Monday Sessions
The complete workshop and course session schedule is listed below:

U-TR-120 Livelink ECM - Enterprise Server Workflow Design I

Standard Course - One-day

This course introduces the main workflow functions and suggests how you can integrate it into your organization.

Through a series of lectures and exercises, students will design, initiate and manage several different types of workflows. By the end of the course, you will know how to:
Create, save and modify a workflow map.
Assign steps to users and groups in a variety of ways, including role-based assignment.
Build branches in a workflow path using simple or complex evaluation criteria.
Set permissions on attachments.
Define map properties and due dates.
Audience: Manager, User
Prerequisites: Livelink ECM - Enterprise Server Knowledge Fundamentals
Product: Enterprise Server
PDF Description: Session Outline in PDF
Fee: $795 USD

This course is full. We are no longer accepting registrations for the Monday Session.. Please see the Tuesday Session of this course to register or to be placed on a waiting list, contact training@opentext.com or check our
Learning Services Course Calendar for other locations and dates.




U-TR-220 Livelink ECM - Enterprise Server Workflow Design II

Standard Course - One-day

This course builds on topics introduced in the Workflow Design I course. In this course you will expand your knowledge of Livelink ECM - Enterprise Server workflow.

Our detailed examples and exercises include the following:
Incorporate advanced user assignment options, such as roles, mulitiple performers and conditional statements to assign tasks.
Create routing paths using advanced routing options, including mulitple true paths.
Incorporate loopback routing paths to reflect recursive porcesses.
Create modular workflows using subworkflows.
Automate certain tasks using the process step.
Use LiveReports to monitor workflow status and tracking.
Audience: Administrator
Prerequisites: Workflow Design I
Product Focus: Enterprise Server
PDF Description: Session Outline in PDF
Fee: $795 USD




U-TR-224 Livelink ECM - eForms Management: Design

Standard Course - One-day

In this course you will expand your knowledge of Livelink ECM - eForms Management and its integration with Livelink ECM - Enterprise Server.

By the end of the course, you will know how to:
Implement an Enterprise Server forms solution, from designing an eForm to routing an Enterprise Server form through a workflow.
Navigate the eForms Management Designer application.
Develop a familiarity with the shapes in the eForms Management Designer application, and use them to design an eForm, replete with database lookups and other advanced functionality.
Integrate an eForm into an Enterprise Server form template and establish database storage for the Enterprise Server forms.
Develop Enterprise Server forms and route them through a workflow process, using custom views to alter the Enterprise Server form interface for various workflow participants.
Audience: User, Administrator, Developer, Manager.
Prerequisites: Livelink ECM - Enterprise Server Knowledge Fundamentals, Workflow Design I
Product: Enterprise Server
PDF Description: Session Outline in PDF

Fee: $795 USD




U-TR-209 Livelink ECM - Enterprise Server Advanced Schema & LiveReports

Standard Course - One-day

This course will allow you to write complex SQL for the Livelink ECM - Enterprise Server schema and to create rich LiveReports to enhance your organization's use of Enterprise Server.

By the end of this course, you will be able to:
Write SQL queries and LiveReports to retrieve and manipulate attributes, workflow, users/groups, notification and forms.
Write complex SQL and LiveReports for the Enterprise Server schema.
Use DBMS-specific functions and views.
Use LiveReports within custom Enterprise Server interfaces.
Audience: Administrator, Developer
Prerequisites: Basic knowledge of SQL and LiveReports, Strong familiarity with Livelink ECM - Enterprise Server functionality.
Product: Enterprise Server
PDF Description: Session Outline in PDF
Fee: $795 USD This course is full. We are no longer accepting registrations for the Monday Session.. Please see the Tuesday Session of this course to register or to be placed on a waiting list, contact training@opentext.com or check our
Learning Services Course Calendar for other locations and dates.


U-TR-227 Livelink ECM - Records Management: Configuration & Administration

Standard Course - One-day

Discover how to control physical and electronic records throughout their lifecycle stages by using the records management functions and capabilities of the Livelink ECM - Records Management module version 3.0.

Join us for this course and learn how to:
Configure the system options for Livelink ECM - Records Management.
Create records retention rules and schedules.
Apply retention schedules to physical and electronic records.
Create and maintain classifications and classify objects.
Search records and run reports
Audience: Administrator, Manager
Prerequisites: A working knowledge of web browsers and office applications, Livelink ECM - Enterprise Server Knowledge Fundamentals Course, Basic knowledge of Records Management discipline, in particular understanding File Classification structures and Retention schedules, Knowledge of how your organization manages or will manage records.
Product: Records Management
PDF Description: Session Outline in PDF
Fee: $795 USD

Due to the popularity of this course we have opened up a second session!




