TechQuest

Join us for our OnBase focused TechQuest with more than 70 hands-on sessions in our remote classroom experience.

March 22-26, 2021

 

Agenda

Courses for TechQuest are geared towards experienced Hyland professionals who want to continue their professional development and prepare themselves to support the latest version of Hyland products.

Technical Levels:

What do these mean?

Beginner

Intermediate

Expert

All sessions are listed in EDT (Eastern Daylight Time) UTC/GMT - 4 hours

Monday, March 22

9:00 AM - 5:00 PM
101 Basic Solutions with WorkView
In this course we will explore the fundamentals of WorkView. We begin the course with easy-to-follow labs designed to help you understand the parts of a WorkView Solution and learn the configuration of each one of those parts. In the last lab we will build a Workflow Solution that routes a WorkView Object. This class is ideal for someone who wants to obtain a solid fundamental knowledge of WorkView.

102 Installer Recertification
Installer Recertification is designed to qualify current OnBase Certified Installers (OCI) for an additional two years. This session is required to maintain an individual's OCI status. This session will use the latest version of OnBase. If an individual has been expired on their OCI certification for 6 or more months, they should attend a regularly scheduled Installation Certification course instead.

103 Building Your First Workflow and Expanding It
Are you a System or Workflow Administrator tasked with building or maintaining Workflow solutions? If so, this course is for you. We’ll introduce you to OnBase Studio and create a basic Life Cycle; learning essential Workflow functions such as ad-hoc tasks, rules, actions, timers, and basic security. In this hands-on session we’ll gain understanding into the Workflow interface, interactions and possibilities. Then we’ll take the Life Cycle to the next level. Demonstrating how we can make our solution more efficient and flexible by designing essential work-balancing among multiple users, configuring administration-level security, and available methods to provide related items to your users so they can make more informed decisions.

9:00 AM - 12:30 PM
111 Document Retention and GRasS New
Document Retention automates the retention and destruction of qualified documents from OnBase. In this session you will learn about the two different retention types, how to exclude documents from being destroyed, as well as how to configure the purging processors. In addition, this course will introduce Governance Rules as a Service (GRaaS). GRaaS is a new Hyland offering that combines a fully researched, web-accessible retention schedule—powered by the Iron Mountain® Policy Center solution—with robust automation to apply those same retention rules directly to OnBase documents, providing a complete end-to-end retention solution.

112 Viewing OnBase Documents from Your External Application
If you need a quick way to display OnBase documents from your custom applications, you have a variety of choices. Many of these, called the “POP integrations”, can be used easily with little or no code development! If you use the Web Server, the Unity Client, or Application Enabler, you already have access to this powerful, easy to use functionality. Even experienced programmers often find that the POP integrations are the quickest and most effective way to integrate with their custom applications. However, developers have additional options such as API calls and Unity Client Automation. Because of the variety of options, this course is appropriate for all levels of OnBase knowledge. It both introduces the topics and explains some of the advanced options. Where appropriate, it will also show ways to program against the functionality. Programming demonstrations are kept brief so as to make the class accessible to non-developers and developers alike.

113 WorkView User Interface and Experience Design
One of the most visible parts of your WorkView solution is the User Interface. In this course participants will learn of general interface design best practices including examples of good versus bad design. Next, participants will learn how to leverage Cascading Stylesheets to change the rules of how Objects are displayed. Finally, the topic of Client Side JavaScript will be explored. This will include sample solutions commonly needed in most implementations.

115 WorkView Latest Enhancements and Emerging Best Practices New
WorkView, Hyland’s Low-Code Application Development Platform continues to regularly receive new enhancements, features, and functionality in every OnBase release. As the platform evolves, so do the best practices and strategies to support the solution. Learn the latest and greatest enhancements to WorkView in recent builds of the software, as well as how to best implement these enhancements into existing and new applications. This course will keep OnBase professionals current and informed about what is new in WorkView and illustrate the value these enhancements provide. We will identify best practices for designing and configuring applications to maximize and positively influence the user and administration experiences in these solutions.

116 Moving Up: Resources, Tools, & Best Practices for Upgrading OnBase New
For many organizations, upgrading OnBase can be tricky task – but it doesn’t need to be! Join our experts as they share best practices and point you to the resources and tools that OnBase professionals in Hyland’s Global Services, Technical Support & Quality Assurance departments have developed over the years to ensure a smooth and successful upgrade process. Participate in hands-on activities, discuss planning and testing strategies, compare & contrast a traditional upgrade to an incremental parallel upgrade and get answers to your real-world questions and concerns from Hyland’s technical experts.

1:30 PM - 5:00 PM
161 Running an Effective Remote Session or Meeting New
Now more than ever before, meetings remain a critical way to share information and connect with your remote workers. Ensuring that your remote meetings are a success takes time and skill to develop, so join Building Better Remote Meetings to perfect your virtual meeting skills. The course will cover the following: what to do before the meeting begins, how to engage your participants within the first minute and keep their attention throughout, tech tools for managing your meetings, and starting and closing meetings effectively. Plan to leave this course with concrete ideas to implement right away into your next remote meeting.

