Join us on November 13, 14, 15 and 18 for the Content World curriculum of specialized workshops and courses presented by industry experts and OpenText educators, developers, and technology specialists.
Don't miss this great opportunity to join the ranks of OpenText power users and unlock the full value of your existing OpenText solutions.
Table of Contents
Sunday November 13
U-TR-5-0151a Content Server Business Consultant Certification Program (Accelerated)
| Info | Prerequisites | Description |
|---|
Duration: 3-day Course
Date: November 13th to 15th
Time: 9am - 5pm each day
Audience: Business
Standard Rate: $2685.00 | - 1-0101 Content Server Knowledge Fundamentals (3 days) (formerly course 101)
- 2-0120 OpenText Records Management (1 day) (formerly course 227) and 2-0121 Physical Objects (1 day) (formerly course 228) or 2-0122 Content Server Records Management and Physical Objects (2 days) (formerly course 229)
- 2-0110 Content Server Workflow Design I (1 day) (formerly course 120), 2-0111 Content Server Workflow Design II (1 day) (formerly course 220) and 2-0112 Content Server Workflow Design III (1 day) (formerly course 221) or 2-0113 Content Server Workflow Design (3 days) (formerly course 232)
- 2-0114 Designing and Implementing OpenText Content Server Forms (1 day) (formerly course 223)
| This program was previously known as 420 Business Consultant Certification Program.
The Content Server Business Consultant Certification Program’s focus is to assess the knowledge and experience of the attendees, and bridge that knowledge gap through mentoring where required to aid participants in completing their exams. Participants will find the experience challenging but highly rewarding, and will have the dedicated support of experienced Content Server mentors throughout the duration of the program.
The Content Server Business Consultant Certification Program has been designed to serve two primary purposes:- Provide a means for those organizations with highly skilled Content Server Consultants to achieve certification
- Provide refresher courses for Content Server Consultants to bring them up to speed with techniques and tools available in the latest releases of Content Server
|
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U-TR-3-0700a Archive Server Administration (Accelerated)
| Info | Prerequisites | Description |
|---|
Duration: 3-day Course
Date: November 13th to 15th
Time: 9am - 5pm each day
Audience: Business
Standard Rate: $2685.00 | General IT background and experience in server administration is recommended. | This course was previously known as 710 Archive Server Administration
The workshop covers key concepts in administering the OpenText Archive Server efficiently and reliably.Students will learn how to:- Configure the Archive Server according to the needs of their enterprise
- Operate the server reliably
- Detect and solve common problems
Additional Topics include:- Document processing
- Server configuration and administration
- Security, communication protocols, and system logging / troubleshooting
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U-TR-3-2201 OpenText Invoice Capture Center (ICC) Consultant Bootcamp
| Info/Prerequisites | Description | Highlights |
|---|
Duration: 3-day Course
Date: November 13th to 15th
Time: 9am - 5pm each day
Audience: Technical
Standard Rate: $2685.00
Prerequisites: Professional IT
background, SAP Knowledge | This course will enable students to understand the challenge of invoice reading and the requirements of companies for capturing systems and lead projects in typical business cases. Hands-on experience & business examples are key elements of this course which is geared towards Project managers & members, Consultants, Decision-makers and Partners. | Basics• Basic functionality of ICC• Interaction with VIM• OCR TechnologiesTechnical TrainingInstallation• Stand alone vs. distributed• Application• HotSpot LinksConfiguration & Customizing• Application Creation• Adaption Customer Needs• Additional FieldsUpload & Download• SAP Master Data• SAP PO Data• Applications• FrameworkArchitecture• ICC• VIM DispatchUser Management & RolesTroubleshooting• Traces• Type of Errors• SolutionsTemplate Creation & Preparation• Demo Environment |
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U-TR-3-0128 Content Server Troubleshooting Workshop
| Info | Prerequisites | Description |
|---|
Duration: 3-day Course
Date: November 13th to 15th
Time: 9am - 5pm each day
Audience: Business
Standard Rate: $2685.00 | - 1-0101 Content Server Knowledge Fundamentals (3 days) (formerly course 101)
- 3-0124 Content Server System Administration (formerly course 201 or 3-0126 OpenText Content Server System and Search Administration (formerly course 215)
- Knowledge of configuring & administering operating systems (including Windows and/or various UNIX variants), web servers, including IIS and basic network hardware.
| This course was previously known as the 230 Troubleshooting Workshop
This technical workshop examines the OpenText Content Server (formerly known as Livelink ECM - Enterprise Server) from a troubleshooting perspective and provides strategies to identify and solve issues, and to prevent issues from arising. This workshop is targeted at a technically astute audience with previous experience with OpenText Content Server, operating systems, and hardware.
