WHO IS THIS TRAINING FOR?

iManage Engineers responsible for implementing iManage Security Policy Manager on premise

 


CAN I GET CERTIFIED?

 

 

 

 

 

Yes!

Following completion of the training you are invited to register for the iManage Security Policy Manager Engineer certification exam.

 


WILL I GET HANDS ON?

 

Yes!

This training is around 50% practical - you will deploy an iManage Security Policy Manager Server and Agents, configure data import, enforce security policy and much more.

 

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 16 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 and certification exam.

 

For more information on useiManage, visit https://registration.imanage.com/pages/useimanage


COURSE BREAKDOWN

Expand sections below for an explanation of module contents.

Module 1 - Overview

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

Module 2 - Server Installation and Setup for On-Premise

 

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 server.

Module 3 - Data Import

 

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.

Module 4 - Generic Migration Tool

 

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

Module 5 - Agents

 

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.

Module 6 - SAML Authentication

 

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

Module 7 - Interface Navigation

 

Get familiarized with the SPM interface and the key features.

Module 8 - Application Settings

 

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

Module 9 - Roles

 

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.

Module 10 - Users and Groups

 

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.

Module 11 - 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. This module has a significant hands on component.

Module 12 - 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. This module has a significant hands on component.

Module 13 - 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. Student will configure a Collection, including creating rules for management.

Module 14 - Cases

 

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

Module 15 - Self-Maintaining Rules

 

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

Module 16 - Opposing Team Sets

 

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

Module 17 - Holds

 

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

Module 18 - Managing Access Requests

 

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.

Module 19 - 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.

Module 20 - Moving from Intapp

 

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

Module 21 - Common Tasks

 

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

Module 22 - iManage Integration

 

Understand how SPM works alongside iManage Work and iManage Records Manager.

Module 23 - Points to Consider

 

Discuss some points that need to be thought about when deciding how you should implement and use SPM to suit your needs.


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