more.

Verify your system will be suitable for our hands on labs at this link: https://imanage.selfpaced.training/precheck


Self paced training is designed to be consumed at your own speed, enabling you to consume content and work on lab exercises on your own schedule. For this course, iManage recommends allowing a minimum of 35 hours to consume all courseware and complete lab exercises.






useiManage subscribers can utilize their self-paced training entitlements to register for this course and certification exam.


For more information on useiManage, visit https://registration.imanage.com/pages/useimanage



Expand sections below for an explanation of module contents.



Introduction to the iManage Records Manager Engineer program.

Module 1 - Introduction to iManage Records Manager


An introduction to the records lifecycle, the challenges it can present and how iManage Records Manager can address theoe challenges. A deep dive into the structure and architecture of iManage Records Manager

Module 2 - Installing iManage Records Manager On-Premise


Discusses the physical IRM architecture and process manager and identifies the hardware and database requirements. Also identifies the installation components and reviews the installation process for an iManage Records Manager on-premise deployment with iManage Work Indexer (powered by RAVN). Defines the concepts of clusters, libraries, and authentication library, and discusses the IRM services and configurations including external warehouse settings. Also, discusses configuration of the cluster and SSL login and configuration of the web client.

Module 3 - iManage Records Manager in the Cloud


Discusses the structure of iManage Records Manager in the iManage Cloud, including the key differences between cloud and on-premise deployments. Discusses the configuration of library manager for use in a cloud deployment, as well as the options available to connect to iManage Records Manager in the iManage Cloud.

Module 4 - Creating and Managing Users


Identifies important library elements and discusses how to configure each. Included are facilities, realms and trustees. It also discusses managing users (trustees) in the system, including manual created of users and groups, LDAP synchronisation, connection and maps and the importing, deleting and transferring trustees.

Module 5 - Security and Privileges


Discusses some privileges available, how privileges can be assigned, and group versus library level privileges. Also discussed are membership and security policies, including how they are applied to maintain security in the system.

Module 6 - System Configurations


Overview of some of the system configuration available for the Records Manager system, including how to make to these configurations in Library Manager

Module 7 - Audit Controls


Defines audit controls and discusses how they are used, as well as identifying system objects that support audit logs, and the privileges required. Content and System actions are also discussed.

Module 8 - Managing Metadata


A deep dive into the metadata iManage Records Manager uses to build the file plan and carry out records management activities. Discussed are the metadata tables available, and how to manage metadata elements.

Module 9 - Object Modeler


Discusses the Object Model and Metadata Relationships. Also covered is using the Object Modeler to extend the object model, creating additional metadata types, and the process for migrating these tables to a library.

Module 10 - Data Loader


Discusses the Data Loader, including common use cases. A deep dive into how data loader is used, how to define and reference objects, and file validation.

Module 11 - Application Designer


Deep dive into the Application Designer including installation and an introduction to the interface. Also included is how to use Application Designer to make changes to forms, reports labels etc, and how to make them available in the iManage Records Manager system.

Module 12 - Desktop Client for Records Managers


A deep dive to the desktop client for records managers and covers the user interface, dashboards available, access options and some common user customisation options.

Module 13 - Managing Workspace Records


Discusses the iManage approach to Records Management and how the iManage Records Manager Policy Service is used. Also includes how to configure the Policy Service to map information from iManage Work to iManage Records Manager, and how it can be used to carry out records management activities in the DMS.

Module 14 - Managing the Records Manager Library


Deep dive into all the elements which make up the records library, including record types, retention policies, standards and templates, security policies and more. Also included is how these items come together to manage metadata in the File Plan.

Module 15 - Creating and Managing the File Plan


Deep dive into the elements and metadata that makes up the File Plan. Includes how to create Record Series and Categories,  manually and using Standards/Templates, and how to declare items in iManage Work as records. Also covers the various search options available in the Desktop Client for Records Managers.

Module 16 - Disposition Workflow


Overview of how features of iManage Records Manager come together to create a streamlined workflow for disposition, from events requiring approval, to end users using the IRM Web Client to approve or deny.

Module 17 - Managing Physical Records


Deep dive into the elements of managing physical records, including creating and managing physical locations, boxes and more. Also included is the circulation process and how to manage requests for records, including external warehouse requests, and how to carry out common tasks such as checking records in and out.

Module 18 - Barcode Scanning Operations


A deep dive into how the barcode scanning operations application can be used to support the circulation and management of physical records and boxes, including how to carry out common records management activities via the application.

Module 19 - Reports


An overview of the reports available out of the box in an iManage Records Manager deployment. Included is how to generate reports, eligibility reports, labels and actions which can be performed on reports, such as hot links, print and email attachments.

Module 20 - Working in the iManage Records Manager Web Client


A deep dive into the iManage Records Manager Web Client, including personalisation and the use of dashboard charts to convey information at a glance. Discusses access options, between the iManage Work integration and the stand-alone Client, and also the records management activities that can be carried out from the IRM Web Client.