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Content Manager 9.3 Installation Essentials (CM300)


Course Overview

This two-day, administrator-level course covers the installation of Content Manager. It discusses Content Manager Installation preparation, Content Manager installation, Enterprise Studio configuration, dataset restoration and upgrade, IDOL/ElasticSearch Indexing, Content Rendering, the Web Client, and additional Workgroup server configuration and maintenance.

Class sizes are limited to 12 participants to provide adequate individual attention under the guidance of expert Software Education trainers. During this course, students participate in guided demonstrations followed by self-completed exercises. It is important to complete all demonstrations and exercises because the course builds upon itself

Who should attend

Target Audience: Records Manager, Records Coordinator

This course is intended for those users who are responsible for the set up and initial design of Content Manager; including, but not limited to, Records Managers, senior business staff, power users, and/or core project team members.


To be successful in this course, you should have the following prerequisites or knowledge:

  • Windows server and desktop operating systems
  • Local security policies and firewalls
  • Active Directory (AD) and creating and administering users and groups
  • Network architecture and common software deployment tools
  • Creating and modifying share permissions
  • Database management and connectivity
  • Office productivity suites, including email systems (for example, MS Office/Outlook)
  • Recommended: Successful completion of CM200, CM110, or equivalent experience (six months or more using CM/RM and/or HP Trim in a professional environment)

While there will be some technical discussion throughout the course, a strong technical aptitude or background is not required.

Course Objectives

Upon successful completion of this course, you should be able to:

  • Describe the Content Manager application
  • Apply architecture design and considerations
  • Install and configure Content Manager
  • Perform ongoing management and troubleshooting
  • Upgrade Content Manager
  • Use the Content Manager administrative tools

Course Content

  • Course Overview
  • Architecture Overview
  • Architecture Scenarios
  • Pre-Installation and Installing the Core with Basic Options
  • Configuring Enterprise Studio
  • Testing the Client
  • Indexing IDOL and Configuring Events
  • Restoring and Upgrading a Dataset
  • Adding the Web Client, Service API, and WebDrawer
  • Adding Additional Workgroup Servicers
  • Indexing Elasticsearch and Configuring Events
  • Content Rendering
  • Scripted Client Installation
  • Storage Management
  • Maintenance Considerations
  • Integrating Content Manager Thin Integration with MS Office
  • Installing Additional IDOL Components
  • Maintaining an IDOL Index
  • Upgrading from Records Manager 8
  • Basic Troubleshooting
Online Training

Dauer 2 Tage

Preis (exkl. MwSt.)
  • Country: DE
    880,- €
Classroom Training

Dauer 2 Tage

Preis (exkl. MwSt.)
  • Deutschland:
    Country: DE
    880,- €


Instructor-led Online Training:   Kursdurchführung online im virtuellen Klassenraum.
Zeitzone Mitteleuropäische Zeit (MEZ)
Online Training Zeitzone: Mitteleuropäische Sommerzeit (MESZ) Kurssprache: Englisch
Online Training Zeitzone: Mitteleuropäische Sommerzeit (MESZ) Kurssprache: Englisch