All information is for the 2018 conference. CommunityLIVE 2019 is September 15-19 in Cleveland, Ohio. Registration opens in spring 2019.

Hands-on Technical Training
September 9-10

Hands-on Technical Training provides you with the latest and greatest technical expertise in Hyland products and solutions. You’ll interact with expert engineers and trainers in morning and afternoon sessions as you learn about trending topics, build solutions and renew select certifications.

Hands-on Technical Training is available for pre-event registration. Schedule subject to change.

Sunday morning

Advanced Unity Forms

This hands-on course is for those OnBase professionals that already understand Unity forms, have been using them for several years, and are looking to up their forms game. It will cover more advanced functionality, such as complex, nested triggers, advanced security options, signatures, image forms and more. Additionally, learn about advanced workflow concepts (form customization based on workflow queue) to support business processes. This course is not intended for those learning about Unity forms at the main conference.

Advanced WorkView Design Techniques and Functionality

For those with WorkView experience who are looking to get more out of their solution and unlock some sophisticated and clever capabilities.

Building Your First Workflow Solution

Are you a System and Workflow Administrator who needs to maintain and build a Workflow solution? We’ll introduce you to OnBase Studio and how to create a basic lifecycle in Workflow. You’ll learn essential Workflow functions, such as ad hoc tasks, rules, actions and basic security in this hands-on approach to understanding the Workflow interface, interactions and possibilities.

Building Simple Unity Forms

An introduction to the essentials of simple Unity Forms. This course prepares learners for the intermediate forms course.

Building Your First WorkView Solution

Learn about the WorkView | Case Manager rapid application development platform in this hands-on technical training class. We’ll teach you how to build low-code configurable solutions to meet the needs of your business units. You’ll also learn to take disparate data needs and sources and create one singular application to improve both visibility and productivity. Join us to explore how to apply these applications to real-world scenarios at your business.

Business Process Intelligence and Advanced Reporting Dashboards

OnBase provides a wealth of information to key decision makers that can be leveraged to make sound business decisions. This course demonstrates how Reporting Dashboards can make information in OnBase readily available to business leaders in a dynamic and visual format. Begin creating powerful, graphical reports that provide your leadership team visibility into the organization’s key business metrics, as well as the metrics of your solution. Experience the competitive advantage dashboard reporting offers and further improve ROI.

Introduction to Capture Process Designer

Introduced in OnBase 16 and expanded upon for OnBase 17, the Capture Process Designer is available for all OnBase solutions that leverage imaging. This approach adds a level of complete customization and control over the capture and indexing process in OnBase. Capture Process Designer provides the connection between capture products and functionality, and the rest of your environment. Learn how to send documents to Workflow at any point in your capture process, pull values dynamically from other elements in your system, and incorporate products such as Intelligent Capture and Advanced Capture. Leverage your capture products to add an additional level of control over the process by identifying document types or keyword values and routing through appropriate branches in your capture process. You'll learn how to accelerate your capture process and create a solution that your scanning and indexing users will love.

Introduction to Hyland Content Services

Alongside OnBase 18, Hyland is introducing a new architecture that will fundamentally change how Hyland solutions are developed, delivered and administered. This session will look at this new functionality, frame it in the larger context of Hyland's vision, and provide insight into how you can start building your knowledge and understanding of the Content Services approach.

Introduction to Perceptive Content iScript

Are you new to iScript and are ready to improve your Perceptive Content? Join our Perceptive team members as we learn best practices and begin scripting using iScript.

OnBase 101: The End User Experience

Welcome to the world of OnBase! This hands-on course will introduce you to the essential concepts of OnBase, and take you on a tour of the major functional areas from a user perspective. You'll learn about the different clients, how they align with user needs, and the capabilities available to users and process owners. You'll explore the options available to customize the experience, learn how OnBase fits alongside other applications, and explore the products and functionality that help create a business solution. Use this knowledge to quickly adapt it to your changing business processes.

