iManage Cloud: Creating the UniversalMigrator OAuth Application

iManage Cloud: Creating the UniversalMigrator OAuth Application

OAuth Configuration

For best results, when importing data into iManage Cloud, you should authenticate using an OAUTH Application.

To do this, you should set up the following applications in iManage:
Setting
Value
Name
MigrationApplication
Client Id
MigrationApplication
Client Secret
MigrationApplication
Redirect Url
Allow Refresh Token
Yes
Refresh Token Expiry
9999 Days
Access Token Expiry
9999 Minutes

Effects of Invalid/Missing Configurations

If you do not use the exact settings as specified above, you may get some of the following errors:

Inability to Authenticate

If this is not set up, you will receive the following error when trying to authenticate:



Unable to Stay Authenticated

If the Refresh/Access token values are set beyond the specified limits, iManage may not allow them to refresh which will result in the user becoming logged out after a period of time.

Creating the OAuth Application

The following steps will guide you through the process.

1.  Enter your iManage username and password and login:
2.  Authenticate to the iManage Control Center:

3.  On the left-hand side, select Settings > Applications:

4.  Click Add Application in the top right:

5.  Choose "Configure Manually":


6.  Enter the following values and client Authentication:
Name: MigrationApplication
ClientId: MigrationApplication
Client Secret: MigrationApplication


7.  Enter the following information and click Access
Allow Refresh Token: Yes
Refresh Token Expiry: 9999 Days
Access Token Expiry:  9999 Minutes


8.  Select All Users and click Review

9.  At the bottom of the Review screen, simply click Finish:

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