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Checklist (in recommended implementation order)

CAM Area

Documentation Link

1

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

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 Admin Tab

 

8

Create Metadata

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/381583422/Metadata#ManageMetadata+Admin+Tab#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

Data Sync

Configure Data Sync

Administration > Data Sync

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+Data+Sync

24

Contact iManage/NetDocuments to alert them to the data sync

N/A

N/A

25

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

26

Run initial Data Sync

Administration > Data Sync

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+Data+Sync

27

Document & Workspace tabs (Service Desk)

Document Search Form/s

Administration > Layout > Forms

28

Workspace Search Form/s

Administration > Layout > Forms

29

Business Continuity (if the Client wishes to use CAM Business Continuity)

Email your Customer Success Manager requesting that Business Continuity is set up, the user names, email addresses and mobile numbers

N/A

Business Continuity

30

Spot Check of synced documents (recommend 5 - 10 documents)

N/A

N/A

31

Analytics

Write MySQL Analytics Queries

Analytics

Configure Analytics

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

Control Center
(We strongly recommend you consult Litera to ensure what the client requires is supported by Control Center)

Configure Action controls

Control Center

Control Center Overview: Controls Center
Action Policies: /wiki/spaces/CCAM/pages/33981080

35

Configure Retention controls

Control Center

Control Center Overview: Controls Center
Retention Policies: /wiki/spaces/CCAM/pages/33981106

36

Configure Security controls

Control Center

Control Center Overview: Controls Center
Security Policies: /wiki/spaces/CCAM/pages/33981133

37

Configure Legal Hold controls

Control Center

Control Center Overview: Controls Center
Legal Hold Policies: /wiki/spaces/CCAM/pages/38305833

38

Dynamic Groups

No action needed - already configured in CAM

39

Source System

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

Administration > Source Systems Configuration

Source System Configuration

40

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

Data Uploader

Configure Data Uploader

41

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

N/A

Data Uploader Sample Scripts

42

Configure Active Directory

Data Uploader

43

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

44

Dashboards

Configure the dashboards module to the firm’s use cases

Dashboards

45

PowerDesktop

Setup PowerDesktop

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

46

Single Sign On

Configure Single Sign On

N/A

Configure CAM SSO (ADFS)

47

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

48

UAT

N/A

N/A

N/A

49

Go Live

N/A

N/A

N/A