Overview

This 2-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 and Export and Import functionalities (DataPort).


Class sizes are limited to 12 participants to provide adequate individual attention under the guidance of expert Micro Focus Education trainers. During this course, learners will participate in guided demonstrations followed by self-completed exercises. It is important to complete all demonstrations and exercises as the course builds upon itself.

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 equivalent experience (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.

Delegates will learn how to

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

  • Set up Content Manager security
  • Set up Content Manager locations
  • Set up additional fields
  • Create and maintain retention schedules and holds
  • Create and maintain a classification system (that is, a record plan)
  • Define record types
  • Perform and configure Content Manager administrative options
  • Enable Auditing on dataset
  • Perform General Troubleshoot and Maintenance
  • Use Export and Import function (DataPort).

Outline

Module

Objectives

Module 1 – Security

  • Name the three aspects of security
  • Describe how the three aspects of security differ
  • Modify or delete security

Module 2 – Locations

  • Define organizations, positions, and people
  • Describe the features of locations lists
  • Distinguish between different user types, including custom users
  • Maintain a list

Module 3 – Retention Schedules and Holds

  • Enter retention schedules
  • Create triggers•
  • Use retention holds

Module 4 – Additional Fields

  • Describe the purpose of additional fields
  • List the types of additional fields
  • Create additional fields

Module 5 – Structured Titling Options

  • Enter a functional classification plan
  • Use a classification plan in addition to or instead of a thesaurus
  • Describe different numbering patterns and characters

Module 6 – Record Types

  • Define record types
  • Create record types and record entry forms
  • Establish access control on record type objects

Module 7 – Action Tracking

  • Describe the purpose of actions
  • Create an action
  • Create a procedure

Module 8 – System Administration Options

  • Name system administration options
  • Describe the effect of each option on behavior of a CM database

Appendix A- Audit Configuration Options

  • Enable auditing for a dataset
  • Set the options for offline and active auditing

Appendix B - General Troubleshooting, Tips & Maintenance

  • Describe the troubleshooting tools
  • Describe the maintenance tools

Appendix C - Import & Export Functions (Dataport)

  • Describe the functions of the DataPort utility
  • Describe how to export and import records