In this 3-day workshop students will learn how to:- Utilize key troubleshooting techniques while learning how to extract, interpret and analyze information from the administration tools.
- Recognize and resolve server issues and database problems.
- Answer common questions heard from end users
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U-TR-3-0130 Content Server Architecture Workshop
| Info | Prerequisites | Description |
|---|
Duration: 3-day Workshop
Date: November 13th to 15th
Time: 9am - 5pm each day
Audience: Technical
Standard Rate: $2985.00 | Experience as a Content Server system
administrator, with an understanding of servers,
networks, and familiarity with system architectures. | This course was previously known as 440 Architecture Workshop
This highly technical workshop examines Content Server (formerly known as Livelink ECM – Enterprise Server) products from an architectural point of view. It examines all of the certified - and some common but not certified - solutions from monolithic installations to highly available clusters. All aspects of the system are examined, from the network and network services to the database and file system resources. This workshop will guide the student through the processes, methods, issues and decisions required for designing a system configuration to meet their business needs while maintaining an environment that meets the complex requirements of most businesses today.
Day 1: Sizing and scalability of Content Server architectures are examined. Topics discussed range from architecture basics to how to design a Content Server architecture from requirements to completion.
Day 2: The day is dedicated to architectural administration, where we look at administration tasks and tools to complete those tasks.
Day 3: Architectural continuity issues are covered including application continuity plans and highly available architectures. Backup and recovery strategies as well as disaster recovery strategies are discussed. |
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U-TR-3-0124a Content Server System Administration (Accelerated)
| Info | Prerequisites | Description |
|---|
Duration: 3-day Course
Date: November 13th to 15th
Time: 9am - 5pm each day
Audience: Technical
Standard Rate: $2685.00 | - 1-0101 OpenText Content Server Knowledge Fundamentals course (formerly course 101)
- Web server administration, database administration and networking experience
- Knowledge of configuring & administering operating systems (including Windows and/or various UNIX variants), web servers, including IIS and basic network hardware.
| This course was previously known as 201 System Administration
This is a unique Content World version of our OpenText Content Server (formerly known as Livelink ECM - Enterprise Server) System Administration course - with all the core information the student needs condensed into 3 days. It will teach administrators, system architects and support personnel how to install, configure and administer Content Server in a production environment.
By the end of this course, the student will be able to:- Install and configure a Content Server system and have an understanding of scalability
- Monitor and troubleshoot Content Server to include: recovering deleted documents, notification, audit capabilities and system errors
- Configure and manage the search engine
- Customize the search experience for end users
- Configure user accounts and groups, determine system privileges and access control
- Understand the Content Server functionality from a business user’s perspective to provide assistance to the business user
- Provide assistance to the Content Server knowledge or content managers to design, control access to, and maintain user environments
- Determine information taxonomies and manage intellectual capital
- Develop usage reports by understanding the key tables in the Content Server schema and writing basic LiveReports
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U-TR-3-0805a Implementing OpenText Media Management 7 (Accelerated)
| Info | Prerequisites | Description |
|---|
Duration: 3-day Course
Date: November 13th to 15th
Time: 9am - 5pm each day
Audience: Technical
Standard Rate: $2685.00 | - Familiarity with Windows server technology
- Familiarity with Java application server technology
| This course was previously known as 877 Implementing OpenText Media Management 7
This training course will provide an end to end understanding of the OpenText Media Management 7 system. The course begins with an introduction to the end-user experience, continues with the installation, configuration, and maintenance of the software, and finally provides the opportunity to perform some real-world customization of the installed product. All sections of the training combine presentations, discussions, and hands-on exercises to provide a broad range of product knowledge in a brief period of time.
