COURSE DETAILS

Title

Technical Training

Duration (days)

1

Cost (£ per person per day)

300

Who would benefit from the course

Technical Users, IT/system Administrators

Course objectives

Enable a team of technical users to know hoe to install, setup, configure and basic debug the KnowledgeWorker environment and system.

Course Agenda

Installation        

                          Introduction

                          Hardware and Software Requirements

                          Installing the software

                          Register the OCX file.

                          Install the COM components

                          Licencing and configuring KnowledgeWorker® for use

                          Installing Vault Manager

                          Install the Subscription Manager

                          Pre-requisites for FlowDesigner

                          Install the index server filter

                          Multiple Server Configuration

KW client installation 

                          Introduction

                          Pre-Requisites

                          Install, setup and configure Office Integration

                          Install, setup and configure Outlook Integration

System Administration          

                          Introduction

                          The System Admin Page

                          Managing Users and Groups

                          Categories and Attributes

                          Managing Objects and Permissions

                          Workflow Management

                          System Maintenance

                          Managing Vaults

                          Manual Vault Management

                          Backup and Restoration

                          Licence Management

                          Managing Active sessions

Automated Loading Package 

                          Installation, configuration and setting up ALP

                          Setting Up ALP Category Records

                          Running the ALP Execution Program

                          Notifications

                          Error Logs

                          ALP Execution Methodology and important Considerations

CRM                  

                          Introduction

                          What is CRM?

                          The CRM screens and different types of contacts

                          Entering contacts

                          Searching contacts

Outlook Integration    

                          Overview

                          The Outlook Integration Interface

                          Features

                       How to – Login / Connect

                       How to – Access and use features from within Outlook

                       How to – Store an email in the repository

                       How to – View items in the repository

                       Attaching emails to a workflow

                       Viewing and performing workflow tasks

Advanced search and install  

                          Overview of ASE

                          Components and Configurations

                          Differences between KW search and ASE

                          Installation and configuration of the ASE related components including the database, queries, collector and ConceptIndexer

                          Monitoring Concept Index

                          Configuring ASE for multiple repositories

                          Addins

                          Troubleshooting ASE

E-copy              

                          Introduction

                          Installing E-copy connector

                          Using E-copy connector

Scanning          

                          Introduction

                          Installing the scanning module

                          Scanning interface

                          Advanced scanning options

Sharepoint integration           

                          Introduction

                          Installation

                          Using the module

Client specific customisations