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 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 2007 solution and one for 2010. The course calendar distinguishes between the two.
Duration:
4 days
Course Outline
Desktop Applications
KnowledgeLake Connect
Module 1 - Introduction and Overview
- Understand KnowledgeLake Connect and what it provides today's information worker
- Review software and hardware requirements
Module 2 - Installing KnowledgeLake Connect
- Create an initial install
- Select installation options
Module 3 - Connect Initial Launch and Options
- Understand the Connect interface
- Connect to SharePoint and Office Live sites
- Examine the Connect Options
Module 4 - Connect Usage
- Browse 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 expand document libraries
- Creating a folder in a document library
- Refresh and reload SharePoint sites
Module 5 - Sending Documents to SharePoint
- Send documents to SharePoint using the Send To, Save As, and drag and drop
- Utilize the application to index a file or batch inside KnowledgeLake Connect
- Comprehend usage and function of the Connect Cache
Module 6 - Connect Integration with Line of Business Applications
- Understand what a Connect integration is and how it benefits users
- Create and use Connect integrations in typical configurations
- Use the Connect Viewer from a search integration results set
KnowledgeLake Capture
Module 1 - What is KnowledgeLake Capture
- Understand general production document capture basics
- KnowledgeLake Capture overview
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
- Become familiar with the desktop and toolbar
- Configure Capture options
- Explain the scanning options available for KnowledgeLake Capture
Module 5 - Capture Barcodes
- Describe barcode properties within KnowledgeLake Capture
- Describe document separation using barcodes
- Describe auto indexing with barcodes
Module 6 - Capture Image Processing
- Review the image processing functions within KnowledgeLake Capture
- Configure the basic image processing features
Module 7 - Capture Directory Watcher
- Understand the KnowledgeLake Capture directory watcher
Module 8 - Profile Administration Utility
- Understand the KnowledgeLake Capture profile administration utility
Module 9 - Capture Index and Release
- Describe the Indexing process
- Review the Indexing configuration options
Server Applications
Imaging for SharePoint
Module 1 - Imaging Overview
- Understand the major components of KnowledgeLake Imaging
- Describe Imaging software requirements
Module 2 - Imaging Installation
- Review Imaging installation requirements
- Understand specific considerations for the various versions of SharePoint
- Describe feature activation
Module 3 - Sites, Libraries, Columns, and Content Types
- Create SharePoint sites, libraries, columns, and content types
Module 4 - Auto-Indexing
- Understand database lookups
- Configure auto-indexing and alternate requirements
Module 5 - KnowledgeLake View and Print
- Introduce KnowledgeLake View
- Display images in KnowledgeLake View
- Annotate and encrypt images in KnowledgeLake View
- Understand KnowledgeLake Print functionality
Module 6 - KnowledgeLake Scan
- Understand KnowledgeLake Scan purpose and process
Module 7 - KnowledgeLake Search
- Create a KnowledgeLake Search site
- Examine searching methods
- Define search scopes
- Define the results view
- Combine search terms
- Save searches
Capture Server
Module 1 - Overview of the Architecture and Component Relationships
- Capture Server components and their usage
- Understand the relationship between KnowledgeLake 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 - The KnowledgeLake Process Designer
- Identify and define activities
- Explain repository management
- Differentiate between auto and manual processes
- Create processes
- Examine step movement and configuration
- Explain activity registration
Module 4 - The KnowledgeLake Import Designer and Import Server
- Starting and stopping servers with Agent
- Web Monitor Architecture
- Batches, Errors and Server Activities
- Imports and Branches
- Reporting and Filtering
Module 6 - KnowledgeLake 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
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.