Résumé du cours
This 2-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 and System Options.
Class sizes are limited to 12 participants to provide adequate individual attention under the guidance of expert HPE Software 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.
Moyens d'évaluation :
- Quiz pré-formation de vérification des connaissances (si applicable)
- Évaluations formatives pendant la formation, à travers les travaux pratiques réalisés sur les labs à l’issue de chaque module, QCM, mises en situation…
- Complétion par chaque participant d’un questionnaire et/ou questionnaire de positionnement en amont et à l’issue de la formation pour validation de l’acquisition des compétences
- Security
- Locations
- Retention Schedules and Holds
- Additional Fields
- Structured Titling Options
- Record Types
- Action Tracking
- System Administration Options
A qui s'adresse cette formation
Target Audience: Records Coordinator, Administrator
This course is intended for those users who are responsible for the setup and initial design of HPE Content Manager; including, but not limited to: Senior Business Staff, Power Users, and/or Core Project Team Members.
Pré-requis
To be successful in this course, you should have the following prerequisites or knowledge.
- Successful completion of !Content Manager 9.3 Advanced User Training (CM110) or equivalentexperience (6 months or more using HPE Content Manager and/or HPE Records Manager in aprofessional environment)
- Knowledge of Content Manager and/or Records Management principles and internal businessprocesses
- Basic knowledge of and comfort working with software; including simple keyboard and mouseskills, as well as knowledge of Web Browsers (Internet Explorer or Chrome) and other Windows-based programs.
While there will be some technical discussion throughout the course, a strong technical aptitude or background is not required.
Objectifs
Upon successful completion of this course, you should be able to:
- Set up Content Manager security
- Set up Content Manager locations
- Set up additional fields
- Create and maintain retention schedules and holds
- Create and maintain a classification system (that is, a record plan)
- Define record types
- Perform and configure Content Manager administrative options
Contenu
Module 1 – Security
- Name the three aspects of security
- Describe how the three aspects of security differ
- Modify or delete security
Module 2 – Locations
- Define organizations, positions, and people
- Describe the features of locations lists
- Distinguish between different user types, including customusers
- Maintain a list
Module 3 – Retention Schedules and Holds
- Enter retention schedules
- Create triggers
- Use retention holds
Module 4 – Additional Fields
- Describe the purpose of additional fields
- List the types of additional fields
- Create additional fields
Module 5 – Structured Titling Options
- Enter a functional classification plan
- Use a classification plan in addition to or instead of a thesaurus
- Describe different numbering patterns and characters
Module 6 – Record Types
- Define record types
- Create record types and record entry forms
- Establish access control on record type objects
Module 7 – Action Tracking
- Describe the purpose of actions
- Create an action
- Create a procedure
Module 8 – System Administration Options
- Name system administration options
- Describe the effect of each option on behavior of a CM database
Anglais
Moyens Pédagogiques :