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CP200 – ControlPoint 5.X Administration Essentials

  • Length 2 days
Course overview
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Why study this course

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:

  • Set up ControlPoint repositories

  • Set up ControlPoint categories

  • Set up ControlPoint policies

  • Analyse unstructured data

  • Apply policies manually and automatically

  • Create Master and Target locations

  • Integrate ControlPoint and Content Manager

  • Perform LDC

Micro Focus at DDLS

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Don’t let your tech outpace the skills of your people

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.

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


  • Create an origin file in Content Manager

  • Configure Insert and map custom fields


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.


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.