OnBase System Administration Recertification

Explore how changes, new features and best practices directly impact OnBase system administration with a group of experienced OnBase System Administrators. We’ll discuss performance, administration, user acceptance, training, troubleshooting and more in an interactive, hands-on environment. Upon successful completion of this course, any individual who is (or was) an OnBase Certified System Administrator will have their certification status extended for two years. Please note that this session is not a substitute for the OnBase System Administration training course. While participants do not have to have attended OnBase System Administration training in the past, only those individuals who have been OnBase Certified System Administrators (OCSA) are eligible for the recertification component.

Perceptive Content 7.2 Enhancements

Perceptive Content 7.2 Enhancements is designed to get you better acquainted with some of the exciting new features and enhanced functionality that Perceptive Content has to offer. The session provides interactive, hands-on activities exploring the changes in Perceptive Content and how they directly impact system administration, as well as new features and best practices.

Workflow Latest Enhancements

Workflow has yet again been extended, allowing Workflow designers to reduce logic complexity and expand their options in meeting business needs. This class will explore the new concept of child work items, how they relate back to the parent, and how the concept can reduce the amount of rules, actions and custom code needed. We will explore the newest notification features, the improvements in item generator, and how to simplify working with multi-instance keyword type groups. We'll also explore the most significant changes in previous versions to ensure that you're well informed on the latest Workflow capabilities that you can start using immediately.

Sunday afternoon

Building Intermediate Unity Forms

This course is for those OnBase professionals that already understand the essentials of Unity Forms, have created several of them and are looking to up their forms game.

Building Your Second Workflow Solution

If you have a basic understanding of how to build a Workflow solution – or, if you’ve learned the essentials in our "Building Your First Workflow Solution" session – you’ll be prepared to create your second Workflow solution in this session. We’ll walk you through designing essential work-balancing among multiple users, how to configure administration-level security and available methods to provide related items to your users so they can make more informed decisions.

Building Your Second WorkView Solution

In this hands-on training session, we’ll go beyond the basics to explore advanced concepts like masking and sequences. Build a true solution with the WorkView | Case Manager rapid application development platform. Leverage Workflow along with WorkView to unite disparate data methods and take your solutions to the next level.

Crafting the OnBase End User Experience

Keeping your OnBase system efficient and relevant is key to the success of your organization, and keeping users happy is always a major part of that challenge. After years of working with hundreds of customers, the User Experience Team has discovered many steps – and missteps to avoid – to improve the usability of your OnBase system.

In this class, you’ll learn:

  • Three easy steps to planning, maintaining, and improving your system’s growth and usability
  • Simple user research techniques to get the pulse of your users and better understand their problems
  • Quick and simple configuration changes that can lead to better outcomes for your user base
Docker: Looking at the Future of Deployment Technologies

Docker is a hot topic in the software engineering space. It allows for software to be packaged, deployed, and scaled more simply than ever before. We have a keen interest in making containers an available and preferred deployment option for all of your OnBase needs over the next few years. This course is intended to spread awareness and knowledge about the future of containers and the direction OnBase is headed. It will be agnostic to OnBase and is intended to be a general-purpose Docker course.

Guide to Rapid Solution Prototyping

Even experienced OnBase professionals sometimes find it difficult to gain buy-in for solution changes, resources and greater exposure for their OnBase solution. So often, we believe we have the full set of business requirements, and the stakeholder believes we do as well, but the result doesn't meet expectations or needs. Rapid Prototyping is a different way to approach solution development, discovery and communication. It's an approach to gaining support, understanding requirements and incrementally building success. You'll learn how to leverage your existing knowledge of Workflow, WorkView, Unity Forms and more to create a compelling approach to solving business problems. We'll look at the six factors of solution success, identify three things you can do to ensure buy-in at all levels and talk about the one thing you need to do prior to even discussing a potential solution.

Introduction to Brainware Capture Solutions

Explore the elements of a Brainware solution, understand its core capabilities, and learn how to incorporate it into existing and new solutions.

OnBase 201: A Technical Introduction to OnBase

Are you new to OnBase? Learn how to configure an OnBase solution in this hands-on session. We’ll start with basic solution design, and then move on to configuring keywords, document types, Unity Forms and even a basic Workflow. By the end of this session, you’ll have built an OnBase solution. Use this resource to guide you back at your organization when configuring a new OnBase solution, evaluating an existing solution or expanding your current OnBase solution.

