Move 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

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/26411024/Create+CAM+User+Accounts#Account-Creation-Steps

CAM Portal Users

Set Up Users

Account Management > Users

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

Set Up Group

Account Management > Groups

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

Set Up Roles

Account Management > Roles

• Set Up:

• Permissions List:

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

Create Metadata

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:

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

Set folder availability and security

Set up rules

Administration > External System Configuration

• iManage:

• NetDocuments:

Finish External System Configuration

Workspace Name Rules & Format

Administration > External System Configuration

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

Default Group Rules

Administration > External System Configuration

• iManage:

• NetDocuments: TBC - see iManage link above

Default Document Metadata

Administration > External System Configuration

• iManage:

• NetDocuments: TBC - see iManage link above

Workspace Edit Name Rule

Administration > External System Configuration

• iManage:

• NetDocuments: TBC

Workflows

Create Workflows

Administration > Request Workflow Configuration

Link Workspaces

Connect DMS workspaces to CAM

CSV Job

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

Directory

Configure Directory Columns

Administration > Layout > Grid

Go to Grids section:

Configure Matter Headings

Administration > Layout > Headers

Go to Headers section:

Job Notifications

Configure Job Notification

Jobs

Notification:
Email Template:

Data Sync

Configure Data Sync

Administration > Data Sync

Contact iManage/NetDocuments to alert them to the data sync

N/A

N/A

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

Run initial Data Sync

Administration > Data Sync

Document & Workspace tabs (Service Desk)

Document Search Form/s

Administration > Layout > Forms

• Configure Form:
  About Documents (Service Desk):

Workspace Search Form/s

Administration > Layout > Forms

• Configure Form:

• About Documents (Service Desk):

Content Mover

Configure Content Mover

Administration > Content Mover

Configure Default Settings

Administration > Content Mover

• Default Settings:

• Advanced Mapping:

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

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

N/A

N/A

Source System

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

Administration > Source Systems Configuration

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

Data Uploader

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

N/A

Configure Active Directory

Data Uploader

• Active Directory Tab:

• Manage Active Directory:

• Filter Active Directory Users/Groups:

• Mapping Active Directory:

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

Data Uploader

Single Sign On

Configure Single Sign On

N/A

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

PowerDesktop

Setup PowerDesktop

UAT

N/A

N/A

N/A

Go Live

N/A

N/A

N/A