CAM Implementations
This section provides checklists with documentation links to implement CAM based on the purchased license.
Tier Diagram
...
Notes
| Info |
|---|
If you are implementing CAM for multiple external DMS systems, we recommend starting with Workspace provisioning implementation before moving on with Teams or other Office365 implementations. |
| Tip |
|---|
Best Practice: For iManage or NetDocuments-only implementations, Request Workflow training and setup are not needed typically. Usually Teams integrations will integrate with Request Workflow. |
Provisioning Implementation Checklist
Provision Implementation Checklist
User set up
External Systems and Rules
Metadata
Templates
Workflows
Source System (including Data Uploader)
Single Sign-on
Teams set up
Manage Implementation Checklist
Manage Implementation Checklist
...
PowerDesktop 1 license
Service Desk (Document & Workspace Tabs)
Move Implementation Checklist
...
PowerDesktop 5 licenses
Move Document and Folder within a DMS
Move Workspace between DMS’s
Content Mover
Analyze Implementation Checklist
Analyze Implementation Checklist
...
Metadata Sync
Analytics
Dashboards
Add-ons
Protect (Business Continuity and Project Security) Add-in Implementation Checklist
Protect Add-on Implementation Checklist
...
Access Management (Project Teams and Advanced Security)
Security Policies and Controls
Business Continuity
Comply (Controls and Litigation Hold) Add-in Implementation Checklist
Comply Add-on Implementation Checklist
...