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Checklist (in recommended implementation order)

CAM Area

Documentation Link

1

Initial Tenant Setup

Litera Devops 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

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/26411024/Create+CAM+User+Accounts#Account-Creation-Steps

2

CAM Portal Users

Set Up Users

Account Management > Users

Create CAM User Accounts

3

Set Up Group

Account Management > Groups

Groups

4

Set Up Roles

Account Management > Roles

5

Configure External Systems

Obtain applicable information

Administration > External System Configuration

Configure External Systems

6

Set Up

7

Metadata

Metadata Mapping

Administration > Metadata

Metadata

 

8

Create Metadata

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/381583422/Metadata#Manage-Metadata

9

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)

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33980432/Template+Editor#Adding-Items-to-Document-Folders.1

16

Set folder availability and security

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33980432/Template+Editor#Configuring-Template%2FFolder-Availability

17

Template Rules

Set up rules

Administration > External System Configuration

18

Workflows

Create Workflows

Administration > Request Workflow Configuration

Configuring Request Workflow

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
Email Template: Email Templates

23

Project Team

Project team security

Directory-> Security->Project Team

Project Team and Security

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

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

Configure Analytics

35

Dynamic Groups

No action needed - already configured in CAM

36

Source System

Configure Source System
(For a Cloud Based or web-service/REST API source system)

Administration > Source Systems Configuration

Source System Integration

37

Configure Data Uploader (For On Premise/SQL Based source systems)

Data Uploader

Configure Data Uploader

38

Write SQL Queries (For On Premise/SQL Based source systems)

N/A

Data Uploader Sample Scripts

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

Configure CAM SSO

42

Litera Configuration

Email your Litera Customer Success Manager detailing:

  • The Client Name

  • The CAM URL/s you wish to apply SSO to

  • The SSO provider

N/A

43

Dashboards

Configure the dashboards module to the firm’s use cases

Dashboards

44

PowerDesktop

Setup PowerDesktop

https://pdocs.atlassian.net/wiki/spaces/PD

45

UAT

N/A

N/A

N/A

46

Go Live

N/A

N/A

N/A

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