Highlights:- System Architecture and User Interface
- Installation and Maintenance
- Configure and manage the search engine
- Implementing Business Requirements
On completion of this course, participants should be able to:- Navigate the end user and administrator interfaces
- Perform typical end user tasks
- Install Media Management 7
- Integrate Media Management 7 with Enterprise Process Services
- Perform typical maintenance and operations tasks
- Translate Business Analysis documents into technical tasks
- Meet requirements by implementing the specifications found in typical Business Analysis documents
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U-TR-2-0110 Content Server Workflow Design I
| Info | Prerequisites | Description |
|---|
Duration: 1-day Course
Date: November 13th
Time: 9am - 5pm
Audience: Business
Standard Rate: $895.00 | - 1-0101 OpenText Content Server Knowledge Fundamentals (formerly course 101)
| This course was previously known as 120 Workflow Design I
This course introduces the student to the main workflow functions and suggests how workflows can be integrated into the organization.Through a series of lectures and exercises students will design, initiate and manage several different types of workflows. By the end of the course the student will know how to:- Create, save and modify a workflow map.
- Assign steps to users and groups and understand group options.
- Build branches in a workflow path using attributes, status and other evaluation criteria.
- Set permissions on attachments.
- Define map properties and due dates.
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U-TR-2-0138 Implementing Metadata-driven Enhancements in Content Server 10
| Info | Prerequisites | Description |
|---|
Duration: 1-day Workshop
Date: November 13th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $995.00 | - Basic understanding of Content Server and metadata
| 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.
Highlights:- 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
| Info | Prerequisites | Description |
|---|
Duration: 1-day Workshop
Date: November 13th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $995.00 | | 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.
Highlights:- 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
- Leverage existing metadata for facets and columns
- Legacy Emails - migration options and approaches
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U-TR-3-1117 OpenText eDOCS Email Filing
| Info | Prerequisites | Description |
|---|
Duration: 1/2 day Course
Date: November 13th
Time: 9am - 12pm
Audience: Technical
Standard Rate: $600.00 | - Course 3-1115 - Implementing Document Management using eDOCS DM v5.x (formerly course 335)
or one year Field Experience with eDOCS DM Administration.
| This course was previously known as 337 OpenText eDOCS Email FilingCould you use some help in managing emails in your organization? Geared towards existing eDOCS DM Administrators eDOCS Email Filing in conjunction with Traen, Inc., provides the ability to automate the saving of emails into eDOCS DM/RM libraries.
The additional service, Exchange Connector, can extract emails directly from the Exchange Server to file emails for users with web access, Blackberry, iPhone, etc. With the add-on modules, Auto Bulk Filing, Email Marker, and Email Filing Assistant, you can easily save your many important emails, easily track which messages were saved
and where in DM/RM, and automatically use metadata from previously saved emails to quickly and consistently profile your new email. This course steps you through the installation and configuration of Email Filing as well as the add-on modules. This is only for Microsoft Outlook emails.
On completion of this course, participants should be able to:
- Install and Configure Email Filing
- Install and Configure Exchange Connector
- Install and Configure Auto Bulk Filing
- Install and Configure Email Marker
- Install and Configure Email Filing Assistant
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Monday November 14
U-TR-1-0101a Content Server Knowledge Fundamentals (Accelerated)
| Info | Prerequisites | Description |
|---|
Duration: 2-day Course
Date: November 14th- 15th
Time: 9am - 5pm
Audience: Business
Standard Rate: $1790.00 | None | This course was previously known as 101 Knowledge Fundamentals
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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U-TR-2-0105 Content Server Knowledge Fundamentals Trainer Workshop
| Info | Prerequisites | Description |
|---|
Duration: 2-day Workshop
Date: November 14th- 15th
Time: 9am - 5pm
Audience: Business
Standard Rate: $1990.00 | - 1-0101 Content Server Knowledge Fundamentals (formerly course 101)
| This workshop was previously known as 144 Trainer Workshop
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-3-0136 What's New in OpenText Content Server 10
| Info | Prerequisites | Description |
|---|
Duration: 2-day Course
Date: November 14th- 15th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $1790.00 | - Experience with Livelink ECM - Enterprise Server 9.7.1 or earlier.
| 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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U-TR- 3-0137 Upgrading to Content Server 10
| Info | Prerequisites | Description |
|---|
Duration: 2-day Workshop
Date: November 14th- 15th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $1990.00 | - Content Server expertise (admin-level)
| 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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U-TR-3-0400 Enterprise Connect Installation, Configuration, and Administration
| Info | Prerequisites | Description |
|---|
Duration: 2-day Course
Date: November 14th- 15th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $1790.00 | - Previous administrator experience with Microsoft Windows.
- An understanding of OpenText 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.
| 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-3-1311a OpenText Application Governance & Archiving (AGA) for Microsoft SharePoint
| Info | Prerequisites | Description |
|---|
Duration: 2-day Course
Date: November 14th- 15th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $1790.00 | - IT knowledge, General IT background and experience in SharePoint
(WSS or MOSS) and Content Server is preferable.
| This course was previously known as 730 OpenText Content Lifecycle Management Services for SharePoint.
