Course Overview
This 3-day Administrator Level course covers the setup and configuration of Content Manager for Enterprise use. It discusses Security, Locations, Retention, Schedules and Holds, Classifications/Categories, Record Types, Action Tracking, System Options, Troubleshooting Tips, Audit Configuration, Auto Classification, Advance Disposal, Client Matter Functionality, and Export and Import functionalities (DataPort).
Class sizes are limited to 12 participants to provide adequate individual attention under the guidance of expert OpenText Software Education trainers. Learners will participate in guided demonstrations during this course, followed by selfcompleted exercises. It is important to complete all demonstrations and exercises as the course builds upon itself.
This course is intended for senior-level users who are responsible for the day-today operations of an organization and who might have elevated responsibility in the Content Manager tool, including, but not limited to, Content Managers, Records Coordinators, Senior Business Staff, Power Users, Inquiry Users, and/or Core Project Team Members.
NOTE: A new ART (Digital Learning) module has been added to this ILT course to cover new functionalities and enhancement from an Administrator perspective. Students can launch this web-based module from provided CM200 lab environment.
Highlights:
- Overview of Content Manager
- Understanding and creation of Content Manager Records Structures.
- Understanding and creation of Content Manager Objects.
- Understanding of Security Level and Access Control on records.
- Use of Locations (Groups / Person and Organization)
- Planning and creation of records Taxonomy and File Plan.
- Create and maintain retention schedules and holds
- Creation and using Additional Fields
- Create actions/procedures
- New features and functionalities of CM 10.1 (Delta Course)
Prerequisites
To be successful in this course, you should have the following prerequisites or knowledge:
- Successful completion of CM110 – Content Manager Advanced User Training or equivalentexperience (6 months or more using Content Manager and/or Records Manager in a professional environment)
- Knowledge of Content Manager and/or Records Management principles and internal business processes
- Basic knowledge of and comfort working with software; including simple keyboard and mouse skills, as well as knowledge of Web Browsers (Internet Explorer or Chrome) and other Windows-based programs.
While there will be some technical discussion throughout the course, a strong technical aptitude or background is not required.
Course Objectives
On completion of this course, participants should be able to:
- Set up Content Manager security
- Set up Content Manager locations
- Create and maintain retention schedules and holds
- Set up additional fields
- Use structured titling options
- Create and maintain a classification system (that is, a record plan)
- Define record types
- Use Action Tracking
- Describe Content Manager Indexing
- Perform and configure Content Manager administrative options
- Create a Document Store
- Setup Auto-Classification
- Setup Audit Configuration Options
- Use Client-Matter functionality
- Use Import and Export options
- Setup Disposal Workflow
- Review General Troubleshooting, Tips, and Maintenance
- Learn about New Features and Enhancements in CM 10.1
Course Content
- Module 1: Course Overview
- Module 2: New Features and Enhancements
- Module 3: Security
- Module 4: Locations
- Module 5: Retention Schedules and Holds
- Module 6: Additional Fields
- Module 7: Structured Titling Options
- Module 8: Record Types
- Module 9: Action Tracking
- Module 10: Content Manager Indexing
- Module 11: System Administration Options
- Module 12: Document Store
- Module 13: Auto Classification
- Module 14: Audit Configuration Options
- Module 15: Import and Export (DataPort)
- Module 16: Disposal Workflow
- Module 17: Client and Matter Functionality
- Module 18: General Troubleshooting, Tips, and Maintenance
- Module 19: What’s New in Content Manager 10.1