Configuring CAM account
The Checklist allows us to set up CAM account using the following steps -
| Table of Contents |
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Step 1 - Set up User Account(s)
Prosperoware will set up an initial account and add a user from your firm as an Admin user.
Once the account is set up, the administrator can then proceed to add more user's to that account. See Set up Account for the information.
Step | Setup | Description |
|---|---|---|
1 | Set up User Account(s) | Prosperoware will set up an initial account and add a user from your firm as an Admin user. Once the account is set up, the administrator can then proceed to add more user's to that account. See Set up Account for the information. |
2 | Assign User Roles and Permissions | The Admin user can add users and assign roles and permissions, for each user to be able to access the CAM modules. See User Management for information. |
3 | External System Configuration | Configure the external systems to be accessed by CAM for provisioning. See External System Configuration for information. |
4 | Map Metadata | Add or Edit the metadata to be applied to the workspaces. See Metadata for information. |
5 | Template Editor | Define templates to standardize the workspace folder structures in the external systems. See Template Editor for information. |
6 | Set Default Workspace Name Rule | Once you have set up the Template(s), in the External System Configuration define the default Workspace Name rule to be applied to the workspaces. |
7 | Set Default Template Rule | In the External System Configuration from the created template(s), select the default template to be applied to the workspaces. |
8 | Data Uploader | Download and install the Data uploader to allow CAM to read data from your on-premises billing or NBI system and upload the information to the CAM cloud for processing. See Data Uploader for information. |
9 | Workspace Wizard Configuration | Configure the wizard to create an ad-hoc workspace. See Workspace Wizard Configuration for information. |
10 | Business Continuity | Configure Business Continuity to maintain a live cloud copy of your cloud content for DR/BCP. See Business Continuity for information. |
11 | Analytics | Set up Analytics to query the database & run reports to identify key usage trends. |
CAM Workflow
The following workflow explains sequential steps that must be completed to set up CAM initially.
Note: This workflow is not restricted to a one-time setup. Based on the permissions and roles assigned, users can add /edit the configuration setup.