(Tuesday, November 15, 2011)
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U-TR-1-0101a Content Server Knowledge Fundamentals (Accelerated) (Nov 14-15)
Duration: 2-day Course Date: November 14th to 15th Time: 9am - 5pm each day Audience: Business Standard Rate: $1790.00 This course was previously known as 101 Knowledge Fundamentals Description:
The 1-0101 Content Server Knowledge Fundamentals (Accelerated) course - has been condensed into 2 days specifically to provide the core information the student needs to manage the organization's intellectual capital. Designed for all OpenText Content Server (formerly known as Livelink ECM - Enterprise Server) users, the Knowledge Fundamentals Course (Accelerated) provides a thorough understanding of core Content Server functionality. By the end of this accelerated course, the student will understand how to navigate through Content Server and utilize various Content Server tools such as view, add and manage information, and how to publish resources. The student will also understand how to collaborate effectively within Content Server and much more.
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(Tuesday, November 15, 2011)
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U-TR-2-0105 Content Server Knowledge Fundamentals Trainer Workshop (Nov 14-15)
Duration: 2-day Workshop Date: November 14th to 15thTime: 9am - 5pm each day Audience: Business Standard Rate: $1990.00 This workshop was previously known as 144 Trainer Workshop Prerequisites: 1-0101 Content Server Knowledge Fundamentals (formerly course 101) In this two-day workshop, the instructor and students review key components of the Knowledge Fundamentals course from an instructor's perspective, address the Content Server 10 changes, and discuss both the best strategies for presenting the information to users and the more difficult concepts that instructors need to know. At OpenText, we understand the importance of learning needs and their direct relation to user adoption.
Participants will learn what factors to consider when formulating a training plan, and will prepare a training needs assessment followed by creating lesson plans for various user groups. Further, you will learn best practices for learning methodologies and presenting material to your audience. Take-a-ways from this valuable workshop include: the latest Knowledge Fundamentals course manual and instructor notes, a quick reference guide, lesson plans for various audiences, and a set of hand-outs covering topics from your classroom set-up to adult learning techniques.
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U-TR-2-0111 Content Server Workflow Design II (Nov 14)
Duration: 1-day Course Date: November 14th Time: 9am - 5pm Audience: Technical Standard Rate: $895.00
This course was previously known as 220 Workflow Design II
Prerequisites: 2-0110 Content Server Workflow Design I (formerly course 120) Description: This course builds on topics introduced in the Workflow Design I course. It uses a workshop format to illustrate advanced details of workflow.
In this course the student will expand the knowledge of OpenText Content Server (formerly known as Livelink ECM - Enterprise Server) workflow. The detailed examples and exercises include the following: • Incorporate advanced user assignment options, such as roles, multiple performers and conditional statements to assign tasks. • Create routing paths using advanced routing options, including multiple true paths. • Incorporate loopback routing paths to reflect recursive processes. • Create modular workflows using subworkflows. • Automate certain tasks using the process step. • Use LiveReports to monitor workflow status and tracking.
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U-TR-2-0114 Designing and Implementing Content Server Forms (Nov 14)
Duration: 1-day Course Date: November 14thTime: 9am - 5pm Audience: Technical Standard Rate: $895.00 This course was previously known as 223 Designing and Implementing Livelink Forms. Prerequisites: • 2-0110 Content Server Workflow Design I (formerly course 120) or 2-0113 Content Server Workflow Design (formerly course 232) Description: The OpenText Content Server (formerly Livelink ECM - Enterprise Server) Forms module enables you to create, manage and track electronic forms. This course examines the functionality of the Forms module and addresses the basics of building form templates and designing forms. The course also teaches Workflow and Forms Designers how to create forms that can initiate workflows or that are steps in workflows. By the end of the course, the student will know how to: • Create form templates, including specifying where the form data should be stored • Create forms from templates • Create forms that initiate workflows • Create workflows that route forms based on form field values • Use views within workflows to present data in different ways to different users • View data stored in form tables by creating basic LiveReports
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U-TR-2-0117 WebReports Design I (Nov 14)
Duration: 1-day Course Date: November 14th Time: 9am - 5pm Audience: Business Standard Rate: $895.00
This course was previously known as 225 WebReports Design I
Prerequisites: Content Server basics. Some basic HTML knowledge and knowledge of LiveReports is desirable but not mandatory.
