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 Partner Consultants who will install and configure WorkSite Project Managers responsible for
managing a WorkSite rollout System Engineers Network Engineers Software Integrators Application Design Consultants 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
WorkSite 9 System Engineer
• 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 • AppendixA – WorkSite FileShare • Appendix B – Next Steps
• AppendixC – 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 - Email 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
- 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
- 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 Index Port
o Action Port
o 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
- 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
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 & 2010 - 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
- 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
- Email Filing Service Architecture - Authentication, Accounts, and Services - Client Filing Process
- Server Filing Process
- EWS Server-side Email Filing Detailed Process - EWS Email 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 Email Filing - Duplicate Detection - Log Files
- Exploring Email Management (EMM) Features - Server-side Filing
- Enhanced Outlook View - Filing Toolbars
- Filing Folders
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
- 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
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