162 Administration in The Hyland Cloud New
As many organizations look to the Hyland Cloud for their solutions versus on premise, administration of it will differ in some ways. Whether you’ve recently migrated to the Hyland Cloud or are rolling your new hosted solutions, you may have questions like “what administration tasks are the same as when it was on premise?”, “What can or can’t I do?”, “What should I be doing?”, “Are there new tools to administer and grow the solution?”. This course will outline the Cloud Architecture, things you can and should do yourself as well as when you should reach out to Hyland. Also look forward to suggested tasks and duties to perform on a daily, weekly and monthly basis, troubleshooting and maintenance tips, and how to plan for expansion.
163 Introduction to OnBase Folder Solutions
One of the most powerful user access tools is the OnBase Folder system. The File Cabinet and Folder structure is familiar to users more comfortable with paper environments and OnBase Folders allow you to create multiple views of the same collection of documents based on each user groups needs. From folders that represent entire business relationships, to folders that identify missing documents, to folder level notes and lookup values, OnBase folders give you the power to craft a power user experience. This course will take users through the design, setup, troubleshooting, and maintenance of the OnBase folder environment and provide best practices for deploying in your organization.

164 Empowering Process Owners: Designing WorkView Solutions for Dynamic Control
Do you receive many requests to update and change your WorkView solutions? Frequent changes to business rules by IT Administrators can be very costly in terms of resources and time. In this course participants will explore solutions where administration for business process owners can be built directly into the WorkView application. By moving this configuration into the client interface, business process owners will gain greater control over maintaining and updating business rules. This creative approach to building WorkView solutions will further evolve what is possible in your organization.

Tuesday, March 23

9:00 AM - 5:00 PM
201 Intermediate Solutions with WorkView
Let’s take your WorkView skills to the next level. Join us in this course as we learn how to map Attribute data to OnBase work item data (Folders, Forms, Uploads, Documents) using keyword type maps and associations to further expand the power of WorkView. We will leverage WorkView Triggers to perform calculations and update attributes. We will also explore the relationship between WorkView and Workflow in hands-on labs. Throughout the day you will experience some of the latest enhancements in action. Together we will find ways to improve your WorkView solutions!.

9:00 AM - 12:30 PM
211 Hyland RPA
Are you ready to learn more about Hyland's newest product - Hyland RPA? Join our RPA Specialists as they cover how Hyland RPA works and then directly implement what you've seen in a VM. You will leave this session having configured part of a Hyland RPA process.

212 Techniques and Strategies for Improving the User Experience of your Content Services Solutions
User Experience is a critical component to adoption and success of any content services solution built within OnBase. Each organization is going to build their own customized solutions to meet the needs of the business, but how can those solutions be optimized and tailored to ensure the optimal user experience? In this course, we will walk through:

• Research methods to identify opportunities to improve usability

• Common ways to optimize the user experience

• Usability testing techniques for new solutions

Join us for a platform agnostic discussion surrounding how to leverage these research and testing techniques to improve the User Experience of your Content Services solutions.

213 Email Driven Workflow Solutions
Historically, Workflow designers have considered email as an output of Workflow to inspire user action and to inform individuals that there is work to be accomplished. With recent changes in OnBase surrounding Workflow and email, there is a far wider range of capabilities accessible by leveraging email and Workflow together. This course will explore how to effectively route email based on non-traditional information (beyond the from/to/subject line), how to craft email notifications for future ingestion, and how to ultimately allow users to control Workflow solutions through simple email messaging. This course will cover elements of Mailbox Importer, Outlook Integration, Distribution Services, Workflow, and WorkView. Come to see how email looks in Workflow, but stay to learn how a single letter can drive Workflow approval.

214 Administrator's Handbook
What are those things that every administrator needs to know about successfully owning and growing your solution? What are those areas of functionality you never knew about or forgot existed that can help make your day-to-day administration easier, simpler, and clearer. What do you need to pay attention to in order to ensure your solution stays up to date and meets user needs? This session will address these questions and more as we explore best practices and tips for OnBase administrators. We’ll look at common misconceptions that create barriers to user adoption, and some of the techniques you can deploy to ensure the system runs smoothly for those times you are away from the office at, let’s say, a training conference. Join our OnBase professionals as they walk you through a day in the life of an OnBase administrator and collaborate with your fellow administrators in the session.
215 OnBase Full-Text Search: Search Farther-Faster
Full Text Search allows your users to search further - faster. It extends OnBase searching beyond Document Type, Date and Keyword information, using advanced criteria to build complex searches of the entire text. Join us to learn how to install, configure and use OnBase Full-Text Search!

216 Preparing for API Recertification
The OnBase API Recertification is designed to qualify current OnBase Certified API Developers (OCAPI) for an additional two years. This session is required to maintain an individual's OCAPI status. The focus will be on two major areas: critical areas to prepare for on the exam and changes to OnBase Unity API functionality that influence developers. This session will use the latest version of OnBase.

You must be OnBase API Certified in order to attend this session.

217 New Storage Technologies with OnBase Foundation New
Storage of OnBase documents has historically been confined to servers owned by your organization. With the release of OnBase Foundation, additional flexibility has been added to empower organizations to take advantage of cloud-based storage such as S3. In this class we will explore those capabilities as well as new functionality to allow documents that meet certain criteria to be moved from one Disk Group to another with Disk Group Migration.

1:30 PM - 5:00 PM
261 Advanced Functionality of OnBase Folders New
In this session we will look at ways to take your Folder Structures to the next level. We will discuss making Folder Searchable – Making your Folders Display in a more meaningful way for your end users – How to update data ON and INSIDE a Folder – As well as Performance Considerations, Folder Maintenance and Troubleshooting.

