Course structure
Module 1: Course Overview
• Identify the course objectives.
• View the course schedule and logistics.
• View eBooks in different ways.
• Access lab instructions.
Module 2: ECM and Purpose of Content Manager
• Explain the concept of Enterprise Content Management (ECM).
• Describe the differences between records and documents.
• Describe the Three Zone Approach to records and information.
• Explain the difference between records management and document management.
• Substantiate how Content Manager (CM) helps a corporation comply with retention and other rules.
Module 3: Overview of the Content Manager Interfaces
• Navigate the full Content Manager (CM) desktop interface.
• Navigate the CM Desktop Client.
• Navigate the CM Web Client.
• Navigate the CM WebDrawer.
Module 4: Search Functionality in Content Manager
• Use various full search methods and options.
• Create simple and advanced searches.
• Refine the search result, count search results, and save searches.
• Use the Boolean, multi-field, and string-based Search Editors.
• Use Content Search.
Module 5: Creating Records
• Create metadata-only and electronic document records.
• Use the registration form.
• Work with offline records.
• Search for records.
Module 6: Working with Records in Content Manager
• Create metadata-only and electronic document records.
• Use the registration form.
• Work with offline records.
• Search for records.
Module 7: Editing Records (Document Management)
• Create metadata-only and electronic document records.
• Use the registration form.
• Work with offline records.
• Search for records.
Module 8: Working with Document Queues
• Define document queues.
• Create and use a document queue within Content Manager (CM).
• Describe automatic queue processing.
• Summarize the practical applications for document queues.
Module 9: Content Manager Integration with Microsoft Outlook
• Review the interface of the Content Manager integration with Microsoft (MS) Outlook.
• Check email into Content Manager from Outlook .
• Associate check-in styles with linked folders.
• Choose the appropriate cleanup option for emails.
• Send email and attachments from Content Manager using the Outlook email form or the CM email form.
Module 10: Working with Alerts, User Labels, and Records
• Review the interface of the CM integration with Microsoft (MS) Outlook.
• Check email into Content Manager from Outlook.
• Associate check-in styles with linked folders.
• Choose the appropriate cleanup option for emails.
• Send email and attachments from Content Manager using the Outlook email form or the Content Manager email form.
Module 11: Customizing User Options in Content Manager
• Review the interface of the CM integration with Microsoft (MS) Outlook.
• Check email into Content Manager from Outlook.
• Associate check-in styles with linked folders.
• Choose the appropriate cleanup option for emails.
• Send email and attachments from Content Manager using the Outlook email form or the CM email form.
Module 12: Working with Content Manager Web Client
Perform Searches and Navigate Records
• Get familiar with the Web Client interface, its menu, tabs, and panes.
• Identify the document type icons change.
• Perform a Quick Search history and scroll the search history.
• Perform a Form Search and an Advanced Search using the Web Client
• View search results in a Grid View.
• Save a search.
• Navigate the structure of a record.
• Create, view, and edit records.
• Work with Office 365 Integration
Generate Reports and Edit Settings
• Create a report.
• Customize the Record Property settings.
• Define and use Metadata (Field) validation.
• Check out Web-based Microsoft Office documents to OneDrive, edit them, and check them back into Content Manager..
• View, promote, and delete revisions.
