Packaging Tiers & Add-ins Implementation Checklists

CAM Implementations

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

Tier Diagram

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

Provision Implementation Checklist

User set up
External Systems and Rules
Metadata
Templates
Workflows
Source System (including Data Uploader)
Single Sign-on
Teams set up

Manage Implementation Checklist

Provision features, plus:

PowerDesktop 1 license
Service Desk (Document & Workspace Tabs)

Move Implementation Checklist

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-ins

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

Protect Implementation Checklist

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

Comply Implementation Checklist

Every tier plus:

Litigation Holds
Retention Controls