Provision Implementation Checklist
- Vinay D Bhagat (Unlicensed)
- Eric Schullek (Unlicensed)
- Nancy Shanahan (Deactivated)
- 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 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 https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219#iManage-Configuration |
| 6 | Metadata | Metadata Mapping | Administration > Metadata | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/381583422#Metadata-Mapping
|
| 7 | Create Metadata | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/381583422/Metadata#Create-Metadata | ||
| 8 | Template | Create Folder Structures | Administration > Template Editor |
|
| 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 |
|
| 12 | Workspace Name Rules and Format | Administration > External System Configuration |
| |
| 13 | Template Rules | Set up rules | Administration > External System Configuration | |
| 14 | 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 | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/843481091 |
| 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: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33652917/Jobs#Notification |
| 17 | Source System | Configure 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 |
|
| 21 | 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 |
| 22 | Single Sign On | Configure Single Sign On | N/A | |
| 23 | Litera Configuration | Email your Litera Customer Success Manager detailing:
| N/A | |
| 24 | UAT | N/A | N/A | N/A |
| 25 | Go Live | N/A | N/A | N/A |
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