Course Description

Summary

This two-day course provides you with the knowledge necessary to create OpenText Content Management Business Workspaces, a single point of access to all information related to an object or entity.

Overview

Business Workspaces is designed with OpenText Content Management Smart View in mind, but it requires setup and configuration in the Classic View. Business Workspaces have many integrations with OpenText™ Content Management (Extended ECM) solutions and external business applications, but this course uses content that is internal to OpenText Content Management.

Prior to manually configuring each part of a Business Workspace, this course starts with exploring what a pre-configured, pre-deployed solution looks like by providing you the opportunity to explore Business Scenarios. Once you have an overview of how different configuration parts function, this course guides you through each step of the infrastructure process: beginning with the basics of creating classifications, and categories.

After deciding where the Business Workspace will be located, you will create a category and add some attributes which is a necessary step to add meaning to the Business Workspaces. Next, you will learn more about creating the workspace type which defines many properties of the Business Workspaces. You will also create the workspace template which determines the workspace type, classification, and categories, as well as the default contents of the Business Workspace, such as folders, documents, tasks lists, discussions, and more.

After deciding who requires access to the workspace, you will configure the team roles with their specific permissions. You will configure and add smart document types to the workspaces and enable several bots for document management.

For the Smart View you will create a perspective which controls how users view the layout of the Business Workspace. The Business Workspace is then created and explored. Finally, you will have an opportunity to adapt and customize a pre-deployed and pre-configured Business Scenario in order to better suit specific business requirements. Adapting and customizing and existing Business Scenario helps in getting up and running quickly in a business environment.

Highlights:

• Get an overview of Business Workspaces and how to use them
• Get an overview of Business Scenarios and adapt and customize them to specific business requirements
• Create categories, classifications, and smart document types
• Create workspace types, perspectives, and workspace templates
• Define the team roles, permissions, and participants
• Create and explore Business Workspaces

Course Objectives

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

• Describe the key components of Business Workspaces and how they are used
• Navigate a Business Workspace in the Smart View, including the widgets
• Configure Business Workspaces in the Classic View
• List Business Workspace dependencies
• Understand required permissions to the various volumes, object privileges, and usage privileges
• Create categories for business meaning
• Create attributes for the category
• Create classifications
• Create a root folder location for Business Workspaces
• Create and configure workspace types
• Configure Content Server Document Templates
• Create workspace templates
• Define team roles
• Assign permissions to the team roles
• Add participants to the team roles
• Configure smart document types for document management
• Create Business Workspaces using workspace templates
• Create perspectives for the Smart View
• Add widgets and tabs in the perspectives
• Access and work with Business Workspaces from the Smart View
• Explore Business Scenarios
• Adapt and customize a Business Scenario

Prerequisites

• 1-0184 - Managing Documents in OpenText Content Management
• 1-0185 - Collaborating in OpenText Content Management