Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

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

4

Configure External Systems

Obtain applicable information

Administration > External System Configuration

Configure External Systems

 

5

Set Up

6

Metadata

Metadata Mapping

Administration > Metadata

Metadata

 

7

Create 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

9

Default Folder Metadata

Set up metadata to be applied to every folder

Administration > External System Configuration

10

Default Group Rules

Set up rules

Administration > External System Configuration

11

Default Document Metadata

Set up metadata to be applied to every document

Administration > External System Configuration

12

Workspace Edit Name Rule

Set up rules

Administration > External System Configuration

13

Template

Create folder structures

Administration > Template Editor

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

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

Configure Matter Headings

Administration > Layout > Headers

Go to Headers section: Layout

20

Job Notifications

Configure Job Notification

Jobs

Notification: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33652917/Jobs#Notification
Email Template: Email Templates

21

Data Sync

Configure Data Sync

Administration > Data Sync

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

22

Contact iManage/NetDocuments to alert them to the data sync

N/A

N/A

23

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

24

Run initial Data Sync

Administration > Data Sync

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

25

Document & Workspace tabs (Service Desk)

Document Search Form/s

Administration > Layout > Forms

26

Workspace Search Form/s

Administration > Layout > Forms

27

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

28

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

N/A

N/A

29

Analytics

Write MySQL Analytics Queries

Analytics

Configure Analytics

30

Content Mover

Configure Content Mover

Administration > Content Mover

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456944/Content+Mover+ETL#Configuration

31

Configure Default Settings

Administration > Content Mover

32

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: Actions

33

Configure Retention controls

Control Center

Control Center Overview: Controls Center
Retention Policies: Retention

34

Configure Security controls

Control Center

Control Center Overview: Controls Center
Security Policies: Security Control

35

Configure Legal Hold controls

Control Center

Control Center Overview: Controls Center
Legal Hold Policies: Legal Hold

36

Dynamic Groups

No action needed - already configured in CAM

37

Source System

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

Administration > Source Systems Configuration

Source System Configuration

38

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

Data Uploader

Configure Data Uploader

39

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

N/A

Data Uploader Sample Scripts

40

Configure Active Directory

Data Uploader

41

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

42

Dashboards

Configure the dashboards module to the firm’s use cases

Dashboards

43

PowerDesktop

Setup PowerDesktop

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

44

Single Sign On

Configure Single Sign On

N/A

Configure CAM SSO (ADFS)

45

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

46

UAT

N/A

N/A

N/A

47

Go Live

N/A

N/A

N/A

  • No labels

Let's Connect📌

☎ +1 630.598.1100
☎ ‪+44 20 3880 1550‬
📧 support@litera.com
💻 https://www.litera.com/support/

📝 Support is available:
4 am - 8 pm US Eastern
(9 am - 1 am GMT/BST
7 pm - 11 am AET) on normal business days (excluding holidays)

© 2024 Litera