2-8701 - OpenText™ Documentum™ Content Management Client Configuration


Format: Instructor-Led

Duration: 5 days

Role(s): Analyst


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Course Description


Summary

This course provides you with the knowledge necessary to use OpenText™ Documentum™ Content Management Client Configuration to create a fully functional Smart View client.

Overview

This course provides a detailed look at creating an OpenText Documentum Content Management Client Configuration, including Transfer Configuration and PDF Configuration. Students will be introduced with a minimum configuration and add various configuration elements throughout the course, including learning how to configure landing pages for the Smart View client, widgets, themes, property pages, security templates, auto naming, auto linking, and more. By the end of the course, the students will have created a fully functional client configuration.

Highlights:
  • Discover the Smart View client, and learn to configure it
  • Create a fully functional Smart View client using Client Configuration for:
    • Content creation
    • Document management
    • Lifecycles and workflows
    • Virtual documents
    • Search
    • Menus, display filters, branding
    • Virtual documents
  • Learn how to configure plug-ins: Transfer Configuration and PDF Configuration


Course Objectives

On completion of this course, participants should be able to:
  • Describe the purpose of the Smart View client application and the Client Configuration application
  • Use the Client Configuration application to:
    • Create applications and contexts
    • Configure application behavior using the configuration matrix
    • Configure the Smart View client using widgets, themes, XML files and landing pages
    • Create basic objects to create documents
    • Create additional objects to support specific document creation rules
    • Configure rules related to checkout and checkin, audit, relations, send mail, mass update, email and document comparisons.
    • Create custom dialogs
    • Manage lifecycles
    • Manage workflows
    • Create custom searches
  • Configure UI elements
  • Manage custom application configurations
  • Configure and use Transfer Configuration and PDF Configuration plug-ins

Prerequisites


  • 3-8010 - OpenText Documentum Content Management Technical Fundamentals or equivalent knowledge
  • 5-8055 - OpenText Documentum Content Management Business Administrator Certification Exam

Pricing


Format Currency Price
Per Student 4,000.00
Per Student GBP 3,250.00
Per Student SGD 4,500.00
Per Student USD 4,500.00

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.

Class Schedule


See available dates and locations below.

Start Date End Date Start Time TimeZone Session Duration Language Location Price Currency Guaranteed To Run Add
Aug 31, 2026 Sep 04, 2026 09:00 (UTC+02:00) Europe/Paris (CEST) Full Day Deutsch Virtual Classroom | Germany 4,000.00 EUR Add to cart
Aug 31, 2026 Sep 04, 2026 09:00 (UTC+02:00) Europe/Paris (CEST) Full Day English Virtual Classroom | Europe 4,000.00 EUR Add to cart
Nov 23, 2026 Nov 27, 2026 09:00 (UTC+01:00) Europe/Paris (CET) Full Day English Virtual Classroom | Europe 4,000.00 EUR Add to cart
Nov 23, 2026 Nov 27, 2026 09:00 (UTC+01:00) Europe/Paris (CET) Full Day Deutsch Virtual Classroom | Germany 4,000.00 EUR Add to cart