3001-097 – EASY ENTERPRISE.x DMS Server

Course: 3001-097

Target group: EASY ENTERPRISE.x Consultant

Prerequisites: Participation in the courses: “EASY ENTERPRISE. x Archive Server” (required),”EASY ENTERPRISE.x System Architecture” (recommended) & “EASY ENTERPRISE.x Support Workshop” (recommended)

Duration: 1 day

Fee: € 575 (plus sales tax/VAT)

Contents

Folder

Public folders
Private folders
Storage in folders
Resubmission
Links (data files, documents, EQL, view)
Fields/display names/sortings
Search in folders
Visibility

CheckIn – CheckOut

Operating principle
Automatic undo
Manual undo
Offline functionality

Versioning document attachments

Major versions, minor versions
Deleting versions

Number ranges

Use
Mapping

Subscription

Activation
Configuration
Send
E-mail templates

Advanced user information

Alias and other properties
Self-defined properties

Organizational structures

Hierarchies
Projects
Distribution lists
Calendar

Ad ho workflow

Differention: Ad hoc rule-based workflow
Generating the engine – rules – functions
Creating a workflow
Schema extensions
Pool
Workflow documents
Public/private processes
Recipients
Type of action
Response times/escalation

Routing steps

Sequential
Parallel – for recipients
Parallel – first served
Archiving
Folder storage
Send mail
For information
Edit
Confirm