OnBase Upgrading Best Practices, Tools and Resources

Join our upgrade experts in Hyland’s Global Services, Tech Support and QA departments as they share best practices and empower you with the resources and tools they have developed over the years to ensure a smooth and successful upgrade process. Participate in hands-on activities, discuss planning and testing strategies, compare and contrast a traditional upgrade to an incremental parallel upgrade, and get answers to your real-world questions from Hyland’s professionals.

Perceptive Content eForms for Experience

Learn the essentials of incorporating forms into solutions that utilize Content Experience.

Perceptive Experience

It is time for you to connect the latest in Perceptive Experience with your web and mobile capture process, views and full text search. In this class we will focus on the different apps you can use including Mobile Capture, Web Capture, Documents, Tasks and Workflow, all combined with embedded full text search capabilities. Learn deployment strategies and best practices for implementing Experience.

Workflow Timers and the Unity Scheduler

Workflow Timers are a powerful mechanism for automatically executing Workflow tasks. In this course, we will show how to use them effectively within your Workflow life cycles. We’ll discuss best practices for configuring and executing Workflow timer tasks. We’ll introduce the Unity Scheduler, which is the preferred product for scheduling and running Workflow Timer tasks. We’ll compare the Workflow Timer Service with the Unity Scheduler and show how to migrate timer tasks. Throughout the course, there will be a focus on following best practices and performing better timer design.

WorkView Latest Enhancements

WorkView | Case Manager continues to evolve with each new version on OnBase. By providing new and exciting functionality, like Class Triggers, Calculated Attributes, Attribute Value Maintenance, Extended External Classes and mobile capabilities, OnBase Administrators are equipped with the tools necessary to build robust solutions for their organization. Join us to hear technical overviews of new features, how and where to use them, and their impact on new and existing solutions.

Monday morning

Advanced Unity Forms

This hands-on course is for those OnBase professionals that already understand Unity forms, have been using them for several years, and are looking to up their forms game. It will cover more advanced functionality, such as complex, nested triggers, advanced security options, signatures, image forms and more. Additionally, learn about advanced workflow concepts (form customization based on workflow queue) to support business processes. This course is not intended for those learning about Unity forms at the main conference.

Advanced WorkView Design Techniques and Functionality

For those with WorkView experience who are looking to get more out of their solution and unlock some sophisticated and clever capabilities.

Building Your First Workflow Solution

Are you a System and Workflow Administrator who needs to maintain and build a Workflow solution? We’ll introduce you to OnBase Studio and how to create a basic lifecycle in Workflow. You’ll learn essential Workflow functions, such as ad hoc tasks, rules, actions and basic security in this hands-on approach to understanding the Workflow interface, interactions and possibilities.

Building Simple Unity Forms

An introduction to the essentials of simple Unity Forms. This course prepares learners for the intermediate forms course.

Building Your First WorkView Solution

Learn about the WorkView | Case Manager rapid application development platform in this hands-on technical training class. We’ll teach you how to build low-code configurable solutions to meet the needs of your business units. You’ll also learn to take disparate data needs and sources and create one singular application to improve both visibility and productivity. Join us to explore how to apply these applications to real-world scenarios at your business.

Business Process Intelligence and Advanced Reporting Dashboards

OnBase provides a wealth of information to key decision makers that can be leveraged to make sound business decisions. This course demonstrates how Reporting Dashboards can make information in OnBase readily available to business leaders in a dynamic and visual format. Begin creating powerful, graphical reports that provide your leadership team visibility into the organization’s key business metrics, as well as the metrics of your solution. Experience the competitive advantage dashboard reporting offers and further improve ROI.

Introduction to Capture Process Designer

Introduced in OnBase 16 and expanded upon for OnBase 17, the Capture Process Designer is available for all OnBase solutions that leverage imaging. This approach adds a level of complete customization and control over the capture and indexing process in OnBase. Capture Process Designer provides the connection between capture products and functionality, and the rest of your environment. Learn how to send documents to Workflow at any point in your capture process, pull values dynamically from other elements in your system, and incorporate products such as Intelligent Capture and Advanced Capture. Leverage your capture products to add an additional level of control over the process by identifying document types or keyword values and routing through appropriate branches in your capture process. You'll learn how to accelerate your capture process and create a solution that your scanning and indexing users will love.

