Move Implementation Checklist
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 | ||
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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 | ||
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 NetDocuments 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 |
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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) |
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10 | Set folder availability and security |
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11 | Set up rules | Administration > External System Configuration |
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12 | Finish 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 Group Rules | Administration > External System Configuration |
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14 | Default Document Metadata | Administration > External System Configuration |
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15 | Workspace Edit Name Rule | Administration > External System Configuration |
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16 | 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 |
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17 | Link Workspaces | Connect DMS workspaces to CAM | CSV Job | Utilize the CSV parameters here to link workspaces. This will create a job. |
18 | Directory | Configure Directory Columns | Administration > Layout > Grid | Go to Grids section: |
19 | Configure Matter Headings | Administration > Layout > Headers | Go to Headers section: | |
20 | Job Notifications | Configure Job Notification | Jobs | Notification: |
21 | Data Sync | Configure Data Sync | Administration > Data Sync |
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22 | Contact iManage/NetDocuments to alert them to the data sync | N/A | N/A | |
23 | 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 | |
24 | Run initial Data Sync | Administration > Data Sync |
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25 | Document & Workspace tabs (Service Desk) | Document Search Form/s | Administration > Layout > Forms |
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26 | Workspace Search Form/s | Administration > Layout > Forms |
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27 | Content Mover | Configure Content Mover | Administration > Content Mover |
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28 | Configure Default Settings | Administration > Content Mover |
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29 | Business Continuity (if the Client wishes to use CAM Business Continuity) | Email your Customer Success Manager requesting that Business Continuity is set up, the user names, email addresses and mobile numbers | N/A |
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30 | Spot Check of synced documents (recommend 5 - 10 documents) | N/A | N/A | |
31 | Source System | Configure Source System | Administration > Source Systems Configuration |
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32 | Configure Data Uploader (For On Premise/SQL Based source systems) | Data Uploader |
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33 | Write SQL Queries (For On Premise/SQL Based source systems) | N/A |
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34 | Configure Active Directory | Data Uploader |
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35 | Upload SQL Queries to Data Uploader (For On Premise/SQL Based source systems/Active Directory) | Data Uploader |
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36 | Single Sign On | Configure Single Sign On | N/A |
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37 | Litera Configuration | Email your Litera Customer Success Manager detailing:
| N/A | |
38 | PowerDesktop | Setup PowerDesktop |
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39 | UAT | N/A | N/A | N/A |
40 | Go Live | N/A | N/A | N/A |
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