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 | ||
|---|---|---|---|---|
| 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 | |
| 2 | CAM Portal Users | Set Up Users | Account Management > Users | |
| 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 |
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| 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 NetDocs 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 |
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| 7 | Create Metadata | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/381583422/Metadata+Admin+Tab#Manage-Metadata | ||
| 8 | Template | Create folder structures | Administration > Template Editor |
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| 9 | Set bespoke folder Metadata (not used in the Default Folder Metadata above) | |||
| 10 | Set folder availability and security | |||
| 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 |
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| 13 | Default Folder Metadata | Administration > External System Configuration |
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| 14 | Default Group Rules | Administration > External System Configuration |
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| 15 | Default Document Metadata | Administration > External System Configuration |
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| 16 | Workspace Edit Name Rule | Administration > External System Configuration |
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| 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 | |
| 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: Layout |
| 20 | Configure Matter Headings | Administration > Layout > Headers | Go to Headers section: Layout | |
| 21 | Service Desk | Configure Directory Service desk additions | Directory tab | |
| 22 | Configure Approvals | Approvals tab | ||
| 23 | Configure Data Uploader | Administration-> Data Uploader | ||
| 24 | Teams App | Download Team App | Administration > Downloads | |
| 25 | Source System | Configure Source System | Administration > Source Systems Configuration | |
| 26 | Configure Data Uploader (For On Premise/SQL Based source systems) | Data Uploader | ||
| 27 | Write SQL Queries (For On Premise/SQL Based source systems) | N/A | ||
| 28 | Configure Active Directory | Data Uploader |
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| 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 | |
| 31 | Litera Configuration | Email your Litera Customer Success Manager detailing:
| N/A | |
| 32 | PowerDesktop | Setup PowerDesktop | ||
| 33 | UAT | N/A | N/A | N/A |
| 34 | Go Live | N/A | N/A | N/A |