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





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.



This course is not available on our public schedule, call us on 1800 456 002 or EMAIL to book this course


 
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