Comply Add-on 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 External Systems

Obtain applicable information

Administration > External System Configuration

 

6

Set Up

7

Metadata

Metadata Mapping

Administration > Metadata

 

8

Create Metadata

9

Workspace Name Rules & Format

Set up rules

Administration > External System Configuration

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

10

Default Folder Metadata

Set up metadata to be applied to every folder

Administration > External System Configuration

  • iManage:

  • NetDocuments:

11

Default Group Rules

Set up rules

Administration > External System Configuration

  • iManage:

  • NetDocuments: TBC - see iManage link above

12

Default Document Metadata

Set up metadata to be applied to every document

Administration > External System Configuration

  • iManage:

  • NetDocuments: TBC - see iManage link above

13

Workspace Edit Name Rule

Set up rules

Administration > External System Configuration

  • iManage:

  • NetDocuments: TBC

14

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:

15

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

16

Set folder availability and security

17

Template Rules

Set up rules

Administration > External System Configuration

  • iManage:

  • NetDocuments:

18

Workflows

Create Workflows

Administration > Request Workflow Configuration

19

Link Workspaces

Connect DMS workspaces to CAM

CSV Job

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

20

Directory

Configure Directory Columns

Administration > Layout > Grid

Go to Grids section:

21

Configure Matter Headings

Administration > Layout > Headers

Go to Headers section:

22

Job Notifications

Configure Job Notification

Jobs

Notification:
Email Template:

23

Data Sync

Configure Data Sync

Administration > Data Sync

24

Contact iManage/NetDocuments to alert them to the data sync

N/A

N/A

25

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

26

Run initial Data Sync

Administration > Data Sync

27

Document & Workspace tabs (Service Desk)

Document Search Form/s

Administration > Layout > Forms

  • Configure Form:
    About Documents (Service Desk):

28

Workspace Search Form/s

Administration > Layout > Forms

  • Configure Form:

  • About Documents (Service Desk):

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

Analytics

Write MySQL Analytics Queries

Analytics

32

Content Mover

Configure Content Mover

Administration > Content Mover

33

Configure Default Settings

Administration > Content Mover

  • Default Settings:

  • Advanced Mapping:

34

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:
Action Policies:

35

Configure Retention controls

Control Center

Control Center Overview:
Retention Policies:

36

Configure Security controls

Control Center

Control Center Overview:
Security Policies:

37

Configure Legal Hold controls

Control Center

Control Center Overview:
Legal Hold Policies:

38

Dynamic Groups

No action needed - already configured in CAM

39

Source System

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

Administration > Source Systems Configuration

40

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

Data Uploader

41

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

N/A

42

Configure Active Directory

Data Uploader

  • Active Directory Tab:

  • Manage Active Directory:

  • Filter Active Directory Users/Groups:

  • Mapping Active Directory:

43

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

Data Uploader

 

44

Dashboards

Configure the dashboards module to the firm’s use cases

 

45

PowerDesktop

Setup PowerDesktop

 

46

Single Sign On

Configure Single Sign On

N/A

47

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

48

UAT

N/A

N/A

N/A

49

Go Live

N/A

N/A

N/A

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