Manage 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

CAM Portal Users

Set Up Users

Account Management > Users

Create CAM User Accounts | Account Creation Steps

Set Up Group

Account Management > Groups

Groups | Group Creation

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:

Complete 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 Folder Metadata

Administration > External System Configuration

• iManage:

• NetDocuments:

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:

Service Desk

Configure Directory Service desk additions

Directory tab

Configure Approvals

Approvals tab

Configure Data Uploader

Administration-> Data Uploader

Teams App

Download Team App

Administration > Downloads

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