Analyze 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

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/26411024/Create+CAM+User+Accounts#Account-Creation-Steps

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

Set Up Group

Account Management > Groups

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

Set Up Roles

Account Management > Roles

• Set Up:

• Permissions List:

Content Mover - Set up Client Stack

For clients using AWS

N/A

For clients using Azure

N/A

Configure External Systems

Obtain applicable information

Administration > External System Configuration

Set Up

Metadata

Metadata Mapping

Administration > Metadata

Create Metadata

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:

Default Folder Metadata

Set up metadata to be applied to every folder

Administration > External System Configuration

• iManage:

• NetDocuments:

Default Group Rules

Set up rules

Administration > External System Configuration

• iManage:

• NetDocuments: TBC - see iManage link above

Default Document Metadata

Set up metadata to be applied to every document

Administration > External System Configuration

• iManage:

• NetDocuments: TBC - see iManage link above

Workspace Edit Name Rule

Set up rules

Administration > External System Configuration

• iManage:

• NetDocuments: TBC

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

Template Rules

Set up rules

Administration > External System Configuration

• iManage:

• NetDocuments:

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:

Job Notifications

Configure Job Notification

Jobs

Notification:
Email Template:

Data Sync

Configure Data Sync

Administration > 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

Document & Workspace tabs

Document Search Form/s

Administration > Layout > Forms

• Configure Form:
  About Documents (Service Desk):

Workspace Search Form/s

Administration > Layout > Forms

• Configure Form:

• About Documents (Service Desk):

Content Mover

Configure Content Mover

Administration > Content Mover

Configure Default Settings

Administration > Content Mover

• Default Settings:

• Advanced Mapping:

Analytics

Write MySQL Analytics Queries

Analytics

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

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

Dashboards

Configure the dashboards module to the firm’s use cases

PowerDesktop

Setup PowerDesktop

UAT

N/A

N/A

N/A

Go Live

N/A

N/A

N/A