The course enables the student to install, configure and administer OpenText 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 andContent 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
- Install Archiving and Distribution Services
- 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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U-TR-4-0144a Content Server Web Services Fundamentals (Accelerated)
| Info | Prerequisites | Description |
|---|
Duration: 2-day Course
Date: November 14th- 15th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $1790.00 | - Successful completion of the 1-0101 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 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
| This course was previously known as 340 Web Services Fundamentals.
OpenText 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 OpenText Content Server by using existing Content Server Web Services, or by creating their own. |
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U-TR-4-1504 Web Site Management: Management Server - Advanced Strategies
| Info | Prerequisites | Description |
|---|
Duration: 2-day Course
Date: November 14th- 15th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $1790.00 | - 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#
| This course was previously known as 503 Web Solutions Management Server - Advanced Strategies
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-2-0111 Content Server Workflow Design II
| Info | Prerequisites | Description |
|---|
Duration: 1-day Course
Date: November 14th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $895.00 | - 2-0110 Content Server Workflow Design I (formerly course 120)
| This course was previously known as 220 Workflow Design II
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.
- CAutomate 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
| Info | Prerequisites | Description |
|---|
Duration: 1-day Course
Date: November 14th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $895.00 | - 2-0110 Content Server Workflow Design I (formerly course 120)
or 2-0113 Content Server Workflow Design (formerly course 232)
| This course was previously known as 223 Designing and Implementing Livelink Forms
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
| Info | Prerequisites | Description |
|---|
Duration: 1-day Course
Date: November 14th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $895.00 | - Content Server basics. Some basic HTML knowledge
and knowledge of LiveReports is desirable but not mandatory
| This course was previously known as 225 WebReports Design I
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
| Info | Prerequisites | Description |
|---|
Duration: 1-day Course
Date: November 14th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $895.00 | - 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
| This course was previously known as 227 Records Management
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 Content Server (formerly known as Livelink ECM - Enterprise Server) 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
| Info | Prerequisites | Description |
|---|
Duration: 1-day Workshop
Date: November 14th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $995.00 | - Basic understanding of Content Server and metadata
| 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.
Highlights:- 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
|
| Back to Table of Contents | | |
U-TR-2-1420 Understanding OpenText Email Management Solutions
| Info | Prerequisites | Description |
|---|
Duration: 1-day Workshop
Date: November 14th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $995.00 | | 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
- Leverage existing metadata for facets and columns
- Legacy Emails - migration options and approaches
|
| Back to Table of Contents | | |
U-TR-3-1111 What's New in OpenText eDOCS DM v5.3
| Info | Prerequisites | Description |
|---|
Duration: 1-day Course
Date: November 14th
Time: 9am - 5pm
Audience: Technical
Standard Rate: $895.00 | - Course 3-1115 - Implementing Document Management using eDOCS DM v5.x
(formerly course 335) or one year Field Experience with eDOCS DM Administration.
| This course was previously known as 333 New in OpenText eDOCS DM v5.3
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.
By the end of this course, the student will 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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U-TR-6-5008 Design Thinking for ECM Champions
| Info | Prerequisites | Description |
|---|
Duration: 1-day Workshop
Date: November 14th
Time: 9am - 5pm
Audience: Business
Standard Rate: $995.00 | | 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
| Info | Prerequisites | Description |
|---|
Duration: 1-day Workshop
Date: November 14th
Time: 9am - 5pm
Audience: Business
Standard Rate: $995.00 | | 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
| Info | Prerequisites | Description |
|---|
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
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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Tuesday November 15
U-TR-2-0112 Content Server Workflow Design III
| Info | Prerequisites | Description |
|---|
Duration: 1-day Course
Date: November 15th
Time: 9am - 5pm each day
Audience: Technical
Standard Rate: $895.00 | - 2-0110 Workflow Design I (formerly course 120)
- 2-0111 Workflow Design II (formerly course 220)
| This course was previously known as 221 Workflow Design III
This course builds on topics introduced in the Workflow Design I and Workflow Design II courses. It uses a workshop format to illustrate the advanced details of a special workflow step called the item handler.
