OpenText Content Manager Advanced Training

Course Overview

This advanced training course provides participants with the knowledge and practical skills required to create, manage and maintain folders within OpenText Content Manager.

Participants will gain a solid understanding of the Business Classification Scheme (BCS), learn how to create and manage folders, apply security settings and organise information in accordance with organisational recordkeeping requirements. The course also introduces virtual folders and record relationships to help users create customised views and improve information accessibility.

Training is delivered within your organisation's own environment wherever possible, allowing participants to learn using familiar business processes, configurations and security settings.

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

Topics Covered

This course covers:

Understanding the role of an Advanced User
Understanding the Business Classification Scheme (BCS)
Navigating and searching the Business Classification Scheme
Filing information according to its purpose
Creating and managing folders
Applying and managing folder security
Modifying folder properties
Moving documents between folders
Creating and managing virtual folders
Creating and maintaining record relationships

Frequently Asked Questions

Who should attend the Advanced Training course?

This course is designed for staff responsible for creating and managing folders, maintaining information structures and applying security within OpenText Content Manager.

What is the Business Classification Scheme (BCS)?

The Business Classification Scheme (BCS) is the framework used to organise records and information within OpenText Content Manager. This course teaches participants how to navigate and apply the BCS to create consistent and compliant folder structures.

Will I learn how to apply security?

Yes. Participants will learn how security is applied to folders, how to manage access appropriately and how to support organisational information governance requirements.

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.