Course Overview
Introduction:
This instructor-led 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, Capture, Connect, Capture Server 2008 and Branch Capture Server
Prerequisites:
It is expected that students are familiar with basic imaging topics and have a strong familiarity with Windows and SharePoint.
Target Audience:
Installer/Administrator
We offer two Tracks; one geared towards our Partners and one for our Customers. The course calendar distinguishes between the two.
Duration:
5 days for Partners
4 days for Customers
Course Outline
Desktop Applications
KnowledgeLake Connect
Module 1 - Introduction to KnowledgeLake Connect
- What's New in Connect 4.0
- Understand what Connect is and what it can provide today's information worker
Module 2 - Installation
- Create an initial install
- Select the appropriate installation options
- Retrieve a stored configuration
- Install the Office integration
- Install the Connect gadget
Module 3 - Connect Options
- Understand the application of the General options
- Employ the cache path, ignored files and other cache options
- Add and remove SharePoint sites, Imaging sites and Capture Server processes
- Understand the Save Back functionality
- Configure a scanner for use with Connect integrations.
- Utilize the resources available in the Connect options
Module 4 - Initial Launch
- Understanding the Connect interface
- Attach to a SharePoint site (WSS2.0 or 3.0, SPS 2003, MOSS or KnowledgeLake Imaging)
- Attach to a Microsoft Office Live site
- Using the Connect tray icon
Module 5 - Connect Usage
- Browsing to a site or document library
- Change the display name of a site
- Add or change the site credentials
- Delete a SharePoint site entry
- Collapse and Expose document libraries
- Creating a folder in a document library
- Refresh and reload SharePoint sites
- Understand the "unavailable" symptoms
Module 6 - Sending Documents to SharePoint
- Send documents to SharePoint using the "Send To", the "Save As", simple drag and drop
- Utilize the application menu to index a file and batch inside KnowledgeLake Connect
- Comprehend usage and function of the Connect Cache
Module 7 - Connect Integration Usage
- Comprehend usage and function of the Connect's application integration
- Use the Connect Viewer to display and index documents used with integrations
Module 8 - Configuring Connect Integrations
- Configure a search integration for a document class and a SharePoint site
- Configure a screen capture integration to a line of business application
- Configure a scan integration to a line of business application
- Configure custom application integrations
- Configure the Application Extractor and Application injector
KnowledgeLake Capture
Module 1 - What is KnowledgeLake Capture
- Understand general production document capture basics
- Getting Started
Module 2 - Capture Architecture
- Understand the production capture architecture
- Understand the architecture of the KnowledgeLake Cache
Module 3 - Capture Installation
- Describe the pre-installed tasks
- Describe the installation process
- Describe the product activation process
- Describe post-installation tasks
- Initial Product Launch Notes
Module 4 - 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 5 - Full Text PDF conversion in Capture
- Advantages to using the Advanced PDF Module
- Configuring the OCR Engine
- Configuring the PDF output
Module 6 - Using Barcodes in Capture
- Describe the bar code properties within KnowledgeLake Capture
- Describe document separation using bar codes
- Describe auto indexing with bar codes
Module 7 - Image Processing in Capture
- Review the image processing functions within KnowledgeLake
Capture
- Configure the basic Image Processing features
Server Applications
Imaging for SharePoint
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 Image Server
- Installation considerations
- Configuration of the Imaging Server components
- SharePoint MOSS and WSS specific considerations
- Feature Activation
Module 3 - Content Types, Document Classes and Indexing
- Columns, Content Types and Document Classes
- Understanding Indexing
- Setup Auto-Indexing, Validations and Alternate Requirements
Module 4 - Viewing and Printing from the Document Library
- Introduce KnowledgeLake View
- Display images in the KnowledgeLake View
- Annotate images in the KnowledgeLake View
- Change Document Properties in KnowledgeLake View
- Document Security
- Print Functionality
Module 5 - Scanning to SharePoint from the browser
- Understanding KnowledgeLake Scan, it's purpose and process
Module 6 - Defining, Formatting and Saving Search Queries
- The benefits fo the KnowledgeLake Query Builder and Query Results Web Part
- Searching Methods
- Saving queries
- Building customized search pages
Module 7 - Exporting Documents with a Query
- Understanding KnowledgeLake Export, its purpose and process
- Administering the Export Process
Capture Server
Module 1 - Overview of the Architecture and Component Relationships
- 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
- Capture Server Configuration Utility
- Communication Server
- Batch Server
- Activity Server
- Agent Server
- Image Processing Server
- Import Server
- Web Monitor
- Web Capture
Module 3 - Design the Processes using KnowledgeLake Process Designer
- Identify and define activities
- Repository management
- Differentiate between auto and manual
- Creating processes
- Step movement and configuration
- Activity registration
Module 4 - Create, Schedule and Run File Import Jobs through the Import Designer and Import Server
- Directory Watcher configuration
- CSV Importer configuration
Module 5 - Manage the Capture Server implementation using Agend Server and Monitor
- Starting and stopping servers with Agent
- Batches, Errors and Server Activities
- Imports and Branches
- Reporting and Filtering
- Monitor Architecture
- Home
- Import
- Audit
- Monitor Architecture
Module 6 - Scanning Batches into Capture Server using Web Capture
- Create batch
- Scan
- Index
- Rescan
Module 7 - Remote integration and management through Branch Capture Server
- Installation and configuration
- Import configuration
- Capture and Connect configuration
Partner Enablement: Included in the 5-Day Partner Track
- Who's Who at KnowledgeLake
- Accessing Technical Support
- Partner Demo Usage - Tips and Tricks
- Understand the KnowledgeLake Market Niche
- Go To Market Strategies
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.
- Customer request for course cancellation or for a credit of registration fees toward another course must be received by KnowledgeLake at least 10 business days prior to scheduled commencement date in order for customer to receive a full refund/credit of registration fees paid.
- 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
- 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.