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Begin with the Partner Onboarding document in the Partner Portal. This will give you the steps necessary to begin as a Partner and what to ask for as far as your clients.
Utilize the Implementation Checklists: These checklists describe the steps needed to implement each License tier of CAM, and the effort to accomplish those steps. Each step is hyperlinked to the appropriate documentation content.
Ensure the system to be implemented is supported: Supported Systems and Source Systems
Ensure the client's tenant has been set up by Litera DevOps BEFORE beginning and the admin user is set up. If using Data Uploader or Data Sync, Litera highly recommends setting up a service account to run the agent service, instead of using the admin user account.
Review the Known Issues and Limitations pages to know what currently we do not support.
Resources
Quick Reference Guides
New Analytics QRG: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/1586593793/New+Reporting+Analytics+2.0#Quick-Reference-Guide
Data Uploader Troubleshooting guide: Troubleshooting Data Uploader
More are on Confluence and the Litera Customer Center and Partner Portal if you search for “QRG”
Documentation
Whitelisting and Redirects: Read this page for all redirect URL’s or URL’s to whitelist based on your CAM usage.
Support Articles: Login to the Litera Customer Center, go to the Support tab, then click on Articles. It is best practice to filter by product CAM, and then use the Advanced Search “With one or more words” filter by your search terms. E.g. if you are looking for Data Uploader, type data uploader.
Release Notes and Known Issues: Read here for all our latest CAM changes and historical changes.
Limitations: Contains specific limitations based on other third parties (e.g. Netdocuments, iManage, Microsoft, or AWS)
Common Errors and their Resolutions or Troubleshooting Guidance
Permissions of CAM: All permissions and their mapped license tier and function are explained on this page.
Requirements: 🎯Hardware and Software Requirements
Sandbox guidelines and Limits: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/25231424/Hardware+and+Software+Requirements#Sandbox-Guidelines-and-Limits
Single Sign On documentation is located here in one place (as of 7/20/23): Configure CAM SSO
Security Questions: CAM Security FAQ
Client Stack documentation: Client Stacks
Other requirements
Videos
Video Name | Description | Video (hit pop out icon to view) | ||||
|---|---|---|---|---|---|---|
Milan to CAM Webinar | A partner and customer oriented Milan to CAM webinar that was recorded. | |||||
Metadata for Partners | Explains the Metadata functionality |
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Content Mover Demo | Shows the Content Mover feature module. | |||||
Content Mover Use Cases | Explains common use cases of Content Mover. |