Course Overview
This course furnishes you with the knowledge necessary to handle your organization's information in Content Server. This course is developed as the foundation of all the OpenText Content Server courses. Through the Smart UI it delivers an understanding of document management functionality, such as , downloading, copying/moving, adding/accessing documents, reserving, sharing through email, & deleting documents.
Continuing with the Smart UI interface to assist organize and find documents easier, you will mark items as favorites, build collections, use shortcuts, & create virtual folders. You will learn to utilize search tools, & find information using metadata, such as categories and attributes. Professionals will explore the permissions for document management items from the Smart UI.
To further manage your documents, utilizing the Classic UI you will work with compound documents, major/minor versions, emails, the advanced searching functionality, & explore users and groups to edit item permissions, set group leaders for facilitating group management & configure the editor group settings. To customize your environment further with metadata professionals will change item nicknames, customize columns & facets, configure the Content Filter sidebar, manage your Personal Workspace, & edit your user profile.
Additionally, Enterprise Connect, the desktop interface, will be used to add, access, & search for the documents. One will also work with briefcases enabling you to download documents from Enterprise Connect to operate with them offline on a local file system that doesn’t have Enterprise Connect installed. Integration with Microsoft Outlook email will also be explored.
By the end of the course, you will be able to handle your information using the various interfaces: Smart UI, Classic UI, & Enterprise Connect.
Prerequisites
Familiarity with Windows, a Windows-based word processing package, and a Web browser
Audience Profile
Business User, Business Analyst, Business Administrator, Administrator, Developer
Learning Objectives
● Navigate throughout Content Server in the Smart UI and Classic UI
● Add folders/documents
● Add major and minor versions to documents
● Share items through email
● Send and view emails using the Zip & Email feature
● Add emails to a Content Server folder
● Manage favorites
● Build a collection
● Create shortcuts and web addresses
● Create a category with attributes/attribute sets
● Apply a category to a folder
● Create custom columns for folders
● Create a virtual folder
● Search for information in Smart UI and Classic UI
● Create search forms
● Save search queries
● Control access to information with permissions
● Assign eDiscovery rights for search
● Work with compound documents
● Apply ACL to items and its sub-items
● Set a group leader
● Personalize your user environment
● Access and work with folders/documents in Enterprise Connect
● Work with Enterprise Connect integrated with Microsoft Office applications and Microsoft Outlook emails
Content Outline
Navigate Content Server by using the various Content Server tools
Manage documents by adding, editing, versioning, and deleting them in the Smart UI and Classic UI based on your document permissions
Find information using collections, shortcuts, versions, and generations
Personalize your user environment
Explore Enterprise Connect functionality
FAQs
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A: We would always suggest you attend the live session to practice & clarify the doubts instantly & get more value from your investment. However, due to some contingency, if you have to skip the class, Radiant Techlearning will help you with the recorded session of that specific day. However, those recorded sessions are meant only for personal consumption & NOT for distribution or commercial use.
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