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3-5403

Content Manager Installation Essentials

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This two-day administrator-level course covers the installation of 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. The hands-on lab exercises in this course use Content Manager software version 10.0.

Course Contents

  • Course Overview
  • Architecture Overview
  • Architecture Scenarios
  • Pre-Installation and Installing the Core with Basic Options
  • Configuring Enterprise Studio
  • Testing the Client
  • Indexing IDOL and Configuring Events
  • Restoring and Upgrading a Dataset
  • Installing the Web Client, Service API, and WebDrawer
  • Adding Additional Workgroup Servers
  • Indexing Elasticsearch and Configuring Events
  • Content Rendering
  • Scripted Client Installation
  • Storage Management
  • Maintenance Considerations
  • Content Manager Thin Integration with MS Office
  • Installing Additional IDOL Components
  • Maintaining an IDOL Index
  • Upgrading from Records Manager 8
  • Basic Troubleshooting
Request in-house training now

Target Group

Target Audience: Records Manager and Records Coordinator. This course is intended for those users who are 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.

Knowledge 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 Window Server operating system and managemen

Classroom training

Do you prefer the classic training method? A course in one of our Training Centers, with a competent trainer and the direct exchange between all course participants? Then you should book one of our classroom training dates!

Online training

You wish to attend a course in online mode? We offer you online course dates for this course topic. To attend these seminars, you need to have a PC with Internet access (minimum data rate 1Mbps), a headset when working via VoIP and optionally a camera. For further information and technical recommendations, please refer to.

Tailor-made courses

You need a special course for your team? In addition to our standard offer, we will also support you in creating your customized courses, which precisely meet your individual demands. We will be glad to consult you and create an individual offer for you.
Request in-house training now
PDF SymbolYou can find the complete description of this course with dates and prices ready for download at as PDF.

This two-day administrator-level course covers the installation of 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. The hands-on lab exercises in this course use Content Manager software version 10.0.

Course Contents

  • Course Overview
  • Architecture Overview
  • Architecture Scenarios
  • Pre-Installation and Installing the Core with Basic Options
  • Configuring Enterprise Studio
  • Testing the Client
  • Indexing IDOL and Configuring Events
  • Restoring and Upgrading a Dataset
  • Installing the Web Client, Service API, and WebDrawer
  • Adding Additional Workgroup Servers
  • Indexing Elasticsearch and Configuring Events
  • Content Rendering
  • Scripted Client Installation
  • Storage Management
  • Maintenance Considerations
  • Content Manager Thin Integration with MS Office
  • Installing Additional IDOL Components
  • Maintaining an IDOL Index
  • Upgrading from Records Manager 8
  • Basic Troubleshooting
Request in-house training now

Target Group

Target Audience: Records Manager and Records Coordinator. This course is intended for those users who are 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.

Knowledge 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 Window Server operating system and managemen

Classroom training

Do you prefer the classic training method? A course in one of our Training Centers, with a competent trainer and the direct exchange between all course participants? Then you should book one of our classroom training dates!

Online training

You wish to attend a course in online mode? We offer you online course dates for this course topic. To attend these seminars, you need to have a PC with Internet access (minimum data rate 1Mbps), a headset when working via VoIP and optionally a camera. For further information and technical recommendations, please refer to.

Tailor-made courses

You need a special course for your team? In addition to our standard offer, we will also support you in creating your customized courses, which precisely meet your individual demands. We will be glad to consult you and create an individual offer for you.
Request in-house training now

PDF SymbolYou can find the complete description of this course with dates and prices ready for download at as PDF.