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

Understand the technical prerequisites of the iManage Security Policy Manager Server and how to configure before deployment. During this module, you will install your own SPM server.

Explore data import options and requirements, including best practice. This module includes Client and Matter, User and Groups and User Activity imports. During this module, you will import data from an iManage Work Server database to your server.

Understand what the Generic Migration Tool offers and understand the process of carrying out a migration to iManage Security Policy Manager.

Understanding the iManage Security Policy Manager Agent model, how agents are used, which agents are available and how to deploy. In this module, you will deploy the iManage Work Agent.

Understand what SAML Authentication is and the steps required to configure SAML.

Get familiarized with the SPM interface and the key features. In this module, you will log into the SPM server created during previous modules, and explore the interface.

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

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

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.

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 more. In this module, you will configure the setup for multiple clients to get an understanding of the process.

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.

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.

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

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

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

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

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 your system.

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.

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

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

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

Discuss some points that need to be consdiered when deciding how SPM can be applied and used in your organization.