In this course the students will expand their knowledge of the item handler step, learning through detailed content how to use this feature to automatically perform the following operations in the OpenText Content Server (formerly known as Livelink ECM - Enterprise Server):- Create folders in a Content Server container or in the workflow attachments volume.
- Add, modify, or delete categories on Content Server items.
- Change the current values of workflow attributes.
- Perform versioning on documents and compound documents.
- Move or copy workflow attachments or Content Server items outside the workflow.
Information will also be provided that highlights the system administrative responsibilities associated with the item handler step. |
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U-TR-2-0118 Advanced WebReports
| Info | Prerequisites | Description |
|---|
Duration: 1-day Course
Date: November 15th
Time: 9am - 5pm each day
Audience: Technical
Standard Rate: $995.00 | - 2-0117 WebReports Design I (formerly 225 WebReports Design I)
- 3-1027 Advanced Schema and LiveReports (formerly 209 Advanced Schemal and LiveReports)
| This course was previously known as 246 Advanced WebReports
The OpenText Content Server (formerly known as Livelink ECM - Enterprise Server) WebReports Advanced is a one-day course that provides the in-depth technical knowledge you need to implement and deploy advanced solutions to your organization's reporting and custom application requirements with WebReports. This course is designed for developers working on the design and implementation of WebReports solutions. Attendees are assumed to have some familiarity with industry standard web and report technologies such as HTML, JavaScript and SQL.
By the end of this session, you will be able to work with some of the more advanced sub-tags inlcuding those to initiate Content Server actions. You will learn more advanced WebReport destinations like Workflows and you will learn about implementing mini data base applications within OpenText Content Server. This class also includes an overview of some of the more advanced features in the LiveReport Extensions module. |
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U-TR-2-0121 Physical Objects
| Info | Prerequisites | Description |
|---|
Duration: 1-day Course
Date: November 15th
Time: 9am - 5pm each day
Audience: Business
Standard Rate: $895.00 | - 1-0101 Content Server Knowledge Fundamentals Course (formerly course 101)
- 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
- Course 2-0120 OpenText Records Management (formerly course 227) is encouraged
| This course was previously known as 228 Physical Objects
This 1-day course provides the core information needed to manage an organization's physical records. It is designed for records managers who need a thorough understanding of the core OpenText Content Server (formerly known as Livelink ECM - Enterprise Server) Physical Objects module.
Join us for this course and learn how to:- Establish your Physical Objects Environment.
- Establish your Storage Environment.
- Transfer physical objects to and from storage facilities.
- Search for, and requesting physical objects.
- Process requests for physical objects.
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U-TR-3-0127 Content Server Advanced Schema and LiveReports
| Info | Prerequisites | Description |
|---|
Duration: 1-day Course
Date: November 15th
Time: 9am - 5pm each day
Audience: Technical
Standard Rate: $895.00 | - Knowledge of SQL.
- Basic understanding of what a LiveReport is and how to create one such as that taught in course 3-0124 Content Server System Administration (formerly course 201) or course 3-0126 Content Server System and Search Administration (formerly course 215)
- Strong familiarity with Content Server functionality, such as that taught in course 1-0101 Content Server Knowledge Fundamentals (formerly course 101)
- Content Server administration experience is an asset
| This course was previously known as 209 Advanced Schema and LiveReports
Understand the Content Server (formerly Livelink ECM - Enterprise Server) schema and the relationships among various tables. Learn to write complex SQL queries and LiveReports to extract information from core Content Server tables and from users/groups, custom attributes and workflows.
By the end of this course, the student will be able to:- Locate many types of Content Server data within the database and plan sophisticated reports
- Write SQL queries and LiveReports for the OpenText Content Server to retrieve and manipulate attributes, workflow, users/groups, notification and forms
- Write complex SQL queries and LiveReports for the Content Server schema
- Use LiveReports within custom Content Server interfaces
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U-TR-4-0143 Customizing the Content Server User Interface
| Info | Prerequisites | Description |
|---|
Duration: 1-day Course
Date: November 15th
Time: 9am - 5pm each day
Audience: Technical
Standard Rate: $895.00 | - 1-0101 Content Server Knowledge Fundamentals (formerly course 101) or equivalent experience.
- A strong understanding of the user interface needs of the organization and of the standard OpenText Content Server User Interface.
