Move 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

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/26411024

3

Set Up Group

Account Management > Groups

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/32604325

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

Configure External Systems | Set up

 iManage | iManage Configuration

NetDocuments | Configuring NetDocuments Server to CAM

M365 with CAM configuration | Connecting M365 with the CAM Platform

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

Set up rules

Administration > External System Configuration

  • iManage:

  • NetDocuments:

12

Finish External System Configuration

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

Workspace Name Rules & Format

Administration > External System Configuration

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

13

Default Group Rules

Administration > External System Configuration

  • iManage:

  • NetDocuments: TBC - see iManage link above

14

Default Document Metadata

Administration > External System Configuration

  • iManage:

  • NetDocuments: TBC - see iManage link above

15

Workspace Edit Name Rule

Administration > External System Configuration

  • iManage:

  • NetDocuments: TBC

16

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

17

Link Workspaces

Connect DMS workspaces to CAM

CSV Job

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

18

Directory

Configure Directory Columns

Administration > Layout > Grid

Go to Grids section:

19

Configure Matter Headings

Administration > Layout > Headers

Go to Headers section:

20

Job Notifications

Configure Job Notification

Jobs

Notification:
Email Template:

21

Data Sync

Configure Data Sync

Administration > Data Sync

22

Contact iManage/NetDocuments to alert them to the data sync

N/A

N/A

23

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

24

Run initial Data Sync

Administration > Data Sync

25

Document & Workspace tabs (Service Desk)

Document Search Form/s

Administration > Layout > Forms

  • Configure Form:
    About Documents (Service Desk):

26

Workspace Search Form/s

Administration > Layout > Forms

  • Configure Form:

  • About Documents (Service Desk):

27

Content Mover

Configure Content Mover

Administration > Content Mover

28

Configure Default Settings

Administration > Content Mover

  • Default Settings:

  • Advanced Mapping:

29

Business Continuity (if the Client wishes to use CAM Business Continuity)

Email your Customer Success Manager requesting that Business Continuity is set up, the user names, email addresses and mobile numbers

N/A

30

Spot Check of synced documents (recommend 5 - 10 documents)

N/A

N/A

31

Source System

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

Administration > Source Systems Configuration

32

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

Data Uploader

33

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

N/A

34

Configure Active Directory

Data Uploader

  • Active Directory Tab:

  • Manage Active Directory:

  • Filter Active Directory Users/Groups:

  • Mapping Active Directory:

35

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

Data Uploader

 

36

Single Sign On

Configure Single Sign On

N/A

37

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

38

PowerDesktop

Setup PowerDesktop

 

39

UAT

N/A

N/A

N/A

40

Go Live

N/A

N/A

N/A

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