Course Overview
DM is the document management solution to help you organize and retrieve your documents. This class will present a detailed overview of the technology and architecture of eDOCS DM. The class includes the installation and configuration of the various components of eDOCS DM including DM Management Studio, Analytics, eDOCS Defense, DM Extensions, and InfoCenter (including its prerequisites). DM Libraries will be generated and configured for the storage of documents. We will use DM Designer to design customized profile and search forms, as well as modify the DM database. Also, using the eDOCS DM Management Studio we will configure the DM servers, DM Libraries, and DM Indexes to enable the full-text indexing of documents. Furthermore, we will create and configure FlexFolders, and configure user settings using Configure DM Extensions through Management Studi
Prerequisites
● Experience with Microsoft Windows Explorer
● Experience with networks
● Working knowledge of SQL databases
Audience Profile
Administrator
Learning Objectives
● Describe the DM technology and architecture
● Describe the installation of the DM Server, DM Web Server, DM Classic Web Server
● Generate and Maintain a Library
● Install and configure DM Management Studio
● Install and configure Analytics
● Configure eDOCS Defense
● Use the Import Tools, Storage Management and other Utilities
● Configure the DM Indexer
● Use DM Designer to modify forms and the DM database
● Configure FlexFolders
● Install OTDS and OT AppWorks gateway (prerequisites for InfoCenter)
● Install InfoCenter
● Use DM Webtop, Windows Explorer/Microsoft Outlook DM Extensions, and InfoCenter to create, retrieve, and manage documents within the DM Library
Content Outline
Overview of the DM Server, DM Web Server, and DM Classic Web Server installation
Install DM Extensions and InfoCenter and its prerequisites
Install and configure DM Management Studio and Analytics
Configure eDOCS Defense
Configure and maintain DM Libraries and integrate applications
Customize profile/search forms and SQL database with DM Designer
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