OpenText Extended ECM for Engineering Solution

In this Course we will see in detail the Engineering Solution that helps manage engineering and technical content using OpenText Extended ECM for Engineering Solution version 22.2.

Find below the details of chapters covered in this course.

• Chapter 1 – Extended ECM for Engineering Solution
  • Overview
  • Challenges
  • Features
  • Benefits
• Chapter 2 – Architecture and Key Concepts
  • Architecture
  • Business Workspace and Relationship
  • Master and Project Workspace
  • Revision Control Definition
  • Transmittals
  • State Flow
• Chapter 3 – Baseline Setup
  • Installation
  • Object and Usage Privileges
  • Facets
  • Custom Columns
  • Notification
  • Classification, Classification Trees
  • Master, Project and Transmittal Workspace types
  • Master, Project and Transmittal Document Templates
  • Perspectives
  • Categories and Automatic Document Generation
• Chapter 4 – Revision Control and ADN setup
  • Revision Control Definition creation
  • Concurrency Across Project
  • Revision Statuses
  • Revision Schemes
  • Workspace template and Document Types mapping
  • Workflow mappings
  • Register Project Workspace Template
  • ADN Setup and Details
  • Permission Setup
• Chapter 5 – State Flow
  • State Flow Creation
  • States
  • Transitions
  • Usage, permissions and Triggers
• Chapter 6 – Transmittal
  • Transmittal Workspace and Templates
  • Transmittal Perspective
  • Transmittal Settings – Inbound, Outbound, Coversheet, Load sheet, Header etc.
  • Transmittal Usage and scenarios
• Chapter 7 – Business Scenarios
  • Business Scenario 1 : Manual Drawing Creation internally followed by review and Approval
  • Business Scenario 2 : Bulk Drawing Creation, Vendor Collaboration followed by review and Approval
  • Business Scenario 3 : Change Request for Updating Existing Drawing/Document 
  • CAD Support, Webreport Tags, and Miscellaneous

Course Instructor

LearnECM Author