Move Implementation Checklist
- Vinay D Bhagat (Unlicensed)
- René Ponce Carrillo (Deactivated)
- Eric Schullek (Unlicensed)
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 | 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 |
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| 7 | Create Metadata | |||
| 8 | Template | Create folder structures | Administration > Template Editor |
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| 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 | ||
| 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 |
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| 13 | Default Group Rules | Administration > External System Configuration |
| |
| 14 | Default Document Metadata | Administration > External System Configuration |
| |
| 15 | Workspace Edit Name Rule | Administration > External System Configuration |
| |
| 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: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456754 |
| 19 | Configure Matter Headings | Administration > Layout > Headers | Go to Headers section: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456754 | |
| 20 | Job Notifications | Configure Job Notification | Jobs | Notification: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33652917/Jobs#Notification |
| 21 | Data Sync | Configure Data Sync | Administration > Data Sync | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+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 | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+Data+Sync | |
| 25 | Document & Workspace tabs (Service Desk) | Document Search Form/s | Administration > Layout > Forms |
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| 26 | Workspace Search Form/s | Administration > Layout > Forms |
| |
| 27 | Content Mover | Configure Content Mover | Administration > Content Mover | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456944/Content+Mover+ETL#Configuration |
| 28 | Configure Default Settings | Administration > Content Mover | ||
| 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 | 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 |
| |
| 35 | 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 | |
| 36 | Single Sign On | Configure Single Sign On | N/A | |
| 37 | Litera Configuration | Email your Litera Customer Success Manager detailing:
| 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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