This two-day, administrator-level course covers the installation of Content Manager. It discusses 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.
Class sizes are limited to 12 participants to provide adequate individual attention under the guidance of expert Software Education trainers.
During this course, students participate in guided demonstrations followed by self-completed exercises. It is important to complete all demonstrations and exercises because the course builds upon itself


To be successful in this course, you should have the following prerequisites or knowledge:

  • Windows server and desktop operating systems
  • Local security policies and firewalls
  • Active Directory (AD) and creating and administering users and groups
  • Network architecture and common software deployment tools
  • Creating and modifying share permissions
  • Database management and connectivity
  • Office productivity suites, including email systems (for example, MS Office/Outlook)
  • Recommended: Successful completion of CM200, CM110, or equivalent experience (six months or more using CM/RM and/or HP Trim in a professional environment)

While there will be some technical discussion throughout the course, a strong technical aptitude or background is not required.

Delegates will learn how to

Upon successful completion of this course, you should be able to:

  • Describe the Content Manager application
  • Apply architecture design and considerations
  • Install and configure Content Manager
  • Perform ongoing management and troubleshooting
  • Upgrade Content Manager
  • Use the Content Manager administrative tools


Module 1: Course Overview

  • Course objectives and overview
  • Course schedule
  • Introducing the lab environment
  • Class logistics

Module 2: Architecture Overview

  • Describe Content Manager multi-tier architecture
  • Describe new changes in architecture
  • Describe the repository structure
  • List and describe each of the Content Manager clients
  • Describe the Content Manager Service API
  • Describe different CM interfaces.

Module 3: Architecture Scenarios

  • Describe the architecture scenario for small organizations
  • Describe the architecture scenario for regional, country, and International organizations

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 Content
  • Manager working directories
  • Add the Service account and create the databases in SQL
  • Install the Content Manager core with basic options
  • Install IDOL OEM engine
  • Verify service status and test the basic functionality
  • Client Installation

Module 5: Configuring Enterprise Studio

  • Describe the function of the Content Manager 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 Content Manager
  • Verify that the record has been added to Content Manager

Module 7: Indexing IDOL and Configuring Events

  • Content indexing using IDOL OEM engine.
  • Removing and creating an Elasticsearch Index
  • 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 upgrading a dataset
  • Repair the dataset schema
  • Configure events for the restored dataset

Module 9: Adding the Web Client, Service API, and WebDrawer

  • Install the Web client, the Service API, and the WebDrawer
  • Test the Web client from another machine
  • MS Online Office server Configuration

Module 10: Adding Additional Workgroup Servicers

  • Install and configure additional Workgroup servers
  • Configure additional Workgroup servers for event processing

Module 11: Indexing Elasticsearch and Configuring Events

  • Install Elasticsearch engine
  • Content indexing using Elasticsearch engine.
  • Removing and creating an Elasticsearch Index
  • Configure and enable event services for Elasticsearch

Module 12: Content Rendering

  • Installing and Configuring Rendering
  • Set the Render module default settings
  • Configure OCR Rendering

Module 13: Scripted Client Installation

  • Create, modify, and deploy a scripted client installation

Module 14: Storage Management

  • Enable workgroup caching
  • Configure workgroup caching options

Module 15: Maintenance Considerations

  • Describe the log file locations
  • Describe the best practices
  • Content Manager Backup strategy.

Module 16: Integrating Content Manager Thin Integration with MS Office

  • Install the Content Manager Thin Integration agent
  • Explain the Thin Office integration options
  • Check MS Office documents into Content Manager
  • Open Content Manager records in MS Office using Thin Integration
  • Finalize a record using Thin Integration
  • Create Content Manager records based on an MS Office template registered in Content Manager

Module 17: Installing Additional IDOL Components

  • Define OEM and Enterprise IDOL
  • Describe the IDOL components
  • Install the Content Manager Connector
  • Install the additional Content Manager IDOL content services (using the Installer)
  • Install the additional Content Manager IDOL content services (manually)
  • Describe the Content Manager 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 Content Manager
  • Work in a mixed environment
  • Explain the new features/updates after upgrade
  • Upgrade Content Manager Render
  • Upgrade from Records Manager 8
  • Upgrade client computers

Module 20: Basic Troubleshooting

  • Find the various Content Manager log files
  • Enable the logging option
  • Perform basic troubleshooting