262 OnBase Latest Enhancements
OnBase Latest Enhancements & Features is designed to get you better acquainted with some of the exciting new modules, features, and enhanced functionality that OnBase has to offer. The session provides interactive, hands-on activities of the changes in OnBase and how they directly impact system administration as well as the new features and best practices for administrators.

263 Migrating from Premise to The Hyland Cloud New
We couldn't get license rights to the famous Led Zeppelin song, but join us anyways as we talk through best practices, approaches and techniques to migrating your solutions to the cloud. Hosted by The Hyland Cloud professionals, this session will help you prioritize, justify and plan your migration to Hyland's World Wide Cloud Services.

264 WorkView Solution Discovery Strategies and Practices
WorkView solutions are a powerful addition to your ECM strategy. However, as with any solution development, there are questions that need to be answered before you start crafting your application. This course covers the discovery strategies that should be employed to ensure your solution is successful, not only for users, but for the expansion and adaptability of the solution in the future. This course walks you through process to of understanding what is needed for a comprehensive solution and the questions you'll need to answer before you start configuring.

265 Workflow Troubleshooting - Level Up New
There are a number of tools available when troubleshooting Workflow. Which should you use when? And which is the most effective for a given situation? In this course, learn the best tools to use when troubleshooting your Life Cycles. With your fellow attendees, “play” through a series of levels to get hands on experience with these tools. Can you get the new high score?

266 Empowering Process Owners: Designing WorkView Solutions for Dynamic Control
Do you receive many requests to update and change your WorkView solutions? Frequent changes to business rules by IT Administrators can be very costly in terms of resources and time. In this course participants will explore solutions where administration for business process owners can be built directly into the WorkView application. By moving this configuration into the client interface, business process owners will gain greater control over maintaining and updating business rules. This creative approach to building WorkView solutions will further evolve what is possible in your organization.

267 API Recertification
This session is the exam portion of the OnBase Certified API Developer Recertification process. It will assess the knowledge of the API Developer primarily on the objectives covered in the Preparing for the API Recertification Course. Upon successful completion of this assessment the developer will be certified for an additional two years.

You must be OnBase API Certified in order to attend this session.

Wednesday, March 24

9:00 AM - 12:30 PM
311 Unity Combined Viewer
Combined Viewer allows you to reduce the amount of screens and clicks to find the most critical content that's relevant to your business process - combining Documents, Workflow Queues and WorkView Filters into one configurable, combined interface. Users will also see how to create their own personalized queries, flag documents for later review, see a list of recently viewed documents, and the ability to import in context for a one of a kind end user experience. Come learn about this amazing, game-changing OnBase functionality!

312 Import/Export Framework and Test System Creation Lab
Using the Change Control suite of products new and enhanced for OnBase, this class will take you through the change control process, featuring an enhanced Import/Export experience through Studio, and the new Test System Creation utility (replacing Configuration Migration) alongside Change Tracking logging these adaptations made in your environment. Use these tools and find ways of enhancing your change control process to reflect a modern, up-to-date production, dev and test environments.

313 Accelerated Reporting Dashboards
Reporting Dashboards has transformed the standard reporting practices used by many OnBase administrators. This session will focus on some of the advanced features in Reporting Dashboards. Users will get hands on experience with the newest features in a controlled environment and see how users can retrieve complex information from other OnBase modules such as WorkView, Workflow and even third party data sources. Attendees will also learn about the new report conversion process for reports that are currently stored in Report Services.
314 Self-Paced Labs: Exploring the Latest Functionality

This course allows you to complete self-paced labs, supported by Hyland technical staff. Go at your own pace and truly understand what it takes to complete the following:

  1. Ambiente de testes do OnBase Foundation
  2. Brainware for Transcripts: Verifier Hands-On Lab
  3. Document Packaging: Hands-On Lab
  4. Entorno de prueba de OnBase Foundation
  5. Formularios Unity: curso práctico
  6. Formulários do Unity: Laboratório prático
  7. Hyland RPA Designer (formerly AM Composer)
  8. Hyland RPA: Introduction to Automation: Hands-On Lab
  9. IAM Services: Combined Viewer Client Connection: Hands-On Lab
  10. IAM Services: IdP and API Server Installation for OnBase: Hands-On Lab
  11. IAM Services: OnBase Client Connection: Hands-On Lab
  12. IAM Services: OnBase Web Client Connection: Hands-On Lab
  13. IAM Services: Quick Access Viewer Client Connection: Hands-On Lab
  14. IAM Services: Temp File Service: Hands-On Lab
  15. IAM Services: Unity Client Connection: Hands-On Lab
  16. IAM Services: WorkView Client Connection: Hands-On Lab
  17. OnBase and Brainware - Part 1: Hands-On Lab
  18. OnBase and Brainware - Part 2: Hands-On Lab
  19. OnBaseFoundation EP4 Sandbox
  20. Overlays: Hands-On Lab
  21. Perceptive Content EP1 Sandbox
  22. Sandbox für OnBase Foundation
  23. Workflow Approval Management: Hands-On Lab
  24. Workflow: Laboratório Prático (Introdução - Parte 1)
  25. Workflow: Praktische Übung (Einführung - Teil 1)
  26. Workflow: Praktische Übung (Einführung - Teil 2)

Each lab includes step-by-step guidance with a detailed explanation to help ensure you comprehend the process. So whether you want to expand upon what you've learned in class or explore a new product or functionality, this hands-on lab environment is the perfect opportunity for you.

