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Getting to iManage Work10

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Page 1: Getting to iManage Work10imanage.com/wp-content/uploads/2017/02/Getting-to-iManage-Work … · Getting to iManage Work10. ... EMM •Multi-filing with EMM •Smart Documents •Users

Getting to iManage Work 10

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Migrating from Work Server 8.5 – 9.x

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Major Architecture Changes in Work 10

Infrastructure

• Cloud friendly

• View Server: Efficient and

scalable preview rendering engine

• Micro Services Hub: Job

transformation and job

management services (currently

for OCR)

• SSL certificate required for Work

10 client

• Unicode compliant

Core

• Schema change to 9.4

• REST API based for NP and

Mobility

• COM/Moblity2 APIs exist

• Mobility server bundled with core

• Apache and Python bundled with

core

• Supports SAML, i.e., AD FS

Server

• Supports x64 O/S only

• Supports encrypted file stores

• Journaling increases file server

footprint

• Supports Windows 2016 dupe

detection to reduce journaling

footprint

Work 10 Client

• Windows 7, 8, 10 x86/x64

• Office 2013/2016 x86/x64

• Office 365

• IE, Chrome, Firefox, Safari

Upgrading from 8.5 – 9.x

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Timeframe: 6 – 8 weeks

Upgrade Path for 8.5 Server

• Build out parallel 9.3 environment

• Build out indexer and View Server

• Test schema upgrade and resolve Unicode issues

• Test entire configuration: settings, encryption, connectivity

(c) iManage Inc. Confidential Information 4

1-2 weeks

3-4 weeks 1-2 weeks 1 week

Settings

Review

Buildout

DB Upgrade

UAT Cutover

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Upgrade Path for < 9.4 Server

• Less time required

• Schema upgrade

• Build out View Server

• Minimal config review

• Good time to light up features previously disabled

(c) iManage Inc. Confidential Information 5

Settings

Review

Buildout

DB Upgrade

UAT Cutover

1 week

2-3 weeks 1 week 1 week

Timeframe: 4-6 weeks

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Migrating from Work Server 9.4

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Major Architecture Changes in Work 10

Infrastructure

• New View Server: Efficient and

scalable preview rendering

engine

Core

• No schema change

• Moblity2 API exists for

backwards compatibility

• COM API exists for backwards

compatibility

Hardware

• Journaling increases file server

footprint

• Supports Windows 2016 dupe

detection to reduce journaling

footprint

• New View Server requirements

Work 10 Client

• Windows 7, 8, 10 x86/x64

• Office 2013, 2016 x86/x64

• Office 365

Upgrading from 9.4 or later

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Upgrade Path for 9.4 Server

• Less time required

• Build out View Server

• Minimal config review

• Good time to light up features previously disabled

(c) iManage Inc. Confidential Information 8

Settings

Review Buildout UAT Cutover

1 week

1-2 weeks 1 week 1 week

Timeframe: 3-5 weeks

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Client Options Connecting to Work 10 Server

Desktop 8.5/9.x clients +

Work 10 New ProfessionalWork 10

Desktop 9.3.1 + Work 10

compatibility (FUTURE)

• New Office integration and

EMM

• Multi-filing with EMM

• Smart Documents

• Users can browse, preview,

etc. via web interface

• Take advantage of new server

features, e.g., Unicode,

encryption, etc.

• All new features available

• New Office integration and

EMM

• Multi-filing with EMM

• Users can browse, preview,

etc. via web interface

• Smart Documents

• Older clients cannot take

advantage of new features

from server, e.g., Unicode,

encryption, etc.

• Users can browse, preview,

etc. via web interface

• Check out documents via web

interface

• Uses classic Office integration

and EMM

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Client Considerations

Mandatory

• Connection mode: HTTPS vs TCP/IP for Classic client

• Authentication method: network vs SAML vs explicit

Optional

• Client configuration settings

• Workspace template redesign

• New features and functionality: OffSite, Mobility, etc.

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Work 10 Client Components

Name Supported Modules Installer Notes

iManage Work 10 New Professional

Experience

iManage Work 10

Server

HTML5 Web Application

available from supported

browsers

iManage Work 10 for Office Excel, PowerPoint, Word,

Acrobat Professional

iManage Work 10 Light-weight Office

integration Add-On

iManage Work 10 Email Management

for Outlook

Outlook iManage Work 10 Light-weight Outlook

integration Add-On

iManage Work 10 Email Management

for Gmail

iManage Work 10 for

Gmail

Chrome Extension that

enables iManage Work

Gmail Integration

iManage Work 10 Mobility for iOS Available through Apple’s

App Store, deployed using

MDM

Native iOS application

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Mapping iManage Work Licenses

Customer Owns Permitted Usage

DeskSite or FileSite On desktops with DeskSite/FileSite integration (+Surface Pro)

WorkSite Web or WorkDocs Internally or externally as a web app from a desktop*

Mobility Any mobile browser; also entitled to the iOS native app

* WorkSite Web users attempting to use from mobile will be shown a warning about licensing

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Useful Help Center Links

(c) iManage Inc. Confidential Information

• Upcoming Releases

Receive advance notice of major iManage releases

• Indexer Sizing

Review your IDOL sizing requirements

• Documentation Announcements

Stay current with the latest documentation

• Technote Article Announcements

Learn about the latest updates

• Learning Media Announcements

Discover opportunities for increasing user adoption, tips and tricks