Course Description-CP200
This two-day Administrator-level course provides insight into configuring and administering Micro Focus
ControlPoint for enterprise use.
The course discusses 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 Micro Focus Education trainers. During this course, learners participate in guided demonstrations
followed by exercises that they can complete. It is important to complete all demonstrations and
exercises because the course builds upon itself.
Audience/Job Roles
Target audience: 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 Objectives
Upon successful completion of this course, you should be able to:
 Set up Control Point repositories
 Set up Control Point categories
 Set up Control Point policies
 Analyze unstructured data
 Apply policies manually and automatically
 Create Master and Target locations
Integrate ControlPoint and Content Manager
 Perform LDC
Prerequisites/Recommended Skills
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.

Course Topics Module Objectives
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 visualization 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
 Categorize 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
 

 

 

 

 

 

CP200

Course Description

This two-day Administrator-level course provides insight into configuring and administering Micro Focus ControlPoint for enterprise use.

The course discusses 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 Micro Focus Education trainers. During this course, learners participate in guided demonstrations followed by exercises that they can complete. It is important to complete all demonstrations and exercises because the course builds upon itself.

Audience/Job Roles

Target audience: 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 Objectives

Upon successful completion of this course, you should be able to:

 Set up Control Point repositories

 Set up Control Point categories

 Set up Control Point policies

 Analyze unstructured data

 Apply policies manually and automatically

 Create Master and Target locations

Integrate ControlPoint and Content Manager

 Perform LDC

Prerequisites/Recommended Skills

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.