- Familiarity with HTML is required. Familiarity with XML and XSL is helpful but not essential.
| This course was previously known as 240 Customizing the User Interface
This one-day course investigates the available options for creating different custom user interfaces. It combines an understanding of branding, user adoption, design guidance, implementation tips and best practices. Course includes specific techniques with OpenText tools and technologies including Custom Views and Appearance in addition to custom HTML, CSS and other tools. You will learn to customize, personalize and propagate the desired User Interface throughout OpenText Content Server (formerly known as Livelink ECM - Enterprise Server). The primary focus of this course is on Livelink 9.7.x but also includes a brief overview of the updated UI customization functionality in Content Server 2010.
By the end of this course the student will know how to:- Implement the process for customizing the Content Server’s user interface.
- Select the most appropriate user interface customization option for the specific needs.
- Implement a user interface customization solution.
- Recognize user interface implementations that address issues such as personalization, re-branding and user interface modification.
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U-TR-6-2929 Building a Metadata Strategy with Content Analytics
| Info | Prerequisites | Description |
|---|
Duration: 1-day Workshop
Date: November 15th
Time: 9am - 5pm each day
Audience: Business
Standard Rate: $995.00 | | Learn the basics of content analytics, how it works, and how it can increase the value of your content. This workshop will cover:- Semantic Metadata 101 – How it Works
- Real-world Implementations and Business Cases
- How to build a semantic strategy around your content
- Pitfalls and Best Practices of Implementation
Designed for content editors and business managers alike, by the end of this workshop you will understand how to get the most out of your content with semantic metadata. |
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U-TR-6-5009 Seducing Users: the Psychology of Adoption
| Info | Prerequisites | Description |
|---|
Duration: 1-day Workshop
Date: November 15th
Time: 9am - 5pm each day
Audience: Business
Standard Rate: $995.00 | | An ECM solution isn’t just a tool, it’s a new way of working. Achieving adoption means making collaboration and information management integral to how people work. Because this means significant behavior change, user resistance is normal. But unless we can find a way to manage user resistance, we won’t achieve the level of adoption (and business value) we anticipated.
In this workshop, we’ll have a lot of fun exploring techniques for diagnosing the reasons behind user resistance, nudging people into changing their habits, and seducing users into new ways of working. We’ll take a look at how insights from behavioral economics, motivation theory, neuroscience, game mechanics, and rhetoric provide us with new approaches to change. Through practical examples that touch on project vision, application design, interface design, policies, user assistance, training, and communications as well as group activities, you’ll walk away with techniques you can leverage to seduce your users into adopting your solution. |
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U-TR-6-5105 Governance of a Content Ecosystem
| Info | Prerequisites | Description |
|---|
Duration: 1-day Workshop
Date: November 15th
Time: 9am - 5pm each day
Audience: Business
Standard Rate: $995.00 | | This workshop was previously known as 145 Governance of a Content Ecosystem
The Governance of the Content Ecosystem includes the organizational structures to properly support, encourage adoption, sustain and evolve the ECM applications and solutions. The student will explore The Design and implementation of coordinated set of governance mechanisms helps Organizational committees and roles that locate decision-making responsibilities according to intended archetypes, provides techniques for securing widespread involvement and provides communication mechanisms for the establishment of the necessary guidelines, policies, procedures, intended to foster the vitality of enterprise content use within the organization. During this session, you’ll uncover the use of a Governance Framework designed to encourage adoption and accountability for the management of enterprise content. |
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U-TR-6-5104 Creating an ECM Strategy Roadmap
| Info | Prerequisites | Description |
|---|
Duration: 1-day Workshop
Date: November 15th
Time: 9am - 5pm each day
Audience: Business
Standard Rate: $995.00 | | This course was previously known as 625 Creating an ECM Strategy Roadmap
To gain greatest benefit from the use of an Enterprise Content Management (ECM) solution, the definition of ECM use, is best guided by the goals specified in a carefully defined, rigorously managed, Enterprise Content Management Strategy Roadmap. An ECM Strategy Roadmap aligns an Organization’s Goals and Key Performance Indicators, communicates to Business and Executive Management your ECM Initiative Plan, and helps prioritize the implementation of technology into the business. With a clear ECM Strategy Roadmap in place, deployment risk is minimized and quality improved through standardization of process improvement. In this workshop, the student you will create an ECM Strategy Roadmap by defining the “Content Profile” of an organization consisting of Business Value Drivers, Content Requirements aligned with Business Processes. The workshop is designed to provide the student with the practical application of technology solutions to which a “Content Vision” can create a method for evaluating and prioritizing these Business Processes in order to build a multi year implementation plan. |
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U-TR-6-5107 OpenText ECM Suite Business Continuity Plan/Disaster Recovery Workshop
| Info | Prerequisites | Description |
|---|
Duration: 1-day Workshop
Date: November 15th
Time: 9am - 5pm each day
Audience: Business and Technical
Standard Rate: $995.00 | - Knowledge of Business Continuity Plan / Disaster Recovery Business Requirements and ECM Suite components is an asset
| In the workshop, students will gain an understanding of BCP / DR and learn to identify the solution and service availability criteria. Additional topics include: understanding the “nice to have” versus “must have” components and functionality, and the tiered approach for data recovery. Learn from real world examples of different recovery models comprising of different solution mixes such as, CLM Solution Suite, Email Management Suite, Extended ECM Solution for SAP Suite.
