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Integrating with iManage FileSite/WorkSite/DeskSite

See also:

OyezForms will integrate with Autonomy's FileSite/WorkSite DMS software. FILE>OPEN, FILE>SAVE, FILE>SAVE AS events are captured and the DMS dialogue displayed to the user.

Server-side configuration

In the WORKSITE DATABASES>(You server)>APPLICATION (EG WORD) node of the management tree create an instance of OyezForms as follows. If you do not use OYEZ as your alias, then you should substitute your choice of name in all subseqent examples.

In the WORKSITE DATABASES>(You server)>APP SETUP node of the management tree, configure OyezForms as follows. Note: the OYEZ value is a reference to the 'Alias' value set in the edit app dialogue, above.

See using DDE for reviewing forms in DMS for more details.


Client-side configuration

We strongly recommend running OyezForms version 10.02R+ with iManage products.

  1. The odma32.dll file
  2. Configuring OyezForms
  3. The registry
  4. The nrt.ini file

The odma32.dll file

You will need to ensure the ODMA-intermediary ODMA32.dll is present in your windows\system folder. OyezForms will check for this on launch. Oyez do not supply this file with the program install.


Configuring OyezForms

The OyezForms TOOLS>OPTIONS>ODMA dialogue:

OyezForms offers a logging facility for trouble-shooting. You can also disable odma awareness. Note departure from the odma standard in later versions of iManage.


The registry

If you are running FileSite, the following iManage registry setting is relevant. Note: you are responsible for your management of iManage settings. Oyez recommend you consult the relevant documentation when changing any iManage registry settings.

Key: HKEY_LOCAL_MACHINE\SOFTWARE\Interwoven\Worksite\8.0\Integration]

Value: 3
If set to 3, Outlook will launch , preparing the DMS environment if you are running FileSite. (0 assumes DeskSite application is installed)

The following registry settings directly control OyezForms' behaviour. These correspond to the ODMA dialogue, above.

Key: HKEY_CLASSES_ROOT\OyezLegalForms.Application\ODMA32
String value: DefaultDMS

Instructs OyezForms to look for WorkSite/Filesite during ODMA transactions

Key: HKCU\Software\Oyez\Oyez Legal Forms\ODMA
String value: NoEscapeInDDEExecute

1: OyezForms will not treat \ characters as escape in DDE commands
This is required in order for WorkSite, FileSite to retrieve checked-in forms.
Default value as of 10.01L
This can manually be set in TOOLS>OPTIONS>ADVANCED or ODMA (): 'Do not treat '\' as an escape'
Failure to set this can result in issues triggering saved files from iManage MSOffice plugins.

String value: SpecificDMS

0: Pure ODMA compliance
1: Variation to satisfy iManage client 8.5 SP3 Update 6
Use value '1' to avoid crashes when 'Saving As' into SP3 update 6 in FileSite. Otherwise use '0'.

String value: SkipSavePrompt

0: OyezForms produces normal Save Prompts when closing an altered form
1: Save Prompts supressed
Use value '1' to by-pass any OyezForms prompts when closing a modified form and go straight to FileSite Dialogue

v10.01M+: If you are storing the document save path on forms (TOOLS>OPTIONS>AUTOTEXT), and wish to truncate the default path of #<docID and revision> <location> <user inputted description> to <docID and revision>, set the following registry key:

Key: HKCU\Software\Oyez\Oyez Legal Forms\Autotext
String value: ODMAMode

0, absent: OyezForms does not treat the saved document path
2: OyezForms stores only the <docID and revision> portion of the path.


The nrt.ini file

3. The iManage nrt.ini file on your client PCs will need to specify application type associations for default checking-in to the system:

  • .OLF/OyezLegalForm=OYEZ

If you wish to offer users the option to save locally, you should also add the following entires to the rnt.ini :


In the above example, [OYEZLEGALFORMS] is a constant. It references the identity OyezFrms.exe declares to the ODMA layer. OYEZ refers to the alias/type reference setup in the separate FileSite 'Edit Application' dialogue, above. This value may change according to your naming conventions.