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.