Note: These labs will be available on Premium Subscription after the conference.
315 Introduction to Capture Process Designer
Capture Process Designer allows you to create custom scan queues with flexible routing logic and processes in the order you would like. This new functionality addresses many of the limitations to Legacy Scan Queues and enhances overall the processing of documents through a scan queue. This course will explain how these limitations are addressed using Capture Process Designer and also the fundamentals of Capture Process Designer and Custom Scan Queues. After taking this course you should have a base level knowledge of custom scan queues and how to begin using them within your OnBase Solutions.

316 Unity API Self-Paced Workshop
This course allows you to complete self-paced labs, supported by Hyland technical staff. The labs will focus on the most common Unity API features, new Unity API features, and the different locations through the client where the Unity API can be leveraged. The labs are the perfect way for a developer familiar with the Unity API to try out new features and all of the new hooks in the Unity Client where a script can execute from.

317 Running an Effective Remote Session or Meeting New
Now more than ever before, meetings remain a critical way to share information and connect with your remote workers. Ensuring that your remote meetings are a success takes time and skill to develop, so join Building Better Remote Meetings to perfect your virtual meeting skills. The course will cover the following: what to do before the meeting begins, how to engage your participants within the first minute and keep their attention throughout, tech tools for managing your meetings, and starting and closing meetings effectively. Plan to leave this course with concrete ideas to implement right away into your next remote meeting.

318 Workflow Latest Enhancements
Workflow has grown substantially over the years. These changes modify not only Workflow triggers, but introduce new functionality for handling keywords, designing and migrating solutions, and logging functionality. This course will cover not only the changes, but how to appropriately add them to new and existing solutions.

1:30 PM - 5:00 PM
361 Making the API and Workflow Work Better Together
This session is aimed at developers who have completed the OnBase API course, and are now looking for practical advice on how to use it. Specifically, this will discuss best practices and common design considerations when using the Unity Automation API to extend a Workflow solution. This will include coding considerations such as error handling and tricks with the built-in development environment. The course also emphasizes designing the solution to work with Workflow and OnBase functionality. If you are adding functionality to one or more extensive life cycles (possibly maintained by someone other than you), how do you divide up responsibilities between the Workflow and your custom code? How will you structure the communication between these two systems? If there are errors, will they be understandable by an administrator who doesn't know how to program? These questions will be addressed through hands-on labs. Please note that this is an advanced session and it will be assumed that all students are already familiar with the Unity API. Formerly known as Unity Workflow API Scripting Best Practices

362 Comprehensive Solution Exploration and Modification New
Join us as we dive into an existing solution fully configured and ready to review and modify. Follow the Unity Form as it creates WorkView objects using Workflow rules, actions, properties and timers. Modify the Document Composition template to include WorkView attributes and then have Workflow create the documents directly for you. Follow the solution through completion and then view and modify the Reporting Dashboard to show the real time health of Park County’s Soil Samples OnBase Solution.
363 WorkView Solution Discovery Strategies and Practices
WorkView solutions are a powerful addition to your ECM strategy. However, as with any solution development, there are questions that need to be answered before you start crafting your application. This course covers the discovery strategies that should be employed to ensure your solution is successful, not only for users, but for the expansion and adaptability of the solution in the future. This course walks you through process to of understanding what is needed for a comprehensive solution and the questions you'll need to answer before you start configuring.

364 Administrator's Handbook
What are those things that every administrator needs to know about successfully owning and growing your solution? What are those areas of functionality you never knew about or forgot existed that can help make your day-to-day administration easier, simpler, and clearer. What do you need to pay attention to in order to ensure your solution stays up to date and meets user needs? This session will address these questions and more as we explore best practices and tips for OnBase administrators. We’ll look at common misconceptions that create barriers to user adoption, and some of the techniques you can deploy to ensure the system runs smoothly for those times you are away from the office at, let’s say, a training conference. Join our OnBase professionals as they walk you through a day in the life of an OnBase administrator and collaborate with your fellow administrators in the session.
365 New Architecture with IdP for OnBase Foundation New
Security has never been more important than it is today. This course will walk you through Hyland's new architecture for OnBase Foundation which will enable you to leverage new OnBase functionality like Quick Access Client and more! You will learn about Hyland’s Identity and Access Management Services (IAM), including Hyland’s Identity Provider Server and how this powerful identification model will help you provide unified security across all your Hyland Solutions.

