Course Description

Summary

As more organizations adopt OpenText™ Content Management in the cloud, the role of a business administrator becomes increasingly important. System administrators still perform installation and backend configuration, but many administrative tasks are under the purview of business administrators who can access a subset of the administrative pages and functions available to system administrators. This course covers the tasks that business administrators are often asked to perform.

Overview

The first part of this course covers system-centric tasks. You will learn how to support system administrators by configuring feature settings and system messages. This is followed by an introduction to system monitoring. You will also learn how to use the Transport feature to transfer business scenarios between multiple OpenText Content Management systems.

The remaining part of the course covers how you can customize the user experience. Business administrators can configure settings for user and group information, delegates, facets and columns, search filters, perspectives, reminders, and notifications.

This course concludes with an introduction to records management, physical objects, and security clearances. These are covered in the Analyst learning path which learners may pursue after Business Administrator certification.

Highlights:

• Configure feature settings, add system messages, and monitor the system
• Use the Transport Warehouse to export and import packages
• Configure facets and columns for browsing
• Configure search filters and indexing of child items for business workspaces
• Add widgets to Perspectives used in the Smart View
• Create reminder clients and reminder email templates
• Enable providers and delivery methods for the Notification Center
• Use Records Management to change or switch ownership of items

Course Objectives

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

• Describe the tasks performed by a business administrator versus a system administrator
• Enable features and manage their settings
• Create system messages and perform basic system monitoring
• Use Transport Warehouse to assemble, package up, unpack, and deploy items
• Configure settings for user and group display
• Add new facets and columns for browsing
• Create system search forms
• Configure Best Bets
• Administer search filters
• Configure indexing settings for business workspace types
• Enable Smart View features, such as JATO UX and the simple user profile
• Select subtypes to be displayed in the Recently Accessed widget
• Enable and configure drag and drop functionality
• Use the Perspective Manager to create and edit Perspectives
• Configure settings for collections
• Configure workflow parameters
• Configure settings for reminders and create reminder clients
• Create email templates for reminders
• Configure Notification Center settings
• Use Records Management to change or switch ownership of items
• Configure widgets for Records Management in the Smart View

Prerequisites

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