IT ADMINISTRATOR TRAINING COURSE

Transcription

1 IT ADMINISTRATOR TRAINING COURSE Course Overview The M-Files IT Administrator training course is intended for IT administrators that will be primarily responsible for the implementation and local maintenance of the M-Files environment. Prerequisites M-Files Essentials or M-Files User recommended Course Schedule DAY 1 Introductions Facilities About Your Trainer Course Schedule Review What is M-Files? Release History and Release Plan Resources Technical Overview Client-Server Networking Server Architecture Database Options File Server IIS Business Systems Mail Servers APIs Installation Install Package Prerequisites Desktop Settings Tool Updates Centralized Deployment Exercise 9:15am 10:00am 10:00am 11:30am

2 DAY 1 M-Files Admin Overview Launching Console General Overview Licenses & Login Accounts License Types Users and Login Accounts Installing a New License Exercise Importing Objects to M-Files Importing Documents Importing s Importing Objects from Databases 11:30am 12:00pm 1:00pm 2:00pm 2:00pm 3:30pm Notifications Notifications Overview 3:30pm - 3:45pm M-Files Web & Mobile Web Overview Mobile Overview Exercises 3:45pm 4:30pm DAY 2 System Maintenance Deleting, Undeleting, and Destroying Content Updates Vault Maintenance M-Files Event Log/Windows Event Viewer Server Activity Monitor Backups Exercises 8:30am 10:30am Replication, Archiving, and Retention Replication Overview Exercises 10:30am 12:00pm Training Recap Training Recap 1:00pm - 2:00pm Open Discussion (optional) Open Discussion 2:00pm - 5:00pm

3 BUSINESS ADMINISTRATOR TRAINING COURSE Course Overview The M-Files Business Administrator training course is intended for those users that will have administrative access to their vault. The course will cover topics for business administrators that will be primarily responsible for metadata structure and permissions. Prerequisites M-Files Essentials or M-Files User recommended Course Schedule DAY 1 AN INTRODUCTION TO M-FILES/MANAGEMENT OF THE M-FILES METADATA STRUCTURE Introductions Facilities About Your Trainer Course Schedule Review What is M-Files? Release History and Release Plan Resources Architecture Overview M-Files Components Server Environment Technologies Used Network Related Information Integrations Network Folders Mail Servers Scanners Event Log M-Files Admin Overview Launching Console General Overview 9:15am 10:15am 10:15am 10:45am

4 DAY 1 AN INTRODUCTION TO M-FILES/MANAGEMENT OF THE M-FILES METADATA STRUCTURE Overview What is Metadata? M-Files Metadata Terminology Metadata Hierarchy 10:45am 11:30am Management 11:30am 12:00pm Maintaining Management (cont.) 1:00pm 4:30pm Maintaining DAY 2 METADATA STRUCTURE MANAGEMENT & PERMISSIONS Management (cont.) 9:00am 12:00pm Maintaining Metadata Card Configuration Overview Exercise Permissions Permissions Overview Logins/Users User Groups Metadata-Driven Permissions Named Access Control Lists Best Practices 1:00pm 2:15pm 2:15pm 4:30pm

5 DAY 3 VIEWS, WORKFLOWS, AND OTHER FUNCTIONS Annotations Overview Activating/Deactivating Exercise Views & Virtual Folders Overview View Groups Favorites Virtual Folders Right-Click Options Notifications Overview Common vs. Private Workflows & Assignments Defining your Business Process Workflows in M-Files Workflow Workshop 9:15am 10:15am 10:15am 11:00am 11:00am 12:00pm Workflows & Assignments (cont.) Defining your Business Process Workflows in M-Files 1:00pm 3:30pm Workflow Workshop Training Recap Training Recap 3:30pm - 4:15pm Open Discussion (optional) Open Discussion 4:15pm - 5:00pm