Content Manager User Fundamentals (CMUF) – Outline

Detailed Course Outline

Module 1: Course Overview
  • Identify the course objectives.
  • View the course schedule and logistics.
  • View eBooks in different ways.
  • Access lab instructions.
Module 2: ECM and Purpose of Content Manager
  • Explain the concept of Enterprise Content Management (ECM).
  • Describe the differences between records and documents.
  • Describe the Three Zone Approach to records and information.
  • Explain the difference between records management and document management.
  • Substantiate how Content Manager (CM) helps a corporation comply with retention and other rules.
Module 3: Overview of the Content Manager Interfaces
  • Navigate the full Content Manager (CM) desktop interface.
  • Navigate the CM Desktop Client.
  • Navigate the CM Web Client.
  • Navigate the CM WebDrawer.
Module 4: Search Functionality in Content Manager
  • Use various full search methods and options.
  • Create simple and advanced searches.
  • Refine the search result, count search results, and save searches.
  • Use the Boolean, multi-field, and string-based Search Editors.
  • Use Content Search.
Module 5: Creating Records
  • Create metadata-only and electronic document records.
  • Use the registration form.
  • Work with offline records.
  • Search for records.
Module 6: Working with Records in Content Manager
  • Create metadata-only and electronic document records.
  • Use the registration form.
  • Work with offline records.
  • Search for records.
Module 7: Editing Records (Document Management)
  • Edit electronic documents through Content Manager (CM) and their native applications.
  • Summarize the differences between View, Check Out, and Edit.
  • Articulate the differences between record revisions and record versions.
Module 8: Working with Document Queues
  • Define document queues.
  • Create and use a document queue within Content Manager (CM).
  • Describe automatic queue processing.
  • Summarize the practical applications for document queues.
Module 9: Content Manager Integration with Microsoft Outlook
  • Review the interface of the Content Manager integration with Microsoft (MS) Outlook.
  • Check email into Content Manager from Outlook .
  • Associate check-in styles with linked folders.
  • Choose the appropriate cleanup option for emails.
  • Send email and attachments from Content Manager using the Outlook email form or the CM email form.
Module 10: Working with Alerts, User Labels, and Records
  • Define alerts.
  • Summarize the uses for alerts.
  • Create and configure alerts.
  • Define user labels and their usage.
  • Create and apply user labels and leveling.
  • Create a To Do item.
  • Complete a To Do task.
  • Generate Web pages.
  • Generate a Print Merge report.
  • Generate a Record Statistics report.
Module 11: Customizing User Options in Content Manager
  • Customize the Content Manager options.
  • Create a Dropzone view.
  • Customize the Quick Access toolbar.
  • Customize the ribbon.
Module 12: Working with Content Manager Web Client
  • Perform Searches and Navigate Records
  • Get familiar with the Web Client interface, its menu, tabs, and panes.
  • Identify the document type icons change.
  • Perform a Quick Search history and scroll the search history.
  • Perform a Form Search and an Advanced Search using the Web Client
  • View search results in a Grid View.
  • Save a search.
  • Navigate the structure of a record.
  • Create, view, and edit records.
  • Work with Office 365 Integration
  • Generate Reports and Edit Settings
  • Create a report.
  • Customize the Record Property settings.
  • Define and use Metadata (Field) validation.
  • Check out Web-based Microsoft Office documents to OneDrive, edit them, and check them back into
  • Content Manager..
  • View, promote, and delete revisions.