Business Continuity Add-on Implementation Checklist
- Eric Schullek
- Vinay D Bhagat (Unlicensed)
- Eric Schullek (Unlicensed)
- 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 |
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| 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 |
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| 2 | Set up AWS Client Stack | Configure AWS at the Client | N/A |
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| 3 | CAM Portal Users | Set Up Users | Account Management > Users |
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| 4 | Set Up Group | Account Management > Groups |
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| 5 | Set Up Roles | Account Management > Roles |
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| 6 | Configure External Systems | Obtain applicable information | Administration > External System Configuration | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/28508215
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| 7 | Set Up |
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| 8 |
| Content Mover - Set up Client Stack | For clients using AWS | N/A |
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| 9 |
| For clients using Azure | N/A |
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| 10 | Metadata | Metadata Mapping | Administration > Metadata | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/381583422#Metadata-Mapping
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| 11 | Create Metadata | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/381583422/Metadata#Manage-Metadata |
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| 12 | Workspace Name Rules & Format | Set up rules | Administration > External System Configuration |
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| 13 | Default Folder Metadata | Set up metadata to be applied to every folder | Administration > External System Configuration |
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| 14 | Default Group Rules | Set up rules | Administration > External System Configuration |
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| 15 | Default Document Metadata | Set up metadata to be applied to every document | Administration > External System Configuration |
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| 16 | Workspace Edit Name Rule | Set up rules | Administration > External System Configuration |
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| 17 | Template | Create folder structures | Administration > Template Editor |
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| 18 | Set bespoke folder Metadata (not used in the Default Folder Metadata above) |
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| 19 | Set folder availability and security |
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| 20 | Template Rules | Set up rules | Administration > External System Configuration |
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| 21 | Workflows | Create Workflows | Administration > Request Workflow Configuration |
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| 22 | Link Workspaces | Connect DMS workspaces to CAM | CSV Job | Utilize the CSV parameters here to link workspaces. This will create a job. |
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| 23 | Directory | Configure Directory Columns | Administration > Layout > Grid | Go to Grids section: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456754 |
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| 24 | Configure Matter Headings | Administration > Layout > Headers | Go to Headers section: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456754 |
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| 25 | Job Notifications | Configure Job Notification | Jobs | Notification: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33652917/Jobs#Notification |
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| 26 | Data Sync | Configure Data Sync | Administration > Data Sync | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+Data+Sync |
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| 27 | Contact iManage/NetDocuments to alert them to the data sync | N/A | N/A |
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| 28 | 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 |
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| 29 | Run initial Data Sync | Administration > Data Sync | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+Data+Sync |
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| 30 | Document & Workspace tabs (Service Desk) | Document Search Form/s | Administration > Layout > Forms |
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| 31 | Workspace Search Form/s | Administration > Layout > Forms |
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| 32 | 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 |
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| 33 | Spot Check of synced documents (recommend 5 - 10 documents) | N/A | N/A |
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| 34 | Analytics | Write MySQL Analytics Queries | Analytics |
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| 35 | Content Mover | Configure Content Mover | Administration > Content Mover | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33456944/Content+Mover+ETL#Configuration |
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| 36 | 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 | ||
| 37 | Spot Check of synced documents (recommend 5 - 10 documents) | N/A | N/A | ||
| 38 | Configure Default Settings | Administration > Content Mover |
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| 39 | Control Center | Configure Action controls | Control Center | Control Center Overview: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33981042 |
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| 40 | Configure Retention controls | Control Center | Control Center Overview: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33981042 |
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| 41 | Configure Security controls | Control Center | Control Center Overview: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33981042 |
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| 42 | Configure Legal Hold controls | Control Center | Control Center Overview: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33981042 |
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| 43 | Dynamic Groups | No action needed - already configured in CAM |
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| 44 | Source System | Configure Source System | Administration > Source Systems Configuration |
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| 45 | Configure Data Uploader (For On Premise/SQL Based source systems) | Data Uploader |
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| 46 | Write SQL Queries (For On Premise/SQL Based source systems) | N/A |
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| 47 | Configure Active Directory | Data Uploader |
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| 48 | 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 |
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| 49 | Dashboards | Configure the dashboards module to the firm’s use cases |
| https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/1228636165 |
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| 50 | PowerDesktop | Setup PowerDesktop |
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| 51 | Single Sign On | Configure Single Sign On | N/A |
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| 52 | Litera Configuration | Email your Litera Customer Success Manager detailing:
| N/A |
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| 53 | UAT | N/A | N/A | N/A |
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| 54 | Go Live | N/A | N/A | N/A |
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