Course Overview
This two-day administrator-level course covers the installation of a Content Manager. It discusses the 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.
The course equips designated CM business administrators with the understanding required to plan and design a system to meet their enterprise needs.
This course is intended for users responsible for the setup and initial design of Content Manager; including, but not limited to, Records Managers, Senior Business Staff, Power 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 CM300 lab environment. The course uses lectures and a series of hands-on labs to teach the course material.
Highlights:
- Overview of the Content Manager Architecture and deployment use cases.
- Content Manager Installation and Dataset creation
- IDOL Indexing configuration and Content Indexing
- CM Dataset Upgrade.
- CM We Client Configuration
- CM Client Package creation and installation
- Review new functionalities of CM 10.1 (Delta Course)
Prerequisites
To be successful in this course, you should have the following prerequisites or knowledge:
- Knowledge of content management principles and internal business processes.
- Basic knowledge and comfort working with software, including simple keyboard and mouse skills, as well as knowledge of Microsoft Office and other Windows-based programs.
- Basic Knowledge of Windows Server operating system and management.
Course Objectives
On completion of this course, participants should be able to:
- Describe the Content Manager (CM) application
- Apply architecture design and considerations
- Install and configure CM and upgrade an earlier version CM dataset
- Perform ongoing management and troubleshooting
- Install and configure IDOL Indexing and Elasticsearch Indexing
- Use CM administrative tools
Course Content
- Module 1: Course Overview
- Module 2: Architecture Overview
- Module 3: Architecture Scenarios
- Module 4: Pre-Installation and Installing the Core with Basic Options
- Module 5: Configuring Enterprise Studio
- Module 6: Testing the Client
- Module 7: Indexing IDOL and Configuring Events
- Module 8: Restoring and Upgrading a Dataset
- Module 9: Installing the Web Client, Service API, and WebDrawer
- Module 10: Adding Additional Workgroup Servers
- Module 11: Indexing Elasticsearch and Configuring Events
- Module 12: Content Rendering
- Module 13: Scripted Client Installation
- Module 14: Storage Management
- Module 15: Maintenance Considerations
- Module 16: Content Manager Thin Integration with MS Office
- Module 17: Installing Additional IDOL Components
- Module 18: Maintaining an IDOL Index
- Module 19: Upgrading from Records Manager 8
- Module 20: Basic Troubleshooting
- Module 21: What’s New in Content Manager 10.1
English