Course Description

This course provides a detailed look at creating a Documentum D2 configuration, including C2, O2, and D2-Bin. Students will be introduced to start with a minimum configuration and add various configuration elements throughout the course, including learning how to configure workspaces, widgets, themes, property pages, security templates, auto linking and naming, and more. By the end of the course, the student will have created a fully-functional D2 configuration.

Highlights:

• Discover the Smart View client, and learn to configure it
• Create a fully-functional D2 configuration including:
  • Content creation
  • Document management
  • Lifecycles and workflows
  • Virtual documents
  • Search
  • Menus, display filters, branding
  • Much more
• Learn how to configure plug-ins: C2, O2, and D2-Bin
• Compare Webtop customizations to D2 configurations

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

• Describe the purpose of the D2 client application and the D2-Config application
• Use the D2-Config application to:
  • Configure workspaces
  • Create basic objects to create documents
  • Create additional objects to support specific document creation rules
  • Configure rules related to check out/in, auditing, importing and managing renditions and
  • relationships
  • Create custom dialog boxes
  • Manage lifecycles
  • Manage workflows and distributions
  • Create custom searches
  • Configure UI elements
• Manage custom application configurations
• Describe features of the client application
• Configure and use O2, C2 and D2-Bin plug-ins
• Configure the Smart View client

Delivery Options:

• Instructor-led
  • Public: See scheduled public classes below
  • Private: Email Us for information on how you can arrange a private class.
• On Demand
  • Register for this option here: 2-8701 Documentum D2 Configuration On Demand

Prerequisites

• 3-8010 Documentum Technical Fundamentals