Business Continuity Add-on 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

Create CAM User Accounts | Account Creation Steps

Set up AWS Client Stack

Configure AWS at the Client

N/A

AWS Client Stack Deployment

CAM Portal Users

Set Up Users

Account Management > Users

Create CAM User Accounts

Set Up Group

Account Management > Groups

Groups

Set Up Roles

Account Management > Roles

• Set Up: Roles

• Permissions List: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/32440595

Configure External Systems

Obtain applicable information

Administration > External System Configuration

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/28508215

Set Up

Content Mover - Set up Client Stack

For clients using AWS

N/A

For clients using Azure

N/A

Metadata

Metadata Mapping

Administration > Metadata

Metadata | Metadata Mapping

Create Metadata

Metadata | Manage Metadata

Workspace Name Rules & Format

Set up rules

Administration > External System Configuration

• iManage Workpace Name Rules & Format: iManage | Workspace Name Rules and Format
  NetDocument Workpace Name Rules & Format: NetDocuments | Workspace Name Rules and Format
  Office 365 Group Name Rules: M365 with CAM configuration | Group Name Rules

Default Folder Metadata

Set up metadata to be applied to every folder

Administration > External System Configuration

• iManage: iManage | Folder Metadata

• NetDocuments: NetDocuments

Default Group Rules

Set up rules

Administration > External System Configuration

• iManage: iManage | Group Rule

• NetDocuments: TBC - see iManage link above

Default Document Metadata

Set up metadata to be applied to every document

Administration > External System Configuration

• iManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Document-Metadata

• NetDocuments: TBC - see iManage link above

Workspace Edit Name Rule

Set up rules

Administration > External System Configuration

• iManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Workspace-Edit-Name-Rule

• NetDocuments: TBC

Template

Create folder structures

Administration > Template Editor

• Planning & Design

  • https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456652

  • https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325462

• Configuration

  • https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33980432

• Office 365 Tabs

  • Planner: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/112820273

  • SharePoint List: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/271155285

  • Tabs: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859

    • iManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859/Tab#Sample-Config-JSON---iManage

    • NetDocuments: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859/Tab#Sample-Config-JSON---NetDocument

    • iManage/Trello/Microsoft Stream App: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859/Tab#JSON-Samples

    • Custom Tabs: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/297336859/Tab#Configuring-Custom-apps-in-Tab

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

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33980432/Template+Editor#Adding-Items-to-Document-Folders.1

Set folder availability and security

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33980432/Template+Editor#Configuring-Template%2FFolder-Availability

Template Rules

Set up rules

Administration > External System Configuration

• iManage: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491219/iManage#Template-Rules

• NetDocuments: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/29491269/NetDocuments#Template-Rules

Workflows

Create Workflows

Administration > Request Workflow Configuration

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/32604197

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: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456754

Configure Matter Headings

Administration > Layout > Headers

Go to Headers section: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456754

Job Notifications

Configure Job Notification

Jobs

Notification: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33652917/Jobs#Notification
Email Template: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33653159

Data Sync

Configure Data Sync

Administration > Data Sync

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+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

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+Data+Sync

Document & Workspace tabs (Service Desk)

Document Search Form/s

Administration > Layout > Forms

• Configure Form: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456754/Layout#Forms
  About Documents (Service Desk): https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/300122133

Workspace Search Form/s

Administration > Layout > Forms

• Configure Form: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456754/Layout#Forms

• About Documents (Service Desk): https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/296255489

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

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/38305855

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

N/A

N/A

Analytics

Write MySQL Analytics Queries

Analytics

https://pdocs.atlassian.net/wiki/pages/createpage.action?spaceKey=CCAM&title=Configure%20Analytics&linkCreation=true&fromPageId=983728334

Content Mover

Configure Content Mover

Administration > Content Mover

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456944/Content+Mover+ETL#Configuration

Business Continuity

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

N/A

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/38305855

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

N/A

N/A

Configure Default Settings

Administration > Content Mover

• Default Settings: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456944/Content+Mover+ETL#Default-Setting

• Advanced Mapping: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456944/Content+Mover+ETL#Adding-a-new-Mapping

Control Center
(We strongly recommend you consult Litera to ensure what the client requires is supported by Control Center)

Configure Action controls

Control Center

Control Center Overview: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33981042
Action Policies: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33981080

Configure Retention controls

Control Center

Control Center Overview: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33981042
Retention Policies: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33981106

Configure Security controls

Control Center

Control Center Overview: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33981042
Security Policies: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33981133

Configure Legal Hold controls

Control Center

Control Center Overview: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33981042
Legal Hold Policies: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/38305833

Dynamic Groups

No action needed - already configured in CAM

Source System

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

Administration > Source Systems Configuration

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/28409975

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

Data Uploader

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864

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

N/A

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456883

Configure Active Directory

Data Uploader

• Active Directory Tab: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#Active-Directory-tab

• Manage Active Directory: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#Manage-Active-Directory-Users%2FGroups-Sync

• Filter Active Directory Users/Groups: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#Filtering-Active-Directory-Users%2FGroups-using-Configurations

• Mapping Active Directory: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456864/Configure+Data+Uploader#Mapping-Active-Directory-(AD)-properties-to-CSV-property-or-External-Property

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

Dashboards

Configure the dashboards module to the firm’s use cases

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/1228636165

PowerDesktop

Setup PowerDesktop

https://pdocs.atlassian.net/wiki/spaces/PD

Single Sign On

Configure Single Sign On

N/A

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/25067592

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

UAT

N/A

N/A

N/A

Go Live

N/A

N/A

N/A