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Documentum Training

This corporate training course is designed for professionals looking to manage and optimize enterprise content management (ECM)…

This corporate training course is designed for professionals looking to manage and optimize enterprise content management (ECM) using Documentum, a leading enterprise content management solution. Teams will learn to handle documents, manage workflows, and automate content-driven processes within organizations. The course will cover Documentum’s architecture, key components, and best practices for ensuring efficient content management, document security, compliance, and collaboration.

By the end of this training, participants will be equipped to streamline document management, improve content accessibility, and optimize workflows using Documentum.

What Will You Learn?

  • ✔ Gain a deep understanding of Documentum’s architecture and its key components.
  • ✔ Learn how to manage documents throughout their lifecycle, from creation to archiving.
  • ✔ Master workflow automation in Documentum to streamline business processes.
  • ✔ Understand how to configure and maintain Documentum repositories for content storage.
  • ✔ Learn how to secure documents and ensure compliance with organizational and regulatory requirements.
  • ✔ Understand how to integrate Documentum with other enterprise systems to improve collaboration.

Course Curriculum

Enterprise Content Management Overview
1.Enterprise Content Management (ECM) overview *Definition of ECM *Importance of ECM in modern enterprises *Evolution of ECM systems 2.ECM challenges, need for ECM *Common challenges in content management *Business requirements driving ECM adoption *Benefits of implementing ECM 3.ECM components *Capture *Manage *Store *Preserve *Deliver 4.ECM key players *Leading ECM vendors *Market trends and innovations *Comparing ECM solutions

Documentum Overview
1.EMC Documentum overview *Introduction to EMC Documentum *History and evolution of Documentum *Core features and capabilities 2.EMC Documentum solutions *Overview of Documentum products and services *Industry-specific solutions *Integration with other systems 3.Documentum key characteristics *Scalability and performance *Security and compliance features *Customization and flexibility

Documentum Product Overview
1.Documentum training products *Overview of training offerings *Types of training available (virtual, onsite, self-paced) *Certification paths 2.Content services *Document management *Records management *Archiving and retention 3.Process services *Workflow automation *Business process management (BPM) *Case management 4.Repository services *Centralized repository management *Metadata and indexing *Version control 5.Integration services *APIs and connectors *Integration with enterprise applications *Content federation 6.Administration & development *System administration tools *Developer tools and SDKs *Customization options 7.Documentum CenterStage *Collaboration features *User interface overview *Key functionalities 8.My Documentum Offline *Offline access to documents *Synchronization capabilities *User scenarios

Documentum Concepts Overview
1.Content server *Role and functionality *Configuration and management *Performance optimization 2.Docbase *Definition and components *Creating and managing doc bases 3.Docbroker *Introduction to Docbroker *Configuration and deployment *Troubleshooting 4.DFC *Documentum Foundation Classes overview *API usage and examples 5.WDK *Web Development Kit overview *Building custom applications *Key components 6.Documentum objects *Object model overview *Types of objects *Object lifecycle 7.Cabinets & folders *Organizing documents *Creating and managing cabinets *Folder hierarchy 8.Users and groups *User roles and permissions *Creating and managing users *Group management 9.Virtual document *Definition and benefits *Creating virtual documents *Managing virtual document components 10.Alias set *Introduction to alias sets *Creating and using alias sets 11.ACLs *Access control lists overview *Configuring ACLs 12.Workflow *Workflow concepts *Designing workflows *Managing workflows 13.Lifecycle *Lifecycle management *reating and managing lifecycles *Integrating lifecycles with workflows

Objects and Types
1.Introduce and describe object *Definition of objects in Documentum *Characteristics of Documentum objects 2.Introduce and describe types *Definition of types *Types vs. objects 3.Type hierarchy and inheritance *Type hierarchy overview *Inheritance principles *Creating custom types 4.Define object ID *Importance of object IDs *How object IDs are assigned 5.Type storage *Storage mechanisms for types *Performance considerations *Data integrity 6.Lightweight SysObjects *Definition and benefits *Performance implications 7.Shareable objects *Overview of shareable objects *Managing shareable objects 8.DQL *Documentum Query Language overview *Common DQL queries *Advanced query techniques

