Course Description

Overview

This course provides you with the knowledge necessary to manage your organization's information in OpenText Content Management. This course is designed as the foundation of all the OpenText Content Management courses. Through the Smart View it provides an understanding of document management functionality, such as adding/accessing documents, reserving, downloading, copying/moving, versioning, sharing through email, and deleting documents.

Continuing with the Smart View interface to help organize and find documents efficiently, you will mark items as Favorites, build Collections, use Shortcuts, work with Compound Documents and create Virtual Folders. You will learn to use search tools, and find information using metadata, such as Categories and Attributes. You will explore the permissions for document management items from the Smart View.

To further manage your documents, using the Classic View you will further work with Compound Documents, explore major/minor versions, emails, the advanced search functionality, and explore users and groups to edit item permissions. To customize your environment further with metadata you will change item Nicknames, manage your Personal Workspace, and edit your User Profile.

Additionally, Enterprise Connect (which is an extension of Windows File Explorer) will be used to add, access, and search for documents. You will download documents from Enterprise Connect to work with them offline, and explore integration with Microsoft Outlook email.

By the end of this course, you will be able to manage your information using the following interfaces: Smart View, Classic View, and Enterprise Connect.

Highlights:

• Navigate OpenText Content Management by using the various OpenText Content Management tools
• Manage documents by adding, editing, versioning, and deleting them in the Smart View and Classic View based on your document permissions
• Find information using collections, shortcuts, versions, and generations
• Personalize your user environment
• Explore Enterprise Connect functionality

Course Objectives

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

• Navigate throughout OpenText Content Management in the Smart and Classic Views
• Add folders/documents
• Add major and minor versions to documents
• Share items through email
• Send and view emails using the Zip & Email feature
• Add emails to a Content Management folder
• Build a collection
• Create a category with attributes/attribute sets
• Apply a category to a folder
• Create a virtual folder
• Search for information in Smart View and Classic View
• Create search forms
• Save search queries
• Control access to information
• Assign eDiscovery rights
• Work with compound documents
• Apply ACL to items and its sub-items
• Set a group leader
• Personalize your user environment
• Access and work with folders/documents in Enterprise Connect
• Work with Enterprise Connect integrated with Microsoft Outlook emails

Prerequisites

Familiarity with Windows, a Windows-based word processing package, and a Web browser.