Courses & Workshops

2-1145 Implementing Records Management using eDOCS RM

Duration: 3 days

RM is a powerful records management solution that transforms the DM product suite into a fully functional, standards-compliant Records Management solution, creating an organized, secure environment that manages the complete lifecycle of all physical and electronic corporate knowledge assets--from creation to ultimate disposition.

This three-day session, targeted at the DM Administrator/Records Manager, will cover the RM Architecture, the User Interface (DM/RM Webtop and DM/RM Extensions), Installation, Configuration, and the Administration of the RM product family including File Plan configuration.

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

  • Describe the RM Technical Architecture.
  • Create and Classify Documents and Records.
  • Search and Retrieve Documents, Records, or Files.
  • Manage Paper Information.
  • Install and Configure RM (RM Server, RM Web Server, RM Extensions, RM Administration Tool).
  • Create the File Plan in the RM Administration Tool.
  • Describe RM Functional, File and Term Security.
  • Define RM Events, Actions and Locations.
  • Describe Import/Export Features.
  • Plan the Records Retention/Disposition Rules.
  • Plan the Disposal Authorities.
  • Set Preferences and Restrictions.
  • Describe Barcode and Labeling Features.
  • Use Report Capabilities.


Intermediate to Advanced Administrators and Records Managers.


Working knowledge of:

  • Understanding of Records Management Principles.
  • Course Using DM, or One year field experience highly desirable.
  • Understanding of DM Administration helpful but not required.


Format Currency Price
Per Student at Open Text Site AUD  2,400.00 
Per Student at Open Text Site GBP  1,650.00 
Per Course at Customer Site USD  13,500.00 

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.

Course & Workshop Calendar

Currently, there are no training dates scheduled for this course or workshop at this time. Please contact us to schedule an on-site course or workshop at your location.