Open Text
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OpenText is a leading enterprise information management platform that provides tools for storing, managing, and analyzing unstructured data. It offers a range of solutions for content management, business process automation, and secure collaboration across global enterprises. OpenText integrates with existing systems to enhance data governance, compliance, and security, supporting scalable operations across industries.
- Basic understanding of document management and enterprise content management (ECM) concepts will be beneficial.
- Familiarity with database systems, file structures, and basic computer operations will enhance learning. Experience with programming or IT systems is helpful but not mandatory for working with OpenText solutions.
Module 1: Introduction to OpenText
Overview of OpenText
- What is OpenText? An introduction to its suite of solutions.
- Key features of OpenText and its role in enterprise information management.
- Understanding the OpenText platform’s architecture and components.
- Types of businesses and industries that use OpenText.
OpenText Product Suite
- OpenText Content Suite Platform
- OpenText Extended ECM (Enterprise Content Management)
- OpenText Documentum
- OpenText Business Process Management (BPM)
- OpenText Case Management
- OpenText Records Management
- OpenText Digital Asset Management (DAM)
- OpenText AI and Machine Learning capabilities
Module 2: OpenText Content Suite Platform
Key Features of OpenText Content Suite
- Document management: Creating, storing, and managing documents.
- Collaboration tools: Sharing and collaborating on content.
- Metadata management: Organizing and tagging content for searchability.
- Workflow automation: Automating business processes and document flows.
Managing Content Lifecycle
- Document lifecycle management.
- Version control, metadata, and classification of documents.
- Archiving and retention policies.
Security and Access Control
- Permissions and user access management.
- Auditing and reporting features for compliance.
- Implementing security protocols in OpenText.
Module 3: OpenText Documentum
Introduction to OpenText Documentum
- Overview of Documentum as an enterprise content management solution.
- Integrating Documentum with other OpenText products.
Documentum Architecture
- Components and architecture of Documentum.
- Repository, folders, and documents in Documentum.
Managing Content in Documentum
- Check-in/check-out processes.
- Document versioning and metadata management.
- Security and access control in Documentum.
Integration and Customization
- Integrating Documentum with other enterprise applications (ERP, CRM, etc.).
- Customizing Documentum workflows and user interfaces.
Module 4: OpenText Records Management
Records Management Concepts
- What is records management and why is it important?
- Regulatory compliance and records retention.
- Information governance strategies using OpenText Records Management.
Implementing Records Management Solutions
- Creating and managing records classifications.
- Defining retention schedules and disposal policies.
- Auditing and tracking records for compliance.
Integration with Other OpenText Products
- Integrating OpenText Records Management with other content management systems.
- Managing legal hold and eDiscovery.
Module 5: OpenText Digital Asset Management (DAM)
Introduction to OpenText DAM
- What is Digital Asset Management and why is it critical for enterprises?
- Key features and functionalities of OpenText DAM.
Managing Digital Assets
- Storing, organizing, and searching digital media files (images, videos, audio).
- Metadata management and content classification for assets.
- Workflow automation for digital asset usage and approval.
Collaboration and Sharing
- Sharing digital assets across teams and external partners.
- Collaborative workflows for asset creation, approval, and publication.
Module 6: OpenText Business Process Management (BPM)
Introduction to Business Process Management (BPM)
- What is BPM, and why is it important for business operations?
- Overview of OpenText BPM and its role in process automation.
OpenText BPM Architecture
- Components of BPM: Process Designer, Process Execution, and Monitoring.
- Designing and automating business workflows using OpenText BPM.
Business Process Optimization
- Monitoring business processes and analyzing performance metrics.
- Using OpenText BPM for continuous process improvement.
- Integrating BPM with other enterprise applications (ERP, CRM).
Module 7: OpenText Case Management
Introduction to OpenText Case Management
- What is case management in the context of enterprise information?
- Key features of OpenText Case Management and its applications.
Managing Cases in OpenText
- Case creation, tracking, and management workflows.
- Case routing and assignment to users.
- Managing documents, records, and data related to specific cases.
Integration with Other OpenText Products
- Integrating case management with document management and BPM solutions.
- Leveraging case data for business intelligence and reporting.
Module 8: OpenText AI and Machine Learning
AI Capabilities in OpenText
- Overview of artificial intelligence and machine learning in OpenText.
- Using AI for document classification, metadata extraction, and content analytics.
Machine Learning with OpenText
- Implementing machine learning algorithms to enhance content management.
- Using OpenText for predictive analytics and decision-making support.
Integrating AI with Business Applications
- Integrating OpenText AI capabilities with ERP, CRM, and other business systems.
- Leveraging AI to automate processes and improve operational efficiency.
Module 9: OpenText Integration with Other Systems
Integration Overview
- Introduction to OpenText integration capabilities.
- Key integration points with ERP, CRM, HR, and other enterprise systems.
Using OpenText Connectors
- Using pre-built connectors to integrate with popular applications (Salesforce, SAP, Oracle, Microsoft Office 365).
- Customizing integrations using OpenText APIs and web services.
Data Migration and Sync
- Migrating content and records to OpenText from legacy systems.
- Ensuring data consistency and synchronization across systems.
Module 10: Administration and Maintenance
OpenText Platform Administration
- System configuration and platform setup.
- User management, roles, and permissions.
- Monitoring system health and performance.
Backup, Recovery, and Disaster Planning
- Setting up backup strategies for OpenText data and documents.
- Implementing disaster recovery procedures.
- Ensuring business continuity and data integrity.
Upgrades and Patches
- Managing OpenText software updates and patches.
- Testing and deploying upgrades with minimal downtime.
Module 11: OpenText Best Practices and Troubleshooting
Best Practices
- Best practices for content management, workflow automation, and records governance.
- Optimizing OpenText for performance and scalability.
- Implementing security best practices in OpenText solutions.
Troubleshooting and Issue Resolution
- Common issues and challenges in OpenText deployments.
- Using OpenText diagnostic tools and logs for troubleshooting.
- Resolving performance and access issues in OpenText systems.
40 Days (also available fast track course with short term duration)
- Flexible Schedules
- Live Online Training
- Training by highly experienced and certified professionals
- No slideshow (PPT) training, fully Hand-on training
- Interactive session with interview QA’s
- Real-time projects scenarios & Certification Help
- 24 X 7 Support