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COURSE DETAILS |
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Title |
Administration Training |
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Duration (days) |
1 |
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Cost (£ per person per day) |
300 |
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Who would benefit from the course |
System Administrators / Senior Users |
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Course objectives |
Trainees are expected to be senior users / system administrators who will be configuring the systems and setting up users, groups and associated security options within the system. It includes an understanding of the system functionality and operation. |
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Course Agenda |
Using KnowledgeWorker What is KnowledgeWorker? Logging in Changing your password The Home page A grand tour of the KnowledgeWorker system Projects Searching Administration How to add new data to a category or an attribute Adding an item to the KnowledgeWorker system Checking items in and out of KnowledgeWorker I checked out an item from KnowledgeWorker by mistake Registering an interest on a file Creating file shortcuts Content security What to do if things don’t work as expected Letter Generation Introduction Pre-Requisites Create Workflow Category Create Bookmark Category Create a Word Template with Bookmarks Map the Bookmarks Configure the Workflow Task Workflow Execution Office Integration Product Overview Publishing using Office Integration The Office Publish dialogue How to – Login / Connect How to – Publish a document in the repository How to – attach a document to a workflow How to – View / Check-out a document from the repository How to – Check-in a document previously checked out How to – Use fast checkout How to - Save a letter created by the KnowledgeWorker Generate Letter feature How to - Version a letter created by the KnowledgeWorker Generate Letter feature Searching the repository Changing the repository connection General Training OVERVIEW INTRODUCTION TO KNOWLEDGEWORKER® LOGIN AND THE HOME PAGE THE LIBRARY PROJECT COLLABORATION SEARCH METHODS USING AND PARTICIPATING IN WORKFLOWS Programming KnowledgeWorker Introduction Customisation functionality in the standard interface (including Categories & Attributes, Saved Searches and Workflows / Business Processes) Additional Components (e.g. HTMLPage.html, KWXMLUploader, Import Vault, External Search, Workflow Trigger) Workflow generation and control Architecture Rules for Customising Areas of Customisations Multilingual Support Branding Custom Forms Creating a Custom Workflow Form Custom Handlers Creating a Custom Workflow Handler Event Handlers Custom Menus Home Page Entries COM Components Debugging Designing Workflows WHAT IS A WORKFLOW? THE WORKFLOW DESIGNER BUILDING A WORKFLOW WORKFLOW PROPERTIES EXPLAINED TASK PROPERTIES EXPLAINED THE EXPRESSION BUILDER (CONDITION STEP) WORKFLOW NAME AND EMAIL CONTENT BUILDER ADDING A WORKFLOW TO KNOWLEDGEWORKER® HOW TO INITIATE A WORKFLOW HOW TO CHECK THE STATUS OF A WORKFLOW HOW TO DELEGATE A TASK HOW TO SEND A TASK FOR REVIEW 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 Project Stage Gating Introduction 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 LDAP Introduction Installation and configuration Using the module Client specific customisations
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