WorkSite 9 System Engineer

Transcription

1 WorkSite 9 System Engineer Course Description Title: WorkSite 9 System Engineer (WSE) Duration: 5 days Course Description This hands-on course prepares participants to successfully design, install, configure and manage the WorkSite Server, WorkSite Windows Clients, and WorkSite Web products. Emphasis is given to installation requirements, WorkSite DMS and Indexer Server configuration and services, WorkSite Server Tools, advanced SQL maintenance, and client installation 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 HP Autonomy trainers. Who Should Attend? IT personnel preparing for a WorkSite installation Project Managers responsible for managing a WorkSite rollout Network Engineers Application Design Consultants Partner Consultants who will install and configure WorkSite System Engineers Software Integrators Third Party Integrators Consulting Partners Course Prerequisites Prior document management experience Windows Server or Advanced Server experience is helpful but not required MS SQL, Oracle or Sybase SQL experience is helpful but not required Knowledge of Web Servers, TCP/IP, LAN/WAN Course Modules Module 1 Introduction to WorkSite Document Management Module 2 Installing WorkSite Server Module 3 Configuring, Administering, and Customizing WorkSite Module 4 Managing Content with WorkSite Server Admin Utilities Module 5 Configuring the WorkSite (IDOL) Indexer Module 6 Implementing Autonomy Control Center Module 7 IDOL Indexer Sizing, Best Practices, & Troubleshooting HP Autonomy Education WorkSite System Engineer Outline REV 8/6/14 1

2 Module 8 WorkSite Client Operation & Matter-Centric Overview Module 9 WorkSite Communications Server Essentials Module 10 OffSite Module 11 Design Strategies Module 12 WorkSite Web Module 13 WorkSite MFP Add-On Module 14 WorkSite LinkSite Appendix A WorkSite FileShare Appendix B Next Steps Appendix C Glossary of Alternate Terms Course Outline Day 1 - General pre-course administration (introductions, orientation to facilities and schedule, identification of course objectives) - HP ExpertOne Certification Process Module 1 Introduction to WorkSite Document Management - What is DMS? - What are the benefits of WorkSite DMS? - WorkSite Architecture - Benefits of a Multi-tiered System - Storing Documents - Searching for Documents - Retrieving and Editing Documents - Closing and Saving Documents - Management - Matter-Centric Collaboration - OffSite Document Management Module 2 Installing WorkSite Server - Installing WorkSite Server Process Overview - Supported Platforms and Applications - Preliminary Setup Service Accounts, File Server, Database Server, Middle-tier Servers - Installing WorkSite Server Software - WorkSite Administrative Utilities Introduction - Initializing WorkSite Database - Setting Up WorkSite Services - Verifying WorkSite Server Installation HP Autonomy Education WorkSite System Engineer Outline REV 8/6/14 2

3 - Testing from a WorkSite Client Module 3 Configuring, Administering, and Customizing WorkSite (part 1) - WorkSite Administration Utilities for System Management - Service Manager - Understanding the Table View - Service Startup Properties - Databases Properties - Server Service Properties - File Server Connections - WorkSite Log Viewer - Database Administration - Database Options - OffSite Synchronization Options - Document Echoing - Database Schemas - Users, Group, and Roles - Directory Synchronization Day 2 Review Day 1 terminology, concepts, and labs. Module 3 Configuring, Administering, and Customizing WorkSite (part 2) - DocType Table - App Setup - Classes and Subclasses - Custom Tables - Loading Data - Database Tables - File Servers Tables - Encrypting Sensitive Content - WorkSite Security Model - Basic Troubleshooting Module 4 Managing Content with WorkSite Server Admin Utilities - WorkSite Administrative Utilities for Content Management - Document Import Program Details - Document Import Profile Templates - Dynamic Profiling - Dynamic Profile Field Commands HP Autonomy Education WorkSite System Engineer Outline REV 8/6/14 3

