A Design Document should be created with the client for every implementation. Details to allow you to perform each implementation step should be documented. We strongly recommend that you engage and consult with your Litera in regard to the Design to ensure that the implementation is correct and completeimplementation representative to follow up on each step.
Checklist (in recommended implementation order) | CAM Area | Documentation Link | ||
|---|---|---|---|---|
| 1 | ||||
Set up AWS Client Stack
Configure AWS at the Client
N/A
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 |
| 3 | Set Up Group | Account Management > Groups | ||
| 4 | Set Up Roles | Account Management > Roles |
| |
| 5 | Configure External Systems | Obtain applicable information | Administration > External System Configuration | |
| 6 | Set Up | |||
| 7 | Metadata | Metadata Mapping | Administration > Metadata |
|
| 8 | Create Metadata | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/381583422/Metadata#Manage-Metadata | ||
| 9 |
Security
Setup security controls and walls
Control Center
Workspace Name Rules & Format | Set up rules | Administration > External System Configuration |
| |
| 10 | Default Folder Metadata | Set up metadata to be applied to every folder | Administration > External System Configuration |
|
| 11 | Default Group Rules | Set up rules | Administration > External System Configuration |
|
| 12 | Default Document Metadata | Set up metadata to be applied to every document | Administration > External System Configuration |
|
| 13 | Workspace Edit Name Rule | Set up rules | Administration > External System Configuration |
|
| 14 | Template | Create folder structures | Administration > Template Editor |
|
| 15 | Set bespoke folder Metadata (not used in the Default Folder Metadata above) | |||
| 16 | Set folder availability and security | |||
| 17 | Template Rules | Set up rules | Administration > External System Configuration | |
| 18 | Workflows | Create Workflows | Administration > Request Workflow Configuration | |
| 19 | Link Workspaces | Connect DMS workspaces to CAM | CSV Job | Utilize the CSV parameters here to link workspaces. This will create a job. |
| 20 | Directory | Configure Directory Columns | Administration > Layout > Grid | Go to Grids section: Layout |
| 21 | Configure Matter Headings | Administration > Layout > Headers | Go to Headers section: Layout | |
| 22 | Job Notifications | Configure Job Notification | Jobs | Notification: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33652917/Jobs#Notification |
| 23 | Project Team | Project team security | Directory-> Security->Project Team |
| 24 | Data Sync | Configure Data Sync | Administration > Data Sync | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+Data+Sync |
| 25 | Contact iManage/NetDocuments to alert them to the data sync | N/A |
| 26 | Contact your Litera Customer Success Manager for Litera to enable the initial sync. Please include details of your iManage/NetDocuments Support contact to allow us to liaise with the DMS provider if required. | N/A | N/A |
| 27 | Run initial Data Sync | Administration > Data Sync | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+Data+Sync |
| 28 | Document and Workspace Tabs | Document Search Form/s | Administration > Layout > Forms |
|
| 29 | Workspace Search Form/s | Administration > Layout > Forms |
|
| 30 | Configure Directory Columns | Administration > Layout > Grid | Go to Grids section: Layout |
| 31 | Configure Matter Headings | Administration > Layout > Headers | Go to Headers section: Layout |
Business Continuity
Email your Litera Customer Success Manager requesting that Business Continuity is set up, the user names, email addresses and mobile numbers
N/A
| 32 | Content Mover | Configure Content Mover | Administration > Content Mover | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456944/Content+Mover+ETL#Configuration |
| 33 | Configure Default Settings | Administration > Content Mover | ||
| 34 | Analytics | Write MySQL Analytics Queries | Analytics | |
| 35 | Dynamic Groups | No action needed - already configured in CAM | ||
| 36 | Source System | Configure Source System | Administration > Source Systems Configuration | |
| 37 | Configure Data Uploader (For On Premise/SQL Based source systems) | Data Uploader | ||
| 38 | Write SQL Queries (For On Premise/SQL Based source systems) | N/A | ||
| 39 | Configure Active Directory | Data Uploader |
| |
| 40 | 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 | |
| 41 | Single Sign On | Configure Single Sign On | N/A | |
| 42 | Litera Configuration | Email your Litera Customer Success Manager detailing:
| N/A | |
| 43 | Dashboards | Configure the dashboards module to the firm’s use cases | ||
| 44 | PowerDesktop | Setup PowerDesktop | ||
| 45 | UAT | N/A | N/A | N/A |
| 46 | Go Live | N/A | N/A | N/A |