CAM Implementations
This section provides checklists with documentation links to implement CAM based on the purchased license.
Tier Diagram
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Notes
If you are implementing CAM for multiple external DMS systems, we recommend starting with Workspace provisioning implementation before moving on with Teams or other Office365 implementations.
Best Practice: For iManage or NetDocuments-only implementations, Request Workflow training and setup are not needed typically. Usually Teams integrations will integrate with Request Workflow.
Provisioning Implementation Checklist
Provision Implementation Checklist
User set up
External Systems and Rules
Metadata
Templates
Workflows
Source System (including Data Uploader)
Single Sign-on
Teams set up
Manage Implementation Checklist
Manage Implementation Checklist
Provision features, plus:
PowerDesktop 1 license
Service Desk (Document & Workspace Tabs)
Move Implementation Checklist
Provision and Manage features, plus:
PowerDesktop 5 licenses
Move Document and Folder within a DMS
Move Workspace between DMS’s
Content Mover
Analyze Implementation Checklist
Analyze Implementation Checklist
Provision, Manage and Move features, plus:
Metadata Sync
Analytics
Dashboards
Add-ons
Project Teams Add-in Implementation Checklist
Protect Add-on Implementation Checklist
Every tier plus:
Access Management (Project Teams and Advanced Security)
Business Continuity
Business Continuity Add-in Implementation Checklist
Comply Add-on Implementation Checklist
Every tier plus:
Business Continuity