Documentation

# iManage Web migration connector

Migrates documents from iManage Web (opens new window) cloud-based deployment to SharePoint.

DLL: Epona.Migrate.iManageWeb.dll

# What it does

  • Document retrieval — reads documents from iManage Web cloud workspaces
  • Metadata extraction — retrieves iManage Web custom fields, document properties, and metadata
  • Batch upload — transfers documents to SharePoint with full metadata preservation
  • Matter mapping — maps iManage Web matters/workspaces to SharePoint matter structure
  • Error recovery — detailed logging and error handling for migration issues

# Prerequisites

  • iManage Web cloud account with administrative access
  • iManage Web API credentials (OAuth or service account)
  • Network connectivity to iManage Web API endpoints (cloud)
  • Target SharePoint site collection provisioned with document libraries

# Deployment

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

# Configuration

# Connection settings

# iManage Web URL

  • Type: string
  • Description: iManage Web tenant URL (e.g., https://company.imanagework.com)

# API Client ID

  • Type: string
  • Description: OAuth client ID or service account ID

# API Secret

  • Type: string
  • Description: OAuth client secret or service account password (encrypted)

# Workspace ID

  • Type: string
  • Description: iManage Web workspace ID to migrate from

# Metadata mapping

Map iManage Web fields to SharePoint columns:

# Document ID

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

# Title

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

# Owner

  • iManage Web field: Owner
  • SharePoint column: Author
  • Description: Document owner/creator

# Created Date

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

# Last Modified Date

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

# Custom metadata

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

# Matter mapping

Define how iManage Web workspaces map to SharePoint matters:

iManage Web Workspace: ACME / Case-00123
  ↓ matches pattern: {ClientCode} / Case-{MatterCode}
  ↓
SharePoint: /teams/ACME-00123

# Migration workflow

  1. Authenticate — OAuth or service account authentication to iManage Web
  2. Scan — enumerate workspaces, folders, and documents
  3. Filter — apply inclusion/exclusion rules
  4. Validate — verify workspace mapping and metadata availability
  5. Plan — review migration scope and target libraries
  6. Execute — transfer documents to SharePoint with metadata
  7. Verify — validate completeness and log any errors

# iManage Web specific features

# Workspace handling

iManage Web workspaces map to SharePoint document libraries:

iManage Web Workspace: ACME-00123
  ↓
SharePoint Library: Documents (in /teams/ACME-00123 site)

# Cloud-native metadata

The connector preserves cloud-native iManage Web metadata:

  • Workspace metadata — workspace-level custom fields
  • Document metadata — document-level custom fields and properties
  • Collaboration info — sharing and collaboration settings (transferred as permissions)
  • Activity history — modification dates and creator information
  • Version info — document versions where applicable

# Network considerations

# API rate limits

iManage Web API has rate limiting. For large migrations:

  • Configure batch size in migration settings
  • Schedule migrations during off-peak hours
  • Monitor API quota usage in iManage Web admin console

# Performance

Typical migration rates:

  • Documents: 100-500 docs/hour (depending on file sizes and network)
  • Metadata: 1000-5000 metadata items/hour

# Troubleshooting

# Common issues

# Authentication failed

  • Cause: Invalid OAuth credentials
  • Resolution: Verify client ID/secret in iManage Web admin console

# Workspace not found

  • Cause: Incorrect workspace ID
  • Resolution: Find workspace ID in iManage Web URL or admin console

# API rate limit

  • Cause: Too many requests
  • Resolution: Reduce batch size or increase delay between batches

# Metadata not transferring

  • Cause: Custom field names mismatch
  • Resolution: Verify field names in iManage Web and SharePoint configuration
Last Updated: 4/2/2026, 11:46:36 AM