Documentation

# iManage migration connector

Migrates documents from iManage (opens new window) on-premises document management system to SharePoint.

DLL: Epona.Migrate.iManage.dll

# What it does

  • Document retrieval — reads documents from iManage Work libraries and folders
  • Metadata extraction — retrieves iManage custom fields, documents properties, and access control
  • Batch upload — transfers documents to SharePoint while preserving metadata and relationships
  • Matter mapping — maps iManage matters/dossiers to SharePoint matter structure
  • Error recovery — detailed logging for troubleshooting migration issues

# Prerequisites

  • iManage Work on-premises installation (supported versions: 8.x, 9.x, 10.x)
  • iManage administrator credentials
  • iManage API access enabled
  • Network connectivity to iManage server
  • Target SharePoint site collection provisioned with document libraries

# Deployment

  1. Copy Epona.Migrate.iManage.dll to the Epona.Migrate application directory
  2. Restart Epona.Migrate or reload connectors
  3. Configure iManage connection settings in the migration UI

# Configuration

# Connection settings

# iManage Server URL

  • Type: string
  • Description: iManage Work server address (e.g., https://imanage.company.local)

# Username

  • Type: string
  • Description: iManage administrator login

# Password

  • Type: string
  • Description: iManage administrator password (encrypted)

# Library Name

  • Type: string
  • Description: iManage library to migrate from (e.g., General)

# Metadata mapping

Map iManage fields to SharePoint columns:

# Document ID

  • iManage field: Document ID
  • SharePoint column: Document ID
  • Description: Unique document identifier in iManage

# Title

  • iManage field: Title
  • SharePoint column: Title
  • Description: Document title

# Author

  • iManage field: Author
  • SharePoint column: Author
  • Description: Document creator

# Created Date

  • iManage field: Created Date
  • SharePoint column: Created
  • Description: Date document created

# Last Modified

  • iManage field: Last Modified
  • SharePoint column: Modified
  • Description: Date document last modified

# Custom fields

  • iManage field: Custom fields
  • SharePoint column: Custom columns
  • Description: iManage custom metadata fields

# Matter mapping

Define how iManage matters/dossiers map to SharePoint matters:

iManage Matter: ACME / 00123
  ↓ matches pattern: {ClientCode} / {MatterCode}
  ↓
SharePoint: /teams/ACME-00123

# Migration workflow

  1. Connect — authenticate to iManage server
  2. Scan — enumerate matters, dossiers, and documents
  3. Filter — apply inclusion/exclusion rules (by date, owner, status)
  4. Validate — verify matter mapping and metadata extraction
  5. Plan — review scope and target document libraries
  6. Execute — transfer documents with metadata to SharePoint
  7. Reconcile — verify completeness and report errors

# iManage metadata preservation

The connector preserves critical iManage metadata:

  • Custom fields — all iManage custom fields mapped to SharePoint columns
  • Access control — document-level permissions optionally transferred
  • Relationships — document associations and links preserved where possible
  • History — document creation/modification dates and authors maintained
  • Classifications — document classification and security markings transferred

# Troubleshooting

# Common issues

# Cannot connect

  • Cause: Network or authentication issue
  • Resolution: Verify iManage server URL and credentials; check firewall connectivity

# Documents not visible

  • Cause: Library permissions
  • Resolution: Verify user account has read access to iManage library

# Custom fields missing

  • Cause: Field mapping not configured
  • Resolution: Ensure custom fields are mapped in configuration

# Slow migration

  • Cause: Network bandwidth or large volume
  • Resolution: Consider staging migration or splitting by date range
Last Updated: 4/2/2026, 11:46:36 AM