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
- Discuss the MyRoom configuration
Module 2: Architecture Overview
- Describe the CM multi-tier architecture
- Describe the repository structure
- List and describe each of the CM clients
- Describe the CM Service API
- Describe the various architectural scenarios
Module 3: Architecture Scenarios
- Describe the architecture scenario for small organizations
- Describe the architecture scenario for regional, country, and international organizations
- Describe the architecture scenario for multiple event servers
Module 4: Pre-Installation and Installing the Core with Basic Options
- Create and add the Service account
- Configure the shares and security for the required CM working directories
- Add the Service account and create the databases in SQL
- Install the CM core with basic options
- Verify service status and test the basic functionality
Module 5: Configuring Enterprise Studio
- Describe the function of the CM Enterprise Studio
- Describe the GUI for Enterprise Studio
- Describe the configuration and format of the configuration file
Module 6: Testing the Client
- Start the client and set the default dataset
- Add a record to CM
- Verify that the record has been added to CM
Module 7: Indexing IDOL and Configuring Events
- Index the IDOL database
- Configure and enable Event Services
Module 8: Restoring and Upgrading a Dataset
- Restore a database
- Update the service account for the restored database
- Register and upgrade a dataset
- Repair the dataset schema
- Configure events for the restored dataset
Module 9: Installing the Web Client, Service API, and WebDrawer
- Install the Web client, the Service API, and WebDrawer
- Test the Web client from another machine
- Review WebDAV functionality
Module 10: Adding Additional Workgroup Servers
- Add Additional Workgroup servers
- Configure additional Workgroup servers for Event Processing
Module 11: Indexing Elasticsearch and Configuring Events
- Index the Elasticsearch database
- Use Elasticsearch with DemoDB
Module 12: Content Rendering
- Verify Content Rendering functions and options
- Render content
Module 13: Scripted Client Installation
- Create a Scripted Client installation
- Modify a Scripted Client installation
- Deploy a Scripted Client installation
Module 14: Storage Management
- Enable Workgroup caching
- Configure Workgroup caching options
- Explain tiered storage, encryption, and document compression
Module 15: Maintenance Considerations
- Define Maintenance Considerations
- Integrate with Enterprise Backup
Module 16: Content Manager Thin Integration with MS Office
- Install the CM Thin Office Integration
- Explain the Thin Office integration options
- Check MS Office documents into CM
- Open CM records in MS Office using Thin Integration
- Finalize a record using Thin Integration
- Create CM records based on an MS Office template registered in CM
Module 17: Installing Additional IDOL Components
- Define OEM and Enterprise IDOL
- Describe the IDOL components
- Install the additional CM IDOL content services (manually)
- Describe the CM IDOL Image Server
Module 18: Maintaining an IDOL Index
- Check the IDOL index for errors
- Optimize the IDOL index
- Monitor an IDOL server
- Remove a Document Content Index
- Delete an IDOL database
- Suppress Document Content Indexing
Module 19: Upgrading from Records Manager 8
- Upgrade CM
- Work in a mixed environment
- Explain the new features or updates after the upgrade
- Upgrade CM Render
- Upgrade from Records Manager 8
- Upgrade Client Computers
Module 20: Basic Troubleshooting
- Find the various CM log files
- Enable the logging option
- Perform basic troubleshooting
Module 21: What’s New in Content Manager 10.1
- ART (Digital Learning Module) for What’s New in CM 10.1 from an administrator point of view.
- Conceptual and Recorded Demo content about new functionalities and enhancements in CM 10.1