System Options Features page
IMPORTANT: If your organization or service provided has opted to use the Content Manager Administration client, not all System Options will be available in the Content Manager client. Options marked with a * will only be available in the Content Manager Administration client. See the Content Manager Enterprise Studio - Dataset setup and maintenance - Content Manager Administration client help for further information.
IMPORTANT: Some product features may be in the process of deprecation and are planned to be removed in a future release. These deprecated features require a special activation key as we are limiting the use of them to only those customers who have an essential requirement. If you need to activate one for these features, you can obtain a key by logging a case with the OpenText Content Manager Customer Support team, specifying the name of the feature you wish to activate and the Database global unique identifier displayed on the popup activation screen.
To display this page, on the Administration tab, click System Options and select the Features page.
TIP: If using the Content Manager Administration client, this is available on the Home tab.
You can use this page to select Content Manager features that should be available to your users, or to make them unavailable by removing the tags beside them. For changes in this page to take effect, you need to restart Content Manager.
Some of these features have great implications on the way users can use Content Manager for example to find records, so before turning off features that may be in use already, confirm that this is what you want or need to do, and confirm your choice with the Content Manager users.
Turning off a feature also means that most of its menus and dialogs will be hidden in the interface.
- Access Exclusions - see Exclusions
- Action Tracking - see Action tracking
- Alerts - see Scheduled tasks
- Annotate - see Annotation
- Barcodes and Physical Tracking - see Barcode scanners and Census activities
- Space Management - available under separate license. See Space management
- Physical Inactive Record Manager - see Inactive Records
- Categories - see Classifications
- Auto-Classification - available under separate license. See Auto-Classification
- Check in Styles - see Check In Style
- Classified Security - see US DoD 5015.2 Chapter 4 classified security standard
- Client/Matter Legal Structure - see Clients and Matters Legal Structure
- Content Manager Sharepoint Integration* - managing SharePoint items as copies in Content Manager. Available as separate installation. See CM23.4_SharePointIntegrationInstall.pdf and CM23.4_SharePointIntegrationUserGuide.pdf for details.
- SharePoint Zero Footprint - integration with SharePoint where Content Manager does not keep copies of SharePoint items that it manages, but merely keeps reference records to the items. Available as separate installation. See CM23.4_Spec.pdf and CM23.4_Install.pdf
- Document Queues - see Document queues
- Document Rendering* - available under separate license. See Content Manager Render and TRIMEnterpriseStudio.chm for additional information.
- Document Review and Authorization - see Record Type Document Review page
- Document Storage Optimization
- Amazon S3 Compliant Storage Integration* - see Amazon S3 Compliant Object Store
- Document Hashing* - part of the Storage Optimization module, which is available under separate license. See System Options Storage page.
- External Stores* - part of the Storage Optimization module, which is available under separate license and requires an activation key.
- Manage in Place -
- IDOL Connector Manage In Place - requires an activation key - part of the Storage Optimization module, which is available under separate license. See Manage In Place (IDOL Connector) document store
- Microsoft Azure Storage Integration* - see Microsoft Azure Blob Store
- Store Encryption* - part of the Storage Optimization module, which is available under separate license. Makes store encryption available as described in New Windows file system document store
- Tiered Storage* - part of the Storage Optimization module, which is available under separate license.
- Electronic Record Lifecycle Management* - see Inactive Records
- Extended Metadata Validation - see Metadata Validation Rules
- External Document Management System Integration - select this option to enable the External Document Management System integration options, such as the External DMS record types.
- External Folder Synchronization* - enable this feature if you wish to use a third party tool to synchronize the contents of a folder to another system. When enabled it all Content Removed events are saved into the online audit log, irrespective of the Record Type Audit settings.
- External Workflow using Objective Perform* - see External Workflow Types
- Geo Locations* - see Geo Locations
- Holds - see Holds
- Keyword Thesaurus - see Thesaurus
- LDAP Synchronization* - see Directory Synchronisation
- Meetings - see Meeting Management
- Microsoft M365 Integration - select this option to allow users to connect to Content Manager using the Microsoft Teams and Zero Foot Print Office integrations.
- Mobile App - select this option to allow users to connect to Content Manager using the Content Manager Mobile application.
- Multiple Jurisdictions - available under separate license. See Jurisdictions
- Origins - see Origins
- Record Recycle Bin - enables the option for users to send records to a Recycle Bin. See Recycle Bin.
- Record Requests - see Requests
- Advanced Request Processing - see Requests
- Record Versions - see Version control
- Record Volumes - select this option to enable the creation of new record Volumes. See New Volume.
- Redact - see Redaction
- Registered Communications - see Communications
- Reports and Statistics - see Printing and reports
- Retention Management - see Retention Schedules and disposal of records
- Advanced Disposal Processing - available under separate license. See Advanced disposal of records
- Event Based Archiving - allows the creation of Retention Triggers based on Archiving Events. See Event Based Archiving
- Iron Mountain Policy Center Solution Integration - see Policy Center Solution
PROV VEO Creation - see Create VEO files
- SAP Integration* - available under separate license. Content Manager has a SAP ArchiveLink interface which allows the SAP system to be configured to use the Content Manager records and document management capabilities for managing electronic documents.
A key element of the Content Manager SAP ArchiveLink module is a third-party middleware component providing the connectivity between SAP and Content Manager. This middleware is provided by an SAP consulting company called KGS. The software they provide is called the KGS ContentServer. For further details on licensing, accessing and configuring the KGS components, please contact KGS Software GmbH. - Search Forms - enable this option allows searching using Search Forms in the Content Manager client. See Search Forms
- SEC Compliance* - see SEC Compliance
- Series Management - see Record Type General page
- Server-side Automatic Capture* - select this option to allow documents that have been flagged for "Server side check in" to be checked in using EmailLink.
- Structured Data Management Integration* - see Convert SDM Data
- Templates And Content Blocks - only enable for older databases that contain data from Document Assembly
- Todo Items - see To Do Items
- User Dashboard - enable the user dashboard. See Content Manager Dashboard
- User Labels - see User labels
- Vital Records- see Scheduled tasks
- Web and XML publishing - see Web publisher and Exporting data using Export XML
- Web Client* - the zero footprint Content Manager web application, which is available with a separate installation. See CM23.4_Install.pdf and CM23.4_Spec.pdf
- Workflow - see Workflow