Content Manager Administration FundamentalsCMAFMFOpenTextMF-CMAF23.4<p>On completion of this course, you should be able to:</p>
<ul>
<li>Set up Content Manager security.</li><li>Set up Content Manager locations.</li><li>Create and maintain retention schedules and holds.</li><li>Set up additional fields.</li><li>Use structured titling options.</li><li>Create and maintain a classification system (a record plan).</li><li>Define record types.</li><li>Use action tracking.</li><li>Describe Content Manager indexing.</li><li>Perform and configure Content Manager administrative options.</li><li>Create a document store.</li><li>Set up auto-classification.</li><li>Set up audit configuration options.</li><li>Use Client-Matter functionality.</li><li>Use the import and export options.</li><li>Set up a disposal workflow.</li><li>Review general troubleshooting, tips, and maintenance.</li></ul><p>To be successful in this course, you should have the following prerequisite skills or knowledge:</p>
<ul>
<li>Successful completion of Content Manager User Fundamentals (CMUF) or equivalent experience (must have used Content Manager and/or Records Manager in a professional environment for 6 months or more)</li><li>Knowledge of Content Manager and/or Records Management principles and internal business processes</li><li>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.</li></ul><p>The audience includes, but is not limited to: Content Managers, Records Coordinators, Administrators, senior business staff, power users, Inquiry Users, and/or core project team members.</p><ul>
<li>Module 1: Course Overview</li><li>Module 2: New Features and Enhancements</li><li>Module 3: Security</li><li>Module 4: Locations</li><li>Module 5: Retention Schedules and Holds</li><li>Module 6: Additional Fields</li><li>Module 7: Structured Titling Options</li><li>Module 8: Record Types</li><li>Module 9: Action Tracking</li><li>Module 10: Content Manager Indexing</li><li>Module 11: System Administration Options</li><li>Module 12: Document Store</li><li>Module 13: Auto-Classification</li><li>Module 14: Audit Configuration Options</li><li>Module 15: Import and Export (Dataport)</li><li>Module 16: Disposal Workflow</li><li>Module 17: Client and Matter Functionality</li><li>Module 18: General Troubleshooting, Tips, and Maintenance</li></ul><h5>Module 1: Course Overview</h5><ul>
<li>Identify the course objectives.</li><li>View the course schedule and logistics.</li><li>View eBooks in different ways.</li><li>Access lab environment details and instructions.</li></ul><h5>Module 2: New Features and Enhancements</h5><ul>
<li>Identify new features and enhancements in Content Manager 23.4.</li></ul><h5>Module 3: Security</h5><ul>
<li>Access the security levels/classifications.</li><li>Access security caveats/supplemental markings.</li><li>Describe the new default terminology.</li><li>Create security levels/classifications.</li><li>Create security caveats/supplemental markings.</li><li>Delete security levels/classifications and caveats/supplemental markings.</li><li>Apply security levels/classifications and caveats/supplemental markings.</li><li>Explain Additional information – Security.</li><li>Access and apply access controls.</li><li>Apply access controls – Locations.</li><li>Apply access controls – Record types.</li><li>View access rights.</li><li>Explain Additional Information – Access Control.</li></ul><h5>Module 4: Locations</h5><ul>
<li>Access the locations.</li><li>Describe types of locations – icons.</li><li>Create a location.</li><li>Explain the differences with location types.</li><li>Manage and delete locations.</li></ul><h5>Module 5: Retention Schedules and Holds</h5><ul>
<li>Access the retention schedules.</li><li>Create retention schedules.</li><li>Delete retention schedules.</li><li>Recalculate triggers in retention schedules.</li><li>Move retention schedules.</li><li>Re-index retention schedules.</li><li>Use retention schedules with records.</li><li>Access holds.</li><li>Create a hold.</li><li>Use a hold.</li><li>Perform event-based archiving</li></ul><h5>Module 6: Additional Fields</h5><ul>
<li>Access the additional fields.</li><li>Explain the new default terminology.</li><li>Create additional fields.</li><li>Apply additional fields.</li><li>Create managed lookup sets.</li></ul><h5>Module 7: Structured Titling Options</h5><ul>
<li>Access the classifications/categories.</li><li>Access the thesaurus.</li><li>Describe the new default terminology.</li><li>Review the Numbering Pattern Character Options chart.</li><li>Create a classification.</li><li>Explore the Additional Information – Other tabs.</li><li>Create a new thesaurus term.</li><li>Establish thesaurus term relationships.</li><li>Describe additional information.</li></ul><h5>Module 8: Record Types</h5><ul>
<li>Access the record types.</li><li>Describe the new default terminology.</li><li>Explore the properties of record types.</li></ul><h5>Module 9: Action Tracking</h5><ul>
<li>Access the actions/procedures.</li><li>Create actions/procedures.</li><li>Delete actions/procedures.</li><li>Link actions/procedures.</li><li>Show actions/procedures.</li><li>Reassign or complete actions/procedures.</li><li>Compare actions/procedures to workflow.</li></ul><h5>Module 10: Content Manager Indexing</h5><ul>
<li>Describe Content Manager indexing.</li><li>Describe Elasticsearch integration.</li><li>Create Elasticsearch indexing.</li><li>Create IDOL indexing.</li></ul><h5>Module 11: System Administration Options</h5><ul>
<li>Name the system administration options.</li><li>Describe the effect of each option on the behavior of a Content Manager database.</li><li>Describe the Metadata Validation rule.</li></ul><h5>Module 12: Document Store</h5><ul>
