3-5402

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 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.

• Course Overview
• New Features and Enhancments
• Security
• Locations
• Retention Schedules and Holds
• Additional Fields
• Structured Titling Options
• Record Types
• Action Tracking
• Content Manager Indexing
• System Administration Options
• Document Store
• Auto Classification
• Audit Configuration Options
• Import and Export (Dataport)
• Disposal Workflow
• Client and Matter Functionality
• General Troubleshooting, Tips, and Maintenance

Target Audience: Records Managers, Administrator, and Records Coordinators

This course is intended for those 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.

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.