Introduction to Hyland Content Services

Alongside OnBase 18, Hyland is introducing a new architecture that will fundamentally change how Hyland solutions are developed, delivered and administered. This session will look at this new functionality, frame it in the larger context of Hyland's vision, and provide insight into how you can start building your knowledge and understanding of the Content Services approach.

Introduction to Perceptive Content iScript

Are you new to iScript and are ready to improve your Perceptive Content? Join our Perceptive team members as we learn best practices and begin scripting using iScript.

Managing Meetings with OnBase Agenda

An in-depth, two-session course guiding you through the various roles that exist in the Agenda Management process. In the morning session, we will guide you through the pre-meeting process that item submitters, item approvers and clerks go through to prepare a meeting for publishing internally as well as to the public. In the afternoon session, we will guide you through the in-meeting and post-meeting processes that the clerk, staff and board members are a part of. From beginning to end, see how meeting management can work for you.

OnBase 101: The End User Experience

Welcome to the world of OnBase! This hands-on course will introduce you to the essential concepts of OnBase, and take you on a tour of the major functional areas from a user perspective. You'll learn about the different clients, how they align with user needs, and the capabilities available to users and process owners. You'll explore the options available to customize the experience, learn how OnBase fits alongside other applications, and explore the products and functionality that help create a business solution. Use this knowledge to quickly adapt it to your changing business processes.

OnBase System Administration Recertification

Explore how changes, new features and best practices directly impact OnBase system administration with a group of experienced OnBase System Administrators. We’ll discuss performance, administration, user acceptance, training, troubleshooting and more in an interactive, hands-on environment. Upon successful completion of this course, any individual who is (or was) an OnBase Certified System Administrator will have their certification status extended for two years. Please note that this session is not a substitute for the OnBase System Administration training course. While participants do not have to have attended OnBase System Administration training in the past, only those individuals who have been OnBase Certified System Administrators (OCSA) are eligible for the recertification component.

Perceptive Content 7.2 Enhancements

Perceptive Content 7.2 Enhancements is designed to get you better acquainted with some of the exciting new features and enhanced functionality that Perceptive Content has to offer. The session provides interactive, hands-on activities exploring the changes in Perceptive Content and how they directly impact system administration, as well as new features and best practices.

Workflow Latest Enhancements

Workflow has yet again been extended, allowing Workflow designers to reduce logic complexity and expand their options in meeting business needs. This class will explore the new concept of child work items, how they relate back to the parent, and how the concept can reduce the amount of rules, actions and custom code needed. We will explore the newest notification features, the improvements in item generator, and how to simplify working with multi-instance keyword type groups. We'll also explore the most significant changes in previous versions to ensure that you're well informed on the latest Workflow capabilities that you can start using immediately.

Monday afternoon

Building Intermediate Unity Forms

This course is for those OnBase professionals that already understand the essentials of Unity Forms, have created several of them and are looking to up their forms game.

Building Your Second Workflow Solution

If you have a basic understanding of how to build a Workflow solution – or, if you’ve learned the essentials in our "Building Your First Workflow Solution" session – you’ll be prepared to create your second Workflow solution in this session. We’ll walk you through designing essential work-balancing among multiple users, how to configure administration-level security and available methods to provide related items to your users so they can make more informed decisions.

Building Your Second WorkView Solution

In this hands-on training session, we’ll go beyond the basics to explore advanced concepts like masking and sequences. Build a true solution with the WorkView | Case Manager rapid application development platform. Leverage Workflow along with WorkView to unite disparate data methods and take your solutions to the next level.

Crafting the OnBase End User Experience

Keeping your OnBase system efficient and relevant is key to the success of your organization, and keeping users happy is always a major part of that challenge. After years of working with hundreds of customers, the User Experience Team has discovered many steps – and missteps to avoid – to improve the usability of your OnBase system.