366 Self-Paced Labs: Exploring the Latest Functionality

This course allows you to complete self-paced labs, supported by Hyland technical staff. Go at your own pace and truly understand what it takes to complete the following:

  1. Ambiente de testes do OnBase Foundation
  2. Brainware for Transcripts: Verifier Hands-On Lab
  3. Document Packaging: Hands-On Lab
  4. Entorno de prueba de OnBase Foundation
  5. Formularios Unity: curso práctico
  6. Formulários do Unity: Laboratório prático
  7. Hyland RPA Designer (formerly AM Composer)
  8. Hyland RPA: Introduction to Automation: Hands-On Lab
  9. IAM Services: Combined Viewer Client Connection: Hands-On Lab
  10. IAM Services: IdP and API Server Installation for OnBase: Hands-On Lab
  11. IAM Services: OnBase Client Connection: Hands-On Lab
  12. IAM Services: OnBase Web Client Connection: Hands-On Lab
  13. IAM Services: Quick Access Viewer Client Connection: Hands-On Lab
  14. IAM Services: Temp File Service: Hands-On Lab
  15. IAM Services: Unity Client Connection: Hands-On Lab
  16. IAM Services: WorkView Client Connection: Hands-On Lab
  17. OnBase and Brainware - Part 1: Hands-On Lab
  18. OnBase and Brainware - Part 2: Hands-On Lab
  19. OnBaseFoundation EP4 Sandbox
  20. Overlays: Hands-On Lab
  21. Perceptive Content EP1 Sandbox
  22. Sandbox für OnBase Foundation
  23. Workflow Approval Management: Hands-On Lab
  24. Workflow: Laboratório Prático (Introdução - Parte 1)
  25. Workflow: Praktische Übung (Einführung - Teil 1)
  26. Workflow: Praktische Übung (Einführung - Teil 2)

Each lab includes step-by-step guidance with a detailed explanation to help ensure you comprehend the process. So whether you want to expand upon what you've learned in class or explore a new product or functionality, this hands-on lab environment is the perfect opportunity for you.

Note: These labs will be available on Premium Subscription after the conference.
367 Workflow Timers and the Unity Scheduler
Workflow Timers are a powerful mechanism for automatically executing workflow tasks. In this course we will show how to use them effectively within your Workflow Life Cycles. We’ll discuss best practices for configuring and executing Workflow timer tasks. We’ll introduce the Unity Scheduler, which is the preferred product for scheduling and running Workflow timer tasks. We’ll compare the Workflow Timer Service with the Unity Scheduler and show how to migrate timer tasks from the former to the latter.

368 Introduction to REST OnBase Web Services
In today's fast paced technology landscape, it has become increasing important for applications to quickly and easily inter-operate with each other. SOAP and REST services exist to make this communication quick, simple, standard, and accessible. They allow IT staff to work in their language of greatest comfort and reduce the need to understand the complexities of an application's lower level APIs. Come work hands on with OnBase's capabilities to publish REST and SOAP endpoints. Participates will learn how to publish OnBase Web Services in minutes directly from OnBase Studio via simple wizard interfaces. The class will also cover how these services can be easily consumed via a myriad of programming interfaces and languages.

Thursday, March 25

9:00 AM - 5:00 PM
401 Foundation Rest API's New
 With the changes in Hyland's approach to API's, this course will help you step into Hyland's new API set. Introduced in Foundation EP2, the rest API's allow you to directly interface with documents and OnBase workflow. With this extensive set of capabilities, organizations can now quickly and easily develop custom interfaces and applications to fully leverage their OnBase solution set.

9:00 AM - 12:30 PM
411 Problems Solved! Support Issues and the Resolutions You'll Love, an Open Forum
Support partners with many organizations each year to investigate, identify, and resolve OnBase issues. Join us for a discussion of the most intriguing, relevant, and enlightening support issues we’ve seen over the past year. You can also bring your challenging OnBase support issues and discuss with the experts on how to find resolution. You’ll put on your sleuthing caps as we share facts and see if you can determine the answer to the more interesting support requests we encountered. Match your OnBase experience against others as we explore how to respond to the common question “What’s wrong with my system?”

412 Workflow Timers and the Unity Scheduler
Workflow Timers are a powerful mechanism for automatically executing workflow tasks. In this course we will show how to use them effectively within your Workflow Life Cycles. We’ll discuss best practices for configuring and executing Workflow timer tasks. We’ll introduce the Unity Scheduler, which is the preferred product for scheduling and running Workflow timer tasks. We’ll compare the Workflow Timer Service with the Unity Scheduler and show how to migrate timer tasks from the former to the latter.

413 Email Driven Workflow Solutions
Historically, Workflow designers have considered email as an output of Workflow to inspire user action and to inform individuals that there is work to be accomplished. With recent changes in OnBase surrounding Workflow and email, there is a far wider range of capabilities accessible by leveraging email and Workflow together. This course will explore how to effectively route email based on non-traditional information (beyond the from/to/subject line), how to craft email notifications for future ingestion, and how to ultimately allow users to control Workflow solutions through simple email messaging. This course will cover elements of Mailbox Importer, Outlook Integration, Distribution Services, Workflow, and WorkView. Come to see how email looks in Workflow, but stay to learn how a single letter can drive Workflow approval.

414 Introduction to Brainware
Explore the elements of a Brainware solution, understand its core capabilities, and learn how to incorporate it into existing and new solutions.

