🎯Partner Resources

The Partner Program was created for VARs, Cloud Consultants, SI’s & MSPs to support their client’s business while producing value, additional revenue opportunities, and increasing adoption of data governance. Our program offers our partners flexibility in driving solutions to meet today’s ever-changing business needs. We are committed to providing our partners with a framework that allows them to successfully expand their business with new solutions to tap into new market opportunities. Litera understands that successful partnerships require a significant investment from both parties, and we will work with you and your team every step of the way to ensure our mutual success.

Partner Portal

  • Current partners, please login to the Litera Customer Center, go to the Partners tab, and click the button Access Litera Partner Portal. Any new partners who don’t have a Litera Customer Center login should reach to your support team or to the partner team.

Implementation Steps

When discussing the scope of a CAM implementation with a client, there are several key considerations, including database connections, template requirements, metadata requirements, provisioning scope, workspace linking, data migration, and project timeline.

  1. Begin with the Partner Onboarding document in the Partner Portal. This will give you the steps necessary to begin as a Partner and what to ask for as far as your clients.

    1. Discuss and review the project scope with the client.

    2. Ensure hardware and service account prerequisites are met.

    3. Log into CAM and configure administrative role permissions.

    4. Connect to the DMS to begin the external system configuration.

    5. Map metadata and configure templates.

    6. Complete the external system configuration.

    7. Setup and configure Data Uploader.

    8. Create and schedule the relevant workspace provisioning scripts and AD Sync(s).

    9. Continue UAT and sign-off.

  2. Utilize the Implementation Checklists: These checklists describe the steps needed to implement each License tier of CAM, and the effort to accomplish those steps. Each step is hyperlinked to the appropriate documentation content.

  3. Ensure the system to be implemented is supported: Supported Systems and Source Systems

  4. Ensure the client's tenant has been set up by Litera DevOps BEFORE beginning and the admin user is set up. If using Data Uploader or Data Sync, Litera highly recommends setting up a service account to run the agent service, instead of using the admin user account.

  5. Review the Known Issues and Limitations pages to know what we currently do not support.

Resources

Quick Reference Guides

Documentation

Videos

Video Name

Description

Video (hit pop out icon to view)

Video Name

Description

Video (hit pop out icon to view)

Milan to CAM Webinar

A partner and customer oriented Milan to CAM webinar that was recorded.

https://partners.litera.com/evideo/b09jja321o2st

Metadata for Partners

Explains the Metadata functionality

 

Content Mover Demo

Shows the Content Mover feature module.

 

Content Mover Use Cases

Explains common use cases of Content Mover.

 

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