Class

Audience

Description

User Adoption Strategy Workshop

ALL

The Adoption Strategy two-day workshop guides you through the key adoption decisions that you should consider as part of an effective deployment plan or as the route to diagnose adoption issues with existing deployments. Reluctant users? Unmanaged content? Are users working around the system instead of within it? Reverting to old habits? The lack of effective adoption is the single largest factor impacting the ROI of an Information Management (IM) investment.

While much energy is spent deploying your technology solution, deployment is only the first step in the adoption evolution process. Adoption means changing people's behavior and making collaboration and information management integral to the way they work. The best laid planning, deployment and up-front training can still be challenged and derailed by reluctant users, evolving processes, and organizational dynamics. The human factor drives the success of any system deployment. Your success is measured by the extent to which people embrace and incorporate new practices and behaviors into their daily work routines; adopt and adapt the technology for their purpose.

Aviator in OpenText Extended ECM - Unlock Its Full Potential

Business Analyst, Business Administrator, Administrator

With AI, everything changes. Every role. Every organization. Every industry. Content Aviator, OpenText’s GenAI solution, lifts your information management to the next level.

Information quality is essential for AI to unlock its full potential. If you plan to integrate Extended ECM with AI you should attend this class and learn about:

• AI at OpenText
• Content Aviator use cases within Extended ECM
• Intelligent Workspaces features and its documents
• Architecture, services, containers, and log files
• Configuration, licensing, and integration within Extended ECM (OTDS, OTCS)
• Essential prerequisites, like quality information management, and how to achieve them
• Content Aviator best practices

The Power of Metadata in Extended ECM

Business Analyst, Business Administrator, Administrator

Information is the most important and powerful collateral that an organization has within Extended ECM (Content Server). Over the last few years, and versions, Extended ECM has made many advances in the usability of that information using metadata.

Extended ECM metadata opens the doorway to Extended ECM functionality, extending the IM platform to integrate with other enterprise applications such as Microsoft 365, SAP, Salesforce, and more.

Are you getting the most out of your metadata? Get an overview of important tools across several features and concepts in this 2-day course offering, such as:

• Categories and attributes
• Design and build
• Implement and use
• Custom columns
• Facets (or navigation filters)
• Virtual folders
• Business Workspaces
• Records management
• How to use metadata in searches
• How to enrich reporting using metadata

Students will have a chance to work with these tools and features through a comprehensive set of workshops on their own systems.

Take this opportunity and see how you can take better advantage of metadata in your organization!

Creating an Optimized Search Environment in Extended ECM

Business Administrator, Administrator

In this workshop, zero in on the user search experience in Extended ECM (Content Server) and learn how to make searching effective and helpful in both Classic View and Smart View. Starting with a comprehensive overview of search options within the system, practice getting the most out of standard and advanced searches. Then, enhance search capabilities by building and implementing search forms, templates, queries, or widgets. Finally, work on customizations that cater to what users really want to see in their search results.

Experience search the way users do and gain a better understanding of how to optimize the Extended ECM search environment. Business administrators and administrators will benefit by being equipped to help users achieve greater value in their search results.

Extended ECM for Engineering Business Administration

Business Administrator

This 2-day course provides participants with the knowledge necessary to manage engineering documents and drawings with OpenText Extended ECM (xECM) for Engineering. Integrated with the Extended ECM platform, xECM for Engineering provides engineers and supporting personnel with a secure, collaborative web-based environment to create, capture, review, and manage both completed and work-in-progress engineering drawings and documents.

Using a real-life system scenario, students will learn about the Master Document Workspace, Project Workspaces, Transmittals, State Flows and the xECM for Engineering landing page. They will then become familiar with various tasks associated with xECM for Engineering, including adding documents using a Document Creation Wizard, using an advanced search widget to find/act on documents, working with their State Flow assignments, managing documents through a State Flow and more.

See and experience the tools being used by many big customers to manage their engineering data in a collaborative, accessible, and secure manner. See and practice the primary building blocks of an Extended ECM for Engineering system from the ground up!

What's New in Extended ECM 24.x

Business Analyst, Business Administrator, Administrator

This 2-day course highlights important changes and enhancements to Extended ECM in the latest 24.x release.

Preview new features which include simplified software delivery and licensing for Day 1 installations, improved team visibility in Business Workspaces, greater flexibility sharing deep links, Notification Center and Share Coordinator support for Microsoft Teams, and administrative improvements to Records Management.

This course is intended for business analysts, business administrators, and administrators looking to update their knowledge. It is also geared towards those already certified on earlier versions of Content Server who want to update their credentials for Extended ECM.

Introduction to Low-code Development for the AppWorks Platform (accelerated)

Business Analyst, Developer

Business processes can automate, integrate, and accelerate systems to improve your business efficiency. AppWorks Platform brings business process modeling to all your teams, not just development. This course will kick-start students into AppWorks programming using tools in a low-code approach. From basic modeling, students will get direct, hands-on experience fast-tracking into code-free development with more complex building blocks, creating a usable front-end solution complete with GUI.

