Classroom Training - 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, Unify, 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
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 - Connect Installation and Initial Launch
- Perform Connect installation
- Activate Connect
- Configure SharePoint locations in Connect
- Configure Office 365 locations in Connect
- Understand the Connect interface
Module 3 - Connect Usage
- Work with Explore mode
- Browse libraries and lists
- Filter content
- Open documents in KnowledgeLake View
- Create folders in a library
- Edit document properties
- Work with Upload mode
- Send documents to SharePoint
- Enter metadata for documents
- Refresh sites and content types
- Understand the file queue
- Create and work with drop folders
- Work with Search Mode
- Perform keyword searches
- Perform property searches
- Create Connect saved searches
- Open search results in KnowledgeLake View
Module 4 - MS Office Add-ins
- Install MS Office Add-ins
- Work with Office Add-ins
- Send Word, Excel, and PowerPoint documents to SharePoint
- Send Outlook emails and attachments to SharePoint
Module 5 - Connect Backstage View
- Open Connect Backstage view
- Create and modify connections
- Understand and work with configurations for Scanning, Viewing, Indexing, Behaviors, Drop Folders, Outlook, and Startup
KnowledgeLake Unify
Module 1 - Introduction and Overview
- Understand KnowledgeLake Unify and what it provides today’s information worker
- Review software and hardware requirements
Module 2 - Unify Installation
- Perform Unify installation
- Activate Unify
Module 3 - Create Unify Integrations
- Use the Unify wizard to:
- Create a Search integration
- Create a Save/Scan integration
- Understand Connect and Imaging integrations
KnowledgeLake Capture
Module 1 - Introduction and Overview
- Understand general production document capture basics
- Review software and hardware requirements
Module 2 - Capture Installation
- Perform Capture installation
- Activate Capture
- Create Capture profile
- Understand release file types
Module 3 - Capture Usage
- Understand the Capture interface
- Scan documents
- Perform document assembly
- Index documents
- Release documents to SharePoint
Module 4 - Capture Architecture
- Understand the production capture architecture
- Understand the architecture of the KnowledgeLake cache
- Understand the architecture of a Capture batch
- Configure Capture options
Module 5 - Capture Barcodes
- Understand barcodes within KnowledgeLake Capture
- Create a barcode rule for document separation
- Perform auto-indexing with barcodes and barcode rules
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
Server Applications
Imaging for SharePoint
Module 1 - Imaging Overview
- Understand KnowledgeLake Imaging with SharePoint 2010
- Review software and hardware requirements
Module 2 - Imaging Installation
- Review installation considerations
- Install into SharePoint 2010
- Deploy all KnowledgeLake Solutions
- Create and configure the KnowledgeLake Service Application
- Create and configure the KnowledgeLake Caching Application
- Enable and configure the KnowledgeLake Log Viewer
- Describe the Client Access Policy File
- Activate the Site Collection Features
Module 3 - KnowledgeLake Content Type Behaviors
- Understand SharePoint libraries and content types
- Understand KnowledgeLake content type behaviors
- Access and configure content type behaviors for:
- Linked Documents
- Requirement Sets
- Automatic Indexing
- Cascading Lookups
- Column Behaviors
Module 4 - KnowledgeLake Search
- Understand the KnowledgeLake Search Center interface
- Creating KnowledgeLake search and export managers
- Create keyword searches
- Create property searches
- Specify search scopes
- Define the search results view
- Work with the Search Results pane
- Create saved searches
- Usage and implementation of the Search Web Parts
Module 5 - KnowledgeLake View
- Purpose and functionality of KnowledgeLake View
- Exploring the Viewer Interface
- Annotate images in KnowledgeLake View
- Change document properties in KnowledgeLake View
- Understand document security
- Using DocEncrypt
Module 6 - KnowledgeLake Scan
- Understand KnowledgeLake Scan purpose and process
Capture Server
Module 1 - Overview of the Architecture and Component Relationships
- Understand Capture Server components and their usage
- Understand the relationship between KnowledgeLake products
Module 2 - Installation and Configuration
- Review software and hardware requirements
- Perform Capture Server installation
- Work with the Capture Server Configuration Utility
- Configure settings for Communication Server, Batch Server, Activity Server, Agent Server, Image Processing Server, Import Server, Web Monitor, and Web Capture
Module 3 - The Capture Server Process Designer
- Launch Capture Server Process Designer
- Configure new repositories
- Create Capture Server processes
- Add activities to a Capture Server process
- Understand and configure the Default Process
Module 4 - The Capture Server Agent and Web Monitor
- Starting and stopping servers with Agent
- Understand the Web Monitor Interface
- Batches, Errors and Server Activities
- Imports and Branches
- Reporting and Filtering
Module 5 - The KnowledgeLake Import Designer and Import Server
- Directory Watcher configuration
- SCSV Importer configuration
Module 6 - KnowledgeLake Web Capture
- Configuration and Awaiting Batch screens
- Index documents with Web Capture
- Rescan pages
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.