iManage

To create a new iManage data source:

1. From the main menu select Data Sources

2. Click New ⇾ New Data Source

3. In the New Data Source dialog, select the dataset this new data source will belong to by:

   1. choosing an existing data set from the dropdown, or

   2. clicking Add to new Data Set and typing the name of your dataset

      If you use option 3b, remember to add the dataset to at least one security group. If you don’t, no users will be able to see the data from this data source.

4. Click Next

5. Select the data source and click Next

6. Enter the credentials and details for the data source and click Next

Field	Description
User Name	A user with read permissions on the data you want to crawl.
Password	The password for the user.
HTTP Protocol	HTTP or HTTPS.
Server	The IP address or fully qualified domain name of the target server.
Port	The port number for iManage.
Database	As required.
Client	Optional. As required.
Matter	Optional. As required.

7. Select the country for this data source and click Next

   The country is used in geographical visualisations

8. Select the crawler

   In Exonar 4.3.0 there are two crawlers; you will only see the crawler that works with this data source

9. Set the Crawl priority

10. Specify whether you want to crawl once or continuously

11. Click Start Crawl Immediately if you want to crawl the data right now

    Or you can start a crawl manually anytime you want

12. Click Create Data Source