Provision Implementation Checklist

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

Create CAM User Accounts | Account Creation Steps

CAM Portal Users

Set Up Users

Account Management > Users

User Creation

Set Up Group

Account Management > Groups

Group Creation

Set Up Roles

Account Management > Roles

• Set Up: Roles

• Permissions List: Required Permissions

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 NetDocuments 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

Metadata

Metadata Mapping

Administration > Metadata

Metadata | Metadata Mapping

Create Metadata

Metadata | Create Metadata

Template

Create Folder Structures

Administration > Template Editor

• Planning & Design

  • Configuring Standard Template Structure

  • Template Workflow

• Configuration

  • Template Editor | Configure Template Editor

• Office 365 Tabs

  • Planner: Planner | Configuring a Planner with Bucket and Tasks

  • SharePoint List: SharePoint List | Create a new SharePoint list

  • Tabs: Tab | Configuring Tab using Template Editor

    • iManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859/Tab#Sample-Config-JSON---iManage

    • NetDocuments: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859/Tab#Sample-Config-JSON---NetDocument

    • iManage/Trello/Microsoft Stream App: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859/Tab#JSON-Samples

    • Custom Tabs: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859/Tab#Configuring-Custom-apps-in-Tab

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

Set folder availability and security

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

Complete External System Configuration

Default Document Metadata

Administration > External System Configuration

• iManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Document-Metadata

• NetDocuments: TBC - see iManage link above

Workspace Name Rules and Format

Administration > External System Configuration

• iManage Workpace Name Rules & Format: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Workspace-Name-Rules-and-Format
  NetDocument Workpace Name Rules & Format: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491269/NetDocuments#Workspace-Name-Rules-and-Format
  Office 365 Group Name Rules: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/30244896/M365+with+CAM+configuration#Group-Name-Rules

Template Rules

Set up rules

Administration > External System Configuration

• iManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Template-Rules

• NetDocuments: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491269/NetDocuments#Template-Rules

Workflows

Create Workflows

• Ethical wall workflows

• Provisioning workflows

Administration > Request Workflow Configuration

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/32604197/Configuring+Request+Workflow#Configuring-Request-Workflow

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/843481091

Link Workspaces

Connect DMS workspaces to CAM

CSV Job

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

Job Notifications

Configure Job Notification

Jobs

Notification: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33652917/Jobs#Notification
Email Template: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33653159

Source System

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

Administration > Source Systems Configuration

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/28409975

Data Uploader.

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

Data Uploader

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864

Data Uploader

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

Data Uploader

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325774

Source System

Configure Active Directory

Data Uploader

• Active Directory Tab: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#Active-Directory-tab

• Manage Active Directory: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#Manage-Active-Directory-Users%2FGroups-Sync

• Filter Active Directory Users/Groups: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#Filtering-Active-Directory-Users%2FGroups-using-Configurations

• Mapping Active Directory: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#Mapping-Active-Directory-(AD)-properties-to-CSV-property-or-External-Property

Source System

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

Single Sign On

Configure Single Sign On

N/A

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/25067592

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

UAT

N/A

N/A

N/A

Go Live

N/A

N/A

N/A