Course Details/Schedule

Day 1

• Description of D2
• Reasons to upgrade to Documentum D2
• Understanding the Configuration Matrix and Contexts
• Setting Up Your First Workspace 
• Understanding the Menus 
• Building Workspaces 
• Understanding Workspaces and Workspace Views 
• Understanding Widgets
• Determining Which Internal Widgets to Use 

Day 2

• Create Registration Forms Creating Documents 
• Controlled Documents 
• Creating a Non-controlled Document 
• File Naming and Versioning
• Importing a File from your Computer
• Document Updates
• Configuring and Creating Content Templates
• Creating a Content Template 
• Request and Track Document Changes

Day 3

• Working with Lifecycles and Workflows
• Manage lifecycles 
• Manage workflows and distributions 
• Example of a Workflow and a Lifecycle 
• Sending Content to a Workflow 
• Using the Delegations Widget 
• Sending Content by email from D2 

Day 4

• Creating additional objects to support specific document creation rules 
• Configuring rules related to check out/in, auditing, importing and managing renditions and relationships 
• Creating custom dialog boxes 
• Creating custom searches  
• Configuring UI elements 
• Managing custom application configurations 
• Describing features of the client application

Day 5

• Configure and use O2, C2 and D2-Bin plug-ins
• Configuring a Dynamic View, Print, and Export Configuration
• Configuring a Static Configuration
• Formatting C2 Table of Contents using XSL
• Configuring C2 Administrator Access
• Configuring the O2 Transfer Configuration in D2
• Configuring File Formats Recognized by O2
• Configuring Microsoft Office for O2
• Using and Configuring D2-Bin 
• Incorrect Properties for Content in the Recycle Bin