Courses & Workshops

3-1120 OpenText Records Management for eDOCS

Duration: 2 days

OpenText Records Management (OTRM) for eDOCS allows organizations using eDOCS DM 5.3.x to make documents into records using the Make Read-Only feature which moves the records to the Enterprise Library (EL) Records Repository. This course covers the installation, and configuration of OpenText Records Management (OTRM) for eDOCS which integrates eDOCS DM with OpenText Records Management using Enterprise Library.

The class will begin with installing OTRM for eDOCS and continue with the configuration of OpenText Directory Services (OTDS). This includes the creation of User Partitions to synchronize the users and groups from Active Directory. After creating the Content Server and eDOCS DM Resources, the users and groups will then be pushed out to those resources. The Application-Metadata .xml file will be customized to map the eDOCS metadata to the EL Records Repository structure. You will create the Classification structure using DM Designer so the records can then inherit the container's classification. Various EL Records Repository Folder structure and assigning Classification scenarios will be discussed.

Highlights:

  • Install OTRM for eDOCS
  • Configure OTDS for OTRM for eDOCS
  • Define the EL Records Repository structure using the Application-Metadata.xml file
  • Configure the OTRM Classifications
On completion of this course, participants should be able to:
  • Describe the OTRM for eDOCS Architecture
  • Install OTRM for eDOCS
  • Configure OTDS for OTRM for eDOCS
  • Configure the Application- Metadata.xml file
  • Set up Multiple eDOCS DM Libraries
  • Assign Classifications to the EL Records Repository and the records

Audience

eDOCS DM Administrators, Implementers

Prerequisites:

  • Course 3-1115 (formerly course 335) - Implementing Document Management using DM v5.x, or Course 3-1135 (formerly course 3035) Implementing Document Management using DM v 6.x, or One year Field Experience with DM Administration, specifically with Library Maintenance/DM Webtop Administration and DM Designer
  • Knowledge of eDOCS Records Management
  • Knowledge of SQL scripts
  • Course 2-0122 (formerly 229) - OpenText Records Management and Physical Objects is helpful (required for Records Managers for ongoing lifecycle management)
  • Experience with Enterprise Library is helpful

Pricing

Format Currency Price
Per Student at Open Text Site AUD  2,400.00 
Per Student at Open Text Site GBP  1,650.00 
Per Course at Customer Site USD  9,000.00 
Per Student at Open Text Site USD  1,790.00 

Taxes: All prices exclude VAT or other taxes where applicable (all currencies).

Extra expenses: Customer site course prices do not include instructor travel expenses, which are billed separately.

Reservations: Please provide a minimum of 3 weeks advance notice when arranging courses at customer sites.

Course & Workshop Calendar

Currently, there are no training dates scheduled for this course or workshop at this time. Please contact us to schedule an on-site course or workshop at your location.