Page Comparison

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1. 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.

   1. Discuss and review the project scope with the client.

   2. Ensure hardware and service account prerequisites are met.

   3. Log into CAM and configure administrative role permissions.

   4. Connect to the DMS to begin the external system configuration.

   5. Map metadata and configure templates.

   6. Complete the external system configuration.

   7. Setup and configure Data Uploader.

   8. Create and schedule the relevant workspace provisioning scripts and AD Sync(s).

   9. Continue UAT and sign-off.

2. 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.

3. Ensure the system to be implemented is supported: Supported Systems and Source Systems

4. 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.

5. Review the Known Issues and Limitations pages to know what we currently do not support.

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