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• Current partners, please login to the Litera Customer Center, go to the Partners tab, and click the button Access Litera Partner Portal. Any new partners who don’t have a Litera Customer Center login should reach to your support team or to the partner team.

Implementation Steps

When discussing the scope of a CAM implementation with a client, there are several key considerations, including database connections, template requirements, metadata requirements, provisioning scope, workspace linking, data migration, and project timeline.

1. Begin with the Partner Onboarding document in the Partner Portal. This will give you the steps necessary to begin as a Partner and what to ask for as far as your clients.

   1. Discuss and review the project scope with the client.

   2. Ensure hardware and service account prerequisites are met.

   3. Log into CAM and configure administrative role permissions.

   4. Connect to the DMS to begin the external system configuration.

   5. Map metadata and configure templates.

   6. Complete the external system configuration.

   7. Setup and configure Data Uploader.

   8. Create and schedule the relevant workspace provisioning scripts and AD Sync(s).

   9. Continue UAT and sign-off.

2. Utilize the Implementation Checklists: These checklists describe the steps needed to implement each License tier of CAM, and the effort to accomplish those steps. Each step is hyperlinked to the appropriate documentation content.

3. Ensure the system to be implemented is supported: Supported Systems and Source Systems

4. Ensure the client's tenant has been set up by Litera Devops DevOps BEFORE beginning and the admin user is set up. If using Data Uploader or Data Sync, Litera highly recommends setting up a service account to run the agent service, instead of using the admin user account.

5. Review the Known Issues and Limitations pages to know what we currently we do not support.

Resources

Quick Reference Guides

• New Analytics QRG: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/1586593793/New+Reporting+Analytics+2.0#Quick-Reference-Guide

• Data Uploader Troubleshooting guide: Troubleshooting Data Uploader

• Data Uploader QRG

• /wiki/spaces/CI/pages/1429315570

• More are on Confluence and the Litera Customer Center and Partner Portal if you search for “QRG”

Documentation

• Whitelisting and Redirects: Read this page for all redirect URL’s or URL’s to whitelist based on your CAM usage.

• Support Articles: Login to the Litera Customer Center, go to the Support tab, then click on Articles. It is best practice to filter by product CAM, and then use the Advanced Search “With one or more words” filter by your search terms. E.g. if you are looking for Data Uploader, type data uploader.

• Release Notes and Known Issues: Read here for all our latest CAM changes and historical changes.

• Limitations: Contains specific limitations based on other third parties (e.g. Netdocuments, iManage, Microsoft, or AWS)

• Common Errors and their Resolutions or Troubleshooting Guidance

• Permissions of CAM: All permissions and their mapped license tier and function are explained on this page.

• Requirements: 🎯Hardware and Software Requirements

• Sandbox guidelines and Limits: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/25231424/Hardware+and+Software+Requirements#Sandbox-Guidelines-and-Limits

• Single Sign On documentation is located here in one place (as of 7/20/23): Configure CAM SSO

• Security Questions: CAM Security FAQ

• Client Stack documentation: Client Stacks

• Best Practices

• Other requirements

Videos