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, students will install their 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, students will import data from an iManage Work Server database to their server.

Understand what the Generic Migration Tool offers and understand the process of carrying out a generic migration.

Understand the purpose of RAVN Security Policy Service, crawl and query workflows and configuration with the Work Server and iManage Work Agent.

Understanding the iManage Security Policy Manager Agent model, how agents are used, which agents are available and how to deploy. In this module, students will deploy agent for iManage Work as an example.

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

Get familiarized with the SPM interface and the key features.

Deep dive into the settings pane of iManage Security Policy Manager. In this module, students 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. Students will configure roles for their users during this module.

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.

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.

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.

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.

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

Understand what Notification Events are and how to create and manage Notification Events.

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

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

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

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.

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.

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

Understand some common every 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.

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