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.