Courses & Workshops

2-0120 OpenText Records Management 10.5

Duration: 2 days

This two-day course provides the core information you need to manage your organization’s records. It is designed for Records Managers who need a thorough understanding of the core Content Server Records Management (RM)features. The RM 10.5 version includes additional information on RM concepts and their relationship to Content Server RM tools, RM File Plan development, making records Official and/or Confidential, and finalizing them, as well as defining and configuring Records Managers and Records Officers groups.


  • Control records throughout their lifecycle stages
  • Define the Records Management configuration options, including Records Managers and Records Officers
  • Create Records Management Codes
  • Manage RM Metadata, and Security Clearance Levels
  • Use Record Series Identifiers (RSI) and RSI Schedules
  • Define and apply RM Classifications
  • Disposition Records and perform Disposition Reviews
  • Create Holds, Accessions, Provenances

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

  • Control records throughout their lifecycle stages
  • Create Records Management Codes
  • Create a set of RM Classifications (File Plan) for your content
  • Create and modify retention schedules to apply lifecycle management to your content
  • Utilize the roles and privileges of Records Managers
  • Configure Records Management defaults and administration settings
  • Perform a Disposition Review


Records Managers, Business Consultants, and Administrators


  • 1-0101 - OpenText Content Server Knowledge Fundamentals (formerly 101), or equivalent experience
  • A base knowledge of the Records Management discipline, in particular understanding File Classification structures and Retention schedules
  • Knowledge of the ways your organization manages or will manage records


Format Currency Price
Per Student at Open Text Site € - Germany  1,400.00 
Per Student at Open Text Site € - Nordic  1,400.00 
Per Student at Open Text Site AUD  1,600.00 
Per Student at Open Text Site GBP  1,100.00 
Per Student at Open Text Site SEK  11,800.00 
Per Student at Open Text Site USD  1,790.00 

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

Below is a listing of all the currently available dates and locations for this course and/or workshop from Open Text.

Selection & Registration Process

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Once you have selected all the courses and workshops you want to attend, simply select the "Check-out link and complete the registration form.

Date Course Type Course Name Language Location Price Add
Nov 14, 2017  On-site  Records Management NA  English  Ottawa, ON - OpenText 1,790.00  Add to Cart