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IBM Content Navigator Administration

Learn how to configure and customize the web client and also integrate Box with IBM Content Navigator.

GK# 5926 Vendor# F278G

Course Overview


This course provides an introduction to IBM Content Navigator and the web client. You will then learn how to configure IBM Content Navigator and customize the web client without writing any code. This includes learning how to connect to repositories, create new desktops, define cross-repository search, create Teamspaces, configure IBM Content Navigator Sync services and Sync client, and work with Entry Templates. Additional topics surrounding Box integration and customizing the desktop appearance, modify menus, icons, and labels, create a viewer map, and register a plug-in will also be covered.


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What You'll Learn

  • View, add, and search for content in IBM Content Navigator
  • Configure a Repository
  • Create a Desktop
  • Define a Cross-Repository Search
  • Create a Teamspace and a Template
  • Sync content across multiple devices
  • Resolve sync conflicts
  • Configure IBM Content Navigator Sync services and Sync client
  • Build an entry template to add documents
  • Associate entry templates to a folder
  • Customize property layouts for entry templates
  • Configure entry template management
  • Customize the Desktop Appearance
  • Modify Menus, Icons, and Labels
  • Create a Viewer Map
  • Register a Plug-in
  • View, add, and search for Box content in IBM Content Navigator
  • Configure a Box repository in IBM Content Navigator


Viewing outline for:

Classroom Live Outline

1. Introduction to IBM Content Navigator

  • View Content
  • What is IBM Content Navigator?
  • IBM Content Navigator Architecture and Capabilities
  • Preview a Document, Create Annotations for a Document
  • Add Documents and Folders to Favorites
  • Add Content
  • Create Folders and Add Documents
  • Check out and Check in a Document
  • Document Versions
  • Add a Link to an External Document
  • Search for Content
  • Search View, Search Criteria
  • Save a Search
  • Search Results Display
  • Content Based Search
  • Text Search Options
  • Introduction to Advanced features
  • Features and Capabilities in IBM Content Navigator
  • Launch a Workflow and Process a Work Item
  • Teamspaces
  • Entry Templates
  • IBM Content Navigator Sync
  • IBM Content Navigator Administration Tool

2. IBM Content Navigator Configuration

  • Configure a Repository
  • IBM Content Navigator Administration Tool
  • IBM Content Navigator Web Client Components
  • IBM Content Navigator Supported Repositories
  • Configure a Repository
  • Create a Desktop
  • Configure IBM Content Navigator Desktops
  • Configure a Desktop - General, Repositories, and Layout Tabs
  • Configure Content Navigator for Workflows
  • Export Desktops
  • Define a Cross-Repository Search
  • Cross-Repository Search Features
  • Cross-Repository Searches Settings
  • Property Mappings
  • Run Cross-Repository Searches
  • Send Search Results as an Email
  • Save Cross Repository Search
  • Repository Settings for Cross-Repository Searches
  • Desktop Settings for Building Searches
  • Create and Manage Teamspaces
  • What is a Teamspace?
  • Roles for Teamspace Users
  • Enable Teamspace Usage on a Repository
  • Teamspace Templates
  • Teamspace Templates Export and Import

3. IBM Content Navigator Sync

  • Sync Content Across Multiple Devices
  • IBM Content Navigator Sync
  • Add Documents or Folders to the Repository from Sync Folder
  • Enable Sync for a IBM Content Navigator Teamspace
  • IBM Content Navigator Sync: Conflict Resolution
  • Configure IBM Content Navigator Sync Services
  • Sync Server Summary Page
  • Enable Sync Services for a Repository
  • Enable Sync Services for an IBM Content Navigator Desktop
  • IBM Content Navigator Sync client Settings and Preferences
  • Local Sync Folder Structure
  • Guidelines to Optimize Sync Service Operations
  • IBM Content Navigator Sync Client: Troubleshooting

4. IBM Content Navigator Entry Templates

  • Build Entry Templates
  • IBM Content Navigator Entry Templates
  • Entry Templates Manager View, Filters, and actions
  • Create Entry Templates
  • Associate Entry Templates with Folders
  • Customize Property Layouts
  • Entry Templates - Edit Layout
  • Layout Tool, Containers, and Properties Palette
  • Property Layout - Settings
  • Custom Property Layout at Runtime
  • Configure Entry Template Management
  • IBM FileNet Entry Templates - Required add-ons
  • Configure IBM FileNet Entry Templates for a Repository
  • Enable Entry Template Management
  • Security Settings for Entry Templates in Repository
  • Entry Templates Manager Feature for a Desktop

5. Customize an IBM Content Navigator Desktop

  • Customize the Desktop Appearance
  • Custom themes and Color Palette
  • Customize Banner
  • Login page Configuration
  • Modify Menus, Icons, and Labels
  • Create Custom Menus
  • Customize the Icons
  • Create an Icon Mapping for MIME Types
  • Customize labels
  • Create a Viewer Map
  • Viewer Maps
  • Fallback Viewers
  • Viewers that support all MIME Types
  • Associate a Viewer Map with a Desktop
  • Register a Plug-In
  • IBM Content Navigator Plug-Ins

6. IBM Content Navigator and Box Integration

  • View Box Content in IBM Content Navigator
  • Browse to Box folders and Documents
  • View and edit Box Document Properties
  • Add and View Comments
  • Export Box Document Properties to a File
  • Preview content in Content Navigator Viewer
  • View Box Notes
  • Add Box Content in IBM Content Navigator
  • Create a Box Folder
  • Add a Box Document
  • Move a Box Document or a Folder to Another Folder
  • Copy a Box Document to Another Repository
  • Share a Document from an ECM Repository Securely through Box
  • Add a Box Document to Favorites
  • Check Out and Check In Documents
  • Add a Web Link
  • Search for Box content in IBM Content Navigator
  • IBM Content Navigator Search View
  • Search Options and Scope
  • Content Based Search
  • Property Based Search
  • Search for Web Links
  • Cross-Repository Search
  • Enable Cross-Repository Search
  • Create a Cross-Repository Search
  • Property Mapping
  • Run the Cross-Repository Search
  • Configure a Box Repository in IBM Content Navigator
  • Configure Box Repository in Content Navigator
  • Add the Box Repository to a Content Navigator Desktop
  • Set Box Repository as the Default for Browse
  • Configure Task Manager
  • Enable Box Share Services for a Desktop
  • Set Share Administrator for the Box Repository
  • Configure Box Share and Box Copy for a Repository
  • Box Authentication: OAuth2 Protocol


Viewing labs for:

Classroom Live Labs

VMWare-Based - All x86/x64 VMWare training per student


  • Familiarity with content management concepts
  • Familiarity with Box

Who Should Attend

  • Individuals who need to know the IBM Content Navigator and its features
  • Administrators who are responsible for configuring and administering IBM Content Navigator system
  • Application builders who implement solutions by using IBM Content Navigator
Training Exclusives

This course comes with the following benefits: 

  • Digital Courseware
  • 90 Days Bonus Access to IBM Hands-on Labs
  • 12 Months of Indexed Virtual Class Recordings
Learn More
Course Delivery

This course is available in the following formats:

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 3 day

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 3 day

Request this course in a different delivery format.