415 Self-Paced Labs: Exploring the Latest Functionality

This course allows you to complete self-paced labs, supported by Hyland technical staff. Go at your own pace and truly understand what it takes to complete the following:

  1. Ambiente de testes do OnBase Foundation
  2. Brainware for Transcripts: Verifier Hands-On Lab
  3. Document Packaging: Hands-On Lab
  4. Entorno de prueba de OnBase Foundation
  5. Formularios Unity: curso práctico
  6. Formulários do Unity: Laboratório prático
  7. Hyland RPA Designer (formerly AM Composer)
  8. Hyland RPA: Introduction to Automation: Hands-On Lab
  9. IAM Services: Combined Viewer Client Connection: Hands-On Lab
  10. IAM Services: IdP and API Server Installation for OnBase: Hands-On Lab
  11. IAM Services: OnBase Client Connection: Hands-On Lab
  12. IAM Services: OnBase Web Client Connection: Hands-On Lab
  13. IAM Services: Quick Access Viewer Client Connection: Hands-On Lab
  14. IAM Services: Temp File Service: Hands-On Lab
  15. IAM Services: Unity Client Connection: Hands-On Lab
  16. IAM Services: WorkView Client Connection: Hands-On Lab
  17. OnBase and Brainware - Part 1: Hands-On Lab
  18. OnBase and Brainware - Part 2: Hands-On Lab
  19. OnBaseFoundation EP4 Sandbox
  20. Overlays: Hands-On Lab
  21. Perceptive Content EP1 Sandbox
  22. Sandbox für OnBase Foundation
  23. Workflow Approval Management: Hands-On Lab
  24. Workflow: Laboratório Prático (Introdução - Parte 1)
  25. Workflow: Praktische Übung (Einführung - Teil 1)
  26. Workflow: Praktische Übung (Einführung - Teil 2)

Each lab includes step-by-step guidance with a detailed explanation to help ensure you comprehend the process. So whether you want to expand upon what you've learned in class or explore a new product or functionality, this hands-on lab environment is the perfect opportunity for you.

Note: These labs will be available on Premium Subscription after the conference.
416 Unity Combined Viewer
Combined Viewer allows you to reduce the amount of screens and clicks to find the most critical content that's relevant to your business process - combining Documents, Workflow Queues and WorkView Filters into one configurable, combined interface. Users will also see how to create their own personalized queries, flag documents for later review, see a list of recently viewed documents, and the ability to import in context for a one of a kind end user experience. Come learn about this amazing, game-changing OnBase functionality!

417 WorkView Latest Enhancements and Emerging Best Practices
WorkView, Hyland’s Low-Code Application Development Platform continues to regularly receive new enhancements, features, and functionality in every OnBase release. As the platform evolves, so do the best practices and strategies to support the solution. Learn the latest and greatest enhancements to WorkView in recent builds of the software, as well as how to best implement these enhancements into existing and new applications. This course will keep OnBase professionals current and informed about what is new in WorkView and illustrate the value these enhancements provide. We will identify best practices for designing and configuring applications to maximize and positively influence the user and administration experiences in these solutions.

1:30 PM - 5:00 PM
461 New Architecture with IdP for OnBase Foundation New
Security has never been more important than it is today. This course will walk you through Hyland's new architecture for OnBase Foundation which will enable you to leverage new OnBase functionality like Quick Access Client and more! You will learn about Hyland’s Identity and Access Management Services (IAM), including Hyland’s Identity Provider Server and how this powerful identification model will help you provide unified security across all your Hyland Solutions.

463 Comprehensive Solution Exploration and Modification New
Join us as we dive into an existing solution fully configured and ready to review and modify. Follow the Unity Form as it creates WorkView objects using Workflow rules, actions, properties and timers. Modify the Document Composition template to include WorkView attributes and then have Workflow create the documents directly for you. Follow the solution through completion and then view and modify the Reporting Dashboard to show the real time health of Park County’s Soil Samples OnBase Solution.
464 Application Enabler
Would you like to have documents tied to your line of business application allowing your end user’s to see the full picture without clicking? Join us as we begin the journey of integrating Line of Business applications to OnBase. We will drive through Application Enabler learning the basics of configuration to create that connection. You will leave this session with a basic understanding of how to configure a Line of Business application to retrieve and/or index documents as well as deployment options and new OnBase features!

465 WorkView User Interface and Experience Design
One of the most visible parts of your WorkView solution is the User Interface. In this course participants will learn of general interface design best practices including examples of good versus bad design. Next, participants will learn how to leverage Cascading Stylesheets to change the rules of how Objects are displayed. Finally, the topic of Client Side JavaScript will be explored. This will include sample solutions commonly needed in most implementations.

466 Self-Paced Labs: Exploring the Latest Functionality

This course allows you to complete self-paced labs, supported by Hyland technical staff. Go at your own pace and truly understand what it takes to complete the following:

  1. Ambiente de testes do OnBase Foundation
  2. Brainware for Transcripts: Verifier Hands-On Lab
  3. Document Packaging: Hands-On Lab
  4. Entorno de prueba de OnBase Foundation
  5. Formularios Unity: curso práctico
  6. Formulários do Unity: Laboratório prático
  7. Hyland RPA Designer (formerly AM Composer)
  8. Hyland RPA: Introduction to Automation: Hands-On Lab
  9. IAM Services: Combined Viewer Client Connection: Hands-On Lab
  10. IAM Services: IdP and API Server Installation for OnBase: Hands-On Lab
  11. IAM Services: OnBase Client Connection: Hands-On Lab
  12. IAM Services: OnBase Web Client Connection: Hands-On Lab
  13. IAM Services: Quick Access Viewer Client Connection: Hands-On Lab
  14. IAM Services: Temp File Service: Hands-On Lab
  15. IAM Services: Unity Client Connection: Hands-On Lab
  16. IAM Services: WorkView Client Connection: Hands-On Lab
  17. OnBase and Brainware - Part 1: Hands-On Lab
  18. OnBase and Brainware - Part 2: Hands-On Lab
  19. OnBaseFoundation EP4 Sandbox
  20. Overlays: Hands-On Lab
  21. Perceptive Content EP1 Sandbox
  22. Sandbox für OnBase Foundation
  23. Workflow Approval Management: Hands-On Lab
  24. Workflow: Laboratório Prático (Introdução - Parte 1)
  25. Workflow: Praktische Übung (Einführung - Teil 1)
  26. Workflow: Praktische Übung (Einführung - Teil 2)

