2008 Annual UMD Laserfiche User Conference - Course Overview
Whether you're a new Laserfiche user or you've been using the software for years, you'll benefit from in-depth, personalized instruction from UMD who work with and support Laserfiche users and administrators every day.
Opening Session
We will take care of some house keeping rules, introduce the UMD team and other partners that attend the conference, and answer any immediate questions that you might have.
Laserfiche v.8.0 Preview
We'll give you a preview of the up and coming Laserfiche version 8.0.
DataNow Affinity
DataNOW® Affinity brings the power of Laserfiche® document management to the applications you use most. Document searches can be reduced to a single click of a button. New documents can be added to your Laserfiche repository without manually entering template field values, file names, or folder locations. Affinity truly makes Laserfiche feel like part of your business software. The best part about Affinity is its simplicity. Laserfiche functionality can be added to most application screens within minutes - no programming required.
Basic Track
Designed for beginning and intermediate users, this course teaches you practical strategies for using Laserfiche more effectively. Specifically, you’ll learn the best methods of organizing, indexing and locating documents in your Laserfiche system, and you’ll develop an in-depth understanding of the tools you can use to add documents and other files to your repository.
Browser Basics
The Laserfiche Folder Browser is the first thing users see when they log in to the system. In this session of the course, you’ll learn how to customize the Browser so that it shows the information that’s most relevant to you. You’ll also learn how to use shortcuts to quickly locate documents, how to efficiently work with documents in the Browser and how to use links and versions to organize documents according to their relationship with each other.
Indexing & Templates
Templates are a critical component of a well-designed repository. This session of the course covers best practices in template design and helps you use document metadata more effectively. You’ll also learn how to make the best use of the system’s metadata management tools, such as field-level security and field constraints.
Scanning Basics
Laserfiche utilizes an intuitive scanning interface that works with a wide variety of scanners and multi-functional peripherals. In this session, you’ll learn how to fully utilize this interface and its comprehensive image clean-up tools. This section also provides you with an overview of the “basic” version of the interface, which has fewer options and is designed for users who only scan documents on an ad hoc basis.
Search & Retrieval
Laserfiche includes comprehensive search tools that help you quickly locate a document using any piece of information you have. In this session, you’ll learn how to use each of these tools, how to customize searches to best meet your needs and how to save your search results for reporting purposes.
Product Overview
These sessions provide an overview of specific Laserfiche products or groups of related products. These sessions are especially useful if you're considering adopting a new product or upgrading to a recent release of an existing product.
Case Study: Presented by UMD Visionary Award Winner
To be Announced.
Getting Started with Quick Fields
Laserfiche Quick Fields is a prdoduction level capture platform that can automate the processing, indexing, and filing of documents. This session is designed to familiarize attendees with the Quick Fields interface and show them how they can use Quick Fields to utilize the basic image processing modules to simplify and automate their document capture process.
Laserfiche Records Management Edition (R.M.E.)
The Laserfiche Records Management Edition provides the ability to manage information according to formal rules governing the retention and disposition of records. Implementing a records management solution to follow the structure of records retention schedules is significantly different than implementing a standard Laserfiche solution. This session reviews the fundamental records management concepts and walks through file plan design, record series creation, and proactive records management using real world retention schedules.
Overview of Agenda Manager
Laserfiche Agenda Manager is a Web-Based solution that automates the creation of structured agendas for regularly scheduled meetings. This session provides a product overview and demonstration of the complete agenda publishing process, including item submission and approval and agenda formatting and publication.
Technical Overview of Laserfiche 8.0
This session will provide detailed, behind-the-scenes explanations of the migration process, giving you the building blocks to plan and execute successful repository migrations.
WebLink, Web Access & Laserfiche Plus
WebLink
WebLink is a secure Web-publishing tool that distributes information while keeping it safe. WebLink easily and securely delivers documents to the people who need them via intranet or the Internet. One installation on your Web server delivers easy rollout. WebLink is highly customizable to provide document access that is consistent with the look and feel of your Web site.Web Access
Web Access is a Web browser-based thin client offering virtually all of the document management capabilities of the standard Laserfiche interface. Web Access allows your IT staff to roll out high-volume Laserfiche access without increasing your organization's application support burden. Authorized users organization-wide enjoy simultaneous access to documents, whether they are using the corporate intranet or logging in from a branch office.Laserfiche Plus
You will learn how Plus interacts with the Laserfiche Client and Server in order to create its own Viewer and published repository and what that means for the overall publishing process.
Administrative Track
Designed for intermediate and advanced users, this course teaches you how to best configure and maintain your Laserfiche system. The first part of the course provides you with a detailed overview of the Laserfiche Administration Console. The second part of the course builds on this foundation by teaching you effective strategies for security, configuring and maintaining your system, and backing up your information.
Installing & Troubleshooting
Here you’ll learn each of the tasks associated with installing Laserfiche software, including the process for creating and registering repositories and best practices for troubleshooting your Laserfiche system, isolating problems and restoring the system as quickly as possible, because even the best-administered systems will occasionally experience problems.
Administration Console
The Laserfiche Administration Console provides you with access to a variety of tools for configuring your system. This session teaches you how to make the best use of these tools, which enable you to create users and groups, configure templates, create volumes and define document relationships.
Laserfiche Security
Laserfiche provides you with a number of security features so that you can control access to the information in your repository. In this session, you’ll learn how to design and implement a comprehensive security policy that makes the best use of the tools Laserfiche offers.
Backup & Recovery
Laserfiche includes a number of features that help you safeguard your critical information and access this information during an emergency. This session teaches you different methods for backing up your files and helps you design a disaster recovery plan that will best meet your organization’s needs.
Closing Session
Here we will give our closing remarks and collect the information forms we handed out at the registration table. We will also be giving away prizes for those that participate with the handing in of the information forms.
* All courses are subject to change.
* All courses will include brief overviews of Laserfiche 8.0 respectively.
