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Step
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Setup
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Description
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1
at a high level
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1 Set up User Account(s)
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Litera 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 (or Service Desk admin) can then proceed to add more
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users to that account. See Set up Account for the information.
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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.
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External System Configuration
Configure the external systems to be accessed by CAM for provisioning. See External System Configuration for information.
4 Link Workspaces
Link workspaces from the DMS to CAM to make visible them in CAM for querying.
5 Map Metadata
Add or Edit the metadata to be applied to the workspaces. See Metadata for information.
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6 Template Editor
Define templates to standardize the workspace folder structures in the external systems. See Template Editor for information.
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7 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
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8 Set Default Template Rule
In the External System Configuration from the created template(s), select the default template to be applied to the workspaces.
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9 Data Uploader
Download and install the Data uploader program 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.
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10 Workspace Wizard Configuration
Configure the wizard to create an ad-hoc workspace. See Workspace Wizard Configuration for information.
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11 Business Continuity
Configure Business Continuity to maintain a live cloud copy of your cloud content for DR/BCP. See Business Continuity for information.
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12 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
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edit the configuration setup.
Related Topics
Metadata | Analytics | Template Editor | Business Continuity | Data Uploader | External System Configuration