Who is this training for?

iManage Records Engineers

Relevant for

On Premise Deployments


Will I get hands on?


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.

After registration, you will receive a voucher code to activate a lab environment. This code is valid for 365 days for activation and will grant access for 20 hours over 21 consecutive days, once activated.

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


Module Breakdown

Expand sections below for an explanation of module contents.

Module 1 - Installing Records Manager Server


Discusses the physical IRM architecture and process manager and identifies the hardware and database requirements. Also identifies the installation components and reviews the installations process..

Module 2 - Configuring the IRM Cluster


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 - Managing Users and Facilities


Identifies library elements and defines facilities, realms and trustees. It also discusses LDAP synchronisation, connection and maps and the importing, deleting and transferring trustees.

Module 4 - Implementing Security and Privileges


Discusses Membership and Security Policies, and defines group level and library level privileges. Also discusses typical privileges granted, and how to grant and modify privileges.

Module 5 - Configuring Library Settings


Defines and discusses configuration types, library configuration settings and flexible standards matching

Module 6 - Using 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 7 - Using Metadata and Object Modeler


Discusses the Object Model and Metadata Relationships. Also covered is using the Object Modeler to extend the object model, and the process for migrating a library.

Module 8 - Installing and Using Data Loader


Looks into the Data Loader and how it should be used. File validation, defining, referencing and updating objects are discussed, as well as data loader best practices.

Module 9 - Installing and Using Application Designer


Discusses the installation of Application Designer and the Application Designer User Interface. The data model is also defined and discussed.

Module 10 - Manage in Place Configuration


Discusses using the File System Agent to configure iManage Records Manager for Manage in Place.

Module 11 - Basic Troubleshooting 


Identifies the troubleshooting tools available, including log files, log viewer and index browser as well as some troubleshooting tips

Module 12 - Desktop Client for Records Managers Navigation


Introduces the Desktop Client for Records Managers and covers sign in methods, moving on to navigation elements, browsing records and user customization options.

Module 13 - Creating and Managing Metadata


Discusses how metadata is related to the file plan and identifies the features of Library Manager. It defines metadata and metadata relationships within the context of records manager. Also, demonstrates how Library Manager is used to create Media Types, Location Types and Practice Areas.

Module 14 - Managing Workspace Records


Focusses on managing Workspace Records. It includes the iManage approach to records management, identifies electronic file part management features and policy management. It also covers initial planning conditions for file management and how to use iManage Records Manager Policy Service to automatically store and manage Work content.

Module 15 - Managing the Records Library


Focusses on the disposition workflow, defines key terms and reviews the process for creating, editing and deleting retention policies, security policies, record types and more.

Module 16 - Creating and Managing the File Plan


Covers creating and managing the file plane, including creating clients and matters, templated and non-templated file parts and how to declare WorkSite documents as records.

Module 17 - Managing Physical Records


Discusses the management of physical records. Covers Locations, Box management, circulation models, common tasks and more.

Module 18 - Barcode Scanning Operations


Covers the Barcode Scanning Operations application, including collecting data and uploading data to records manager.

Module 19 - Reporting


This module focusses on reporting capabilities in Records Manager, including generating reports, saving reports, printing and exporting, and the use of eligibility reports.

Module 20 - Records Manager Web Client


Introduces the web client for records managers. This includes how to access the web client, an overview of the new dashboard appearance, managing charts and performing common records tasks.



Register Now