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Opentext ECM TOC

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30 views4 pages

Opentext ECM TOC

Uploaded by

gavaskar S
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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OpenText Enterprise content management(ECM) Training

Day Topic Sub Topics

1 OpenText Installation Installing Opentext in SQL Server 2019 and above version

2 Exploring Content Server Exploring Content Server


Understanding Workspaces and Containers
Understanding Items
Understanding Groups
Understanding the User Interface
Understanding Permissions
Permission Types
Permissions Mapping
Understanding Versions
Using My Workspace
Viewing Personal Report Pages

3 Using Content Server - Navigate Content Server


Classic View Manage content by adding, editing, versioning, and deleting
items
Understand document permissions
Personalize your environment

4 Using Content Server - Navigate Content Server


Smart View Add folders/documents to Content Server
Add versions to documents
Copy/Move documents
Share Content Server items
Create shortcuts
Search for information
Personalize your user environment

5 Managing Documents in Navigate throughout Content Server in the Smart UI and Classic
Content Server UI
Add folders/documents
Add major and minor versions to documents
Create shortcuts and web addresses
Create a category with attributes/attribute sets
Apply a category to a folder
Create custom columns for folders
Search for information in Smart UI and Classic UI
Create search forms
Save search queries
Personalize your user environment.

6 Security and Working with Users and Groups


Compliance/Users.Groups Finding Users and Groups
Permission Management Working with Users
Working with Group
Explain the document management permissions
Control access to information with permission
Apply ACL to items and its sub-items
Set a group leader
Administer Users and Groups
Configure department selection, name display, and user
tab permissions

7 Personalizing in OpenText Modify the UI Perspective for a Landing page or container in the
Content Suite Smart UI
Working with general settings
Working with specific rules
Working with layout behaviour
Populate the layout with content widgets.

8 Content Server Understand options for OScript integration


WebReport WebReport basics including Data Sources and output
Destinations
Scheduling WebReports
Utilize more data Sources for your WebReports and data
Source Parameters
Accessing different types of Content Server data
NodeAction and UserAction Sub-Tags
WebReport Variables and Variable Action Sub-Tags

9 Workflow-1 Defining a Business Process


Mapping the Flowchart to Workflow Steps
Using the Expression Builder
Dynamically Assigning User Steps
Using Complex Step Assignments
Assigning to Individual or Multiple Users or
Groups
Assignment Options for Workflow Tasks
Workflow Roles
Working with Loopback Links
Creating Valid Loopback Links
Retrieving Attribute Data for Steps in a Loopback
Link
Using Send On Processing
Send On Processing Example
Using the Process Step
Copying an Attachment
Resetting Attribute Values
Sending an Email

10 Workflow-2 Using the Item Handler Step


Workflow Agent Step Processing
Reviewing Step Processing
Creating Folders
Creating Versions
Moving and Copying Content Server Items
Moving and Copying a Workflow Attachment
Copying an Item to a Folder Created by a Folder
Definition
Creating the Workflow Map and configuring the General
tab
Using Multiple Item Handler Steps in a Workflow
Integrating Email in Workflows
Configuring and testing Content Server
Monitoring Workflow events
Designing Email-Enabled Workflow Maps
Designing Email-Enabled Steps
Working with Attributes
Working with Due Dates
Using durations with recalculation
Recalculating after Loopbacks and Evaluate steps

11 Opentext Forms Introduction to Forms


Create a Form Template
Create a Form
Export a Form Template as HTML for Editing
Add an HTML Custom View
Create a Form Based on the Custom View
Content Server-Specific Values
Making Read-Only and Hidden Fields
Using Forms in Workflows
Create the Workflow
Create the Workflow Map
Add the Form to the Workflow Map
Configure the Evaluate Step
Associate the Form with the Workflow
Initiate the Workflow Using a Form

12 Reporting and Analytics Working on LiveReport creation interface


using Live Report Write useful SQL and create LiveReports in Content Server
using DBMS-specific functions and views
Write SQL queries and LiveReports to retrieve date stored in
form table

Commercials:

Lab Details : Separate login details will be provided to individual participants with admin access
through third party cloud servers.

Lab Cost:3000 per head

Training Cost:20000 per day

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