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Who is this training for?
Can I get certified in this course?
How long will this take?
What is included in this course?
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Who is this training for?
Users administering iManage Security Policy Manager at cloudimanage.com.
Can I get certified?
How long will this take?
Self paced training is designed to be consumed at your own speed, enabling you to consume content on your own schedule.
For this course, iManage recommends allowing a minimum of 8 hours to consume all courseware and complete lab exercises.
Included with useiManage Premium
useiManage Premium subscribers can utilize one of their self-paced training entitlements to register for this course and the certification exam.
Course breakdown
This training is around 50% practical and includes access to a hands-on lab environment, enabling you to gain significant hands-on experience.
Verify your system will be suitable for our hands-on labs here.
Expand each module below for an explanation of contents
Introduction
This course covers iManage Security Policy Manager (SPM), a cloud-based security solution that helps organizations enforce security policies across iManage and third-party systems. Across 13 modules, learners will build the knowledge to administer SPM, including asset security, staffing, notifications and more.
Module 1 - Introduction to Security Policy Manager
An overview of what SPM is, the security challenges it addresses, and the key benefits it delivers to organizations managing sensitive client information.
Module 2 - iManage Security Policy Manager in the iManage Cloud
Covers the architecture of SPM in cloudimanage.com.
Module 3 - Settings
A walkthrough of the SPM Settings page, covering the system-wide configuration options available to administrators.
Module 4 - Monitoring
Shows how to use the SPM Monitoring page to get a real-time view of system health, including agent status and import activity.
Module 5 - Users, Groups & Roles
Covers how users and groups are managed in SPM, and how roles are used to control what each user can do within the system.
Module 6 - Clients, Matters & Cases
Explains how to create and manage Clients, Matters, and Cases, and how security policies are applied to each.
Module 7 - Collections
Introduces Collections as a way to apply and manage security policies across groups of Matters automatically, using rules based on Matter metadata.
Module 8 - Self Maintaining Rules
Covers how to automate the addition and removal of Users from asset staffing based on their billing or document activity.
Module 9 - Opposing Team Sets
Explains how to manage staffing separation between conflicting assets, such as Matters representing opposing parties in litigation.
Module 10 - Holds
Covers how to apply legal holds to assets in SPM, manage custodians, and maintain a full audit trail of hold activity.
Module 11 - Notifications
Explains how to configure notification events so that the right people are automatically informed when key actions occur within SPM.
Module 12 - Reporting
An overview of the reporting capabilities in SPM, including how to generate compliance and audit reports across Clients, Matters, and Users.
Module 13 - Access Requests
Covers how Users can request access to restricted assets through SPM, and how administrators can review and action those requests efficiently.
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