Lexis Create+ or Lexis Create+ with DMS : Technical Requirements

Lexis Create+ or Lexis Create+ with DMS :

Technical Requirements

This questionnaire checks that you have everything you need to use Lexis®Create

Lexis Create+ or Lexis Create+ with DMS

Which product is being reviewed

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Company Details

Please provide the name of the company where Create+ or Create+ DMS is being implemented.*

Your name*

Please enter your contact details (full name)

Your email address*

Please enter your contact details (email address).

Departments

Who is the engineer in the I.T department who typically downloads and installs software within the company*

Name, email address and telephone number

Who is the contact within your organisation who managers DMS. The Lexis team will work with them to set up the integration between your DMS and Lexis Nexis.

Name, email address and telephone number

Operating Systems

Does the company use Office 365 Cloud?

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Deployment

Which version of Word does your organisation have?

Centrally deploy the Word add-on?

Can you centrally deploy the Word add-in via the Office 365 Admin Center or Appsource?

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Does your company make use of VDI environments (such as a Citrix remote environment)?*

Select from dropdown

Select or enter value

Add-in Package detail

In case a package is used to install the add-in, please explain the format of the package which you normally require (msi, manifest, ...)

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msi installer, which version

If Yes - In case of .msi installer, which version do you require?

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User Management

Users managed in the Cloud with SSO?

Are users managed in the Cloud, meaning they can use SSO through Office 365 or Google?

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User Principle Name

Lexis Create DMS needs the user principal name to create new users to ensure the proper and secure working of the Single Sign On solution. In most organisations, both user principal name and email address are the same. See screenshot of Azure AD user management

Please check and let us know if a user principal name is not the same as the email address. In this case, we will need a list of User Principal names to create the new users.

Click to see an example screenshot

https://lists.office.com/Images/9274ee3f-9425-4109-a27f-9fb15c10675d/4e76f2e8-133a-4cc3-86a8-d4ede881a9b9/T55BE4FNW61VG36UD4VP1EV39L/505b1a47-90df-473c-82be-553fb11f2743

Document Management System

Outbound firewall configured?

Is an outbound firewall configured where IPs need to be whitelisted?

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Which is your main DMS?

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Which version of the On Premise DMS?

Which version of the On Premise Document Management System (DMS) is your organisation using?

URL of your DMS?

What is the URL of your Document Management System (DMS)?

Additional comments?

Optional: do you wish to share additional comments and/or context related to your IT infrastructure necessary to provide the perfect onboarding?

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