WHO IS THIS TRAINING FOR?
iManage Security Policy Manager Users
WILL I GET HANDS ON?
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
Expand sections below for an explanation of module contents.
Module 1 - Introduction to Security Policy Manager
Understand the current system security challenges and the iManage Security Policy Manager approach, including product benefits and security models available.
Module 2 - Interface Navigation
Get familiarized with the SPM interface and the key features. You will log into the SPM system in this module.
Module 3 - Application Settings
Deep dive into the settings pane of iManage Security Policy Manager. In this module, you 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. You 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, you 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. In this module, you will configure multiple clients to ensure a complete understanding of the process.
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. In this module, you will configure matter security.
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. You will configure a Collection, including creating rules for management.
Module 9 - Cases
Understand the Case feature and how to create Cases. You 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. You will configure self maintaining rules.
Module 11 - Opposing Team Sets
Overview of the Opposing Team Sets functionality, including advanced options. You 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. You 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. You 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. In this module, you will have an opportunity to run some reports and investigate their results.
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 considered when deciding how SPM can be applied and used in your organization.
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