In this class, you’ll learn:

  • Three easy steps to planning, maintaining, and improving your system’s growth and usability
  • Simple user research techniques to get the pulse of your users and better understand their problems
  • Quick and simple configuration changes that can lead to better outcomes for your user base
Docker: Looking at the Future of Deployment Technologies

Docker is a hot topic in the software engineering space. It allows for software to be packaged, deployed, and scaled more simply than ever before. We have a keen interest in making containers an available and preferred deployment option for all of your OnBase needs over the next few years. This course is intended to spread awareness and knowledge about the future of containers and the direction OnBase is headed. It will be agnostic to OnBase and is intended to be a general-purpose Docker course.

Guide to Rapid Solution Prototyping

Even experienced OnBase professionals sometimes find it difficult to gain buy-in for solution changes, resources and greater exposure for their OnBase solution. So often, we believe we have the full set of business requirements, and the stakeholder believes we do as well, but the result doesn't meet expectations or needs. Rapid Prototyping is a different way to approach solution development, discovery and communication. It's an approach to gaining support, understanding requirements and incrementally building success. You'll learn how to leverage your existing knowledge of Workflow, WorkView, Unity Forms and more to create a compelling approach to solving business problems. We'll look at the six factors of solution success, identify three things you can do to ensure buy-in at all levels and talk about the one thing you need to do prior to even discussing a potential solution.

Introduction to Brainware Capture Solutions

Explore the elements of a Brainware solution, understand its core capabilities, and learn how to incorporate it into existing and new solutions.

Managing Meetings with OnBase Agenda

An in-depth, two-session course guiding you through the various roles that exist in the Agenda Management process. In the morning session, we will guide you through the pre-meeting process that item submitters, item approvers and clerks go through to prepare a meeting for publishing internally as well as to the public. In the afternoon session, we will guide you through the in-meeting and post-meeting processes that the clerk, staff and board members are a part of. From beginning to end, see how meeting management can work for you.

OnBase 201: A Technical Introduction to OnBase

Are you new to OnBase? Learn how to configure an OnBase solution in this hands-on session. We’ll start with basic solution design, and then move on to configuring keywords, document types, Unity Forms and even a basic Workflow. By the end of this session, you’ll have built an OnBase solution. Use this resource to guide you back at your organization when configuring a new OnBase solution, evaluating an existing solution or expanding your current OnBase solution.

OnBase Upgrading Best Practices, Tools and Resources

Join our upgrade experts in Hyland’s Global Services, Tech Support and QA departments as they share best practices and empower you with the resources and tools they have developed over the years to ensure a smooth and successful upgrade process. Participate in hands-on activities, discuss planning and testing strategies, compare and contrast a traditional upgrade to an incremental parallel upgrade, and get answers to your real-world questions from Hyland’s professionals.

Perceptive Content eForms for Experience

Learn the essentials of incorporating forms into solutions that utilize Content Experience.

Perceptive Experience

It is time for you to connect the latest in Perceptive Experience with your web and mobile capture process, views and full text search. In this class we will focus on the different apps you can use including Mobile Capture, Web Capture, Documents, Tasks and Workflow, all combined with embedded full text search capabilities. Learn deployment strategies and best practices for implementing Experience.

Workflow Timers and the Unity Scheduler

Workflow Timers are a powerful mechanism for automatically executing Workflow tasks. In this course, we will show how to use them effectively within your Workflow life cycles. We’ll discuss best practices for configuring and executing Workflow timer tasks. We’ll introduce the Unity Scheduler, which is the preferred product for scheduling and running Workflow Timer tasks. We’ll compare the Workflow Timer Service with the Unity Scheduler and show how to migrate timer tasks. Throughout the course, there will be a focus on following best practices and performing better timer design.

WorkView Latest Enhancements

WorkView | Case Manager continues to evolve with each new version on OnBase. By providing new and exciting functionality, like Class Triggers, Calculated Attributes, Attribute Value Maintenance, Extended External Classes and mobile capabilities, OnBase Administrators are equipped with the tools necessary to build robust solutions for their organization. Join us to hear technical overviews of new features, how and where to use them, and their impact on new and existing solutions.