Reliance Document ONE Library Manager

Outcomes

This course is designed to introduce existing Reliance Document ONE users to the Library Management functions available within Document ONE. Through lecture, demonstrations and workshops, participants will gain the knowledge and skills required to Configure, Manage and Maintain Document ONE Libraries.

Prerequisites

Lotus Notes: Working in Domino Databases, or equivalent skills, knowledge and experience
A minimum of 3 months experience working with Lotus Notes databases, not including Lotus Notes Mail.
Reliance Document ONE: Introduction to Document ONE course, or equivalent skills, knowledge and experience
Reliance Document ONE: Power User course, or equivalent skills, knowledge and experience

What should you be familiar with?

This session is recommended for experienced Lotus Notes and Document ONE Power Users who will perform Library management and maintenance tasks within Reliance Document ONE

Session Length

2 Days, 9:00am to 4:30pm

Location

This session is conducted either on site, or at our training rooms.

Topics Covered in this session

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INTRODUCTION Role of the Library Manager CONFIGURING DOCUMENT ONE System Set-up Document Business Group(s) Library Definition Documents Security Categories Retention Codes Physical Locations File Types Database List Delegates Deleted View CONFIGURING LIBRARIES Creating a Document Library Definition Editing a Document Library Definition Creating a Classification for a Library Setting Up Inactive Libraries CUSTOM METADATA Creating a Custom Metadata Definition Changing a Custom Metadata Definition Keyword Lists Manually Updating Documents to Reflect Changes to Custom Metadata FOLDERS Creating Folders Editing Folders Number of Documents in Folders Maintaining a List of Your Favourite Folders Deleting Folders Closing Folders Creating New Parts Updating all Documents to Have the Same Security as the Folder Moving Folders to Another Library Creating Folders in Bulk using the Folder Import Database Managing the Movement, Issuing and Return of Physical Folders Printing Folder Labels in Document Libraries

TEMPLATES Creating Templates Copying an Existing Template Editing Templates Deleting Templates Making Macros Work in Document ONE Templates Mail Merge Templates AUDIT TRANSACTIONS Switching on Audit Tracking Auditing the Reading of Documents Viewing Audit Transactions MISCELLANEOUS LIBRARY MANAGER FUNCTIONS Importing Documents Restoring a Document to a Status of “In Progress” Marking Document Content as Missing or Damaged Deleting Documents Creating Approval Profiles Monitoring the Size of Managed Files in Documents SECURITY FOR LIBRARIES, FOLDERS & DOCUMENTS Security at the Library Level Security at the Folder Level Security at the Document Level TRANSFERRING METADATA TO AN RDBMS System Requirements Setting up Document ONE to Transfer Metadata to an RDBMS Creating an RDBMS Metadata Definition Manually Transferring Documents to the RDBMS

Performance-based objectives

• Understanding Document ONE Architecture.
• Understanding the Roles of the Library Manager and System Administrator
• Create Document Libraries.
• Configuring Document Libraries.
• Create and Manage Custom Metadata.
• Create and Manage Document ONE Folders.
• Create and Manage Document ONE Templates
• Manage and Maintain Document ONE Documents.
• Document ONE Audit tracking features.
• Manage and Maintain Document ONE Library, Folder and Document security.
• Transferring data to an external source.