Self-paced labs

Learn at your own pace and on your own schedule

Whether you want to try out what you’ve seen in a session, or prefer to learn at your own speed, CommunityLIVE offers attendees the opportunity to learn on your own with self-paced labs. These labs enable you to get hands-on time with Hyland solutions and work at the pace you want to.

Self-paced Labs are offered Tuesday – Thursday and cover the following topics:

*Labs are subject to change.

Advanced Capture

In this lab you will begin building a template to be used to automatically extract values from a structured document. These values will be applied to OnBase keywords, automating the indexing of documents.

Application Enabler

Configure Application Enabler (AE) to both retrieve and generate documents from a mock ERP application. Installation of the AE Client, configuring Hotspots and Application Enabler Live will also be covered.

Autofill Keyword Sets

Learn how to create AutoFill Keyword Sets within your OnBase system to assist your users in indexing. You’ll use an AFKS Processor, a COLD Processor and a Unity Form to get values for indexing into your system.

Brainware and OnBase Part 1 – User Experience

See how Brainware processing can be leveraged in OnBase to help automate the process of indexing these documents. This lab will walk you through the steps a user performs in this solution and explain the process along the way.

Brainware and OnBase Part 2 – Configuration Experience

This lab focuses on how to configure the integration between OnBase and Brainware. Take a functional OnBase Capture Process that currently performs manual indexing and change the configuration to use an already functioning Brainware process to replace the manual indexing step.

Capture Process Designer

Learn to design logic into your capture process in OnBase Studio using the Capture Process Designer to allow for more flexibility during processing. Control when documents undergo different types of processing including Workflow processing, using the Capture Process Designer.

Combined Viewer

Learn how to give your end users a one-of-a-kind OnBase experience using Combined Viewer. In this lab you’ll create a combined view that includes collections of documents, Workflow items and WorkView items in one place.

Content Composer

In this lab you will be introduced to Content Composer configuration. Produce, send, track and archive documents directly from your line-of-business or ECM system.

Cross-References

Learn how to configure various types of cross-references to allow your users to more easily navigate to and from related documents. The cross-references configured will be based on keywords, text and location.

Custom Queries

Create a standard “by document type” Custom Query and learn about the configuration options along the way. You will also learn the basics of HTML Custom Queries.

Document Composition

In this lab you will be introduced to Document Composition. First, you’ll see it in action. Then you’ll configure a template of your own.

Document Retention

Learn to configure both static retention and dynamic retention in this lab to manage the retention and disposal of stored documents in your OnBase system.

Enterprise Search Folders and File Cabinets

Learn about design concepts for Folders in OnBase, how to configure a folder solution that mirrors your current file cabinet and folder structure and more.

Image Forms

An Introduction to Image Forms configuration. You will add form controls and logic to an electronic image of a regulated paper form within the Forms Designer.

Mailbox Importer

In this lab you will install Mailbox Importer and configure a solution to automatically import emails and/or email attachments into OnBase when they match certain criteria. You will also learn how to set up importing for multiple email addresses and how to deactivate importing for an email address.

OnBase 16 Sandbox

No formal instructions accompany this OnBase 16 Virtual Sandbox. Compare what’s in Foundation to OnBase 16.

OnBase 17 Sandbox

No formal instructions accompany this OnBase 17 Virtual Sandbox. Compare what’s in Foundation to OnBase 17.

OnBase 18 Sandbox

No formal instructions accompany this OnBase 18 Virtual Sandbox. Compare what’s in Foundation to OnBase 18.

OnBase Foundation EP1 Sandbox

No formal instructions accompany this OnBase Foundation Sandbox. Try out the latest functionality.

OnBase Users and User Groups

In this lab, you will be introduced to the basics of creating and configuring OnBase User Groups, including how to create a basic User Group for your day-to-day users as well as a manager User Group with additional privileges and administrative responsibilities.

Outlook Integration – User Lab

Learn about the benefits of Outlook Integration through hands-on experience. You will import documents, retrieve documents, separate a single document into two documents, use a Custom Query, use Workflow and Document Composition and send a document within OnBase from Outlook.

Perceptive Content 7.3 Sandbox

No formal instructions accompany this Perceptive Content Sandbox. Try out the latest functionality.

Perceptive Experience

Unlock the potential of your Perceptive Content solution without the dependencies of WebNow or the Full Client. The HTML5 user interface can take your solution to the next level and allow you to meet your customers at the intersection of usability and configuration.

Perceptive LearnMode

Learn how to allow users to retrieve content with a single click while in their familiar ERP system. Apply index values from data stored in the ERP to newly captured content without worrying about manual error or data consistency challenges.

Perceptive Workflow

Learn about conditional routing, alerts, parallel and notifications. Use the power of multiple automated routing rule definitions to support your optimal workflows. See how Workflow’s natural language configuration tool allows non-programmers to utilize these features easily.

Reporting Dashboards

View preconfigured Dashboards from the end user’s perspective, configure a Document Query Data Provider, create a new Dashboard, use the Dashboard Designer interface to add Dashboard Items to your Dashboard, and more.

Test System Creation

Learn how to easily create a test system that mirrors your production OnBase system. Importing and exporting configuration items from your test system to production will also be covered.

Unity Forms - Part 1

Introduction to Unity Forms configuration. You will add both keyword and non-keyword fields to a form, work with AutoFill Keyword Sets and Cascading Data Sets, and learn about line items, drafts, themes and publishing.

Unity Forms - Part 2

This lab picks right up where Unity Forms – Part 1 ended. Work with calculations and custom actions, and learn about security and attaching documents to forms.

Unity Forms – User Lab

Learn about the benefits of Unity Forms through hands-on experience. Learn how Unity Forms can populate important information, perform calculations, require information when appropriate, ask for additional information in certain cases, and more.

Unity Scheduler

Focus on the setup of a Unity Scheduler Workflow Timer within OnBase Studio. Then, you’ll move to the Unity Management Console, where you get to schedule the logic that was configured within OnBase Studio.

Web Services Publishing

In this lab you will create a basic Web Service, publish it, install it, then use it (in conjunction with a simulated third party application) to update a document in OnBase.

Workflow Approval Management

Create Approval Roles, an Approval Process and Approval Queue in OnBase Studio. Then, you’ll move into the Unity Client and create the logic for the Approval Process. Finally, you will get to see the Approval Process you created in action.

Workflow: Beyond the Basics

Learn about some administrative tools that will help you take your Workflow knowledge to the next level. Topics addressed include Copying Life Cycles, Window Titles, the Compare To Tool, Item Generator, and more.

Workflow - Part 1

Begin creating a Life Cycle, used to automate an organization’s invoice approval process, and try out some of the great features in OnBase Studio.

Workflow - Part 2

This lab picks right up where Intro to Workflow – Part 1 ended. You will put some finishing touches on our Life Cycle to make it even better. Finally, you get to test your Life Cycle out in the Unity Client.

WorkView | Case Manager

This lab will focus on creating a basic WorkView | Case Management Application from scratch using OnBase Studio. You will also build the Views, Filters and Filter Bars associated with the application, so you can enter sample data into the application and view it.