Each lab includes step-by-step guidance with a detailed explanation to help ensure you comprehend the process. So whether you want to expand upon what you've learned in class or explore a new product or functionality, this hands-on lab environment is the perfect opportunity for you.

Note: These labs will be available on Premium Subscription after the conference.
467 Intermediate Unity Forms
You’ve created a basic Unity Form, now what? Take your Unity Forms to the next level by adding robust functionality available right in the Forms Designer. In Intermediate Unity Forms, we’ll explore the following features: determine form totals through Calculated Fields; add dynamic functionality to your forms with Custom Actions; use Signatures to verify form values; use the Drawing Control to capture graphical information on your forms; customize themes to fit your organization’s brand; and more! Prior to attending this session, participants are expected to have completed the Unity Forms self-paced lab or have previous experience creating OnBase Unity Forms.

Friday, March 26

9:00 AM - 5:00 PM
501 Workflow XML Messaging - Creating Solutions using the Hyland Integration Hub New
The Workflow XML Messaging product enables integration processes to be handled directly within OnBase by adding XML message support to Workflow. We simplify the integration with systems that can output XML, JSON, EDI, HL7, etc, through the use of easily configured "On-ramps" and "Off-ramps". This allows for the consumption of messages, sending messages out of OnBase, and also managing responses. This all day class will begin by introducing you to the tools that will allow you to build your own solutions to integrate OnBase with third party applications and Line of Business systems. We will then expand your understanding of the Workflow Xml Messaging product, as we build different types of solutions to integrate OnBase with external applications using Workflow logic.

9:00 AM - 12:30 PM
512 Accelerated Reporting Dashboards
Reporting Dashboards has transformed the standard reporting practices used by many OnBase administrators. This session will focus on some of the advanced features in Reporting Dashboards. Users will get hands on experience with the newest features in a controlled environment and see how users can retrieve complex information from other OnBase modules such as WorkView, Workflow and even third party data sources. Attendees will also learn about the new report conversion process for reports that are currently stored in Report Services.
513 OnBase Latest Enhancements
OnBase Latest Enhancements & Features is designed to get you better acquainted with some of the exciting new modules, features, and enhanced functionality that OnBase has to offer. The session provides interactive, hands-on activities of the changes in OnBase and how they directly impact system administration as well as the new features and best practices for administrators.

514 Migrating from Premise to The Hyland Cloud New
We couldn't get license rights to the famous Led Zeppelin song, but join us anyways as we talk through best practices, approaches and techniques to migrating your solutions to the cloud. Hosted by The Hyland Cloud professionals, this session will help you prioritize, justify and plan your migration to Hyland's World Wide Cloud Services.

515 Self-Paced Labs: Exploring the Latest Functionality

This course allows you to complete self-paced labs, supported by Hyland technical staff. Go at your own pace and truly understand what it takes to complete the following:

  1. Ambiente de testes do OnBase Foundation
  2. Brainware for Transcripts: Verifier Hands-On Lab
  3. Document Packaging: Hands-On Lab
  4. Entorno de prueba de OnBase Foundation
  5. Formularios Unity: curso práctico
  6. Formulários do Unity: Laboratório prático
  7. Hyland RPA Designer (formerly AM Composer)
  8. Hyland RPA: Introduction to Automation: Hands-On Lab
  9. IAM Services: Combined Viewer Client Connection: Hands-On Lab
  10. IAM Services: IdP and API Server Installation for OnBase: Hands-On Lab
  11. IAM Services: OnBase Client Connection: Hands-On Lab
  12. IAM Services: OnBase Web Client Connection: Hands-On Lab
  13. IAM Services: Quick Access Viewer Client Connection: Hands-On Lab
  14. IAM Services: Temp File Service: Hands-On Lab
  15. IAM Services: Unity Client Connection: Hands-On Lab
  16. IAM Services: WorkView Client Connection: Hands-On Lab
  17. OnBase and Brainware - Part 1: Hands-On Lab
  18. OnBase and Brainware - Part 2: Hands-On Lab
  19. OnBaseFoundation EP4 Sandbox
  20. Overlays: Hands-On Lab
  21. Perceptive Content EP1 Sandbox
  22. Sandbox für OnBase Foundation
  23. Workflow Approval Management: Hands-On Lab
  24. Workflow: Laboratório Prático (Introdução - Parte 1)
  25. Workflow: Praktische Übung (Einführung - Teil 1)
  26. Workflow: Praktische Übung (Einführung - Teil 2)

Each lab includes step-by-step guidance with a detailed explanation to help ensure you comprehend the process. So whether you want to expand upon what you've learned in class or explore a new product or functionality, this hands-on lab environment is the perfect opportunity for you.

