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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

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

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/26411024/Create+CAM+User+Accounts#Account-Creation-Steps

3

Set Up Group

Account Management > Groups

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/32604325/Groups#Group-Creation

4

Set Up Roles

Account Management > Roles

5

Configure Connections to the External System

External System Configuration is a multiple step process that begins with a connection to the external system. 

For example, add the server details for iManage and NetDocs connections, and add SharePoint information for Teams connections.

Administration > External System Configuration

Configure External Systems | Set up

 iManage | iManage Configuration

NetDocuments | Configuring NetDocuments Server to CAM

M365 with CAM configuration | Connecting M365 with the CAM Platform

6

Metadata

Metadata Mapping

Administration > Metadata

Metadata Admin Tab

 

7

Create Metadata

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

8

Template

Create folder structures

Administration > Template Editor

9

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

10

Set folder availability and security

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33980432/Template+Editor#Configuring-Template%2FFolder-Availability

11

Set up rules

Administration > External System Configuration

12

Complete External System Configuration

Best Practice is to have at least one Workspace Name Rule and One Template Rule setup.

Workspace Name Rules & Format

Administration > External System Configuration

13

Default Folder Metadata

Administration > External System Configuration

14

Default Group Rules

Administration > External System Configuration

15

Default Document Metadata

Administration > External System Configuration

16

Workspace Edit Name Rule

Administration > External System Configuration

17

Workflows

Create Workflows

Skip this if you are doing an iManage or NetDocuments implementation. The majority of these implementations will not use.

Administration > Request Workflow Configuration

Configuring Request Workflow

18

Link Workspaces

Connect DMS workspaces to CAM

CSV Job

Utilize the CSV parameters here to link workspaces. This will create a job.

19

Directory

Configure Directory Columns

Administration > Layout > Grid

Go to Grids section: Layout

20

Configure Matter Headings

Administration > Layout > Headers

Go to Headers section: Layout

21

Service Desk

Configure Directory Service desk additions

Directory tab

Directory

22

Configure Approvals

Approvals tab

Approvals

23

Configure Data Uploader

Administration-> Data Uploader

Data Uploader Configuration

24

Teams App

Download Team App

Administration > Downloads

Working with the CAM Teams app

25

Source System

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

Administration > Source Systems Configuration

Source System Configuration

26

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

Data Uploader

Configure Data Uploader

27

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

N/A

Data Uploader Sample Scripts

28

Configure Active Directory

Data Uploader

29

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

30

Single Sign On

Configure Single Sign On

N/A

Configure CAM SSO

31

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

32

PowerDesktop

Setup PowerDesktop

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

33

UAT

N/A

N/A

N/A

34

Go Live

N/A

N/A

N/A

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