SmartSearch Technical Training Syllabus

Transcription

1 Day 1: Introduction, Installation, SmartSearch Overview and Configuration 1. Introduction 8:30-9:00 a. Company Overview b. Resources i. Support Information ii. Forums and Knowledge Base iii. Wireless Information 2. Pre-Installation Requirements 9:00-10:30 a. Hardware and Software Requirements i. Supported Operating Systems ii. Supported Database Platforms iii. Recommended Hardware Specs iv. Minimum Storage Requirements v. Application Interoperability b. Prerequisites i. Server Roles 1. IIS ii. Features 1..NET Framework 2. Message Queuing 3. SmartSearch Installation 10:30-12:00 a. Downloading Media b. Installation i. Custom Installation 1. Deciding where files will be stored 2. Deciding what features will be installed ii. Database Installation 1. Existing SQL Installation 2. New SQL Installation iii. Web Services Installation 1. Choose which port IIS will be installed on iv. Final Installation Steps 1. Restart server to finalize installation c. Add-on components 4. Lunch 12:00-1:00 5. SmartSearch Overview 1:00-2:30 a. What is SmartSearch? i. Virtual Filing Cabinet ii. Workflow/Business Automation b. Application Overview i. Simple User Interface 1. Resembles Microsoft Office and Outlook ii. Three Tabs in Application 1. Home End User Actions a. Selection

2 b. Document c. Collaboration d. Capture Options 2. Workflow Workflow Administration and Exception Processing a. Capture Workflow b. Document Workflow c. Participants d. Batch Manager i. How to handle exceptions ii. How to view Batch History 3. Administration Administration of the system a. Database Management b. Archives c. Inboxes d. Searches e. Settings iii. Inboxes 1. Definition 2. What they are used for 3. Scanning directly into an Inbox 4. Location of Inbox file structure iv. Archives 1. Definition 2. Index Fields 3. Documents can be structured across multiple archives v. Application Security 1. Opt-In Security 2. Database Security a. Database Access b. License Access 3. Archive Security a. Folder Level Security b. Document Level Security c. Export Level Security 4. Inbox Security a. Folder Level Security b. Document Level Security c. Export Level Security vi. Searching 1. Right click on Archive to search 2. Search Manager 3. Static Searching 4. Range Searching 5. Searching across multiple Archives 6. Ordering Columns 7. Reordering Columns vii. Opening Documents 1. Multiple Documents Multiple documents can be checked from the Application Menu 2. Single Documents Can be double clicked from the grid

3 viii. Viewer Ribbon 1. UI Print 4. Image Modifications ix. Content Management Tab 1. Check In/Check Out 2. Launch Document 3. Launch Copy 4. Revision Controlled Documents 5. Annotations a. Highlight b. Redact c. Digital Signatures d. Stamps e. Creating Stamps x. Document Creation 1. Where do documents come from? 2. Adding documents 3. Capture methods a. CWF b. c. MFP d. Scanner e. SmartCapture f. Drag and Drop g. Import Documents h. Import Data and Documents (via CSV) xi. Indexing 1. KeyFree 2. Data XChange 3. Manual Indexing xii. Executing Document Workflows 1. System (automatic, executes when a condition is met) 2. Non-System (creates a button) xiii. Add-Ons 1. GlobalSearch a. In-depth look b. Functions c. Permissions d. Security 2. Image XChange 3. Content Search (Full Text Searching) 4. Multi-Database 5. Zonal Based OCR 6. Document Workflow 7. Tabular Data 8. SQL Scripting 9. QuickBooks Integration 10. GlobalForms

4 11. Load Balancing CWF 6. File System Information 2:30-3:30 a. Server Installation Folders b. Configuration File Locations c. Capture Workflow and Processing Folders d. Inetpub and Website Files e. Application Pool f. Services and Message Queues g. SQL Structure h. Importance of Backup 7. Activity 1 Database, Archive and Field Creation 3:30-5:30 a. Multi-Database Support b. Creating a Database c. The Field Catalog d. Creating Archives e. Creating Inboxes f. Creating Fields i. Formatting ii. System Fields iii. Lists 1. Standard Lists 2. Dynamic Lists Day 2: Indexing, The Viewer, Searches, Capture Workflow and Activity 2 1. Indexing 8:30-9:30 a. The difference between Indexing and Modifying Data b. Only Index from an Inbox c. KeyFree d. Using Data XChange e. Autosave 2. The Viewer 9:30-10:30 a. Changing the View b. Annotations c. The Launch Table d. Printing and ing 3. Searches, Image XChange and Content Searching 10:30-12:00 a. Single Field User Provided b. Multi-Field c. Multi-Archive d. Static Searches e. Range Searches f. Advanced Grouping g. Image XChange h. Keyword Search i. Prerequisites and Setup

5 4. Lunch 12:00-1:00 5. SmartSearch Functions 1:00-2:00 a. Merging i. From File, Inbox and Multiple Archives b. Bursting c. Data XChange i. Difference between Data XChange and Data Merge d. Revision Control 6. Capture Workflow and SmartCapture 2:00-3:00 a. Drag & Drop b. File XChange c. Import Files d. Import by File Name e. Import Data and Docs f. Import g. Import Scan h. Import Web Form Brief Description i. All CWF Activities Overview j. SmartCapture k. Custom Activities Explanation l. SS Capture Manager Console View 7. Activity 2 3:00-5:30 a. Searches i. Static ii. Dynamic iii. Multi-Value iv. Multi-Archive v. Ranges vi. Advanced Grouping Day 3: OCR Template, Troubleshooting, Final Day Activity, GlobalForms, Review and Final Exam 1. OCR Templates: Text and Barcode 8:30-10:00 a. Creating Template b. Understanding the Differences c. Paid vs. Included d. Reliability and Pitfalls 2. Troubleshooting 10:00-12:00 a. Common Issues i. IIS ii. Security iii. Changing the SSAdministrator Password iv. Changing the Configuration Files v. Creating a New Website vi. Changing file locations in Archives and Inboxes

6 3. Lunch 12:00-1:00 4. Final Day Activity Putting it All Together 1:00-3:00 5. Introduction to GlobalForms 3:00-3:30 a. Quick demonstration of live environment b. Revisit Import Web Forms 6. Review/Q&A 3:30-4:00 7. Final Exam 4:00-5:30