Users and Privileges
1.Users, user authentication *User authentication mechanisms *Creating and managing users 2.Client capability *Overview of client capabilities *Configuring client capabilities *Troubleshooting client issues 3.Basic privileges *Overview of basic privileges *Assigning and managing privileges *Common privilege configurations 4.Extended privileges *Introduction to extended privileges *Configuring extended privileges 5.Creating users *Steps for creating new users *Assigning roles and permissions 6.Useful DQL queries *DQL queries for user management *Advanced DQL techniques

Groups and Roles
1.Groups *Definition and purpose of groups *Creating and managing groups 2.Creating groups *Steps for creating groups *Assigning users to groups *Managing group permissions 3.Roles *Definition and purpose of roles *Creating and managing roles 4.Creating roles *Steps for creating roles *Assigning privileges to roles *Managing role assignments 5.Useful DQL queries *DQL queries for group and role management *Common use cases *Advanced DQL techniques

Object Security
1.Object permissions *Overview of object permissions *Configuring object permissions 2.Permission sets *Definition and purpose of permission sets *Creating and managing permission sets *Assigning permission sets to objects 3.Special conditions *Overview of special conditions *Configuring special conditions 4.Folder security *Configuring folder security *Managing folder permissions 5.Creating a permission set *Steps for creating permission sets *Assigning permissions to sets *Managing permission sets 6.Assigning permissions *Assigning permissions to objects *Managing object security 7.Advanced security *Advanced security features in Documentum 8.Useful DQL queries *DQL queries for object security *Advanced DQL techniques

System Administration Overview
1.System administrator tasks *Overview of system administrator responsibilities *Daily, weekly, and monthly tasks 2.Documentum administrator *Role and responsibilities of a Documentum administrator *Tools and interfaces for administration *Managing Documentum environments 3.Content server installation and configurations *Steps for installing the content server *Configuring server settings 4.Methods & jobs *Overview of methods and jobs in Documentum *Creating and managing methods *Scheduling and monitoring jobs

Alias Sets
1.Introduction to aliases *Definition of aliases in Documentum *Configuring aliases 2.Alias set, defining alias *Overview of alias sets *Steps for defining aliases *Managing alias sets 3.Kinds of alias *Types of aliases in Documentum 5.Creating alias set *Steps for creating alias sets *Assigning aliases to sets *Managing alias sets 5.Alias scope *Definition of alias scope *Configuring alias scopes 6.Alias resolution scopes *Overview of alias resolution *Configuring resolution scopes *Troubleshooting alias resolution issues 7.Useful DQL queries *DQL queries for alias management *Advanced DQL techniques

Custom Types
1.Introduction to custom types *Definition of custom types *Benefits of using custom types *Creating custom types in Documentum 2.Super types, permissions & null type *Overview of super types *Configuring permissions for custom types *Understanding null types 3.Types and data dictionary *Role of the data dictionary in Documentum *Managing types in the data dictionary 4.Benefits of the data dictionary *Importance of the data dictionary *Key benefits and use cases 5.Creating custom type using Composer *Steps for creating custom types with Composer *Configuring type properties *Managing custom types 6.Document templates *Overview of document templates *Creating and managing templates 7.Modifying custom types, dropping custom types, useful DQL queries *Modifying existing custom types *Dropping custom types safely *DQL queries for custom type management

Virtual Documents
1.Virtual documents definition and benefits *Definition of virtual documents *Managing virtual documents in Documentum 2.Create virtual documents *Steps for creating virtual documents *Configuring virtual document properties 3.Create a snapshot *Definition of snapshots *Steps for creating snapshots *Managing snapshots 4.Add components to a virtual document *Steps for adding components *Configuring component properties *Managing virtual document components 5.Virtual document preferences *Configuring virtual document preferences *Troubleshooting virtual document issues 6.XML management *Overview of XML management in Documentum *Configuring XML properties 7.Useful DQL queries *DQL queries for virtual document management *Advanced DQL techniques

