Szkolenia Micro Focus

Cel szkolenia

kod: CM01SP-93 | wersja: 9.3

This course introduces you to the basic functions of creating, viewing, editing, finding and sharing records in Micro Focus Content Manager. You will learn about the CM Desktop Client and the Web Client interfaces from the end user perspective. The simulations in thiscourse use Content Manager Version 9.3

Audience/Job Roles

  • Content Managers
  • Records Coordinators
  • Power Users & Core project team members

Plan szkolenia Rozwiń listę

  1. Introduction to Content Manager
    • The Content Management System
    • Enterprise Content Management
    • The Benefits of CM
    • Content Manager Key Terminology
    • Three Zone Approach to Records and Information
    • Difference Between Documents and Records
    • Redundant, Outdated, and Trivial (ROT) Content
    • Content Manager Compliance
    • Integration with Microsoft Office
    • SharePoint Integration
    • Integration with oneilBridge and Iron Mountain
  2. Overview of Interfaces
    • Content Manager Components
    • Client Interface Differences
    • Change the Look and Feel
    • Customize the Quick Access Toolbar
    • Modify the Ribbon
    • Customizing the Ribbon Commands
    • Navigating the Full Client GUI
    • The Desktop Client Interface
    • Navigate the Desktop Client Interface
    • Web Client Interface
    • Navigating the Web Client GUI
    • Configure the Dashboard
    • User Profile
    • Create Records
  3. The Web Client
    • About the Web Client
    • The Web Client Audience
    • The Web Client Interface
    • Configuring the Dashboard
    • Navigate the Web Client Dashboard
    • Add a Document to Favorites
    • Working with Records
    • Make a Document Inactive
    • Creating Requests
    • Create a Temporary Request
    • Working With To Do Items
    • Limitations of the Web Client
  4. Electronic Documents in the Web Client
    • Record Hierarchies
    • Electronic Document in the Web Client
    • About Dropzones
    • Manager Documents
    • Open Documents in MS Word in the Web Client
    • Viewing Electronic Documents
    • View an Electronic Document
    • Editing Documents
    • Copying Documents
    • Record Properties
    • Finalizing Documents
    • Make a Document Final
  5. Web Client Search Methods
    • Searching for Records
    • The Default Boolean Search Editor
    • The Multi-field Search Editor
    • The String-based Search Editor
    • The Content (IDOL) Search
    • Conduct a Simple Search
    • Quick Search
    • A Form Search
    • Saved Searches
    • Save a Search
    • Browse via Classification
  6. Using Physical Records in the Web Client
    • Physical Records
    • Create a Physical Record
    • Managing Physical Record Locations
    • About Requests
    • Request a Physical Record
  7. Managing Records in the Web Client
    • Tag and Task
    • Tag and Send Records in the Web Client
    • Content Manager Notes
    • Add a Note to a Record in the Web Client
    • Security and Access
    • Action Tracking
    • Track and Complete a Record Action in the Web Client
    • Viewing User Permissions
  8. Introduction to the Desktop Client
    • Desktop Client Users
    • The Desktop Client Interface
    • Navigate the GUI
    • Working with the Favorites Shortcuts
    • Recent Shortcuts
    • Working with Trays
    • Customize the View (List) Pane
    • Customize the View Pane in Desktop Client
    • Desktop Client Features and Functions
  9. Electronic Documents in the Desktop Client
    • Record Hierarchies
    • Create an Electronic Document
    • Dropzones
    • Using Content Manager Documents in MS Office
    • Open a Content Manager Document in MS Word
    • Viewing Electronic Docs
    • View an Electronic Document
    • Editing documents
    • Copying documents
    • Record Properties
    • Revisions
    • Versions
    • Finalizing Documents
    • Make a Document Final in the Desktop Client
  10. Desktop Client Search Methods
    • Searching for Records
    • The Default Boolean Search Editor
    • The Multi-field Search Editor
    • The String-based Search Editor
    • The Content (IDOL) Search
    • Conduct a Simple Search
    • The Search Tab and Ribbon
    • Saved Searches
    • Using Classifications
  11. Using Physical Records in the Desktop Client
    • About Physical Records
    • Create a Physical Record
    • Managing Physical Record Locations
    • Requests
    • Request a Physical Record
  12. Managing Records in the Desktop Client
    • Tag and Add to Favorites
    • Add a Note to a Record
    • About Security and Access
    • About Action Tracking
    • Track and Complete Actions
    • Viewing User Permissions
  13. Managing Emails in the Desktop Client
    • Why Do You Check in E-mails?
    •  Enabling the MS Outlook Integration
    • The Content Manager Ribbon in MS Outlook
    • Send Documents to Microsoft Outlook in the Desktop Client
    • Check in Email with Attachments
    • Opening the Container of a Linked Folder
    • Managing and Removing Links
    • Search for Email in the Desktop Client
Pobierz konspekt szkolenia w formacie PDF

Dodatkowe informacje

Poziom trudności
Czas trwania 1 dzień
Certyfikat

The participants will obtain certificates signed by Micro Focus (course completion).

Prowadzący

Authorized Micro Focus Trainer.

Pozostałe szkolenia Micro Focus | Information Governance

Szkolenia powiązane tematycznie

Digital Transformation

IT Governance

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