CM300 – Content Manager Installation Essentials

Course code: CM300

This two-day administrator-level course covers the installation of a Content Manager. It discusses the 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.
The course equips designated CM business administrators with the understanding required to plan and design a system to meet their enterprise needs.
This course is intended for users responsible for the setup and initial design of Content Manager; including, but not limited to, Records Managers, Senior Business Staff, Power Users, and/or Core Project Team Members.
NOTE: A new ART (Digital Learning) module has been added to this ILT course to cover new functionalities and enhancement from an Administrator perspective.
Students can launch this web-based module from provided CM300 lab environment. The course uses lectures and a series of hands-on labs to teach the course material.

1 448 EUR

1 752 EUR including VAT

The earliest date from 17.03.2025

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Course dates

Starting date: 17.03.2025

Type: Virtual

Course duration: 2 days

Language: en

Price without VAT: 1 448 EUR

Register

Starting date: 22.09.2025

Type: Virtual

Course duration: 2 days

Language: en

Price without VAT: 1 448 EUR

Register

Starting date: Upon request

Type: In-person/Virtual

Course duration: 2 days

Language: en/cz

Price without VAT: 2 412 EUR

Register

Starting
date
Place
Type Course
duration
Language Price without VAT
17.03.2025 Virtual 2 days en 1 448 EUR Register
22.09.2025 Virtual 2 days en 1 448 EUR Register
Upon request In-person/Virtual 2 days en/cz 2 412 EUR Register
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Course description

On completion of this course, participants should be able to:

• Describe the Content Manager (CM) application
• Apply architecture design and considerations
• Install and configure CM and upgrade an earlier version CM dataset
• Perform ongoing management and troubleshooting
• Install and configure IDOL Indexing and Elasticsearch Indexing
• Use CM administrative tools

Course structure

Module 1: Course Overview

• Identify the contents and objectives of the course
• Define the class schedule and class logistics
• Identify the related courses
• Discuss the lab environment details
• Discuss the MyRoom configuration

Module 2: Architecture Overview

• Describe the CM multi-tier architecture
• Describe the repository structure
• List and describe each of the CM clients
• Describe the CM Service API
• Describe the various architectural scenarios

Module 3: Architecture Scenarios

• Describe the architecture scenario for small organizations
• Describe the architecture scenario for regional, country, and international organizations
• Describe the architecture scenario for multiple event servers

Module 4: Pre-Installation and Installing the Core with Basic Options

• Create and add the Service account
• Configure the shares and security for the required CM working directories
• Add the Service account and create the databases in SQL
• Install the CM core with basic options
• Verify service status and test the basic functionality

Chapter 5: Configuring Enterprise Studio

• Describe the function of the CM Enterprise Studio
• Describe the GUI for Enterprise Studio
• Describe the configuration and format of the configuration file

Module 6: Testing the Client

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

Module 7: Indexing IDOL and Configuring Events

• Index the IDOL database
• Configure and enable Event Services

Module 8: Restoring and Upgrading a Dataset

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

Module 9: Installing the Web Client, Service API, and WebDrawer

• Install the Web client, the Service API, and WebDrawer
• Test the Web client from another machine
• Review WebDAV functionality

Module 10: Adding Additional Workgroup Servers

• Add Additional Workgroup servers
• Configure additional Workgroup servers for Event Processing

Module 11: Indexing Elasticsearch and Configuring Events

• Index the Elasticsearch database
• Use Elasticsearch with DemoDB

Module 12: Content Rendering

• Verify Content Rendering functions and options
• Render content

Module 13: Scripted Client Installation

• Create a Scripted Client installation
• Modify a Scripted Client installation
• Deploy a Scripted Client installation

Module 14: Storage Management

• Enable Workgroup caching
• Configure Workgroup caching options
• Explain tiered storage, encryption, and document compression

Module 15: Maintenance Considerations

• Define Maintenance Considerations
• Integrate with Enterprise Backup

Module 16: Content Manager Thin Integration with MS Office

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

Module 17: Installing Additional IDOL Components

• Define OEM and Enterprise IDOL
• Describe the IDOL components
• Install the additional CM IDOL content services (manually)
• Describe the CM IDOL Image Server

Module 18: 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

Module 19: Upgrading from Records Manager 8

• Upgrade CM
• Work in a mixed environment
• Explain the new features or updates after the upgrade
• Upgrade CM Render
• Upgrade from Records Manager 8
• Upgrade Client Computers

Module 20: Basic Troubleshooting

• Find the various CM log files
• Enable the logging option
• Perform basic troubleshooting

Module 21: What’s New in Content Manager 10.1

• ART (Digital Learning Module) for What’s New in CM 10.1 from an administrator point of view.
• Conceptual and Recorded Demo content about new functionalities and enhancements in CM 10.1.

Prerequisites

To be successful in this course, you should have the following prerequisites or knowledge:

• Knowledge of content management principles and internal business processes.
• Basic knowledge and comfort working with software, including simple keyboard and mouse skills, and knowledge of Microsoft Office and other Windows-based programs.
• Basic Knowledge of Windows Server operating system and management.

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