WorkSite 8.5 imanage Certified Systems Engineer

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1 WorkSite 8.5 imanage Certified Systems Engineer Course Description Title: WorkSite 8.5 imanage Certified System Engineer (ICSE) Duration: 5 days Course Description This course prepares participants to successfully design, install, configure and manage the imanage WorkSite Server, WorkSite Windows Clients and WorkSite Web products. Emphasis is given to installation requirements, imanage CMS and Indexer Server services, Server Tools, advanced SQL maintenance and client configuration and troubleshooting. Structured as a hands-on laboratory, this 5-day course gives participants an opportunity to use WorkSite software under the guidance of expert Interwoven trainers. Who Should Attend? IT personnel preparing for a WorkSite installation Project Managers responsible for managing an Interwoven rollout Network Engineers Application Design Consultants Consulting Partners Partner Consultants who will install and configure WorkSite System Engineers Software Integrators Third Party Integrators Course Prerequisites Prior DMS Experience Windows Server 2000 or Advanced Server Certification or equivalent Knowledge of Web Servers, TCP/IP, LAN/WAN Basic understanding of ASP and XML MS SQL, Oracle or Sybase SQL Certification or equivalent Course Modules Module 1: Introduction to WorkSite Content Management Module 2: Configuration, Administration and Customization Module 3: WorkSite Server Administrative Utilities Module 4: Configuring the WorkSite IDOL Indexer Module 5: Clustering Module 6: Sizing, Troubleshooting, and Best Practices Worksite Learning Service imanage Certified System Engineer Outline REV 5/21/2010 1

2 Module 7: WorkSite Client Operation and Matter-Centric Overview Module 8: Communication Server Essentials Module 9: imanage WorkSite FileShare Module 10: Troubleshooting Module 11: Design Strategies Module 12: WorkSite Web Module 13: OffSite Course Outline Day 1 General pre-course administration (introductions, orientation to facilities and schedule, identification of course objectives...) Module 1: Introduction to the WorkSite What is a CMS? - WorkSite Architecture - Benefits of a Multi-tiered system - Document Storage - Searching - Retrieval and Edit - Save and Close - Matter-Centric Collaboration - Management - Online and Offline Modes of Operation - Multi-byte support - Supported Platforms and Application Pre-requisites - Pre-Installation Setup - Installation - Post-Installation Tasks Module 2: WorkSite Administrative Utilities - Service Manager - Startup Properties - Databases Properties - Service Properties - File Server Connections - WorkSite Log Viewer Worksite Learning Service imanage Certified System Engineer Outline REV 5/21/2010 2

3 - Database Administration - Database Options - Users, Group, and Roles - Directory Synchronization - DocType Table - App Setup - Classes and Subclasses - Custom Tables - Database Tables - Fileserver Tables - WorkSite Security Model Day 2 Review Day 1 terminology, concepts and labs. Module 3: Administrative Utilities Import Document Dialog Editor Monitor Tool Module 4: Configuring the WorkSite IDOL Indexer - About IDOL - Removing Stopwords - WorkSite Indexer Ports o Index Port o Action Port o Service Port - New Features - Supported Platforms - WorkSite Indexer Services - WorkSite Ingestion Server Process - IDX File - Simple WorkSite Indexing Architecture - Installation Prerequisites - Environmental Variables - Indexer Installation and Configuration Process - Indexer Deploy Tool Worksite Learning Service imanage Certified System Engineer Outline REV 5/21/2010 3

4 - WorkSite Connector Configuration File - WorkSite Ingestion Server Configuration File - WorkSite Content Configuration File - Mapped Security - Administrative Batch Files - Manually Installing the Services - Manually Starting and Stopping the Services - Fetch Log - Indexer Data Storage - WorkSite Connector Log Files - Ingestion Server Log Files - WorkSite Content Log Files - Indexing Commands - Indexer Browser - Testing Searches - Backing up the WorkSite Index - Search Functionality - Upgrading to the IDOL Indexer Module 5: Clustering - Configuring Indexing for Multiple WorkSite Databases - Distributed Index Handler (DIH) - Distributed Action Handler (DAH) - Indexer Deploy Tool: Multiple Engines - Clustered Port Specification - WorkSite IDOL DAH Configuration - WorkSite IDOL DIH Configuration - WorkSite Indexing Architecture - Configuration File Port Specification - Security Configuration - Security Keys - Indexer Services - Manually Starting and Stopping the Services Module 6: Sizing, Troubleshooting, and Best Practices - About the Content, Connector, and Ingestion Services Worksite Learning Service imanage Certified System Engineer Outline REV 5/21/2010 4

5 - Indexer Hardware Requirements - Other Planning Requirements - Scaling Up vs. Scaling Out - Best Practice: Testing and Pilot - Troubleshooting: Log Streams - Log Stream Message Types - Troubleshooting: Common Issues Day 3 Review Day 2 terminology, concepts and labs. Module 7: WorkSite Client Operation and Matter-Centric Overview - Matter Centric Model - WorkSite Organizational Structure - WorkSite Client Applications - WorkSite Desktop Clients Key Features - Client Applications Similarities - Client Applications Differences - My Matters and My Favorites - WorkSpaces - Connectors - Management - Express Search Panel - Context Menus - Re-File - External Users - Records Management - Flat Filing - File Fidelity - Application Integration - Express Search and WorkSite Miner Module 8: Communication Server Essentials - Supported Platforms and Application Prerequisites - Hardware Considerations - Filing Process Overview - Accounts and Services Worksite Learning Service imanage Certified System Engineer Outline REV 5/21/2010 5

6 - Client Filing Process - Server Filing Process - Server Import Process - Architecture: Filing Server - Architecture: Filing Folder Sync - Configuration - Design Considerations - Installation and Configuration - Service Manager Configuration - Filing Server Management - Enabling Filing Folders - Enabling Server-Side Filing - Starting the Services - Fault Tolerance and Back-ups - Job Monitor - Folder Sync Monitor - Log Monitor - Log Files - Management Client - Filing Toolbar - Filing Folders Day 4 Review Day 3 terminology, concepts and labs. Module 9: imanage WorkSite FileShare - What is FileShare - Architecture - Use Cases - Requirements - Connection Requirements - Supported Applications - Configuration - Installation Steps - User Experience Worksite Learning Service imanage Certified System Engineer Outline REV 5/21/2010 6

7 Module 10: Basic Troubleshooting - System-wide or User-specific - Online Support Module 11: Design Strategies - Hardware Requirements - Implementation Design Options - Implementation Scenarios - WorkSite Server with Caching Module 12: WorkSite Web - WorkSite Web Architecture - WorkSite Web Installation Options and Requirements - End User Features - WorkSpaces and WorkSpace Objects - Users, Groups and Roles - Custom Attributes - WorkSpace Templates - Navigation Menus - Global Options Module 13: OffSite - OffSite Architecture - WorkSite Tray Icons - Working Offline - Synchronization Options - Conflict Resolution Day 5 Review Day 4 vocabulary, concepts and labs Exam Review Worksite Learning Service imanage Certified System Engineer Outline REV 5/21/2010 7

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