Description: WebReports Design I is a one-day course that provides the core information you need to implement and deploy solutions to your organization's reporting and custom application requirements with WebReports. This introductory course is designed for all Content Server users who are involved in the design, implementation and management of WebReports solutions. By the end of this course, you will: understand the power of WebReports; be able to create WebReports that utilize information from multiple sources; know how to deliver reports to browser, Content Server, email and other destinations; be able to leverage the power of WebReports tags to manipulate data and much more.
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U-TR-2-0120 OpenText Records Management: Configuration and Administration (Nov 14)
Duration: 1-day Course Date: November 14thTime: 9am - 5pm Audience: Business Standard Rate: $895.00 This course was previously known as 227 Records Management Prerequisites: • 101 Knowledge Fundamentals Course • Solid knowledge of records management discipline, in particular understanding file classification structures and retention schedules • Understanding of the ways your organization manages or will manage records
Description: This 1-day course provides the core information needed to manage an organization's records. It is designed for records managers who need a thorough understanding of the core OpenText Records Management module.
Join us for this course and learn how to: • Configure the system options for the OpenText Records Management module • Define records retention rules and schedules • Apply record series identifiers to physical and electronic records • Create and maintain classifications and classify objects • Search records and run reports on records • Disposition records
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U-TR-2-0138 Implementing Metadata-Driven Enhancements in Content Server 10 (Nov 14)
Duration: 1-day Workshop Date: November 14th Time: 9am - 5pm Audience: Technical Standard Rate: $995.00 Prerequisites: Basic understanding of Livelink/Content Server and metadata Description: This 1 day session provides a thorough overview of using and configuring the new metadata-focused enhancements found in the new Content Server 10. This includes setting up and publishing facets and columns. This somewhat technical session is aimed at users who might be tasked to work as a knowledge manager for one or more subject areas. It is also suitable for System Administrators and Consultants. This course introduces participants, through a series of practical lessons and exercises, to the enhanced interface and metadata-based features of Content Server 10. This includes in-depth lessons on setting up facets and columns across the Enterprise, a specific location or for specific roles within your organization. • Learn how to assign users to the new Knowledge Manager role • Understand how facets and columns can be used effectively • Learn how to deploy facets • Learn how to deploy columns • Help users locate content faster with a minimum of clicks • Leverage existing metadata for facets and columns • Add support for new columns and facets
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U-TR-2-1420 Understanding OpenText Email Management Solutions (Nov 14)
Duration: 1-day Workshop Date: November 14th Time: 9am - 5pm Audience: Technical Standard Rate: $995.00 Prerequisites: None. Description:
Explore and understand the electronic data management and challenges especially emails. Overview of OpenText Email solutions for different use cases. Hands-on exercises for email classification including records management. Practical and real world examples for Global Email Journaling, Email Archiving & Email Management solutions. By the end of this course, the student will be able to: • Identify relevant email solution for company specific use case • Understand Email Management, Classification and Retention • Classify email via messaging client • Search, retrieval of email using email metadata • Configuration options of key component • Legacy Emails - migration options and approaches
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(Tuesday, November 15, 2011)
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U-TR-3-0136 What’s New in OpenText Content Server 10 (Nov 14-15)
Duration: 2-day Course Date: November 14th to 15th Time: 9am - 5pm each day Audience: Technical This course was previously known as 109 What's New in Content Server 10
Prerequisites:
Experience with Livelink ECM - Enterprise Server 9.7.1 or earlier. Description: This 2-day course is designed to expose the student to many of the new and updated features, as well as differences in administration, of Content Server (formerly known as Livelink ECM - Enterprise Server). Each chapter of the course is directed to the system administrator and concludes with the end user’s viewpoint of the topic where applicable.
Highlights: • Introduction to upgrading from previous versions • Review of available support documents and resources • Facets and faceted browsing • Multilingual Metadata and Language Packs for localization • Pulse (integrated social networking)
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(Tuesday, November 15, 2011)
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U-TR-3-0137 Upgrading to Content Server 10 (Nov 14-15)
Duration: 2-day Workshop Date: November 14th to 15thTime: 9am - 5pm each day Audience: Technical
Prerequisites: Content Server expertise (admin-level) Description: This 2 day session is specifically focused on the upgrade procedure and methodology according to OpenText Best Practices and guidelines. It will teach you what preparations need to be made in order to upgrade you current Content Server environment to version 10. The course will contain the step-by-step procedures for preparing the environment, converting the database to the UTF-8 character set, preparing your 9.7.1 instance(s), the actual upgrade, best practice test procedures and post upgrade tasks. After this very technical course you will be able to scope a project plan for your upgrade with the confidence that all related tasks have been addressed and have an understanding of the technical procedures accompanying the upgrade.
