Content Manager 9.4 Administration Essentials V(ILT)

This 3-day Administrator Level course covers the setup and configuration of Content Manager for Enterprise use. It discusses Security, Locations, Retention, Schedules and Holds, Classifications/Categories, Record Types, Action Tracking, System Options, Troubleshooting Tips, Audit Configuration, Auto Classification, Advance Disposal, Client Matter Functionality and Export and Import functionalities (DataPort). Software Version CM 9.4.

Obsah školení

Module 1 – Course Overview
 Identify the contents and objectives of the course
 Define the class schedule and class logistics
 Identify the related courses
 Discuss the lab environment details

Module 2 – Security

 Access security levels/classifications
 Access security caveats/supplemental markings
 Describe the new default terminology
 Create security levels/classifications
 Create security caveats/supplemental markings
 Delete security levels/classifications and caveats/supplemental markings
 Apply security levels/classifications and caveats/supplemental markings
 Explain Additional information – Security
 Access and apply access controls
 Apply access controls – Locations
 Apply access controls – Record types
 View access rights
 Explain Additional information – Access controls

Module 3 – Locations

 Access locations
 Describe types of locations – icons
 Create a location
 Explain the differences with location types
 Manage and delete locations

Module 4 – Retention Schedules and Holds

 Access retention schedules
 Create retention schedules
 Delete retention schedules
 Recalculate triggers in retention schedules
 Move retention schedules
 Re-index retention schedules
 Use retention schedules with records
 Access holds
 Create a hold
 Use a hold
 Event Based Archiving

Module 5 – Additional Fields

 Access additional fields
 Explain the New default terminology
 Create additional fields
 Apply additional fields
 Create managed lookup sets

Module 6 – Structured Titling Options

 Access classifications/categories
 Access the Thesaurus
 Describe the New default terminology
 Review the Numbering Pattern Character Options chart
 Create a classification
 Explore the Additional information – Other tabs
 Create a new Thesaurus term
 Establish Thesaurus term relationships
 Describe additional information

Module 7 – Record Types

 Access record types
 Describe the new default terminology
 Explore the properties of record types

Module 8 – Action Tracking

 Access actions/procedures
 Create actions/procedures
 Delete actions/procedures
 Link actions/procedures
 Show actions/procedures
 Reassign or complete actions/procedures
 Compare actions/procedures to workflow

Module 9 – Content Manager Indexing

 Describe Content Manager indexing
 Describe Elasticsearch integration
 Create Elasticsearch indexing
 Create IDOL indexing

Module 10 – System Administration Options

 Name system administration options
 Describe the effect of each option on behavior of a CM database
 Describe Metadata Validation Rule

Module 11 – Document Store

 Describe the Document Stores
 Create a Document Store
 Describe Document Store with Sec Compliance
 Enable Hash Checking
 Describe Cloud Storage Support

Module 12 – Auto Classification
 Set up Auto-Classification
 Run Auto Classification
 Review Auto Classification

Module 13 – Audit Configuration Options

 Enable auditing on a dataset
 Access audit logging options
 Use the CM Audit Options tabs
 View active events
 View audit log files

Module 14 – Client and Matter Functionality

 Summarize the Clients and Matters legal structure
 Set up Client-Matter functionality
 Work with Client and Matter records

Module 15 – Import and Export (Dataport)

 Accessing DataPort
 Creating imports and exports
 Using the DataPort project menus
 Accessing the DataPort interface sections

Module 16 – Client/Matter functionality

 Describe disposal work flow

 Create destroy consignment
 Review destroy consignment
 Approve/reject consignment

Module 17 – General Troubleshooting, Tips, and Maintenance

 Describe Audit logs
 Describe Log directories
 Explore Unknown locations
 Describe Group locations
 Describe Reindex and recalculate triggers

Module 18 – New Features and Enhancements in CM 9.4

 Covers other new features and enhancement in CM 9.4 release