Hyland Training

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AP – Administration

8 Courses

Effective system administration is a critical factor for successful OnBase solutions. The System Administrator will both maintain the organization’s existing OnBase AP solutions and continually refine the ability to recognize when and how an organization’s solutions should evolve to meet the needs of the growing or changing business.

Courses in this Path

1

Complete one of the following:

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eLearning Course

Pre-Installation: Welcome to OnBase

  OnBase
The Pre-Installation course will introduce you to the basics of ECM in general and OnBase in particular. It will demonstrate an essential process in an organization and how that process can be mapped to an OnBase solution. You'll also learn the fundamental OnBase concepts and how they are used to create a solution. This course is a prerequisite for our OnBase classroom courses such as Introduction to Installation and System Administration.
1 hours Beginner
End User: Cliente Unity v13
eLearning Course

Pre-Instalación: Bienvenido a OnBase

  OnBase
El curso de Pre-Instalación le brindará una formación general sobre la Gestión de Contenido Empresarial (ECM) y las soluciones de OnBase. Presentaremos un proceso administrativo en una organización y cómo este proceso puede ser mapeado en una solución OnBase. Así mismo, usted podrá aprender los conceptos básicos de OnBase y cómo se utilizan en el diseño de una solución. Este curso es un pre-requisito para las clases de OnBase presenciales como Introducción a Instalación y Administración de Sistemas.



1 hours 13 minutes Beginner

2

System Administration
Instructor-led Course

System Administration

  OnBase
The System Administration course is designed to introduce new and existing OnBase System Administrators to the use, maintenance and administration of OnBase. The class provides in-depth, hands-on experience that directly maps to the day-to-day activities of an OnBase System Administrator. The class also investigates effective maintenance strategies and resources available to OnBase System Administrators.
5 days Beginner

3

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eLearning Course

Troubleshooting: Techniques & Utilities

  OnBase
Troubleshooting an enterprise-class software application like OnBase is no easy task. To ensure you have all of the necessary tools at your fingertips when you need them, the professionals in Hyland Software’s Technical Support group have put together this course on the troubleshooting techniques and tools they use to diagnose issues in all areas of the OnBase product suite.
1 hours 2 minutes Intermediate Premium

4

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eLearning Course

Reporting Dashboards

  OnBase
Reporting Dashboards is a powerful business analytics tool that displays information stored in OnBase in a visual, interactive way. The user interface is highly customizable and intuitive, providing convenient views into your organization’s data through features such as full screen support, customizable themes, dashboard actions, and drilldown support.

Through Reporting Dashboards, highly complex dashboards can easily be created using simple drag-and-drop functionality. Quickly view and interpret relevant data and make proactive business decisions with Reporting Dashboards.

59 minutes Beginner Premium

5

Security
eLearning Course

Security: Introduction to OnBase Security

  OnBase
A fundamental benefit of OnBase is knowing that your documents & data are secure. OnBase’s native security ensures that only those users that have been granted access to documents can view them.

Join Training.Hyland.com’s Wayne Wernick as he discusses the basics of creating and configuring OnBase User Groups, including how to create a basic User Group for your day-to-day users as well as a manager User Group with additional privileges and administrative responsibilities.

Note: This course covers only standard OnBase Security. For information on Network Security, such as Active Directory or LDAP, see the Security: Integrated Authentication course.

52 minutes Beginner Premium

6

eLearning Course

Security: Introduction to OnBase Security 2

  OnBase
Join Training.OnBase.com’s Wayne Wernick as he continues to explore the basics of configuring OnBase User Groups. This session focuses on the granting of additional administrative responsibilities to a business process owner in OnBase.

Note: This course covers only standard OnBase Security. For information on Network Security, such as Active Directory or LDAP, see the Security: Integrated Authentication course.


40 minutes Beginner Premium

7

Security: Integrated Authentication
eLearning Course

Security: Integrated Authentication

  OnBase
This course will walk you through, step by step, the process of enabling OnBase, the database and all of your clients, to use your organization’s already existing network security scheme to protect your system.


Join Melissa Warren of Education Services as she shows you how to simplify administration, improve security, and simplify logins for your users without buying another license by using the Active Directory Network Security Integration.

39 minutes Intermediate Premium

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eLearning Course

Document Retention

  OnBase
Document Retention manages the retention and disposal of stored documents according to predefined business rules. The destruction process is initiated by the passage of time, allowing for automatic removal from OnBase. As a result, organizations support compliance with legal requirements, reduce processing expenses, save storage space, and enforce a retention policy across the enterprise with ease.

Static retention marks documents for deletion after a set period of time, while dynamic retention allows documents to be evaluated first by OnBase Workflow, VBScript, or another external processor. Learn to configure and run both kinds in this course.

Suggested further learning for after this course:
Document Retention: Hands-On Lab and Governance Rules as a Service course

36 minutes Intermediate Premium