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(Tuesday, November 15, 2011)
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U-TR-3-0400 Enterprise Connect Installation, Configuration, and Administration (Nov 14-15)
Duration: 2-day Course Date: November 14th to 15th Time: 9am - 5pm each day Audience: Technical Standard Rate: $1790.00 This course was previously known as 3141 Enterprise Connect Installation, Configuration & Administration Prerequisites: • Previous administrator experience with Microsoft Windows. • An understanding of Open Text eDOCS DM and/or Content Server (formerly known as Enterprise Server) is helpful. • Familiarity with Runtime and Core Web Services is helpful but not necessary. Description:
This two-day, hands-on workshop is designed for Enterprise Connect power users and administrators looking to install, configure, and administer Enterprise Connect to allow users to access and interact with their OpenText applications and content within familiar desktop environments such as Windows Explorer, Microsoft Outlook and Microsoft Office. Participants will learn the basics of Enterprise Connect, its pre-installation requirements, and how to set up the server and client components.
This session is geared to current and future Enterprise Connect administrators who will be installing and configuring the Enterprise Connect server as well as supporting the Enterprise Connect clients. It also covers how to create business-centric views (using Enterprise Views Services) and has participants create their own sample views (i.e. tree structure).
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U-TR-3-1111 What's New in Open Text eDOCS DM v5.3 (Nov 14)
Duration: 1-day Course Date: November 14th Time: 9am - 5pm Audience: Technical Standard Rate: $895.00
This course was previously known as 333 New in Open Text eDOCS DM v5.3
Prerequisites: Course 3-1115 - Implementing Document Management using eDOCS DM v5.x (formerly course 335) or one year Field Experience with eDOCS DM Administration.
Description: This one-day course is geared to existing eDOCS DM administrators, integrators, or consultants wishing to move to eDOCS DM v5.3. In class you will upgrade to eDOCS DM v5.3 using the new Microsoft Installer (MSI) scripted installs. After installation, you will configure Multiple File Formats for several applications, customize Microsoft Office 2010 Ribbon and Quick Access Toolbar (QAT), and customize MSI scripts. This course also covers using Windows Communication Foundation (WCF), additional Save User Interface enhancements, additional Search variables, modified/new fields on the Profile and Search forms, and enhancements to the Microsoft Outlook 2010 integration.
On completion of this course, participants should be able to: • Describe the new features available in DM v5.3 • Install eDOCS DM v5.3 • Configure multiple File Types per Application • Create customized MSI scripts • Configure DM with Windows Communication Foundation (WCF) • Configure additional enhancements to the Save User Interface • Customize the MS Office 2010 Ribbon and Quick Access Toolbar • Use the new Search variables • Change the name of the eDOCS DM Node in Microsoft Outlook
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(Tuesday, November 15, 2011)
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U-TR-3-1311a OpenText Application Governance & Archiving (AGA) for Microsoft SharePoint (Nov 14-15)
Duration: 2-day Course Date: November 14th to 15th Time: 9am - 5pm each day Audience: Technical Standard Rate: $1790.00 This course was previously known as 730 OpenText Content Lifecycle Management Services for SharePoint Prerequisites: IT knowledge, General IT background and experience in SharePoint (WSS or MOSS) and Content Server is preferable. Description: The course enables the student to install, configure and administer Open Text Content Lifecycle Management (CLM) Services for Microsoft SharePoint. Topics covered include: • Overview of Microsoft SharePoint products • Introduction to Microsoft SharePoint Server 2010 including Site Creation, Document Libraries and Content Types • Introduction to OpenText AGA for Microsoft SharePoint • Installation of OpenText AGA for Microsoft SharePoint • Basic configuration including setting up Storage Providers • Interactive archiving and synced-Copy archiving • Profile based archiving including automated task setup • Web parts and federated search integration • Introduction to Records Management integration • Overview of the OpenText site deployment feature (new to AGA) • Automating and simplifying SharePoint site creation • Introduction to the Site Deployment Console and creating SharePoint site metadata • Roadmap for upcoming features and release dates
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(Tuesday, November 15, 2011)
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U-TR-4-0144a Content Server Web Services Fundamentals (Accelerated)(Nov 14-15)
Duration: 2-day Course Date: November 14th to 15th Time: 9am - 5pm each day Audience: Technical Standard Rate: $1790.00 This course was previously known as 340 Web Services Fundamentals Prerequisites: • Successful completion of the 1-0101 - OpenText Content Server Knowledge Fundamentals course (formerly course 101) or a very strong understanding of the Content Server (formerly known as Livelink ECM - Enterprise Server) user interface • Successful completion of the 4-0140 - OpenText Content Server Builder Fundamentals course (formerly course 300) • A very solid background in Java or C# • A strong background in Eclipse. • A good understanding of the customization needs of their organization • Application development knowledge and experience Description: Open Text Content Server Web Services Fundamentals provides an introduction to the functionality of Web Services, the service oriented API component of the Content Server SDK. By the end of this course, the student will know how to: • Install and prepare a development environment • Create client software to access existing Web Services • Create new Web Services • Create client software to new Web Services This course is geared towards OScript, Java and C# programmers who wish to customize the Open Text Content Server by using existing Content Server Web Services, or by creating their own.
