Manage Implementation Checklist

We strongly recommend that you engage with your Litera implementation representative to follow up on each step.

	Checklist (in recommended implementation order)		CAM Area	Documentation Link
1	CAM Portal Users	Set Up Users	Account Management > Users	Create CAM Account
2		Set Up Group	Account Management > Groups	Groups
3		Set Up Roles	Account Management > Roles	Set Up: Roles Permissions List: Required Permissions
4	Configure External Systems	Obtain applicable information	Administration > External System Configuration	Configure External Systems
5	Configure External Systems	Set Up	Administration > External System Configuration	Configure External Systems
6	Metadata	Metadata Mapping	Administration > Metadata	Metadata
7	Metadata	Create Metadata	Administration > Metadata	https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/381583422/Metadata#Manage-Metadata
8	Workspace Name Rules & Format	Set up rules	Administration > External System Configuration	iManage Workpace Name Rules & Format: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Workspace-Name-Rules-and-Format NetDocument Workpace Name Rules & Format: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491269/NetDocuments#Workspace-Name-Rules-and-Format Office 365 Group Name Rules: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/30244896/M365+with+CAM+configuration#Group-Name-Rules
9	Default Folder Metadata	Set up metadata to be applied to every folder	Administration > External System Configuration	iManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Folder-Metadata NetDocuments: NetDocuments
10	Default Group Rules	Set up rules	Administration > External System Configuration	iManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Group-Rule NetDocuments: TBC - see iManage link above
11	Default Document Metadata	Set up metadata to be applied to every document	Administration > External System Configuration	iManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Document-Metadata NetDocuments: TBC - see iManage link above
12	Workspace Edit Name Rule	Set up rules	Administration > External System Configuration	iManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Workspace-Edit-Name-Rule NetDocuments: TBC
13	Template	Create folder structures	Administration > Template Editor	Planning & Design Configuring Standard Template Structure Template Workflow Configuration Template Editor Office 365 Tabs Planner: Planner SharePoint List: SharePoint List Tabs: Tab iManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859/Tab#Sample-Config-JSON---iManage NetDocuments: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859/Tab#Sample-Config-JSON---NetDocument HighQ: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859/Tab#Sample-Config-JSON---HighQ iManage/Trello/Microsoft Stream App: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859/Tab#JSON-Samples Custom Tabs: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859/Tab#Configuring-Custom-apps-in-Tab
14		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
15		Set folder availability and security		https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33980432/Template+Editor#Configuring-Template%2FFolder-Availability
16	Template Rules	Set up rules	Administration > External System Configuration	iManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Template-Rules NetDocuments: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491269/NetDocuments#Template-Rules
17	Workflows	Create Workflows	Administration > Request Workflow Configuration	Configuring Request Workflow
18	Directory	Configure Directory Columns	Administration > Layout > Grid	Go to Grids section: Layout
19	Directory	Configure Matter Headings	Administration > Layout > Headers	Go to Headers section: Layout
20	Service Desk	Configure Directory Service desk additions	Directory tab	Directory
21		Configure Approvals	Approvals tab	Approvals
22		Configure Data Uploader	Administration-> Data Uploader	Data Uploader Configuration
23	Teams App	Download Team App	Administration > Downloads	Downloading and Installing CAM Teams app
24	Source System	Configure Source System (For a Cloud Based or web-service/REST API source system)	Administration > Source Systems Configuration	Source System Configuration
25		Configure Data Uploader (For On Premise/SQL Based source systems)	Data Uploader	Configure Data Uploader
26		Write SQL Queries (For On Premise/SQL Based source systems)	N/A	Data Uploader Sample Scripts
27		Configure Active Directory	Data Uploader	Active Directory Tab: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#Active-Directory-tab Manage Active Directory: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#Manage-Active-Directory-Users%2FGroups-Sync Filter Active Directory Users/Groups: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#Filtering-Active-Directory-Users%2FGroups-using-Configurations Mapping Active Directory: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#Mapping-Active-Directory-(AD)-properties-to-CSV-property-or-External-Property
28		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
29	Single Sign On	Configure Single Sign On	N/A	Configure CAM SSO (ADFS)
30	Single Sign On	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
31	PowerDesktop	Setup PowerDesktop		https://pdocs.atlassian.net/wiki/spaces/PD
32	UAT	N/A	N/A	N/A
33	Go Live	N/A	N/A	N/A