OpenText Content Manager Administration & Maintenance

Course Overview

This administrator training course provides participants with the practical knowledge required to proactively maintain and configure OpenText Content Manager, ensuring the system continues to meet organisational business needs and recordkeeping obligations.

Participants will learn how to maintain key configuration components including the Business Classification Scheme (BCS), Retention and Disposal Schedules, security settings and audit options. The course also covers user and global settings, duplicate document management, Single Document Instancing (SDI), offline records and troubleshooting common end-user issues.

Training is delivered within your organisation's own environment wherever possible, allowing participants to work with familiar configurations, policies and governance requirements.

All sessions are recorded and provided following completion for future reference.

Topics Covered

This course covers:

Updating and configuring the Business Classification Scheme (BCS)
Updating and configuring Retention and Disposal Schedules
Managing Security Caveats, Security Levels and Access Controls
Creating and maintaining Saved Searches
Creating and maintaining Locations
Understanding User Options
Understanding Global Settings
Managing duplicate document and email functionality
Understanding Single Document Instancing (SDI)
Managing offline records, check-out and check-in processes
Understanding and configuring Audit Options
Troubleshooting common end-user issues

Frequently Asked Questions

Who should attend this course?

This course is designed for OpenText Content Manager administrators and staff responsible for records appraisal, disposal activities, system configuration and ongoing maintenance.

What will I learn?

You'll learn how to maintain key Content Manager configuration settings, manage retention and disposal schedules, administer security, configure audit options and troubleshoot common issues to keep your system running effectively.

Is this course suitable for everyday users?

No. This course is intended for experienced users with administrative responsibilities who manage and maintain OpenText Content Manager.

How is the training delivered?

Training is delivered remotely through Microsoft Teams and is contextualised to your organisation's OpenText Content Manager environment and build version.

Will participants receive a recording?

Yes. A recording of the training session is provided following completion.