Support/Services

Looking to develop your eDOCS skills and want a training course? Need best practices, FAQ, or technical bulletins? It’s all right here, plus product updates, a customer community, technical support, and more.

OpenText eDOCS Training Courses

OpenText Premier Support Programs and Services

OpenText eDOCS Training Offerings

Learning Services offers eDOCS training in several formats. Review the Learning Services Fact Sheets learn about the various delivery methods and services we can provide to support your organization:

OpenText Learning Services has a variety of training courses for eDOCS DM, eDOCS RM, eDOCS Collaboration,eDOCS Workflow, eDOCS KM, eDOCS Webtop and eDOCS Search Server.

Key OpenText eDOCS Training Courses

Click here for a comprehensive list of eDOCS training offerings.

Course	Description
335 Implementing Document Management using eDOCS DM (v5.x)	In this five day class, participants receive a detailed overview of the technology and architecture of eDOCS DM. They will be able to install and configure DM Server / DM Web Server, and generate Libraries for the storage of documents. Participants will also use DM Designer to design customized profile and search forms, as well as modify the DM database. They will integrate and configure applications and setup the DM Indexer to enable full-text indexing of documents. Furthermore, they learn to install DM Extensions using the default MSI files and customized MSI scripts.Click here for additional information and registration.
3035 Implementing Document Management using DM (v6.x)	This three day course is intended for new DM administrators, integrators or consultants intending to deploy and customize a document management system based on DM. This five-day course covers the generation of a DM Library, installing DM Server, DM Web Server, application integration and client options, and performing Library Maintenance. It also covers basic customization of the DM Webtop, and the use of the client interfaces: DM Webtop and DM Extensions (Windows Explorer DM Extension and Microsoft Outlook DM Extension). No previous experience with eDOCS Document Management products is required.Click here for additional information and registration.
333 What's New in OpenText eDOCS DM v5.3	This one-day course is geared to existing eDOCS DM administrators wishing to move to eDOCS DM v5.3. In class you will upgrade to eDOCS DM v.5.3 using the new Microsoft Installer (MSI) scripted installs. After installation, you will configure Multiple File Formats for several applications, customize Microsoft Office 2010, and customize MSI scripts. This course also covers using Windows Communication Foundation (WCF), additional Save User Interface enhancements , additional Search variables, and enhancements to the Microsoft Outlook 2010 integration.Click here for additional information and registration.
337 Open Text eDOCS Email Filing	Could you use some help in managing emails in your organization? Which emails have already been saved into eDOCS DM? With eDOCS RM which emails need to be records and disposed of properly? This class will help you to save your emails into eDOCS DM by using Email Filing. You will learn how to configure the Email Marker, Auto Bulk Filing and the Filing Assistant and many other rules and features along the way. Now is the time for your organization to better manage their emails. This is only for MS Outlook emails. Join us and find out how.Click here for additional information and registration.
338 Configuring the Dynamic Views for eDOCS DM	Would your users like to view their documents in a more hierarchical tree structure? Why not use Dynamic Views? Do you want a more uniform folder structure in your Dynamic Views? This virtual structure could be based upon your profile lookup information such as clients/matters, document types, or your custom fields. Learn how Specific searches could be created and added to your Dynamic Views to enhance the searching capabilities for your users. We will also be working with Base Templates that allow your users to create new folders for a more uniformed structure. Join us for a half-day class to learn how to set up and configure several virtual tree structures.Click here for additional information and registration.

OpenText Premier Support Programs and Services

OpenText Technical Services is committed to assisting customers with the ongoing service management of their OpenText solution deployments. Our goal is to help ensure that customers have the necessary elements in place to provide them with the level of assurance needed with respect to support, availability, reliability, and performance of their OpenText solution.

Technical Services Programs, Services, Utilities and Workshops include Premier Support, Operational Readiness, Managed Services, Health Checks, Performance Checks, Site Audits, Security Checks, Disaster Recovery Planning, Capacity Planning, on-site and remote technical assistance, standby support and many more.

All of the services delivered by the Technical Services team are developed and delivered within the ITIL framework. All members of the Technical Services team are ITIL certified. Click here to email OpenText Global Support Services.

Program	Description
Premier Support Program	Premier Support is designed for customer success of OpenText deployments, not just customer support. The Premier program is tailored to customer needs starting with a Program Manager and then adding in additional components such as an annual Health and Performance Check as required. This combination of roles, prepackaged services, utilities and Technical Service Days is designed to assist customers with the ongoing Service Management of their OpenText Solution. Click here to download additional information about the Premier Support Program.
Operational Readiness Program	The Operational Readiness Program is essential for new Open Text solution deployments where building a solid Service Management Plan and customer team to execute it is crucial to its overall success. The program places a strong emphasis on the creation of, and mentoring on, the SOPs needed to effectively support and administer the solution being deployed, and then providing assigned Open Text resources and other key components during the initial stages of production deployment. Click here to download additional information about the Operational Readiness Program.
Production Upgrade Support Program	The Production Upgrade Support Program includes a combination of resources, deliverables and services designed to offer supplemental support during critical phases of your OpenText ECM Solution upgrade, and may include planning, testing, production deployment and go live support, depending on your needs. Click here to download additional information about the Production Upgrade Support Program.
eDOCS Health Check Service	A Health Check is a “fine-tooth comb” audit of configuration settings (OpenText application, related database and web server configuration). This service is valuable for customers that have recently deployed, are undergoing regular changes to their deployment, or are looking for guidance and assurances with regard to the configuration of their system. Click here to download additional information about the eDOCS Health Check.
eDOCS System Audit Service	Designed for customers experiencing performance issues with their deployment or those who have some level of concern about performance. It’s a point-in-time check of how the system is performing related to its current usage. Click here to downolad additional information about the eDOCS Site Audit.