CM200 – Content Manager 10 Administration Essentials (CM200-101) – Outline

Detailed Course Outline

Module 1: Course Overview
  • Identify the contents and objectives of the course
  • Define the class schedule and class logistics
  • Identify the related courses
  • Discuss the lab environment details
Module 2: New Features and Enhancements

This module enables you to identify the New Features and Enhancements of the Content Manager.

  • New Features and Enhancements in CM 10.0
Module 3: Security

This module helps you to use the Security functionality.

  • Access security levels/classifications
  • Access security caveats/supplemental markings
  • Describe the new default terminology
  • Create security levels/classifications
  • Create security caveats/supplemental markings
  • Delete security levels/classifications and caveats/supplemental markings
  • Apply security levels/classifications and caveats/supplemental markings
  • Explain Additional Information – Security
  • Access and apply access controls
  • Apply access controls – Locations
  • Apply access controls – Record types
  • View access rights
  • Explain Additional information – Access controls
Module 4: Locations

This module enables you to use the Locations functionality.

  • Access locations
  • Describe types of locations – icons
  • Create a location
  • Explain the differences between location types
  • Manage and delete locations
Module 5: Retention Schedules and Holds

This module enables you to use the Retention schedules and Holds in Content Manager.

  • Access retention schedules
  • Create retention schedules
  • Delete retention schedules
  • Recalculate triggers in retention schedules
  • Move retention schedules
  • Re-index retention schedules
  • Use retention schedules with records
  • Access holds
  • Create a hold
  • Use a hold
  • Event Based Archiving
Module 6: Additional Fields

This module helps you to use additional fields in Content Manager.

  • Access additional fields
  • Explain the New default terminology
  • Create additional fields
  • Apply additional fields
  • Create managed lookup sets
Module 7: Structured Titling Options

This module enables you to use the Structured Titling options in Content Manager.

  • Access classifications/categories
  • Access the Thesaurus
  • Describe the New default terminology
  • Review the Numbering Pattern Character Options chart
  • Create a classification
  • Explore the Additional information – Other tabs
  • Create a new Thesaurus term
  • Establish Thesaurus term relationships
  • Describe additional information
Module 8: Record Types

This module helps you to access record types.

  • Access record types
  • Describe the new default terminology
  • Explore the properties of record types
Module 9: Action Tracking

This module gives you an overview of activity tracking.

  • Access actions/procedures
  • Create actions/procedures
  • Delete actions/procedures
  • Link actions/procedures
  • Show actions/procedures
  • Reassign or complete actions/procedures
  • Compare actions/procedures to workflow
Module 10: Content Manager Indexing

This module helps you use the Content Manager Indexing methods.

  • Describe Content Manager indexing
  • Describe Elasticsearch integration
  • Create Elasticsearch indexing
  • Create IDOL indexing
Module 11: System Administration Options

This module describes the system Administration options.

  • Name system administration options
  • Describe the effect of each option on the behavior of a CM database
  • Describe the Metadata Validation Rule
Module 12: Document Store

This module enables you to describe the document stores.

  • Describe the Document Stores
  • Create a Document Store
  • Describe Document Store with Sec Compliance
  • Enable Hash Checking
  • Describe Cloud Storage Support
Module 13: Auto Classification

This module enables you to set up auto-classification.

  • Set up Auto-Classification
  • Run Auto Classification
  • Review Auto Classification
Module 14: Audit Configuration Options

This module enables you to audit configuration options.

  • Enable auditing on a dataset
  • Access audit logging options
  • Use the CM Audit Options tabs
  • View active events
  • View audit log files
Module 15: Import and Export (DataPort)

This module enables you to create import and export.

  • Access DataPort
  • Create imports and exports
  • Use the DataPort project menus
  • Access the DataPort interface sections
Module 16: Disposal Workflow

This module enables you to describe disposal workflow.

  • Describe the disposal workflow
  • Create and destroy consignment
  • Review and destroy consignment
  • Approve/reject the consignment
Module 17: Client and Matter Functionality

This module enables you to set up client and matter functionality.

  • Summarize the Clients and Matters legal structure
  • Set up Client-Matter functionality
  • Work with Clients and Matter records
Module 18: General Troubleshooting, Tips, and Maintenance

This module enables you to describe general troubleshooting, tips, and maintenance.

  • Describe Audit logs
  • Describe Log directories
  • Explore Unknown locations
  • Describe Group locations
  • Describe Reindex and recalculate triggers
Module 19: What’s New in Content Manager 10.1
  • ART (Digital Learning Module) for What’s New in CM 10.1 from an Administrator’s point of view.
  • Conceptual and Recorded Demo content about new functionalities and enhancements in CM 10.1.