
Explore what an enterprise content management solution is and how to use OpenText Content Server. Learn architecture, installation, metadata, categories, workflows, security, and REST APIs for content operations.
Explore how enterprise content management captures, stores, retrieves, and automates unstructured data in a centralized repository, with integration, security, compliance, collaboration, and analytics.
Explore the OpenText content server smart UI, including its customizable homepage widgets, and file operations such as upload, drag-and-drop, rename, copy, move, download, and reserve, plus versioning and collaboration features.
Navigate the classic Content Server interface, manage documents with version control, classifications, and bulk operations, and switch between enterprise and personal workspaces.
Explore Enterprise Connect's Windows Explorer interface for content server, enabling preview, copy, add, edit, versioning, offline work, and Outlook integration for emails and documents.
Learn to define and apply OpenText content server categories to folders and items, create category templates with various attributes, and control inheritance, required fields, and metadata-driven search.
Learn to work with categories in smart UI, add and update category attributes on documents. Use move operations and destination properties to control inherited metadata.
Create classifications and trees in content server, apply and inherit them on content, and use advanced search and facets to browse and manage classified content across classic and smart UI.
Learn to manage users, groups, and permissions in content server, including creating users, assigning departments, and applying container and item level access with inheritance.
Learn to use OpenText content server workflows in classic view, including defining and instantiating a workflow, initiating it with attachments, and tracking progress via map and audits.
Initiate and manage Content Server workflows in Smart UI by configuring start steps, attachments, and comments; track assignments and monitor progress with smart widgets for efficient reviews.
Explore OpenText content server architecture, from monolithic to cluster setups, and master vertical and horizontal scaling with front end, admin, back end roles and load balancer concepts.
Install and configure OpenText content server 20.2, including prerequisites (Java, Tomcat, SQL Server, OpenText directory services), integration with directory services, and initial database setup.
Authenticate with OpenText Content Server to obtain a token, and use Postman for rest api node operations like creating documents, folders, compound documents, categories, and moving, updating, copying, or deleting.
** Disclaimer - We are not associated with OpenText and the course is as per our own understanding. This is not an official course from OpenText. **
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
Intended Audience
Business Consultants, End Users, ECM Practitioners , Administrators