Configure an iManage Worksite connector with Modern Authentication (OAuth2)

This topic describes the second part of the fourth configuration task in the process of setting up an iManage Worksite connector to use modern authentication.

Perform this task in the eCopy ShareScan Administration Console after you have successfully

• registered an iManage Work application for Token Vault either in iManage Cloud server on cloudimanage.com through Kofax support or in the iManage Work Control Center
• registered an iManage Work authorization provider with an iManage Cloud server or an iManage Work Server 10.3 or later in Token Vault
• authorized Token Vault in iManage Work, and
• configured Token Vault settings in the ShareScan Administration Console under Advanced > Tools.

To configure an iManage Worksite eCopy connector with modern authentication, perform the following steps:

1. Open the Properties dialog of an iManage Worksite connector profile destination.
2. Go to the Authentication tab and select REST API as Protocol.
3. Enter the Server URL of the REST-based API of your Worksite server.
4. Select the Authentication method and specify the user credentials to be used for testing your configuration and/or in client side workflows depending on your selected Login Mode.

   If you select Password as Authentication method, specify the Username in the DOMAIN\username format and the Password.

   If you select One-time passcode as Authentication method, specify the Username in the User Principal Name (UPN) format and a valid One-time passcode which was generated by Token Vault or an authenticator app set up on the Token Vault UI.

   The one-time passcode authentication method enables to use this connector with Azure Active Directory users as well.

   Verify that this user has previously authorized Token Vault in iManage Work through a Token Vault iManage Work authorization provider – as described in Authorize an iManage Work provider in Token Vault. This Token Vault iManage Work authorization provider must be configured with the same Server URL in Token Vault as you specified in Server URL – see above.
5. Click Test. (If the above authorization was not completed before the test, the test fails).
6. At this point you are ready to invite your end-users to carry out their own authorization step on the Token Vault Available authorization providers page. Once this end-user authorization step is complete, the use of modern authentication in the supported connectors is operational.