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

Notes

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

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/983793728

Provision, Manage and Move features, plus:

• Metadata Sync

• Analytics

• Dashboards

Add-ons

Protect (Business Continuity and Project Security) Add-in Implementation Checklist

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/983662682

Every tier plus:

• Access Management (Project Teams and Advanced Security)

• Security Policies and Controls

• Business Continuity

Comply (Controls and Litigation Hold) Add-in Implementation Checklist

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/983728334

Every tier plus:

• Litigation Holds

• Retention Controls