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CAM Implementations

This section provides checklists with documentation links to implement CAM based on the purchased license.

Tier Diagram

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image (8).pngImage Added

Notes

Info

If you are implementing CAM for multiple external DMS systems, we recommend starting with Workspace provisioning implementation before moving on with Teams or other Office365 implementations.

Tip

Best Practice: For iManage or NetDocuments-only implementations, Request Workflow training and setup are not needed typically. Usually Teams integrations will integrate with Request Workflow.

Provisioning Implementation Checklist

Provision Implementation Checklist

  • User set up

  • External Systems and Rules

  • Metadata

  • Templates

  • Workflows

  • Source System (including Data Uploader)

  • Single Sign-on

  • Teams set up

Manage Implementation Checklist

Manage Implementation Checklist

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  • PowerDesktop 1 license

  • Service Desk (Document & Workspace Tabs)

Move Implementation Checklist

Move Implementation Checklist

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  • PowerDesktop 5 licenses

  • Move Document and Folder within a DMS

  • Move Workspace between DMS’s

  • Content Mover

Analyze Implementation Checklist

Analyze Implementation Checklist

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  • Metadata Sync

  • Analytics

  • Dashboards

Add-ons

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Project Teams Add-in Implementation Checklist

Protect Project Teams Add-on Implementation Checklist

Every tier plus:

  • Access Management (Project Teams and Advanced Security)

  • Security Policies and Controls

Business Continuity

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Add-in Implementation Checklist

Comply Business Continuity Add-on Implementation Checklist

Every tier plus:

  • Litigation Holds

  • Retention ControlsBusiness Continuity