This administrator-level course provides insight into configuring and administering Micro Focus ControlPoint for enterprise use.
Topics covered include repositories, categories, policies, security, and Legacy Data Cleanup (LDC).
Class sizes are limited to 12 participants to provide adequate individual attention under the guidance of expert trainers. During this course, learners participate in guided demonstrations followed by exercises that they can complete themselves. It is important to complete all demonstrations and exercises because the course builds upon itself.
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What you’ll learn
Upon successful completion of this course, you should be able to:
From our state-of-the-art classrooms to telepresence to your offices, our instructor-led training caters to your needs.
Track Record
30 years driving innovative, award-winning learning solutions
More Courses, More Often
When you train with DDLS you get more courses, more often, in more locations and from more vendors.
Quality instructors and content
Expert instructors with real world experience and the latest vendor- approved in-depth course content.
Partner-Preferred Supplier
Chosen and awarded by the world’s leading vendors as preferred training partner.
Ahead of the technology curve
No matter your chosen technologies or platforms, we can help you stay one step ahead.
Train Anywhere
From our state-of-the-art classrooms to telepresence to your offices, our instructor-led training caters to your needs.
Track Record
30 years driving innovative, award-winning learning solutions
More Courses, More Often
When you train with DDLS you get more courses, more often, in more locations and from more vendors.
Quality instructors and content
Expert instructors with real world experience and the latest vendor- approved in-depth course content.
Partner-Preferred Supplier
Chosen and awarded by the world’s leading vendors as preferred training partner.
Ahead of the technology curve
No matter your chosen technologies or platforms, we can help you stay one step ahead.
Train Anywhere
From our state-of-the-art classrooms to telepresence to your offices, our instructor-led training caters to your needs.
Track Record
30 years driving innovative, award-winning learning solutions
More Courses, More Often
When you train with DDLS you get more courses, more often, in more locations and from more vendors.
Who is the course for?
Records/Content Managers
Administrators
This course is intended for those users who are responsible for the set up and initial design of ControlPoint, including, but not limited to, Senior Business Staff, Power Users, and/or Core Project Team Members.
Course subjects
Module 1: Course Overview
Introducing the course
Module 2: Governance and ControlPoint
Define Information Governance (IG)
Describe the purpose of ControlPoint and how it fits into the Micro Focus IG solution
Module 3: ControlPoint Overview
List the ControlPoint features and benefits
Describe the ControlPoint architecture
Module 4: The ControlPoint Interface
Navigate the CP user interface (UI)
Describe the Console view, list the default web pages and their contents, and describe the purpose of each Web page
Describe the Dashboard view and the information available there
Module 5: Training Preparation
Prepare the installation for your training exercises
Module 6: ControlPoint Repositories
Identify repositories
Explain about source and target repositories
Discuss the use of Eduction
Add new repositories
Import repositories
Explore the visualisation of repositories
Add master and target location repositories
Discuss the origin of ControlPoint in CM
Add an XML repository
Use the command line utility
Describe the Filesystem Edge connector
Module 7: ControlPoint Categories
Explain the IDOL taxonomy
Defining a category
Categorise benchmarks
Apply categories to analytics
Module 8: ControlPoint Policies
Describe the CP policies
Discuss the CP policies functionalities
Navigate the Policy dashboard
Create policies
Assigning policies manually or automatically
Describe the tasks associated with a policy
Module 9: ControlPoint Administration and Security
Explain the CP settings
Describe Custom Grammar
Discuss a Potential Set
Insert a configuration
Configure the CP securities
Explain user roles and set user permissions
Configure global role-based securities
Set security on categories, policies, and repositories
Discuss the file-level security
Explain the usage details
Generate audit reports
Module 10: Legacy Data Cleanup
Explain legacy data clean-up (LDC)
Use policies and repositories to identify data that is not needed
Identify business critical data and apply policies
Module 11: ControlPoint Troubleshooting
Access and use CP logs
Troubleshoot CP IDOL-related issues
Use IDOL commands and actions for troubleshooting
Check IDOL components and corrupt component issue
Troubleshoot policy execution issues
Use the Statistics Export utility
Appendix
Create an origin file in Content Manager
Configure Insert and map custom fields
Prerequisites
To be successful in this course, you should have the following prerequisites or knowledge:
Knowledge of Content Manager and/or Records Management and Content Governance principles and internal business processes
Basic knowledge of and comfort working with software, including simple keyboard and mouse skills, as well as knowledge of web browsers (Internet Explorer or Chrome) and other Windows-based programs
Although there will be some technical discussion throughout the course, a strong technical aptitude or background is not required.
THIRD PARTY REGISTRATION
DDLS offers certification and training through our partnership with Micro Focus. This arrangement requires DDLS to provide your details to Micro Focus for course and exam registration purposes.
Terms & Conditions
The supply of this course by DDLS is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.
Request Course Information
By submitting an enquiry, you agree to our privacy policy and receiving email and other forms of communication from us. You can opt-out at any time.