Content Manager 9.3 Advanced User Training [MIC_CM110C]

Tijdsduur
Startdatum en plaats
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Startdata en plaatsen

Micro Focus Virtual Courses - EMEA
30 mrt. 2020
Micro Focus Virtual Courses - EMEA
7 sep. 2020

Beschrijving

OVERVIEW

This one-day, user-level course addresses all the core functionality and features of Content Manager. This includes searching for, creating, and maintaining records. Other components, such as Reports, Activities and Actions, Alerts, User Labels, Dropzone and User Options are also discussed. Class sizes are limited to 12 participants to provide adequate individual attention under the guidance of expert Micro Focus Software Education trainers. During this course, learners participate in guided demonstrations followed by self-completed exercises. It is important to complete all demonstrations and exercises because the course builds upon itself

OBJECTIVES

Upon successful completion of t…

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OVERVIEW

This one-day, user-level course addresses all the core functionality and features of Content Manager. This includes searching for, creating, and maintaining records. Other components, such as Reports, Activities and Actions, Alerts, User Labels, Dropzone and User Options are also discussed. Class sizes are limited to 12 participants to provide adequate individual attention under the guidance of expert Micro Focus Software Education trainers. During this course, learners participate in guided demonstrations followed by self-completed exercises. It is important to complete all demonstrations and exercises because the course builds upon itself

OBJECTIVES

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

• Describe the ECM and Purpose of Content Manager

• Overview the Content Manager interfaces

• Use the Search functionality

• Create records within Content Manager

• Work with records within Content Manager

• Perform document management within Content Manager

• Work with document queues

• Overview the Content Manager-MS Outlook integration

• Use alerts and user labels

• Explore user customization

• Work with the Web client

AUDIENCE

This course is intended for senior-level users who are responsible for the day-to-day operations of an organization and who might have elevated responsibility in the Content Manager tool, including, but not limited to, Content Managers, Records Coordinators, senior business staff, Power Users, Inquiry Users, and/or core project team members.

CERTIFICATION

• CM110-93: Advance User Certification

NEXT STEP

CM110 - Content Manager Advanced User Training -> CM200 - Content Manager Administration Essentials

CONTENT

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: ECM and Purpose of Content Manager

This module enables you to identify the purpose and benefits of Content Manager.

• Explain the concept of Enterprise Content Management

• Describe the differences between records and documents

• Describe the Three Zone Approach to records and information

• Explain the difference between records management and document management

• Substantiate how Content Manager helps a corporation comply with retention and other rules

Module 3: Overview of the Content Manager Interfaces

This module helps you get familiar with the Content Manager Interface.

• Navigate the full Content Manager desktop interface

• Navigate the Content Manager Desktop client

• Navigate the Content Manager Web Client

• Navigate the Content Manager WebDrawer

Module 4: Search Functionality in Content Manager

This module enables you to use the Search functionality

• Use various full search methods and options

• Create simple and advanced searches

• Refine the search result, count search results, and save searches

• Use the Boolean, multi-field, and string-based search editors

• Use Content Search

Module 5: Creating Records

This module enables you to use the create records in Content Manager

• Create metadata-only and electronic document records

• Use the registration form

• Work with offline records

• Use searching knowledge (when applicable)

Module 6: Working with Records

This module helps you to use records in Content Manager

• Explain the Document Properties Dialog

• Describe the Records Shortcut Menu (Record Right Click options)

• View a Document Record

• Use Saved Searches

• Create User Notes

• Describe Offline Records

Module 7: Editing Records (Document Management)

This module enables you to edit records in Content Manager

• Edit electronic documents through Content Manager and their native applications

• Summarize the differences between View, Check Out, and Edit

• Articulate the differences between record revisions and record versions

• Finalize a document

Module 8: Working with Document Queues

This module helps you to define and use document queues.

• Define document queues

• Create and use a document queue within Content Manager

• Describe automatic queue processing

• Summarize the practical applications for document queues

Module 9: Content Manager Integration with MS Outlook

This module gives you an overview of the features of the Content Manager integration with MS Outlook

• Integrate Microsoft (MS) outlook Integration

• Use various methods to register an item into Content Manager from MS Outlook (Check-In Style and by selecting record type)

• Perform Check-In Style Email Clean-Up Option

• Use Send Email From Content Manager

Module 10: Working with Alerts and User Labels

This module helps you use alerts and user labels more efficiently.

• Define alerts

• Summarize the uses for alerts

• Create and configure alerts

• Define user labels and their usage

• Create and apply user labels and leveling

• Create a To Do item

• Complete a To Do task

Module 11: User Customization

This module describes the user customization and enables you to work with the features.

• Customize Content Manager options

• Create Dropzone view

• Customize Quick Access toolbar

• Customize the ribbon

Bij Global Knowledge worden de klassikale trainingen gegeven door trainers die ook werkelijk expertise hebben: hooggekwalificeerde instructeurs die allen een pedagogische achtergrond hebben en hun praktijkervaring meenemen naar het klaslokaal. Trainers bij Global Knowledge hebben oog voor de persoonlijke leerstijlen om zo de trainingservaring van de cursisten te optimaliseren.

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