...
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 | |
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 | 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 | |
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 |
...