This three-day, administrator-level course teaches students how to set up and configure Content Manager for Enterprise use.

In this course, you will learn about security and locations. You will create retention schedules and holds, and set up classifications/categories. You will learn about record types, action tracking, system options, and troubleshooting tips. You will also perform audit configuration and auto classification. Finally, you will learn about advanced disposal, client matter functionality, and the export and import functionalities (DataPort).

During this course, you will listen to lectures, participate in guided demonstrations, and complete a series of hands-on labs.

Suggested courses

Suggested courses are based on product compatibility, popularity, and newness.


3-5501 -234
More info Less info
Related products
Course outline


DELIVERY TYPE: Instructor Led (ILT) and Virtual Instructor Led (VILT)

ROLE/LEVEL: Business Administrator

AUDIENCE: Content Managers, Records Coordinators, Senior Business staff, Power users, Inquiry Users, and/or core project team members


Unsubscribe from notifications

You are receiving release updates for this course because you have subscribed to the following products:
If you unsubscribe, you will no longer receive any notifications for these products.
Tip: to update your subscription preferences, go to Manage Subscriptions from your Dashboard, uncheck the products you no longer want to receive notifications for, and click 'Save'.

Marketplace Terms of Service

In order to continue, you must accept the updated Marketplace Terms of Service
Since you are downloading an app from the OpenText Marketplace, you need to accept the updated Marketplace Terms of Service before you can continue. Use the link to review the Marketplace Terms of Service. Once complete check the, "I accept the Marketplace Terms of Service" box below and click accept to continue your download.

Your download has begun...

Your download has begun

Related content and resources

Your browser is not supported!

Please upgrade to one of the following broswers: Internet Explorer 11 (or greater) or the latest version of Chrome or Firefox

release-rel-2024-5-1-6148 | Wed May 8 00:58:25 PDT 2024