Manage Implementation Checklist

Owned by Vinay D Bhagat (Unlicensed)
Last updated: Jul 31, 2023 by René Ponce Carrillo (Deactivated)
2 min read

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/Create+CAM+User+Accounts#Account-Creation-Steps

3

Set Up Group

Account Management > Groups

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/32604325/Groups#Group-Creation

4

Set Up Roles

Account Management > Roles

5

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

6

Metadata

Metadata Mapping

Administration > Metadata

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/381583422#Metadata-Mapping

 

7

Create Metadata

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/381583422/Metadata#Manage-Metadata

8

Template

Create folder structures

Administration > Template Editor

9

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

10

Set folder availability and security

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

11

Set up rules

Administration > External System Configuration

12

Complete External System Configuration

Best Practice is to have at least one Workspace Name Rule and One Template Rule setup.

Workspace Name Rules & Format

Administration > External System Configuration

13

Default Folder Metadata

Administration > External System Configuration

14

Default Group Rules

Administration > External System Configuration

15

Default Document Metadata

Administration > External System Configuration

16

Workspace Edit Name Rule

Administration > External System Configuration

17

Workflows

Create Workflows

Skip this if you are doing an iManage or NetDocuments implementation. The majority of these implementations will not use.

Administration > Request Workflow Configuration

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

18

Link Workspaces

Connect DMS workspaces to CAM

CSV Job

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

19

Directory

Configure Directory Columns

Administration > Layout > Grid

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

20

Configure Matter Headings

Administration > Layout > Headers

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

21

Service Desk

Configure Directory Service desk additions

Directory tab

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/25886747

22

Configure Approvals

Approvals tab

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/290390039

23

Configure Data Uploader

Administration-> Data Uploader

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325689

24

Teams App

Download Team App

Administration > Downloads

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/35389570

25

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

26

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

Data Uploader

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

27

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

N/A

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

28

Configure Active Directory

Data Uploader

29

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

30

Single Sign On

Configure Single Sign On

N/A

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

31

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

32

PowerDesktop

Setup PowerDesktop

 

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

33

UAT

N/A

N/A

N/A

34

Go Live

N/A

N/A

N/A

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