Note: These labs will be available on Premium Subscription after the conference.
516 Hyland RPA
Are you ready to learn more about Hyland's newest product - Hyland RPA? Join our RPA Specialists as they cover how Hyland RPA works and then directly implement what you've seen in a VM. You will leave this session having configured part of a Hyland RPA process.

517 Workflow Troubleshooting - Level Up New
There are a number of tools available when troubleshooting Workflow. Which should you use when? And which is the most effective for a given situation? In this course, learn the best tools to use when troubleshooting your Life Cycles. With your fellow attendees, “play” through a series of levels to get hands on experience with these tools. Can you get the new high score?

1:30 PM - 5:00 PM
561 Administration in The Hyland Cloud New
As many organizations look to the Hyland Cloud for their solutions versus on premise, administration of it will differ in some ways. Whether you’ve recently migrated to the Hyland Cloud or are rolling your new hosted solutions, you may have questions like “what administration tasks are the same as when it was on premise?”, “What can or can’t I do?”, “What should I be doing?”, “Are there new tools to administer and grow the solution?”. This course will outline the Cloud Architecture, things you can and should do yourself as well as when you should reach out to Hyland. Also look forward to suggested tasks and duties to perform on a daily, weekly and monthly basis, troubleshooting and maintenance tips, and how to plan for expansion.

562 Advanced Unity Forms
Unity Forms are easy to build, but that doesn't mean they have to be simple. Add robust functionality to your Unity Forms with new features available in OnBase. In the Advanced Unity Forms course we'll explore the latest features available in Unity Forms: make forms easier to use with Cascading Datasets and Calculated Fields; add dynamic functionality to your forms with Custom Actions; use Signatures to verify form values; use the Drawing Control to capture graphical information on your forms; and more!

563 Beginner's Guide to Extending WorkView with the API
Learn how to extend the power of WorkView via the Unity API. This class is for Unity API developers familiar with basics of WorkView, who are looking to extend their knowledge about coding for WorkView. Topics covered will include how to access and query for WorkView Objects, retrieving and modifying WorkView Attributes, WorkView events to trigger Unity API code, and more. The class will include best practices in WorkView Unity API development and hands-on coding labs with instructor guidance.

564 Self-Paced Labs: Exploring the Latest Functionality

This course allows you to complete self-paced labs, supported by Hyland technical staff. Go at your own pace and truly understand what it takes to complete the following:

  1. Ambiente de testes do OnBase Foundation
  2. Brainware for Transcripts: Verifier Hands-On Lab
  3. Document Packaging: Hands-On Lab
  4. Entorno de prueba de OnBase Foundation
  5. Formularios Unity: curso práctico
  6. Formulários do Unity: Laboratório prático
  7. Hyland RPA Designer (formerly AM Composer)
  8. Hyland RPA: Introduction to Automation: Hands-On Lab
  9. IAM Services: Combined Viewer Client Connection: Hands-On Lab
  10. IAM Services: IdP and API Server Installation for OnBase: Hands-On Lab
  11. IAM Services: OnBase Client Connection: Hands-On Lab
  12. IAM Services: OnBase Web Client Connection: Hands-On Lab
  13. IAM Services: Quick Access Viewer Client Connection: Hands-On Lab
  14. IAM Services: Temp File Service: Hands-On Lab
  15. IAM Services: Unity Client Connection: Hands-On Lab
  16. IAM Services: WorkView Client Connection: Hands-On Lab
  17. OnBase and Brainware - Part 1: Hands-On Lab
  18. OnBase and Brainware - Part 2: Hands-On Lab
  19. OnBaseFoundation EP4 Sandbox
  20. Overlays: Hands-On Lab
  21. Perceptive Content EP1 Sandbox
  22. Sandbox für OnBase Foundation
  23. Workflow Approval Management: Hands-On Lab
  24. Workflow: Laboratório Prático (Introdução - Parte 1)
  25. Workflow: Praktische Übung (Einführung - Teil 1)
  26. Workflow: Praktische Übung (Einführung - Teil 2)

Each lab includes step-by-step guidance with a detailed explanation to help ensure you comprehend the process. So whether you want to expand upon what you've learned in class or explore a new product or functionality, this hands-on lab environment is the perfect opportunity for you.

Note: These labs will be available on Premium Subscription after the conference.
565 New Storage Technologies with OnBase Foundation New
Storage of OnBase documents has historically been confined to servers owned by your organization. With the release of OnBase Foundation, additional flexibility has been added to empower organizations to take advantage of cloud-based storage such as S3. In this class we will explore those capabilities as well as new functionality to allow documents that meet certain criteria to be moved from one Disk Group to another with Disk Group Migration.
566 Import/Export Framework and Test System Creation Lab New
Using the Change Control suite of products new and enhanced for OnBase, this class will take you through the change control process, featuring an enhanced Import/Export experience through Studio, and the new Test System Creation utility (replacing Configuration Migration) alongside Change Tracking logging these adaptations made in your environment. Use these tools and find ways of enhancing your change control process to reflect a modern, up-to-date production, dev and test environments.

567 Workflow Latest Enhancements
Workflow has grown substantially over the years. These changes modify not only Workflow triggers, but introduce new functionality for handling keywords, designing and migrating solutions, and logging functionality. This course will cover not only the changes, but how to appropriately add them to new and existing solutions.