By the end of this course, the participants will be able to:- Clearly understand all ECM solution components
- Identify Service availability criteria
- Map BCP/DR business drivers to availability and functionality of solution
- Design own DR solution based on business requirements and database mix
- Tie-in ECM solution to overall Enterprise BCP/DR plan
- Use and understand Disaster Recovery lingo e.g. five nine’s, RTO, RPO etc.
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U-TR-3-1117 OpenText eDOCS Email Filing
| Info | Prerequisites | Description |
|---|
Duration: 1/2-day Course - Morning
Date: November 15th
Time: 9am - 12pm
Audience: Technical
Standard Rate: $600.00 | - Course 3-1115 - Implementing Document Management using eDOCS DM v5.x (formerly course 335) or one year Field Experience with eDOCS DM Administration.
| This course was previously known as 337 OpenText eDOCS Email Filing
Could you use some help in managing emails in your organization? Geared towards existing eDOCS DM Administrators eDOCS Email Filing in conjunction with Traen, Inc., provides the ability to automate the saving of emails into eDOCS DM/RM libraries. The additional service, Exchange Connector, can extract emails directly from the Exchange Server to file emails for users with web access, Blackberry, iPhone, etc. With the add-on modules, Auto Bulk Filing, Email Marker, and Email Filing Assistant, you can easily save your many important emails, easily track which messages were saved and where in DM/RM, and automatically use metadata from previously saved emails to quickly and consistently profile your new email. This course steps you through the installation and configuration of Email Filing as well as the add-on modules. This is only for Microsoft Outlook emails.
On completion of this course, participants should be able to:- Install and Configure Email Filing
- Install and Configure Exchange Connector
- Install and Configure Auto Bulk Filing
- Install and Configure Email Marker
- Install and Configure Email Filing Assistant
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U-TR-3-1118 OpenText eDOCS DM v5.x Dynamic Views Configuration
| Info | Prerequisites | Description |
|---|
Duration: 1/2-day Course - Afternoon
Date: November 15th
Time: 1pm - 5pm
Audience: Technical
Standard Rate: $600.00 | - Course 3-1115 Implementing Document Management using eDOCS DM v5.x (formerly course 335) or one year Field Experience with eDOCS DM Administration.
| This course was previously known as OpenText eDOCS DM v5.x Dynamic Views Configuration
Do you want a more uniform folder structure in your Dynamic Views? Would your users like to view their documents in a more hierarchical tree structure? Why not use Dynamic Views. This virtual structure can be based upon your profile lookup information such as clients/matters, document types, or your custom fields. Learn how Specific searches could be created and added to your Dynamic Views to enhance the searching capabilities for your users. You can subscribe to the more frequently accessed Dynamic View levels, and also delegate the ability for another user to add and remove the subscriptions. Ad-hoc Folders will be created to further organize and find your documents. Join us for a half-day class to learn how to set up and configure several virtual tree structures.