<li>Describe the document stores.</li><li>Create a document store.</li><li>Describe a document store with security compliance.</li><li>Enable hash checking.</li><li>Describe Cloud storage support.</li></ul><h5>Module 13: Auto-Classification</h5><ul>
<li>Set up auto-classification.</li><li>Run auto-classification.</li><li>Review auto-classification.</li></ul><h5>Module 14: Audit Configuration Options</h5><ul>
<li>Enable auditing on a dataset.</li><li>Access audit logging options.</li><li>Use the Content Manager Audit Options tabs.</li><li>View active events.</li><li>View audit log files.</li></ul><h5>Module 15: Import and Export (Dataport)</h5><ul>
<li>Access DataPort.</li><li>Create imports and exports.</li><li>Use the DataPort project menus.</li><li>Access the DataPort interface sections.</li></ul><h5>Module 16: Disposal Workflow</h5><ul>
<li>Describe disposal work flow.</li><li>Create destroy consignment.</li><li>Review destroy consignment.</li><li>Approve/reject consignment.</li></ul><h5>Module 17: Client and Matter Functionality</h5><ul>
<li>Summarize the Clients and Matters legal structure.</li><li>Set up Client and Matter functionality.</li><li>Work with Client and Matter records.</li></ul><h5>Module 18: General Troubleshooting, Tips, and Maintenance</h5><ul>
<li>Describe audit logs.</li><li>Describe log directories.</li><li>Explore unknown locations.</li><li>Describe group locations.</li><li>Describe reindex and recalculate triggers.</li></ul>On 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 (a record plan).
- Define record types.
- Use action tracking.
- Describe Content Manager indexing.
- Perform and configure Content Manager administrative options.
- Create a document store.
- Set up auto-classification.
- Set up audit configuration options.
- Use Client-Matter functionality.
- Use the import and export options.
- Set up a disposal workflow.
- Review general troubleshooting, tips, and maintenance.To be successful in this course, you should have the following prerequisite skills or knowledge:
- Successful completion of Content Manager User Fundamentals (CMUF) or equivalent experience (must have used Content Manager and/or Records Manager in a professional environment for 6 months or more)
- 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.The audience includes, but is not limited to: Content Managers, Records Coordinators, Administrators, senior business staff, power users, Inquiry Users, and/or core project team members.- Module 1: Course Overview
- Module 2: New Features and Enhancements
- Module 3: Security
- Module 4: Locations
- Module 5: Retention Schedules and Holds
- Module 6: Additional Fields
- Module 7: Structured Titling Options
- Module 8: Record Types
- Module 9: Action Tracking
- Module 10: Content Manager Indexing
- Module 11: System Administration Options
- Module 12: Document Store
- Module 13: Auto-Classification
- Module 14: Audit Configuration Options
- Module 15: Import and Export (Dataport)
- Module 16: Disposal Workflow
- Module 17: Client and Matter Functionality
- Module 18: General Troubleshooting, Tips, and MaintenanceModule 1: Course Overview
- Identify the course objectives.
- View the course schedule and logistics.
- View eBooks in different ways.
- Access lab environment details and instructions.
Module 2: New Features and Enhancements
- Identify new features and enhancements in Content Manager 23.4.
Module 3: Security
- Access the 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 Control.
Module 4: Locations
- Access the locations.
- Describe types of locations – icons.
- Create a location.
- Explain the differences with location types.
- Manage and delete locations.
Module 5: Retention Schedules and Holds
- Access the 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.
- Perform event-based archiving
Module 6: Additional Fields
- Access the additional fields.
- Explain the new default terminology.
- Create additional fields.
- Apply additional fields.
- Create managed lookup sets.
Module 7: Structured Titling Options
- Access the 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 8: Record Types
- Access the record types.
- Describe the new default terminology.
- Explore the properties of record types.
Module 9: Action Tracking
- Access the 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 10: Content Manager Indexing
- Describe Content Manager indexing.
- Describe Elasticsearch integration.
- Create Elasticsearch indexing.
- Create IDOL indexing.
Module 11: System Administration Options
- Name the system administration options.
- Describe the effect of each option on the behavior of a Content Manager database.
- Describe the Metadata Validation rule.
Module 12: Document Store
- Describe the document stores.
- Create a document store.
- Describe a document store with security compliance.
- Enable hash checking.
- Describe Cloud storage support.
Module 13: Auto-Classification
- Set up auto-classification.
- Run auto-classification.
- Review auto-classification.
Module 14: Audit Configuration Options
- Enable auditing on a dataset.
- Access audit logging options.
- Use the Content Manager Audit Options tabs.
- View active events.
- View audit log files.
Module 15: Import and Export (Dataport)
- Access DataPort.
- Create imports and exports.
- Use the DataPort project menus.
- Access the DataPort interface sections.
Module 16: Disposal Workflow
- Describe disposal work flow.
- Create destroy consignment.
- Review destroy consignment.
- Approve/reject consignment.
Module 17: Client and Matter Functionality
- Summarize the Clients and Matters legal structure.
- Set up Client and Matter functionality.
- Work with Client and Matter records.
Module 18: General Troubleshooting, Tips, and Maintenance
- Describe audit logs.
- Describe log directories.
- Explore unknown locations.
- Describe group locations.
- Describe reindex and recalculate triggers.3 days2400.00