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(Tuesday, November 15, 2011)
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U-TR-4-1504 Web Site Management: Management Server - Advanced Strategies (Nov 14-15)
Duration: 2-day Course Date: November 14th to 15thTime: 9am - 5pm Audience: Technical This course was previously known as 503 Web Solutions Management Server - Advanced Strategies Prerequisites: Successful completion of one of the following courses: 4-1501 Web Site Management: Management Server - Project Builder (formerly course 501) or 4-1502 Web Site Management: Management Server - Project Builder Workshop (formerly course 502) as well as experience in using the Web Site Management: Management Server. Familiarity with the following technologies is strongly recommended: • XML • JavaScript • ASP.NET / C# Description: This course is designed to provide Management Server project builders and developers with the technical knowledge they need to go beyond the basics. Attendees will learn to meet a variety of real-world requirements by leveraging both off-the-shelf product features as well as by writing custom code to extend the Management Server user interface. Participants will learn to: • Share content classes, digital assets, and page content between projects • Use Content Class versioning to manage template changes • Use Navigation Manager to generate an XML sitemap • Use Render Tags to generate an RSS feed • Create Active Templates using C# • Create plugins using RQL
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U-TR-6-5008 Design Thinking for ECM Champions (Nov 14)
Duration: 1-day Workshop Date: November 14th Time: 9am - 5pm Audience: Business Standard Rate: $995.00 Description: ECM projects are risky endeavors due to human, technological, and regulatory complexities. With the pace of change accelerating, increasingly complex business landscapes, and more demanding users, project teams are being challenged to deliver more value with fewer resources. Design thinking is a framework for ideation and problem solving that’s increasingly being applied by business leaders, enterprise architects, non-profits and even the US military to tackle complex challenges. It applies some of the approaches and mind-sets used by designers to challenges such as application design, service design and business transformation. Design thinking provides you with a new framework and practical sets of tools you can immediately apply. In this experiential hands-on workshop, we’ll introduce you to design thinking as a problem-solving approach. By the end of the workshop, you’ll be able to apply design thinking techniques to explore problem spaces, increase project success, and innovate content solutions. To maximize learning, we encourage you to invite team members to attend the workshop with you.
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U-TR-6-5102 – Best Practices for Implementing ECM - Readiness Assessment (Nov 14)
Duration: 1-day Workshop Date: November 14th Time: 9am - 5pm Audience: Business Standard Rate: $995.00 This workshop was previously known as Best Practices for Implementing ECM Description: Companies face pivotal strategic and operational decisions in achieving long-term success from their Enterprise Content Management initiatives. This workshop explores the best practices and the key elements in realizing the value from your ECM initiatives. Whether your organization is new to Enterprise Content Management or currently has an established program, the student will learn how to evaluate their organization’s current level of ECM Readiness by leveraging OpenText’s 5-Pillar Capability Framework. Using lessons learned from thousands of ECM deployments, you will explore the creation of an ECM Strategy, Governance Mechanisms, Value Realization, Managing Change, and Business Decomposition all in this one day, not to be missed workshop!
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U-TR-6-5106 Operational Modeling for Information Architecture (Nov 14)
Duration: 1-day Workshop Date: November 14th Time: 9am - 5pm Audience: Business Standard Rate: $995.00 This workshop was previously known as 625 Operational Modeling for Information Architecture Prerequisites: None.
Description: Is your Enterprise Content scattered and difficult to find? Don’t know how to organize your information assets in order to support Business Processes? Did you know better Information Architecture can actually improve performance as well as the way people work? Please join us in this interactive workshop where the student will explore the Operational Modeling Methodology, Best Practices in Information Architecture, and real world Case Studies. You will learn how to design Folder Structures, create Naming Conventions for folders and documents, leverage the use of Categories & Attributes, design for Security Naming Conventions, and creating an optimal Permission models. Come join us in this exciting workshop and see how you can improve your use of Enterprise Content Management (ECM) technology.
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