Getting Started with CM

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Getting Started in Content Manager​

Welcome!

During Orientation you should have watched a training video in the KnowBe4 system that introduces you to the concepts of Records Management.

As part of your Employee Orientation Checklist you will be assigned 4 more videos in KnowBe4. These videos expand on the concepts you were introduced to during Orientation and start to provide a look at how our Records Management system, Content Manager, looks and feels. You will not have access to Content Manager yet while watching these videos.

  • Records Management Overview
  • Content Manager Interface
  • Searching for Records
  • Record Creation and Management

Requesting Access to Content Manager

Once KnowBe4 training is completed, you will reach out to a designated Records Coordinator in your department. Your Records Coordinator will submit a help desk ticket requesting access to Content Manager for you. They will need your full email address and your network login. Your network login is an alpha numeric number that you use to sign into most applications. ABCD1234 for example. 

Your Records Coordinator will cover a short PowerPoint with you to see if you have any questions about the contents of the training videos. They may have other training materials that they wish to cover and should work with you in real time as you perform your first tasks in Content Manager.

Record Coordinators: Place a Help Desk Ticket here.

Opening Content Manager

When new users log into Content Manager for the first time, you'll need to connect to the Production dataset:

  1. When CM is opened without a dataset designated, the Open Content Manager Dataset window will be displayed. 

  2. Click the “Add" button. Enter "B1" as the dataset identifier and “cmprod” as the primary workgroup server, for the Production Dataset (CMProduction), where the Borough's official records are stored.

  3. Click the “Next" button.

  4. In the next window, you should see that the requested dataset has populated. Click “Finish".

  5. Highlight the dataset, then select the Default button .

  6. Check the box that states "Open the default dataset next time you run Content Manager."​

  7. Click OK.​

Get Global Settings

This step ensures that your CM environment reflects all of the options and settings that reflect the borough's standard way of operating with CM.

  1. Click on the File Menu icon.

  2. Select Get Global Options

  3. This brings you to a window listing various sets of CM options.

  4. Right-click somewhere in the white space of the window and select “Tag All". This should put check marks next to all line items as shown below.​

  5. Click OK.

  6. You will be asked, “Are you sure... ?"   Click OK.

  7. Finally, click OK to exit the next window. Now you will have the Global Settings in place. ​​

Print Article