Packaging Tiers & Add-ons Implementation Checklists

CAM Implementations

This section provides checklists with documentation links to implement CAM based on the purchased license.

Tier Diagram

 

image (8).png

 

Notes

If you are implementing CAM for multiple external DMS systems, we recommend starting with Workspace provisioning implementation before moving on with Teams or other Office365 implementations.

Best Practice: For iManage or NetDocuments-only implementations, Request Workflow training and setup are not needed typically. Usually Teams integrations will integrate with Request Workflow.

Provisioning Implementation Checklist

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/983695515

  • User set up

  • External Systems and Rules

  • Metadata

  • Templates

  • Workflows

  • Source System (including Data Uploader)

  • Single Sign-on

  • Teams set up

Manage Implementation Checklist

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/983793672

Provision features, plus:

  • PowerDesktop 1 license

  • Service Desk (Document & Workspace Tabs)

Move Implementation Checklist

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/983728327

Provision and Manage features, plus:

  • PowerDesktop 5 licenses

  • Move Document and Folder within a DMS

  • Move Workspace between DMS’s

  • Content Mover

Analyze Implementation Checklist

Provision, Manage and Move features, plus:

  • Metadata Sync

  • Analytics

  • Dashboards

Add-ons

Project Teams Add-in Implementation Checklist

Every tier plus:

  • Access Management (Project Teams)

Business Continuity Add-in Implementation Checklist

Every tier plus:

  • Business Continuity

 

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