Training Calendar and Course Descriptions
Introduction
|
This instructor-led, five day course focuses on the required
skills to install, administer and maintain a KnowledgeLake document
imaging solution. Prominence is placed on the installation and
administration of the products, including architecture, file system
structure, best-practices/troubleshooting techniques, features and
functionality of the environment. Through a series of lectures
and hands-on exercises, students will leave class with the skills to
successfully implement, administer and maintain a KnowledgeLake
document imaging solution. ** |
Featured Products |
KnowledgeLake Imaging for SharePoint, Capture, Connect,
Capture Server, and Branch Capture Server |
| Prerequisites |
It is expected that students are familiar with basic imaging
topics and have a familiarity with Windows and SharePoint. |
| Target Audience |
Installer/Administrator |
| Duration |
5 days |
|
** At this time, this course does NOT cover migration of
previous KnowledgeLake solutions.
|
Training Cancellation Policies
Cancellation by Customer
|
- Customer request for course cancellation or credit of registration fees toward another course must be submitted in writing to KnowledgeLake Training Manager via fax (314-898-0501), email at klu@KnowledgeLake.com, mail, or express deliver courier.
- Customer may substitute registered course attendee(s) without charge.
- Request for cancellation or credit received by KnowledgeLake more than 5 but fewer than 10 business days prior to scheduled commencement date shall entitle customer to receive 50% of registration fees paid in the form of refund or credit.
- Course title or date change request shall be subject to a $200 processing fee.
- No refund or credit will be available for cancellation/ substitution request received by KnowledgeLake fewer than 5 days prior to scheduled commencement date.
- If a company or individual does not attend a class and does not give notice in writing (e-mail or fax), the company or individual will be assessed a 100% "no show" fee.
|
Cancellation by Knowledgelake
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- KnowledgeLake reserves the right to cancel any training course due to insufficient enrollment by providing notice to customer at least 10 business days prior to scheduled commencement date.
- In the event of cancellation by KnowledgeLake, customer may elect to receive a full refund of registration fees paid or credit toward alternative course(s).
- KnowledgeLake will not be responsible for non-refundable tickets purchased or reservations made by customer.
|
Course Outline
Day One:
KnowledgeLake Connect
Module 1 - Introduction
- Understand what KnowledgeLake Connect is and what it can
provide today's information worker
- Configure Connect for document indexing and release to
SharePoint
Module 2 - Quick Overview
- Exploring the Tray Icon
- Frequently Asked Questions
Module 3 - Saving Documents Using Connect
- Saving with Send To, Save As and Drag & Drop
- Using Batch Mode
- Advanced features
- Send To SharePoint from Microsoft Outlook
- Capture Server Integration
- Exploring the Cache Menu
Module 4 - Working With SharePoint
- Understanding the Site Tree Pane
- Creating a New Folder
- Browsing to Document Library
- Using SaveBack
Module 5 - Administration
- Installation
- Registration
- Working with Sites - adding and deleting sites
- General administration
- Releasing to KnowledgeLake Capture Server
- Connect Options
KnowledgeLake Capture
Module 1 - Course Overview
(Introduction/Welcome)
- Understand what KnowledgeLake Capture is and what it can
provide today's information worker
- Configure Capture for document indexing and release to
SharePoint
- Understand bar code recognition and other automation
Module 2 - What is KnowledgeLake Capture?
- Understand general production document capture basics
- Getting Started
Module 3 - Capture Architecture
- Understand the production capture architecture
- Understand the architecture of the KnowledgeLake Cache
Module 4 - Capture Installation
- Describe the pre-installation tasks
- Describe installation process
- Describe the product activation process
- Describe post-installation tasks
- Initial Product Launch Notes
Module 5 - Capture Basic Configuration
- Describe the Document Class concept
- Become familiar with the desktop and toolbar
- Illustrate the application configuration file used by
KnowledgeLake Capture
- Explain the scanning options available for KnowledgeLake
Capture
Module 6 - Capture Barcodes
- Describe the bar code properties within KnowledgeLake Capture
- Describe document separation using bar codes
- Describe auto indexing with bar codes
Module 7 - Image Processing
- Review the image processing functions within KnowledgeLake
Capture
- Configure the basic Image Processing features
Module 8 -Capture Indexing
- Describe the Indexing process
- Review the Indexing Configuration Options
Days Two and Three:
KnowledgeLake Imaging for SharePoint (2 days)
Module 1 - Imaging Overview
- Understand the KnowledgeLake Suite
- Describe the Software Requirements
- Explain the Imaging Process
- List Several Practical Uses for Imaging
Module 2 - Imaging Installation
- Define the major components of the KnowledgeLake Imaging for
SharePoint
- Installation considerations
- Configuration of the Imaging for SharePoint components
- SharePoint MOSS and WSS 3.0 specific considerations
- Feature Activation
Module 3 - Sites, Libraries and Columns
- Creating a new KnowledgeLake Imaging Center Site
- The components of the KnowledgeLake Imaging Center Template
- Successfully add a document library
- Create SharePoint columns and views
- Upload and Index documents
Module 4 - Content Types, Document
Classes and Indexing
- Columns, Content Types and Document Classes
- Understand Indexing
- Setup Auto-Indexing, Validations, and Alternate Requirements
Module 5 - KnowledgeLake View and Print
- Introduce KnowledgeLake View
- Display images in KnowledgeLake View
- Annotate images in KnowledgeLake View
- Change Document Properties in KnowledgeLake View
- Document Security
- Print functionality
Module 6 - KnowledgeLake Scan
- Understand the scan purpose and process
Module 7 - Building Queries
- The benefits of the KnowledgeLake Imaging for SharePoint Query
Builder and Query Results Web Part
- Searching methods
- Saving queries
- Building customized search pages
Module 8 - Export
- Understand the Export purpose and process
- Administering the export process
Days Four and Five:
KnowledgeLake Capture Server (1.5 days)
Module 1 - Overview
- Capture Server components and their usage
- Relationship between products
Module 2 - Installation and Configuration
- Pre-requisites and requirements
- Installation best practices
- Basic and Advanced Installation
Module 3 - Configuration
- Capture Server Configuration Utility
- Communication Server
- Batch Server
- Activity Server
- Agent Server
- Image Processing Server
- Import Server
- Web Monitor
Web Capture Module 4 - Process Design
- Identify and define activities
- Repository management
- Differentiate between auto and manual
- Creating processes
- Activity movement and configuration
- Activity registration
Module 5 - Import Design
- Directory Watcher configuration
- CSV Importer configuration
Module 6 - Capture Server Agent and
Monitor
- Starting and stopping servers with Agent
- Monitor Architecture
- Home
- Import
- Audit
- Batches, Errors and, Server Activities
- Imports and Branches
- Reporting and Filtering
Module 7 - Web Capture
- Create Batch
- Scan
- Index
- Rescan
Module 8 - Branch Capture Server
- Installation and configuration
- Import configuration
- Capture and Connect configuration