Migrating to iManage Cloud for Postmark
Customers should reach out to Support to determine if their system is running the latest version of the iManage integration before the migration.
BEFORE Cloud Migration:
- Gather the newpostmarkdoc.zip - this will be located on your Postmark Application server
- Note this is the same zip uploaded into your local Work 10 Control Center- let me know if you have trouble finding this and we'll look together
- Go to the Postmark Delivery Service on the Postmark Application server desktop (icon is DS)
- Run that application as the administrator
- Gather the Client Id and Client Secret
- Copy text into the form below
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Create a ticket with iManage, they will need to create the two new apps for your firm; see request below
Good Morning/Afternoon,
This is a request for two new applications for our Cloud environment.
Two new applications for our Cloud environment.
• DocSolid – Airmail2 Delivery Service – see client and secret below
• DocSolid - Airmail2 New Document – Please see attached
This is the client and secret for the Postmark Upload Service for iManage
Client ID:-
Client Secret:-
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AFTER Cloud Migration; go to the Postmark Application server
IIS
- Open IIS
- Navigate down to iManage Web Ext
- Open Application Settings
- Update iManageRestAPIUrl make sure to leave /api/v2/
- Update iManage:UseNewEndpointFormat should be true
- Update work.AuthorizationEndpoint from login to Auth
- Update work.Server, be sure to leave the slash at the end
- Update work.TokenEndpoint from login to auth and auth access_token to token
Postmark Delivery Service
- Go to the Postmark Delivery Service on the Postmark Application server desktop (icon is DS)
- Run as administrator
- Update the iManage Server URL - If using a subdomain this must match
- Check the box for Cloud
- Click Test Credentials in the iManage section
- Restart the Postmark Delivery for DMS in Services
