CM300 – Content Manager Installation Essentials

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.