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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?
Engineers responsible for deploying and 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 16 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 15 modules, learners will build the knowledge needed to deploy, configure, and manage SPM end to end.
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 how SPM is deployed and configured as a cloud service, including the steps required to get it up and running in cloudimanage.com
Module 3 - Imports
Explains how to keep SPM populated with accurate Client, Matter, User, and Group data through a range of import methods and source systems.
Module 4 - Agents
Introduces agents as the mechanism for pushing SPM security policies out to connected target systems. Installation and monitoring of agents is also covered.
Module 5 - Settings
A walkthrough of the SPM Settings page, covering the system-wide configuration options available to administrators.
Module 6 - 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 7 - Users, Groups & Roles
Covers how Users and Groups are managed in SPM, and how Roles are used to control User permissions.
Module 8 - Clients, Matters & Cases
Explains how to create and manage Clients, Matters, and Cases, as well as how security policies are applied to each.
Module 9 - Collections
Introduces Collections as a way to apply and manage security policies across groups of Matters automatically, using rules based on Matter metadata.
Module 10 - Self Maintaining Rules
Covers how to automate the addition and removal of Users from asset staffing based on their billing or document activity.
Module 11 - Opposing Team Sets
Explains how to manage staffing separation between conflicting assets, such as Matters representing opposing parties in litigation.
Module 12 - Holds
Covers how to apply legal holds to assets in SPM, manage custodians, and maintain a full audit trail of hold activity.
Module 13 - Notifications
Explains how to configure notification events so that the right people are automatically informed when key actions occur within SPM.
Module 14 - Reporting
An overview of the reporting capabilities in SPM, including how to generate compliance and audit reports across clients, matters, and users.
Module 15 - 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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