Migrating to iManage Cloud for Postmark
We suggest customers be on the new Postmark code; please reach out to Support to find out if you need and upgrade or current patches.
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.
• Postmark Upload Service for iManage – see client and secret below
• Postmark Work 10 Web Extension – 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/
- At Hodgson Russ your 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
- Check the box for Cloud
- Click Test Credentials in the iManage section
- Restart the Postmark Delivery for DMS in Services
