WHO IS THIS TRAINING FOR?

iManage Security Policy Manager Users


WILL I GET HANDS ON?

 

Yes!

This training is around 50% practical - you will gain significant hands on experience with iManage Security Policy Manager.

 

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


HOW LONG WILL THIS TAKE?

 

 

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 6 hours to consume all courseware and complete lab exercises.

 


INCLUDED FOR USEIMANAGE SUBSCRIBERS

 

 

useiManage subscribers can utilize one of their self-paced training entitlements to register for this course.

 

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

 


COURSE BREAKDOWN

Expand sections below for an explanation of module contents.

Module 1 - Overview

 

Understand the current system security challenges and the iManage Security Policy Manager approach, including product benefits and security models available.

Module 2 - Exploring the Interface

 

Walkthrough of the iManage Security Policy Manager administration interface.

Module 3 - Application Settings

 

Deep dive into the settings pane of iManage Security Policy Manager. In this module, students will configure application settings necessary for future modules.

Module 4 - Roles

 

Overview of role management, including privileges which each role allows and how to assign roles to users and groups. Students will configure roles for their users during this module.

Module 5 - Users and Groups

 

Exploring user options, including user and group management, assistants and conflicts. In this module, students will configure user accounts for log in and additional options, such as assistants.

Module 6 - Clients

 

Deep dive into creating and maintaining security at the client level, using iManage Security Policy Manager. This includes securing clients, building staffing manually and using automated functions, conflicted users and much more. This module has a significant hands on component.

Module 7 - Matters

 

Deep dive into creating and maintaining security at the matter level, using iManage Security Policy Manager. This includes securing matters, building staffing manually and using automated functions, conflicted users and much more. This module has a significant hands on component.

Module 8 - Collections

 

This lesson will help you understand what Collections are and how they can be used to apply need-to-know security at department and location level. Student will configure a Collection, including creating rules for management.

Module 9 - Cases

 

Understand the Case feature and how to create Cases. Students will create a case and configure its security in this module.

Module 10 - Self-Maintaining Rules

 

Understand what Self Maintaining Rules are and how they can be applied across Assets. Students will configure self maintaining rules.

Module 11 - Opposing Team Sets

 

Overview of the Opposing Team Sets functionality, including advanced options. Students have an opportunity to build opposing team sets in their environment.

Module 12 - Holds

 

Understand the Hold feature and the effects of placing items on hold. Students will create a hold in their environment.

Module 13 - Managing Access Requests

 

Understand how to manage requests for access to restricted content, looking at examples of where and how to approve/deny access. Students will have an opportunity to submit and action requests in their system.

Module 14 - Reporting

 

Investigate the reporting and auditing capabilities of iManage Security Policy Manager. This includes system wide reports, reports for individual users/clients/matters and more specific report types, like Insider Reporting.

Module 15 - Moving from Intapp

 

Understand the key differences between IntApp and SPM, and how the security policies applied in Intapp translate into SPM.

Module 16 - Common Tasks

 

Understand some common everyday tasks a user of SPM may encounter, and some suggestions on how to deal with those.

Module 17 - iManage Integration

 

Understand how SPM works alongside iManage Work and iManage Records Manager to enforce security policy.

Module 18 - Points to Consider

 

Discuss some points that need to be thought about when deciding how you should use SPM to suit your needs


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