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Checklist (in recommended implementation order) | CAM Area | Documentation Link | |||||||||||||||
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| 1 | Initial Tenant Setup | Litera Devops sends client/Partner an initial admin login. The client or partner is recommended to add a service account afterwards if using Data Uploader to run services using that. | Account Management > Users | ||||||||||||||
| 2 | CAM Portal Users | Set Up Users | Account Management > Users | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/26411024/Create CAM Account | 2|||||||||||||
| 3 | Set Up Group | Account Management > Groups | 3 | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/32604325/Groups#Group-Creation | |||||||||||||
| 4 | Set Up Roles | Account Management > Roles |
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| 45 | Configure | External SystemsObtain applicable informationConnections to the External System | External System Configuration is a multiple step process that begins with a connection to the external system. For example, add the server details for iManage and NetDocuments connections, and add SharePoint information for Teams connections. | Administration > External System Configuration | Configure External Systems | Set up
| 5 | Set UpiManage | iManage Configuration NetDocuments | Configuring NetDocuments Server to CAM M365 with CAM configuration | Connecting M365 with the CAM Platform | ||||||||||
| 6 | Metadata | Metadata Mapping | Administration > Metadata |
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| 7 | Create Metadata | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/381583422/Metadata#ManageMetadata+Admin+Tab#Manage-Metadata | |||||||||||||||
| 8 | Workspace Name Rules & Format | Set up rules | Administration > External System Configuration | iManage Workpace Name Rules & FormatTemplate | Create folder structures | Administration > Template Editor |
| 9 | Default Folder Metadata | Set up metadata to be applied to every folder | Administration > External System Configuration |
| 10 | Default Group Rules | Set up rules | Administration > External System Configuration | |
| 9 | Set bespoke folder Metadata (not used in the Default Folder Metadata above) | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/ 29491219/iManage#Group-RuleNetDocuments: TBC - see iManage link above | 11 | Default Document Metadata | Set up metadata to be applied to every document | Administration > External System Configuration | iManage: | ||||||||||
| 10 | Set folder availability and security | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/ 29491219iManage#Document-MetadataNetDocuments: TBC - see iManage link above | 12 | Workspace Edit Name Rule | |||||||||||||
| 11 | Set up rules | Administration > External System Configuration |
Tabs: Tab iManageiManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Workspace-Edit-Name-Rule | 13 | Template | Create folder structures | Administration > Template Editor |
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| 12 | Complete External System Configuration
| Workspace Name Rules & Format | Administration > External System Configuration |
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| 13 | Default Folder Metadata | Administration > External System Configuration |
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| 14 | Set bespoke folder Metadata (not used in the Default Folder Metadata above) | Default Group Rules | Administration > External System Configuration | 33980432Template+Editor#Adding-Items-to-Document-Folders.1 | 15 | Set folder availability and security |
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| 15 | Default Document Metadata | Administration > External System Configuration | 33980432Template+Editor#Configuring-Template%2FFolder-Availability | 16 | Template Rules | Set up rules
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| 16 | Workspace Edit Name Rule | Administration > External System Configuration |
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| 17 | Workflows | Create Workflows
| Administration > Request Workflow Configuration | ||||||||||||||
| 18 | Link Workspaces | Connect DMS workspaces to CAM | CSV Job | Utilize the CSV parameters here to link workspaces. This will create a job. | |||||||||||||
| 19 | Directory | Configure Directory Columns | Administration > Layout > Grid | Go to Grids section: Layout | |||||||||||||
| 1920 | Configure Matter Headings | Administration > Layout > Headers | Go to Headers section: Layout | ||||||||||||||
| 2021 | Service Desk | Configure Directory Service desk additions | Directory tab | ||||||||||||||
| 2122 | Configure Approvals | Approvals tab | |||||||||||||||
| 2223 | Configure Data Uploader | Administration-> Data Uploader | |||||||||||||||
| 2324 | Teams App | Download Team App | Administration > Downloads | Downloading and Installing Working with the CAM Teams app | |||||||||||||
| 2425 | Source System | Configure Source System | Administration > Source Systems Configuration | ||||||||||||||
| 2526 | Configure Data Uploader (For On Premise/SQL Based source systems) | Data Uploader | |||||||||||||||
| 2627 | Write SQL Queries (For On Premise/SQL Based source systems) | N/A | |||||||||||||||
| 2728 | Configure Active Directory | Data Uploader |
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| 2829 | Upload SQL Queries to Data Uploader (For On Premise/SQL Based source systems/Active Directory) | Data Uploader | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#SQL-Files-tab | ||||||||||||||
| 2930 | Single Sign On | Configure Single Sign On | N/A | Configure CAM SSO (ADFS) | |||||||||||||
| 3031 | Litera Configuration | Email your Litera Customer Success Manager detailing:
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| 3132 | PowerDesktop | Setup PowerDesktop | |||||||||||||||
| 3233 | UAT | N/A | N/A | N/A | |||||||||||||
| 3334 | Go Live | N/A | N/A | N/A | |||||||||||||