OpenText ECM Content Server – Getting Started

Learn to work with OpenText Enterprise Content Management

In this Course we will learn the basics of OpenText ECM Content Server (Content Suite). This will help users to start learning OpenText Content Server and create a foundation for ECM or CMS (Content Management System) applications.

We will understand what is Enterprise Content Management (ECM) Software
•Definition •ECM Main Features •ECM Benefits •ECM Vendors

We will learn to work in different OpenText Content Server Interfaces like Smart UI, Classic UI and Enterprise Connect.
•Document Management Operations •Adding, Modifying and Deleting content• Reserving, Edit in Place , Mark as Favorite, Copy and Move content •Document Properties •Working with Enterprise Connect in File Explorer •Working with Enterprise Connect in Outlook

We will work with Document metadata using Category.
•Understanding Category •Creating Category •Understanding Different Category Attributes including Sets •Category Inheritance and Category mapping during Move & Copy Operations •Applying Category on Content

Understand how to create and use Classifications in both Classic and Smart UI.
•Understanding Classifications and Classifications Tree •Creating Classifications •Applying Classifications on Content •Classification workspace and settings

Understand User and Group creation.

Different permissions that can be applied on Content in both Classic and Smart UI.
•Understanding User Privileges •Understanding User/Group Permission •Understanding Security and Permission in Content Server •Permission Inheritance and Types.

Learn to use Workflows in Content Server Classic UI
•Difference between Workflow definition and Workflow instance. •Working with Simple Review Workflow •Understanding Workflow Package •Monitoring Workflows •Editing running workflow instances •Reassign a Task in a workflow •Manager your workflows •Workflow and Notification Settings

Learn to use Workflows in Content Server Smart UI
•Working in Smart UI with Workflows •Understanding Assignment Widget •Working with Assignments •Workflow Status and Monitoring

Content Server Architecture
•Components •Monolithic Architecture •Dual Server •Tri Server •Cluster •Vertical Scaling •Horizontal Scaling •Horizontal and Vertical Scaling •Back End Scaling •Directory Service Integration

Content Server installation
•Java and Tomcat Setup •SQL Server Installation •IIS Server setup •OTDS Installation •Content Server 20.2 Installation

Content Server RESP API Usage
•Authentication •Create Operation •Copy Operation •Move Operation •Update Operation •Delete Operation

Course Instructor

LearnECM Author