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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.

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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