Content Manager Installation Essentials

Module 1: Course Overview

• Identify the course objectives.
• View the course schedule and logistics.
• View eBooks in different ways.

Module 2: Architecture Overview

• Describe the CM multi-tier architecture.
• Describe the repository structure.
• List and describe each of the CM clients.
• Describe the CM Service API.
• Describe the various architecture scenarios.

Module 3: Architecture Scenarios

• Describe the architecture scenario for small organizations.
• Describe the architecture scenario for regional, country, and international organizations.
• Describe the architecture scenario for multiple event servers.

Module 4: Pre-Installation and Installing the Core with Basic Options

• Create and add the Service account.
• Configure the shares and security for the required CM working directories.
• Add the Service account and create the databases in SQL.
• Install the CM core with basic options.
• Verify service status and test the basic functionality.

Module 5: Configuring Enterprise Studio

• Describe the function of the CM Enterprise Studio.
• Explore the GUI for Enterprise Studio.
• Describe the configuration and format of the configuration file.

Module 6: Testing the Client

• Start the client and set the default dataset.
• Add a record to CM.
• Verify that the record has been added to CM.

Module 7: Indexing IDOL and Configuring Events

• Index the IDOL database.
• Configure and enable Event Services.

Module 8: Restoring and Upgrading a Dataset

• Restore a database.
• Update the service account for the restored database.
• Register and upgrade a dataset.
• Repair the dataset schema.
• Configure events for the restored dataset.

Module 9: Installing the Web Client, Service API, and WebDrawer

• Install the Web client, the Service API, and WebDrawer.
• Test the Web client from another machine.
• Understand CM Web Client for multi-tenancy.
• Review Mobile App functionality.

Module 10: Adding Additional Workgroup Servers

• Add Additional Workgroup servers.
• Configure additional Workgroup servers for event processing.

Module 11: Content Rendering

• Verify Content Rendering functions and options for the new OpenText™ Blazon Enterprise Server.
• Render content.

Module 12: Scripted Client Installation

• Create a Scripted Client installation.
• Modify a Scripted Client installation.
• Deploy a Scripted Client installation.
• Describe Cloud storage support.

Module 13: Storage Management

• Enable Workgroup caching.
• Configure Workgroup caching options.
• Explain tiered storage, encryption, and document compression.

Module 14: Maintenance Considerations

• Define maintenance considerations.
• Integrate with Enterprise Backup.

Module 15: Content Manager Thin Integration with MS Office

• Install the CM Thin Office Integration.
• Explain the Thin Office integration options.
• Check MS Office documents into CM.
• Open CM records in MS Office using Thin Integration.
• Finalize a record using Thin Integration.
• Create CM records based on a MS Office template registered in CM.

Module 16: Installing Additional IDOL Components

• Define OEM and Enterprise IDOL.
• Describe the IDOL components.
• Manually install the additional CM IDOL content services.
• Describe the CM IDOL Image Server.

Module 17: Maintaining an IDOL Index

• Check the IDOL index for errors.
• Optimize the IDOL index.
• Monitor an IDOL server.
• Remove a Document Content Index.
• Delete an IDOL database.
• Suppress Document Content Indexing.

Module 18: Upgrading from Records Manager

• Describe the steps of an On Top CM upgrade.
• Describe the steps of a new infrastructure CM upgrade.
• Work in a mixed environment.
• Upgrade Client computers.

Module 19: Basic Troubleshooting

• Find the various CM log files.
• Enable the logging option.
• Perform basic troubleshooting.