Project Teams Add-on Implementation Checklist
- Eric Schullek
- Vinay D Bhagat (Unlicensed)
- Eric Schullek (Unlicensed)
- René Ponce Carrillo (Deactivated)
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 | |
| 2 | CAM Portal Users | Set Up Users | Account Management > Users | |
| 3 | Set Up Group | Account Management > Groups | ||
| 4 | Set Up Roles | Account Management > Roles |
| |
| 5 | Configure External Systems | Obtain applicable information | Administration > External System Configuration | |
| 6 | Set Up | |||
| 7 | Metadata | Metadata Mapping | Administration > Metadata |
|
| 8 | Create Metadata | |||
| 9 | Workspace Name Rules & Format | Set up rules | Administration > External System Configuration |
|
| 10 | Default Folder Metadata | Set up metadata to be applied to every folder | Administration > External System Configuration |
|
| 11 | Default Group Rules | Set up rules | Administration > External System Configuration |
|
| 12 | Default Document Metadata | Set up metadata to be applied to every document | Administration > External System Configuration |
|
| 13 | Workspace Edit Name Rule | Set up rules | Administration > External System Configuration |
|
| 14 | Template | Create folder structures | Administration > Template Editor |
|
| 15 | Set bespoke folder Metadata (not used in the Default Folder Metadata above) | |||
| 16 | Set folder availability and security | |||
| 17 | Template Rules | Set up rules | Administration > External System Configuration | |
| 18 | Workflows | Create Workflows | Administration > Request Workflow Configuration | |
| 19 | Link Workspaces | Connect DMS workspaces to CAM | CSV Job | Utilize the CSV parameters here to link workspaces. This will create a job. |
| 20 | Directory | Configure Directory Columns | Administration > Layout > Grid | Go to Grids section: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456754 |
| 21 | Configure Matter Headings | Administration > Layout > Headers | Go to Headers section: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456754 | |
| 22 | Job Notifications | Configure Job Notification | Jobs | Notification: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33652917/Jobs#Notification |
| 23 | Project Team | Project team security | Directory-> Security->Project Team | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/1241219079 |
| 24 | Data Sync | Configure Data Sync | Administration > Data Sync | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+Data+Sync |
| 25 | Contact iManage/NetDocuments to alert them to the data sync | N/A |
| |
| 26 | 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 | |
| 27 | Run initial Data Sync | Administration > Data Sync | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+Data+Sync | |
| 28 | Document and Workspace Tabs | Document Search Form/s | Administration > Layout > Forms |
|
| 29 | Workspace Search Form/s | Administration > Layout > Forms |
| |
| 30 | Configure Directory Columns | Administration > Layout > Grid | Go to Grids section: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456754 | |
| 31 | Configure Matter Headings | Administration > Layout > Headers | Go to Headers section: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456754 | |
| 32 | Content Mover | Configure Content Mover | Administration > Content Mover | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456944/Content+Mover+ETL#Configuration |
| 33 | Configure Default Settings | Administration > Content Mover | ||
| 34 | Analytics | Write MySQL Analytics Queries | Analytics | |
| 35 | Dynamic Groups | No action needed - already configured in CAM | ||
| 36 | Source System | Configure Source System | Administration > Source Systems Configuration | |
| 37 | Configure Data Uploader (For On Premise/SQL Based source systems) | Data Uploader | ||
| 38 | Write SQL Queries (For On Premise/SQL Based source systems) | N/A | ||
| 39 | Configure Active Directory | Data Uploader |
| |
| 40 | 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 | |
| 41 | Single Sign On | Configure Single Sign On | N/A | |
| 42 | Litera Configuration | Email your Litera Customer Success Manager detailing:
| N/A | |
| 43 | Dashboards | Configure the dashboards module to the firm’s use cases |
| https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/1228636165 |
| 44 | PowerDesktop | Setup PowerDesktop |
| |
| 45 | UAT | N/A | N/A | N/A |
| 46 | Go Live | N/A | N/A | N/A |
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