On completion of this course, participants should be able to:- Create Dynamic Views
- Configure the Dynamic Views based on Metadata
- Create Level Searches
- Profile and Search for Documents by Using Dynamic views
- Subscribe to Dynamic View Levels
- Create Ad-hoc Folders
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Wednesday November 16
U-TR- 3-2202 OpenText Capture Center (OCC)
| Info/Prerequisites | Description | Highlights |
|---|
Duration: 2-day Course
Date: November 16th to 17th
Time: 9am - 5pm each day
Audience: Technical
Standard Rate: $2685.00
Prerequisites: Professional IT background
, Knowledge on SAP for HCM
, Knowledge on OpenText
Content Server (Administrator,
End user). | This course was previously known as 262 OpenText Capture Center (OCC)
Participants will learn all the relevant extraction methods for OpenText Capture Center. This training session will qualify attendees to consult, support and customize projects within their own organizations and is geared towards Project members and leaders, Administrators of OCC solutions, Consultants and partners. | Basics• Basic functionality of OCC• OCR TechnologyTechnical TrainingInstallation• Stand alone vs. distributedAdministration• Monitor Configuration• Project development• Fields & functions• Adjustment (Customers needs)• Scripting• Export (File system, Content Server)ValidationTrouble Shooting• Traces• Error handling• Problem solutionsEnterprise Scan |
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Friday November 18
U-TR-6-5102 Best Practices for Implementing ECM - Readiness Assessment
| Info | Prerequisites | Description |
|---|
Duration: 1-day Workshop
Date: November 18th
Time: 9am - 5pm
Audience: Business
Standard Rate: $995.00 | | This workshop was previously known as 142 Best Practices for Implementing ECM
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! |
| Back to Table of Contents | | |
U-TR-6-5104 Creating an ECM Strategy Roadmap
| Info | Prerequisites | Description |
|---|
Duration: 1-day Workshop
Date: November 18th
Time: 9am - 5pm
Audience: Business
Standard Rate: $995.00 | | This course was previously known as 625 Creating an ECM Strategy Roadmap
To gain greatest benefit from the use of an Enterprise Content Management (ECM) solution, the definition of ECM use, is best guided by the goals specified in a carefully defined, rigorously managed, Enterprise Content Management Strategy Roadmap. An ECM Strategy Roadmap aligns an Organization’s Goals and Key Performance Indicators, communicates to Business and Executive Management your ECM Initiative Plan, and helps prioritize the implementation of technology into the business. With a clear ECM Strategy Roadmap in place, deployment risk is minimized and quality improved through standardization of process improvement. In this workshop, the student you will create an ECM Strategy Roadmap by defining the “Content Profile” of an organization consisting of Business Value Drivers, Content Requirements aligned with Business Processes. The workshop is designed to provide the student with the practical application of technology solutions to which a “Content Vision” can create a method for evaluating and prioritizing these Business Processes in order to build a multi year implementation plan. |
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U-TR-6-5011 Usability Without Testing
| Info | Prerequisites | Description |
|---|
Duration: 1/2-day Course - Morning
Date: November 18th
Time: 9am - 12pm
Audience: Business
Standard Rate: $600.00 | | User experience and adoption of ECM solutions can be improved by using usability testing to identify usability problems. But what do you do if your organization doesn’t have the time, skills, or resources to perform usability testing?
When time is short and resources scarce, usability inspection techniques are a great alternative. This hands-on workshop will introduce you to usability inspection techniques, show you how to use them and provide checklists to help you incorporate these best practices into your deployment activities.
Using these industry standard methods, you will be able to identify potential usability issues and deviations from user expectations before deploying your solution to your users. Based on what you’ll learn, you’ll be able to identify the issues and be better equipped to offer solutions to your stakeholders.
Usability inspection techniques can drive user experience improvements in any organization. Why not yours? |
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U-TR-6-5010 User Research Techniques - that go beyond traditional requirements
| Info | Prerequisites | Description |
|---|
Duration: 1/2-day Course - Afternoon
Date: November 18th
Time: 1pm - 5pm
Audience: Business
Standard Rate: $600.00 | | Traditional requirements gathering techniques are flawed. When asking a person what they did, the experience they’ve had is more meaningful than the facts they can tell you about that experience. In this worshop we’ll look beyond traditional user research techniques which rely on questions such as: "What do you want?" "Why do you want that?“ to questions that reveal experiences, surface motivators, and uncover insights. Rather than collecting a list of features or issues, ask a different set of questions which will allow you to discover what people do, how they’re doing it, and why they’re doing it. Uncovering this information reveals opportunities and resistance, surfaces root causes, and frees you to solve problems in a different, better way.
During this half-day workshop we’ll cover:- Deciding when to conduct user research: identifying when you need information to answer questions, diagose user resistance, or capitalize on innovation opportunities
- Defining a user research plan: choosing your research focus and selecting who to interview and what to ask
- Conducting the research: effective interviewing and listening techniques that uncover deeper motivators and needs
- Analyzing the data: identifying the patterns and uncovering insights contained within the data
- Reporting back: effective methods for presenting your findings and incorporating your insights into an actionable plan for increasing adoption and buy in
You’ll walk away with a set of tools and techniques you can apply immediately. |
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