This Microfocus Content Manager - Administration training 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).
By attending Microfocus Content Manager - Administration workshop, delegates will learn 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 (that is, a record plan)
- Define record types
- Use Action Tracking
- Describe Content Manager Indexing
- Perform and configure Content Manager administrative options
- Create Document Store
- Setup Auto-Classification
- Setup Audit Configuration Options
- Use Client-Matter functionality
- Use Import and Export options
- Setup Disposal Workflow
- Review General Troubleshooting, Tips, and Maintenance
- Attend a training on Microfocus Content Manager Advanced User or have equivalent knowledge
- Knowledge of Content Manager and/or Records Management principles and internal business processes
The Microfocus Content Manager - Administration class is ideal for:
- Records Managers, Administrator, and Records Coordinators
- 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.