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CM200 – Content Manager 9.4 Administration Essentials

  • Length 3 days
  • Price $3168 inc GST
Course overview
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Why study this course

This administrator-level course covers the setup and configuration of Content Manager for Enterprise use.

Topics covered include 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 trainers. During this course, learners will participate in guided demonstrations followed by self-completed exercises. It is important to complete all demonstrations and exercises because the course builds upon itself.

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What you’ll learn

Upon successful completion of this course, you 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 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 9.4


Micro Focus at DDLS


Stay ahead of the technology curve

Don’t let your tech outpace the skills of your people

Quality instructors and content

Expert instructors with real world experience and the latest vendor- approved in-depth course content.

Partner-Preferred Supplier

Chosen and awarded by the world’s leading vendors as preferred training partner.

Ahead of the technology curve

No matter your chosen technologies or platforms, we can help you stay one step ahead.

Who is the course for?

  • Records Managers

  • Administrators

  • Records Coordinators

This course is intended for users who are responsible for the setup and initial design of Content Manager including, but not limited to: Senior Business Staff, Power Users, and/or Core Project Team Members.


Course subjects

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

Module 2: Security

  • Access security levels/classifications

  • Access security caveats/supplemental markings

  • Describe the new default terminology

  • Create security levels/classifications

  • Create security caveats/supplemental markings

  • Delete security levels/classifications and caveats/supplemental markings

  • Apply security levels/classifications and caveats/supplemental markings

  • Explain Additional information – Security

  • Access and apply access controls

  • Apply access controls – Locations

  • Apply access controls – Record types

  • View access rights

  • Explain Additional information – Access controls

Module 3: Locations

  • Access locations

  • Describe types of locations – icons

  • Create a location

  • Explain the differences with location types

  • Manage and delete locations

Module 4: Retention Schedules and Holds

  • Access retention schedules

  • Create retention schedules

  • Delete retention schedules

  • Recalculate triggers in retention schedules

  • Move retention schedules

  • Re-index retention schedules

  • Use retention schedules with records

  • Access holds

  • Create a hold

  • Use a hold

  • Event Based Archiving

Module 5: Additional Fields

  • Access additional fields

  • Explain the New default terminology

  • Create additional fields

  • Apply additional fields

  • Create managed lookup sets

Module 6: Structured Titling Options

  • Access classifications/categories

  • Access the Thesaurus

  • Describe the New default terminology

  • Review the Numbering Pattern Character Options chart

  • Create a classification

  • Explore the Additional information – Other tabs

  • Create a new Thesaurus term

  • Establish Thesaurus term relationships

  • Describe additional information

Module 7: Record Types

  • Access record types

  • Describe the new default terminology

  • Explore the properties of record types

Module 8: Action Tracking

  • Access actions/procedures

  • Create actions/procedures

  • Delete actions/procedures

  • Link actions/procedures

  • Show actions/procedures

  • Reassign or complete actions/procedures

  • Compare actions/procedures to workflow

Module 9: Content Manager Indexing

  • Describe Content Manager indexing

  • Describe Elasticsearch integration

  • Create Elasticsearch indexing

  • Create IDOL indexing

Module 10: System Administration Options

  • Name system administration options

  • Describe the effect of each option on behaviour of a CM database

  • Describe Metadata Validation Rule

Module 11: Document Store

  • Describe the Document Stores

  • Create a Document Store

  • Describe Document Store with Sec Compliance

  • Enable Hash Checking

  • Describe Cloud Storage Support

Module 12: Auto Classification

  • Set up Auto-Classification

  • Run Auto Classification

  • Review Auto Classification

Module 13: Audit Configuration Options

  • Enable auditing on a dataset

  • Access audit logging options

  • Use the CM Audit Options tabs

  • View active events

  • View audit log files

Module 14: Client and Matter Functionality

  • Summarise the Clients and Matters legal structure

  • Set up Client-Matter functionality

  • Work with Client and Matter records

Module 15: Import and Export (Dataport)

  • Accessing DataPort

  • Creating imports and exports

  • Using the DataPort project menus

  • Accessing the DataPort interface sections

Module 16: Client/Matter Functionality

  • Describe disposal work flow

  • Create destroy consignment

  • Review destroy consignment

  • Approve/reject consignment

Module 17: General Troubleshooting, Tips, and Maintenance

  • Describe Audit logs

  • Describe Log directories

  • Explore Unknown locations

  • Describe Group locations

  • Describe Reindex and recalculate triggers

Module 18: New Features and Enhancements in CM 9.4

  • Covers other new features and enhancement in CM 9.4 release


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


THIRD PARTY REGISTRATION

DDLS offers certification and training through our partnership with Micro Focus. This arrangement requires DDLS to provide your details to Micro Focus for course and exam registration purposes.


Terms & Conditions

The supply of this course by DDLS is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.



Request Course Information

By submitting an enquiry, you agree to our privacy policy and receiving email and other forms of communication from us. You can opt-out at any time.