4 - Dialog Editor Details - Modifying Captions - Control Types - Required Controls - Setting and Testing Tab Order - Form Analysis - Exporting, Importing, and Restoring Forms - Multi-language Support and Localizing Forms - Implementing Unicode - Creating New Dialogs in Localized Languages - Monitor Program Features - Monitor UI - Load Monitoring via Statistics - Setting Priority - Criteria Filtering - Document History Table - Document Search Table - Document Operations: Bulk Profile Edit, Relocate, Reassign, Release, Delete, Archive/Restore Day 3 Review Day 2 terminology, concepts, and labs. Module 5 Configuring the WorkSite (IDOL) Indexer - About IDOL - WorkSite Indexing Overview - WorkSite Indexing Architecture - WorkSite Indexer Services - WorkSite Indexer Ports o o o Index Port Action Port Service Port - Installation Prerequisites - Environmental Variables - Indexer Deploy Tool - Indexer Installation and Configuration Process - WorkSite Connector Configuration File - WorkSite Ingestion Server Configuration File - Fetch Log HP Autonomy Education WorkSite System Engineer Outline REV 8/6/14 4

5 - WorkSite Ingestion Server Process - IDX File - WorkSite Content Configuration File - Removing Stopwords - Configuring Indexing for Multiple WorkSite Databases - Distributed Index Handler (DIH) - Distributed Action Handler (DAH) - DAH Combinator Virtual Database - WorkSite IDOL DAH Configuration - WorkSite IDOL DIH Configuration - Configuration File Port Specification - Security Configuration - Security Keys - Manually Starting and Stopping the Services - WorkSite Server Configuration - Mapped Security - Security Access Control Lists (ACLs) - User Security Keys - Manually Installing the Services - Indexing Commands - Indexer Browser - Testing Searches - Backing up the WorkSite Index - Scheduling Backups - Automatic Backups - WorkSite Connector Log Files - Ingestion Server Log Files - WorkSite Content Log Files - Stemming - Active Content - Active Content Deploy Tool Settings - Configuring Active Content - Active DIH Configuration - WorkSite IDOL DAH Active Content Configuration - Active Content Indexing and Querying - Active Content Sync Tool HP Autonomy Education WorkSite System Engineer Outline REV 8/6/14 5

6 Module 6 Implementing Autonomy Control Center - Autonomy Control Center - Control Center Key Components - Installing Control Center - Control Center User Interface - Control Center Managing Indexer Components - Control Center Reviewing Indexer Logs Module 7 IDOL Indexer Sizing, Best Practices, & Troubleshooting - About the Content, Connector, and Ingestion Services - Indexer Hardware Requirements - Other Planning Requirements - Sample Sizing Document - Understanding Sizing - Best Practices: Testing and Pilot - Troubleshooting: Common Issues Day 4 Review Day 3 terminology, concepts, and labs. Module 8 WorkSite Client Operation & Matter-Centric Overview - WorkSite Client Applications - WorkSite Desktop Clients Key Features - Client Comparison - Common Client UI Navigation - Matters and Favorites - Workspace - Workspace Sub-Containers - Connectors - Adding FileSite Service to Outlook 2007 & Microsoft Office Code Signing - Key Desktop Client Features - WorkSite Object Properties - Workspace Creation - Enhanced Import/Save Dialog - Workspace Indexing - Contextual Menus - Drag & Drop and Re-filing - Search Folders HP Autonomy Education WorkSite System Engineer Outline REV 8/6/14 6

