From Corporate V4.2, this integration is self-service. Luminance Account Administrators can configure and manage the integration directly in Luminance.
Supported features
Feature | Details |
Document sync | Sync documents from Intralinks to Luminance |
Folder-level sync | Sync specific folders from Intralinks exchanges |
Automatic updates | Sync new documents periodically |
Exchange selection | Select specific data rooms (exchanges) to sync |
Division-level configuration | Configure sync per Division |
Intralinks Integration Setup Guide
Note: You need API (Key and Secret) credentials from Intralinks and Account Administrator access to Luminance to complete this setup
Step 1: Obtain Intralinks API Credentials
Send an email to [email protected]
Use the subject:
ISV - [Your Company Name]: Client API Key RequestInclude the following details in the email body:
Environment: Production
Client Name: your company name
Client Type: ISV
Callback URL: https://<your-luminance-url>/auth/callback
Replace
<your-luminance-url>with your Luminance instance URL (e.g., acme-corporate.app.luminance.com)Wait for Intralinks to provide the credentials
You will receive:
API Key (Client ID)
API Secret
Note: This process may take several business days
Step 2: Create the Integration in Luminance
Log in to Luminance as an Account Administrator
Go to Account Settings → Integrations
Click Create Integration
Select Intralinks
Complete the fields as described below
Click Create
Field | Description | Example |
Name | Enter a name for the integration | Intralinks Production |
Type | Leave as Sync | Sync |
API Key | Enter the API Key | abcdef1234567890 |
API Secret | Enter the API Secret | xxxxxxxxxxxxxxxx |
Auth API Version | Select the API version | API v3 |
Note: Use API v3 for new integrations. Credentials issued after February 2024 require API v3
Step 3: Configure sync in Luminance
Go to Upload & File Management
Select the required division
Select or create a folder
Open the Information panel
Click the settings icon next to Sync Source
Select Intralinks
Click Configure Sync
Sign in to Intralinks and grant permissions
Select an exchange
Enter or select the folder path
Click Activate Sync
Note: If document encryption is enabled in your Intralinks workspace, additional configuration may be required before sync can be activated
Usage: Expected Behavior
Once the integration is created, users can sync documents from Intralinks into any Luminance folder.
Behavior | Details |
Automatic sync | Documents added to the selected Intralinks location are automatically synced to Luminance. Sync occurs periodically |
One-directional | Sync from Intralinks to Luminance only |
Exchange selection | Users select an exchange during setup. Only accessible exchanges are available |
Folder-scoped | Sync only configured folders |
No delete sync | Documents removed from Intralinks are not deleted from Luminance |
Authentication | Require reauthentication when token expires |
Access-dependent | Sync only exchanges where access has been granted. Note: Access must be provided by the exchange gatekeeper. If you see an “Exchange Access Restricted” error, contact the gatekeeper listed in the error message |
Security best practices
Store API credentials securely
Use dedicated credentials for Luminance
Use API v3 for improved security and performance
Review synced exchanges regularly
Troubleshooting
Use this table to identify and resolve common issues.
Issue | Cause | Resolution |
Authentication error on setup | Incorrect Auth API version | Ensure API v3 is selected for new credentials |
Exchange access restricted | User does not have access | Request access from the exchange gatekeeper |
OAuth redirect fails | Callback URL not registered | Verify the callback URL was included in the API request |
Sync not starting | Incorrect API credentials | Verify the API Key and API Secret are correct |
Encrypted documents not syncing (known limitation) | Workspace encryption enabled | Additional configuration may be required before syncing |