Object and Content Relationship
1.Describe document content *Overview of document content in Documentum *Key components of document content 2.Introduction to the content object *Definition of content objects *Role of content objects in Documentum *Managing content objects 3.How content files and objects are related *Relationship between content files and objects *Configuring content object properties 4.Brief on primary content & renditions, page number *Overview of primary content and renditions *Configuring renditions in Documentum *Managing page numbers 5.Rendition source *Definition of rendition sources *Configuring rendition sources

Lifecycle Overview
1.Difference between lifecycle & workflows *Definition of lifecycles and workflows *Key differences and use cases *Integrating lifecycles with workflows 2.Describe entry criteria *Overview of entry criteria in lifecycles *Configuring entry criteria 3.Entry actions *Definition of entry actions *Configuring entry actions *Managing entry actions 4.Post-entry actions *Overview of post-entry actions *Configuring post-entry actions 5.Extended permissions with lifecycles *Configuring extended permissions *Managing permissions in lifecycles 6.Lifecycles & alias sets *Integrating lifecycles with alias sets *Configuring alias sets for lifecycles 7.Lifecycle related actions *Overview of lifecycle actions *Configuring lifecycle actions *Managing lifecycle actions 8.Lifecycle states, useful DQL queries *Definition of lifecycle states *Configuring lifecycle states *DQL queries for managing lifecycles

Workflow Basics and Workflow Manager
1.Workflow concepts *Overview of workflow concepts *Key components of Documentum workflows 2.Workflow templates *Definition of workflow templates *Creating and managing templates 3.Activities, performers *Overview of activities and performers *Configuring activities in workflows *Managing workflow performers 4.Flows and packages *Definition of workflow flows and packages *Configuring flows and packages 5.Building a complex workflow *Steps for building complex workflows *Configuring complex workflow components 6.Simple workflow *Definition of simple workflows *Creating and managing simple workflows 7.Path selection *Overview of path selection in workflows *Configuring path selection criteria 8.Dynamic performer *Definition of dynamic performers *Configuring dynamic performers in workflows 9.Advanced features *Overview of advanced workflow features *Configuring advanced features 10Automated activities *Definition of automated activities *Configuring automated activities in workflows 11.Workflow manager *Overview of the workflow manager *Using the workflow manager to design workflows

Search
1.Searching overview *Overview of search functionality in Documentum *Key components of the search system 2.Simple search *Definition of simple search *Steps for conducting a simple search 3.Advanced search *Overview of advanced search features *Configuring advanced search criteria 5.Search results *Interpreting search results *Configuring search result display 5.Saving searches *Steps for saving search queries *Managing saved searches 7.Search preferences *Configuring search preferences *Managing user search preferences 7.Subscriptions *Overview of search subscriptions *Configuring search subscriptions 8.Shortcuts *Definition of search shortcuts *Creating and managing shortcuts 9.Useful SQL queries *SQL queries for search management *Advanced SQL techniques

Documentum Query Language
1.DQL overview *Definition of Documentum Query Language *Key features of DQL 2.Advanced DQL *Overview of advanced DQL features *Writing advanced DQL queries 3.DQL tools: IDQL *Introduction to IDQL tools *Using IDQL for query management

Business Object Framework (BOF)
1.BOF overview *Definition of Business Object Framework *Key components of BOF 2.Global registry *Overview of the global registry *Configuring the global registry 3.Service based objects (SBO) *Definition of service-based objects *Creating and managing SBOs 4.Type-based objects (TBO), aspects *Overview of type-based objects and aspects *Configuring TBOs and aspects

Documentum Foundation Services (DFS)
1.DFS overview *Definition of Documentum Foundation Services *Key features of DFS 2.OOTB platform services *Overview of out-of-the-box platform services *Configuring platform services 3.DFC vs. DFS *Comparison of Documentum Foundation Classes and Services *Key differences and use cases 4.Building DFS service *Steps for building DFS services *Configuring DFS service components

Documentum Composer and Application Builder D2
1.Overview *Introduction to Documentum Composer and D2 *Key features and capabilities 2.Configuration *Configuring Documentum Composer *Configuring Application Builder D2

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