Extended ECM for Microsoft Office 365 and SharePoint

Business Administrator, Administrator

This 2-day course provides participants with the knowledge to configure, administer, and use OpenText Extended ECM for Office 365. After an overview and highlights of this product, participants will configure Extended ECM and SharePoint Online to add Extended ECM Web parts to enrich their SharePoint pages and to interactively archive documents from SharePoint to Extended ECM (Content Server).

They will then get an introduction to the Office 365 Integration Service and configure and use this service to archive SharePoint document libraries to Extended ECM using different archiving scenarios as well as implement content type mappings to map SharePoint document columns to archived document attributes in Extended ECM. Finally, they will also integrate their own Business Workspace into Microsoft Teams and experiment with a variety of Office 365 widgets.

This exciting and dynamic course has participants wear a few hats as they work in SharePoint Online, Extended ECM (Content Server), Business Workspaces, IIS, Office 365 Integration Service, and Microsoft Teams to implement this OpenText solution.

Core for SAP SuccessFactors

Business Administrator, Business Analyst

OpenText Core for SAP SuccessFactors helps a company streamline HR information, documents, and administrative tasks. Take this class to learn how the solution can be configured to enhance existing HR processes.

You can expect to learn about:

• The Employee Workspace Type
• Support for Recruiting processes
• Document Type Rules for compliance and audit
• Automated document generation and document template design
• Seamless integration with SAP SuccessFactors modules
• Approval workflows
• Records management configuration including retention policies and holds, managing documents under retention, and processing dispositions

Extended ECM for SAP Solutions (Accelerated)

Business Administrator, Business Analyst

Come get the fundamental knowledge required for configuring Extended ECM for SAP. This course is an accelerated version of the foundational class. Explore SAP and Extended ECM data sharing, business workspaces, business attachments, the unified repository, dynamic templates, and pre-configured business scenarios for turn key solutions. This course will have hands-on exercises.

Core Capture Business Administration

Business Administrator

OpenText Core Capture is an information capture public cloud SaaS application that leverages continuous machine learning to automate intelligent file classification and data extraction. Core Capture combines standard capture features, such as optical character recognition (OCR), with powerful AI technology to enable intelligent document processing and secure information routing to the right users and systems.

This 2-day course provides participants with the knowledge necessary to configure and use OpenText Core Capture. Participants will learn:

• An overview of Core Capture
• How to onboard Core Capture users
• To configure User roles
• How to configure the Core Capture environment
• How to manage security
• Approval workflows
• A working knowlege of Core Capture Designer

Exstream Cloud-Native Business Administration

Business Administrator

This course has been designed for business administrators who are responsible for configuring a Cloud-Native Exstream implementation from a business perspective.

As a business administrator, your role is to set up and maintain the design environment for your organization. Configuring design databases, design groups, and design users allows you to control security, roles, and responsibilities, and promote collaboration. The business administrator has complete access to the different Exstream applications and is responsible for their maintenance.

During the course, participants will be exposed to:

• Tenants and Domains
• Users, Groups and Roles
• Workflow
• Fonts and dictionaries

OPTIC Data Collection (Accelerated)

Business Administrator

Embark on a journey of advanced learning with "OPTIC Data Collection for Business Administrators," the inaugural course in the OPSB OPTIC series tailored specifically for Business Administrators.

This course serves as your gateway to mastering OPTIC Data Lake fundamentals, with a primary focus on understanding data flow and processing structures. Through a balanced blend of theory and hands-on practice, students delve into the intricacies of collecting data from various sources within OPTIC DL, including OBM Events, System Metrics from Agent Policies, Agent Metric Collector and SiteScope, BPM, Hyperscale Observability, and Custom Data Sources.

Upon completion, students emerge as data collection Subject Matter Experts (SMEs), equipped with the knowledge and skills to drive impactful data initiatives within their organizations. It's time to elevate your expertise and pave the way for a data-driven future.

OO Citizen Developer (Accelerated)

Developer

Explore the essential concepts and practical usage of Operations Orchestration OO) software through our accelerated course. Designed for efficiency, this course focuses on familiarizing students with OO Workflow Designer—a vital tool for flow development.

Delve into Workflow Designer, a web-based environment tailored for crafting flows using the CloudSlang language. Gain proficiency in authoring and deploying these flows within OO Central, enabling streamlined operations and increased productivity.

Join us and elevate your understanding of Operations Orchestration to drive efficiency in your business operations.

UFT One Essentials (Accelerated)

Business User

Elevate your skills with our dynamic two-day course, offering an immersive dive into the world of OpenTextTM UFT One application as the ultimate automated functional testing tool.

Unlock the power of automation from day one as you embark on a journey from recording and playback to mastering the creation of new automated tests. Delve into advanced techniques and enhancements, including synchronization, checkpoints, and parameterization, ensuring your tests are not just robust but also scalable and adaptable to any scenario.

But that's not all - get ready to harness the true potential of data-driven testing in UFT One, allowing you to revolutionize your testing strategy and take your efficiency to new heights. And here's the game-changer - discover how to leverage UFT One's cutting-edge Artificial Intelligence (AI) features to identify objects just like a human would, adding an unparalleled level of precision and insight to your tests.

Don't miss this opportunity to elevate your testing game and become a master of automation with UFT One!