Microfocus Content Manager - Installation Training Course and Workshop in Bangalore, Mysore, Chennai, Hyderabad, Pune, Mumbai, Delhi, Noida, Gurgaon, Kolkata

This Microfocus Content Manager - Installation training course covers the installation of Content Manager. It discusses 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.

By attending Microfocus Content Manager - Installation workshop, delegates will learn to:

Describe the Content Manager application
Apply architecture design and considerations
Install and configure Content Manager
Perform ongoing management and troubleshooting
Upgrade Content Manager
Use the Content Manager administrative tools

Windows server and desktop operating systems
Local security policies and firewalls
Active Directory (AD) and creating and administering users and groups
Network architecture and common software deployment tools
Creating and modifying share permissions
Database management and connectivity
Office productivity suites, including email systems (for example, MS Office/Outlook)
Attend a training on Microfocus Content Manager - Administration or Microfocus Content Manager - Advanced User or equivalent practical experience

The Microfocus Content Manager - Installation class is ideal for:

Records Manager, Records Coordinator
Those users who are responsible for the set up and initial design of Content Manager; including, but not limited to, Records Managers, senior business staff, power users, and/or core project team members.

Architecture Overview

Describe Content Manager multi-tier architecture
Describe new changes in architecture
Describe the repository structure
List and describe each of the Content Manager clients
Describe the Content Manager Service API
Describe different CM interfaces.

Architecture Scenarios

Describe the architecture scenario for small organizations
Describe the architecture scenario for regional, country, and International organizations

Pre-Installation and Installing the Core with Basic Options

Create and add the Service account
Configure the shares and security for the required Content Manager working directories
Add the Service account and create the databases in SQL
Install the Content Manager core with basic options
Install IDOL OEM engine
Verify service status and test the basic functionality
Client Installation

Configuring Enterprise Studio

Describe the function of the Content Manager Enterprise Studio
Describe the GUI for Enterprise Studio
Describe the configuration and format of the configuration file

Testing the Client

Start the client and set the default dataset
Add a record to Content Manager
Verify that the record has been added to Content Manager

Indexing IDOL and Configuring Events

Content indexing using IDOL OEM engine.
Removing and creating an Elasticsearch Index
Configure and enable event services

Restoring and Upgrading a Dataset

Restore a database
Update the service account for the restored database
Register and upgrading a dataset
Repair the dataset schema
Configure events for the restored dataset

Adding the Web Client, Service API, and WebDrawer

Install the Web client, the Service API, and the WebDrawer
Test the Web client from another machine
MS Online Office server Configuration

Adding Additional Workgroup Servicers

Install and configure additional Workgroup servers
Configure additional Workgroup servers for event processing

Indexing Elasticsearch and Configuring Events

Install Elasticsearch engine
Content indexing using Elasticsearch engine.
Removing and creating an Elasticsearch Index
Configure and enable event services for Elasticsearch

Content Rendering

Installing and Configuring Rendering
Set the Render module default settings
Configure OCR Rendering

Scripted Client Installation

Create, modify, and deploy a scripted client installation

Storage Management

Enable workgroup caching
Configure workgroup caching options

Maintenance Considerations

Describe the log file locations
Describe the best practices
Content Manager Backup strategy.

Integrating Content Manager Thin Integration with MS Office

Install the Content Manager Thin Integration agent
Explain the Thin Office integration options
Check MS Office documents into Content Manager
Open Content Manager records in MS Office using Thin Integration
Finalize a record using Thin Integration
Create Content Manager records based on an MS Office template registered in Content Manager

Installing Additional IDOL Components

Define OEM and Enterprise IDOL
Describe the IDOL components
Install the Content Manager Connector
Install the additional Content Manager IDOL content services (using the Installer)
Install the additional Content Manager IDOL content services (manually)
Describe the Content Manager IDOL Image server

Maintaining an IDOL Index

Check the IDOL index for errors
Optimize the IDOL index
Monitor an IDOL server
Remove a document content index
Delete an IDOL database
Suppress document content indexing

Upgrading from Records Manager 8

Upgrade Content Manager
Work in a mixed environment
Explain the new features/updates after upgrade
Upgrade Content Manager Render
Upgrade from Records Manager 8
Upgrade client computers

Basic Troubleshooting

Find the various Content Manager log files
Enable the logging option
Perform basic troubleshooting

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Microfocus Content Manager - Installation

COURSE AGENDA

Course Overview