WHAT IS OUR APPROACH TO TRAINING AND EDUCATION?
Information First understands the importance of Education & Training as a key milestone to a successful project. To help our customers , we provide certified instructors and a number of training and education courses designed to complement and enhance the use or implementation of OpenText Content Manager (formerly HPE Records Manager, HP TRIM and TRIM Context). We are also well equipped to tailor education packages to meet your individual and organizational needs. Our courses are also consistently rated Excellent and very responsive to the needs of our trainees.
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WHAT IS THE BUSINESS VALUE TO YOUR ORGANIZATION?
Having your team trained and educated on this key organizational tool will help you enhance user performance, increase product image, improve usability, and reduce risk exposure.
OUR COURSE OFFERINGS
CONTENT MANAGER TRAINING
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Please reach out and contact us for information regarding this training course. |
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INFORMATION FIRST TRAINING CLASSES
Sign Up Today!
It only takes two to tango! Our courses are GUARANTEED TO RUN with two or more attendees, so there's no hassle with re-booking your course over and over again. We want to teach anyone who wants to learn! Classes that fail to have 2 or more attendees, 14-days prior to the first day of class, will no longer be available at this website. Be sure to search for similar courses offered at a later date.
To sign up for one of our classes, just click the BOOK button next to the class below. If you want to see more information on a class, click the Info button. Once you sign up, you will receive a calendar invite and receipt for the class. The instructor will then follow up with information to connect to the training environment.
To sign up for one of our classes, just click the BOOK button next to the class below. If you want to see more information on a class, click the Info button. Once you sign up, you will receive a calendar invite and receipt for the class. The instructor will then follow up with information to connect to the training environment.
Information First Course Offerings
| ID | Application | Title | Description | Duration | Role |
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| CM100 | Content Manager | Customizing the Desktop Interface | A FREE, online course that discusses user customizations including Ribbon toolbars, colors, and display pane options. | 1 hour | All |
| CM110 | Content Manager | Desktop End User Training | This half-day course utilizes the Desktop Client exclusively and discusses basic functions only. Topics include Searching, Record Creation, Desktop integration and ongoing Record Maintenance. | 4 hours | End User |
| CM115 | Content Manager | Web Client End User Training | This half-day course utilizes the Web Client exclusively and discusses basic functions only. Topics include Searching, Record Creation, Desktop integration and ongoing Record Maintenance. | 4 hours | End User |
| CM120 | Content Manager | Power User Training | This full day course features the same content as CM.110 and CM.115 and adds advanced user tools such as Labels, Alerts, Reporting, and Options. While this course primarily uses the Desktop client, there will be opportunity to use the Web Client. | 1 day | Power User |
| CM200 | Content Manager | Administrator Training | This extensive two-day course covers all the basics to set up an enterprise instance of Content Manager. Topics include Security, Locations, Custom Properties, Retention Schedules, Classification and Record Types. Other topics include Auditing, Dataset maintenance System options. | 2 days | Records Manager |
| CM220 | Content Manager | Advanced Administrator Training | This one-day course is an excellent extension to the topics discussed in CM.200. This in-depth course further discusses specific topics such as Access Control Groups, Advanced Disposition, Jurisdictions, Offline Auditing, Thesaurus and Geolocation. | 1 day | Records Manager |
| CM240 | Content Manager | Workflow Training | This one-day course discusses all aspects of Workflow from design and build considerations through to completing actions. | 1 day | Records Manager |
| CM300 | Content Manager | Installation and Maintenance | This one-day course discusses installation basics of Content Manger. Topics include Architecture overview, preinstallation planning, setting up a multi-server environment, and configuration of Elasticsearch indexing. Other topics include ongoing maintenance and support. | 1 day | IT Staff |
Our training provides users with their own training environment, independent of other students. This enables each student to learn at their own pace and with a hands on approach with the application. Our training environments also always feature the most current version of Content Manager and ControlPoint, but we can easily train on earlier versions if necessary.
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In-Person, Instructor Led Classroom
This is our recommended delivery method because it is the most engaging and interactive. Our certified instructors will lead a class of up to 12 people through our standard course offerings. Our courses include a combination of Lecture, Demonstration and hands-on labs. Please contact us directly for a quote today! |
Live, Instructor Led VIRTUAL Classroom
When attendees are scattered across the country or travel costs are prohibitive, a virtual class offers all the great interaction of our in-person delivery except students attend remotely - even from the comfort of their own home! We do suggest two monitors as one will be used for Presentation and the other will be used for access to the training environment. We use Voice Over IP (VOIP) for communication which allows each student to attend using their PC sound system. To sign up for one of our virtual offering, please sign up above. |
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Self-paced, eLearning Modules
From our library of existing modules, or those developed specifically for (or in partnership with) you, eLearning offers the flexibility and freedom for students to attend classes on their schedule. eLearning offers the ‘on demand’ access, ease of training new hires or acts as a quick ‘refresher’ for those who have forgotten. Content can be designed specific to your organizational needs that utilizes your environment. Our eLearning modules can be made SCORM compliant if required. Please contact us directly for a quote today! |
Education Consulting and Custom delivery
The unique nature and implementation of Content Manager sometimes demands custom, ad hoc training that doesn’t follow the normal script. Our Education Consulting option allows you to tailor a custom curriculum to your staff based on your needs and usage. We will work with you to develop and deliver personal content for your training needs. Please contact us directly for a quote today! |
