Provision Implementation Checklist

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

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

User Creation

3

Set Up Group

Account Management > 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 NetDocuments connections, and add SharePoint information for Teams connections.

Administration > External System Configuration

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/28508215/Configure+External+Systems#Set-up

 

6

Metadata

Metadata Mapping

Administration > Metadata

 

7

Create Metadata

8

Template

Create Folder Structures

Administration > Template Editor

  • Planning & Design

  • Configuration

  • Office 365 Tabs

    • Planner:

    • SharePoint List:

    • Tabs:

      • iManage:

      • NetDocuments:

      • iManage/Trello/Microsoft Stream App:

      • Custom Tabs:

9

Set bespoke folder Metadata (not used in the Default Folder Metadata above)

10

Set folder availability and security

11

Complete External System Configuration

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

Default Document Metadata

Administration > External System Configuration

  • iManage:

  • NetDocuments: TBC - see iManage link above

12

Workspace Name Rules and Format

Administration > External System Configuration

  • iManage Workpace Name Rules & Format:
    NetDocument Workpace Name Rules & Format:
    Office 365 Group Name Rules:

13

Template Rules

Set up rules

Administration > External System Configuration

  • iManage:

  • NetDocuments:

14

Workflows

Create Workflows

  • Ethical wall workflows

  • Provisioning workflows

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

Administration > Request Workflow Configuration

15

Link Workspaces

Connect DMS workspaces to CAM

CSV Job

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

16

Job Notifications

Configure Job Notification

Jobs

Notification:
Email Template:

17

Source System

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

Administration > Source Systems Configuration

18

Data Uploader.

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

Data Uploader

19

Data Uploader

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

Data Uploader

20

Source System

Configure Active Directory

Data Uploader

  • Active Directory Tab:

  • Manage Active Directory:

  • Filter Active Directory Users/Groups:

  • Mapping Active Directory:

21

Source System

Upload SQL Queries to Data Uploader (For On Premise/SQL Based source systems/Active Directory)

Data Uploader

 

22

Single Sign On

Configure Single Sign On

N/A

23

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

24

UAT

N/A

N/A

N/A

25

Go Live

N/A

N/A

N/A

 

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