U-TR-213 Troubleshooting and Supporting Your Livelink ECM - Enterprise Server System

Standard Course - One-day

In this one day workshop, discover key troubleshooting techniques, while learning how to extract, interpret, and analyze information using Livelink ECM - Enterprise Server's administration interface and connection logs.

Learn to recognize server issues, database connectivity and indexing problems. Resolve common questions from end users and structure an effective help response system. Perform exercises that train you to troubleshoot and resolve database and system problems.
Provide high-level administrative and help desk support for a mature Enterprise Server system.
Identify different types of Enterprise Server errors and their origin.
Understand the differences among Server errors, DB errors and Search errors.
Understand the different logging options in the Admin GUI and the opentext.ini.file.
Develop an Enterprise Server troubleshooting methodology.
Educate your help desk in how to resolve basic Enterprise Server issues and develop a Help Desk FAQ.
Understand all the resources provided in the Knowledge Center.
Audience: Administrator, Developer, Manager
Prerequisites: Livelink ECM - Enterprise Server System Administration Course or equivalent experience managing an Enterprise Server system. Students will be making many configuration changes in the course exercises and should be familiar with the Enterprise Server administration pages and the opentext.ini.file.
Product: Enterprise Server
PDF Description: Session Outline in PDF
Fee: $795 USD




U-TR-222 Livelink ECM - Internal Controls

Standard Course - One-day

This one-day course provides the core information you need to manage your Livelink ECM - Internal Controls.

Implementation Teams, Internal Controls Audit Services Committees and Process Owners will gain an understanding of:
The Internal Controls Library hierarchy.
How the permissions model permits assigning and reviewing control tests and assessments.
How to modify IC Administration setting, such as adding new processes or updating attribute fields and sample sizes.
Utilizing the Livelink ECM - Internal Controls Reports from the Executive Dashboard.
Audience: Implementation Teams, Internal Controls Audit Services Committees and Process Owners
Prerequisites: Basic knowledge of using a Web browser and office applications, basic knowledge of Livelink ECM - Enterprise Server, knowledge of the ways your organization needs to manage their Internal Controls.
Product: Internal Controls
PDF Description: Session Outline in PDF

Fee: $795 USD




U-TR-145 Livelink ECM - Enterprise Server Governance Workshop

Workshop - One-day

The governance of Livelink ECM - Enterprise Server is a topic of considerable interest and importance. This workshop is designed as a structured discussion and guidance of the governance and management of Enterprise Server. During the group presentations and smaller dialogue breakout sessions, many of the topics associated with Enterprise Server governance: organizational models, roles and responsibilities, taxonomy, security and permission models, and the significance of Sarbanes-Oxley to name a few, will be gathered and centralized. Come prepared to participate and share your experiences!

Audience: User, Administrator, Developer, Manager, Executive
Prerequisites: None
Product: Enterprise Server
PDF Description: Session Outline in PDF
Fee: $995 USD




U-TR-142 Roadmap to Success - Implementation Methods and Practices for Livelink ECM - Enterprise Server

Workshop - One-day

Ready to dovetail Livelink ECM - Enterprise Server more seamlessly into your existing day-to-day business operations increasing adoption and reducing resistance to change? Want to move Enterprise Server beyond a virtual shared file system? Unsure of where to start? Whether it is a new Enterprise Server environment or an established one, learn the Roadmap to Success by participating in this interactive session. While using lessons learned from numerous implementations, we?ll explore operational modeling, usability, approaches to governance, and system design all in this one day, not to be missed workshop!

Audience: Knowledge Managers, System Administrators, End Users and Executives.
Prerequisites: None
Product: Enterprise Server
PDF Description: Session Outline in PDF
Fee: $995 USD



Questions about registration or the conference details?
Email: livelinkup-phoenix@opentext.com
Phone: 1-866-821-8808
(between 8:30am - 5:00pm ET, Monday to Friday)
Fax: 1-416-352-5822




Workshop/Course Fees (USD)
StdCourse (One-day) $795
StdCourse (Two-day) $1590
Workshop (One- day) $995
Workshop (Two-day) $1990




Monday Sessions
Published: Fri Jan 05 06:01:03 2007