7 - Application Integration - Methods of Integration - Customizing Integration Options - WorkSite Local Integration - Customizing the WorkSite Menus - Customize DeskSite Menus - Express Search and WorkSite Miner - Query Syntax - Understanding WorkSite IDOL Search Results Module 9 WorkSite Communications Server for Exchange - Communication Server Primary Components and Functions - WorkSite Communications Server Architecture - Filing Process Overview - Filing Service Architecture - Authentication, Accounts, and Services - Client Filing Process - Server Filing Process - EWS Server-side Filing Detailed Process - EWS Folder Sync Detailed Process - Communications Server Design Considerations: Centralized and Distributed - Pre-installation Considerations - Installation and Configuration - EWS Service Manager Impersonation - EWS Database Administration - Installing and Configuring the Communications Server (EFS) - Starting the Services - Filing Folders - Server-Side Filing - Duplicate Detection - Log Files - Exploring Management (EMM) Features - Server-side Filing - Enhanced Outlook View - Filing Toolbars - Filing Folders - Filing Outgoing s HP Autonomy Education WorkSite System Engineer Outline REV 8/6/14 7

8 Module 10 OffSite - What is OffSite? - OffSite Synchronization Overview - OffSite Architecture - WorkSite Tray Icons - Working Offline - Synchronization Options - OffSite Going Offline - OffSite Going Online - Using OffSite Intelligent Cache - Conflict Resolution - Application Integration Offline/Online Transition - OffSite Logs Day 5 Review Day 4 terminology, concepts, and labs. Module 11 Design Strategies - WorkSite Library Architecture - Components of the WorkSite System - Optional WorkSite Components and Services - Design Considerations and Planning - Server Requirements Network - Basic Server Recommendations - Deploying WorkSite Available Hosting Scenarios - WorkSite Anywhere - Best Practice: Centralized Architecture for WorkSite - Handling Remote Databases - WorkSite Server with Caching - WorkSite Server with Caching SQL Proxying - Configuring Design Options Module 12 WorkSite Web - What is WorkSite Web? - WorkSite Web Components - WorkSite Web for SharePoint - Installation Options and Requirements - Pre-installation Steps - End User Features HP Autonomy Education WorkSite System Engineer Outline REV 8/6/14 8

9 - User Interface - Workspace Tabs - Collaborative Design Objects/Adding Items - Action Menus - Extranet Security - Integration of Note Object - User Options - Administrative Features - Users, Groups and Roles - Custom Attributes - Role-based Resource Assignments - Look-and-Feel Customization - Out-of-the-Box Connectors - Custom Web Configuration - Global Options - WorkSite Keywords Module 13 WorkSite MFP Add-on - System Requirements - Server Setup for Mobility - Installing Mobility Server for ios - Setting up Mobility Server using the Web Service Wizard - Installing the WorkSite MFP Add-on - Registering a Printer through the MFP Console (OPTIONAL) - Configuring the MFP Administration Panel - Simulating MFP Access - Previewing and Printing from the MFP Control Panel - Logging into LinkSite - Sending a secure link to a WorkSite document - Creating a Shared Client Folder in WorkSite - Copying a file to a Shared Client Folder - Searching content on LinkSite - Sending content to HP Flow CM - Deleting LinkSite Content from HP Flow CM - Editing HP Flow CM Content from WorkSite - Viewing HP Flow CM Audit History from within WorkSite - Saving a Document Revised in HP Flow CM back to WorkSite HP Autonomy Education WorkSite System Engineer Outline REV 8/6/14 9

10 Module 14 LinkSite - System Requirements - System Requirements - Installing LinkSite - Configuring LinkSite - Sending a secure link to a WorkSite document - Creating a Shared Client Folder in WorkSite - Importing Documents into a Shared Client Folder - Adding or Removing Users on Shared Client Folder - Searching for Content on LinkSite - Publishing and Unpublishing LinkSite Content - Deleting LinkSite Content from HP Flow CM - Editing HP Flow Content from WorkSite - Saving a Revised HP Flow Document Back into WorkSite Appendix A WorkSite FileShare - What is WorkSite FileShare? - Use Cases and Benefits - WorkSite FileShare Architecture - Installation Requirements - Installing and Configuring FileShare Server - User Experience - WorkSite FileShare Modes - Things to Remember Appendix B Next Steps - Going Forward Appendix C Glossary of Alternate Terms HP Autonomy Education WorkSite System Engineer Outline REV 8/6/14 10