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  IBM FileNet P8
    5.5
    5.2.1
    5.2
    5.1
   
  IBM Case Foundation
    5.2.1
   
  IBM Case Manager
    5.3.2
    5.2
    5.1
   
  IBM Content Navigator
    3.0.6
    2.0.3.6
    2.0.2
   
  IBM Enterprise Records
    5.1
   
  IBM Datacap
    9.0.1
    9.0
    8.1
   
  IBM FileNet Image Services
   
   
   
 
 
IBM Content Navigator 2.0.3.6 Administration - F278G (3.0 Days)

This course begins with an introduction to IBM Content Navigator. You learn how to view, add, and search for content in the web client.
The course then shows how to configure IBM Content Navigator and customize the web client without writing any code. You learn how to connect to repositories, create new desktops, define Cross-Repository Search, create Teamspaces, configure IBM Content Navigator Sync services and Sync client, and work with Entry Templates. You learn how to customize the desktop appearance, modify Menus, Icons, and Labels, create a Viewer Map, and register a Plug-in.
This course also provides training on IBM Content Navigator and Box integration.
Delivery Type: Classroom (Hands-on labs) Course Type: Public or Private on-site
Pre-requisites:
You should have:
  •  Familiarity with content management concepts
  •  Recommended: Familiarity with Box.
  •  Recommended: IBM FileNet Content Manager 5.2.1: Introduction (F280G)
  •  Recommended: IBM FileNet Content Manager 5.2.1: Work with Object Metadata (F282G)

Course Topics:
       

Unit 1. Introduction to IBM Content Navigator

  • View Content
    What is IBM Content Navigator?
    IBM Content Navigator Architecture and capabilities
    Preview a document, create annotations for a document
    Add documents and folders to Favorites
    Add Content
    Create folders and Add documents
    Check out and Check in a document
    Document Versions
    Add a link to an external document
    Search for content
    Search View, Search Criteria
    Save a Search
    Search Results Display
    Content Based Search
    Text Search Options
    Introduction to Advanced features
    Features and capabilities in IBM Content Navigator
    Launch a workflow and Process a work item
    Teamspaces
    Entry Templates
    IBM Content Navigator Sync
    IBM Content Navigator administration tool

Unit 2. IBM Content Navigator Configuration

  • Configure a Repository
    IBM Content Navigator administration tool
    IBM Content Navigator Web Client Components
    IBM Content Navigator supported repositories
    Configure a Repository
    Create a Desktop
    Configure IBM Content Navigator desktops
    Configure a desktop - General, Repositories, and Layout tabs
    Configure Content Navigator for Workflows
    Export desktops
    Define a Cross-Repository Search
    Cross-Repository Search features
    Cross-repository searches settings
    Property mappings
    Run cross-repository searches
    Send search results as an email
    Save cross repository search
    Repository settings for cross-repository searches
    Desktop settings for building searches
    Create and Manage Teamspaces
    What is a Teamspace?
    Roles for Teamspace users
    Enable Teamspace usage on a repository
    Teamspace Templates
    Teamspace Templates Export and Import

Unit 3. IBM Content Navigator Sync

  • Sync content across multiple devices
    IBM Content Navigator Sync
    Add documents or folders to the repository from sync folder
    Enable Sync for a IBM Content Navigator Teamspace
    IBM Content Navigator Sync: Conflict Resolution
    Configure IBM Content Navigator Sync services
    Sync Server Summary page
    Enable Sync services for a repository
    Enable Sync services for an IBM Content Navigator desktop
    IBM Content Navigator Sync client Settings and Preferences
    Local sync folder structure
    Guidelines to optimize Sync service operations
    IBM Content Navigator Sync Client: Troubleshooting

Unit 4. IBM Content Navigator Entry Templates

  • Build Entry Templates
    IBM Content Navigator Entry Templates
    Entry Templates Manager View, Filters, and actions
    Create Entry Templates
    Associate entry templates with folders
    Customize Property Layouts
    Entry Templates - Edit Layout
    Layout tool, Containers, and Properties Palette
    Property Layout - Settings
    Custom Property Layout at Runtime
    Configure Entry Template Management
    IBM FileNet Entry Templates - Required add-ons
    Configure IBM FileNet Entry Templates for a repository
    Enable Entry template management
    Security settings for entry templates in repository
    Entry Templates Manager Feature for a desktop

Unit 5. Customize an IBM Content Navigator Desktop

  • Customize the Desktop Appearance
    Custom themes and color Palette
    Customize Banner
    Login page configuration
    Modify Menus, Icons, and Labels
    Create custom menus
    Customize the icons
    Create an Icon Mapping for MIME Types
    Customize labels
    Create a Viewer Map
    Viewer Maps
    Fallback Viewers
    Viewers that support all MIME types
    Associate a Viewer Map with a desktop
    Register a Plug-in
    IBM Content Navigator Plug-ins

Unit 6. IBM Content Navigator and Box Integration

  • View Box Content in IBM Content Navigator
    Browse to Box folders and documents
    View and edit Box document properties
    Add and view comments
    Export Box document properties to a file
    Preview content in Content Navigator Viewer
    View Box Notes
    Add Box Content in IBM Content Navigator
    Create a Box folder
    Add a Box document
    Move a Box document or a folder to another folder
    Copy a Box document to another repository
    Share a document from an ECM repository securely through Box
    Add a Box document to Favorites
    Check Out and Check In documents
    Add a Web Link
    Search for Box content in IBM Content Navigator
    IBM Content Navigator Search view
    Search options and scope
    Content based search
    Property based search
    Search for Web Links
    Cross-Repository Search
    Enable Cross-Repository Search
    Create a Cross-Repository Search
    Property Mapping
    Run the Cross-Repository Search
    Configure a Box repository in IBM Content Navigator
    Configure Box repository in Content Navigator
    Add the Box repository to a Content Navigator desktop
    Set Box repository as the default for Browse
    Configure task manager
    Enable Box Share Services for a desktop
    Set Share Administrator for the Box repository
    Configure Box Share and Box Copy for a repository
    Box Authentication: OAuth2 Protocol