Self-paced labs

This year’s virtual platform is the great way to experience self-paced labs at CommunityLIVE. Attendees have the opportunity to learn on their own and get hands-on time with Hyland solutions.

Learn on your schedule

Self-paced labs are included in the Essential and Complete packages, and offered Wednesday-Friday,
October 7-9. Get hands on with Hyland products and solutions, and learn at your own pace. Choose from over 50 lab topics, including:

Self-paced Lab Room Hours:

Wednesday, October 7: 9:00 AM – 7:00 PM EDT
Thursday-Friday, October 8-9: 7:00 AM – 7:00 PM EDT

Explore lab topics

Start planning your self-paced learning now! Labs will be offered on the following topics:
*Labs are subject to change.

Advanced Capture

Approx Time: 75 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Begin building a template to automatically extract values from a structured document. These values will be applied to OnBase keywords, automating the indexing of documents.

Hyland RPA: Introduction to Automation

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner| Product Line: Hyland RPA
This Hands-On lab will give you a quick look into Hyland’s automation suite. Take the user out of mundane, repetitive practices using Robotic Process Automation.

Application Enabler

Approx Time: 75 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Configure Application Enabler (AE) to both retrieve and generate documents from an ERP application. Installation of the AE Client, configuration of Hotspots and Application Enabler Live will also be covered.

Autofill Keyword Sets

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
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.

Auto-Name Strings

Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
This lab will focus on Auto-Name Strings in the context of document retrieval. Configuration, including HTML formatting, will be covered.

Brainware for Transcripts: Verifier

Approx Time: 45 Minutes | Type: Configuration | Level: Beginner| Product Line: Brainware
By the end of this Hands-On lab, you'll be able to quickly and accurately process transcripts using the Brainware Verifier application. You'll be more efficient with your time by eliminating unnecessary keystrokes when verifying even the most complex and diverse student transcripts.

Capture Process Designer

Approx Time: 75 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
Learn how to design logic into your capture process in OnBase Studio using the Capture Process Designer for more flexibility during processing. See how to control when documents undergo different types of processing - including Workflow processing - using the Capture Process Designer.

Combined Viewer

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
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

Approx Time: 75 Minutes | Type: Configuration | Level: Beginner | Product Line: Content Composer
Introduction to Content Composer configuration. Learn to produce, send, track and archive documents directly from your line-of-business or ECM system.

Cross-references

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Learn how to configure various types of cross-references to empower 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

Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Create a Standard “by Document Type” Custom Query and learn about many configuration options along the way. You will also learn the basics of HTML Custom Queries.

Directory Import Processor (DRIP)

Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Learn more about importing documents from a local or network directory structure, and how to configure and run a process.

Document Composition

Approx Time: 75 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Introduction to Document Composition. First, you’ll see it in action and, the,n you’ll configure a template of your own.

Document Import Processor (DIP)

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Configure two different DIP Processors - one using an Ordered Import Index file, and the other using a Tagged Import Index file. By the end of completing these hands-on exercises, you will have a strong foundation for configuring future processes.

Document Packaging

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner| Product Line: OnBase
This Hands-On Lab will first walk you through an existing solution. After the learning about the components of a completed solution, you’ll build your own.

Document Retention

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Learn to configure both static retention and dynamic retention to manage the retention and disposal of stored documents in your OnBase system.

End User Essentials: OnBase Unity Foundation

Approx Time: 45 Minutes | Type: End User | Level: Beginner | Product Line: OnBase
Explore the basic features and functionality of the Unity Client in OnBase Foundation.

Enterprise Search Folders and File Cabinets

Approx Time: 75 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Learn about design concepts for folders in OnBase, how to configure a folder solution that will mirror your current file cabinet and folder structure, and more.

Formularios Unity: curso práctico

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner| Product Line: OnBase
Obtenga información sobre los beneficios de los Formularios Unity a través de la experiencia práctica. En este curso, obtendrá información sobre la configuración de los Formularios Unity. Añada campos de palabras clave y palabras que no sean clave a un formulario, trabaje con conjuntos de palabras clave de autollenado y conjuntos de datos en cascada, y revise los elementos de líneas, borradores, temas y publicaciones.

Healthcare: OnBase and HL7

Approx Time: 75 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Complete configuration settings to prepare OnBase for incoming HL7 messages.

Healthcare: OnBase Security and Administration

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Complete various administrative tasks to improve the end user experience.

Healthcare: Patient Window and Front Office Scanning

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Configure the solution view and enable clinical users to look up patients or visit specific documents.

IAM Services: Combined Viewer Client Connection

Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate| Product Line: OnBase
This Hands-On lab will walk through the steps of installing and configuring the Combined Viewer Application as well as setting up the Combined Viewer to use IAM Services for authentication.

IAM Services: IdP and API Server Installation for OnBase

Approx Time: 90 Minutes | Type: Configuration | Level: Intermediate| Product Line: OnBase
This Hands-On lab will walk through the steps of installing and configuring all of the components that make up IAM Services including the Hyland IdP Server and the OnBase API Server.

IAM Services: OnBase Client Connection

Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate| Product Line: OnBase
This Hands-On lab will walk through the steps of configuring the OnBase Client and OnBase Configuration modules to use IAM Services for authentication.

IAM Services: Quick Access Viewer Client Connection

Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate| Product Line: OnBase
This Hands-On lab will walk through the steps of installing and configuring the Quick Access Viewer Application as well as setting up the Quick Access Viewer to use IAM Services for authentication.

IAM Services: Unity Client Connection

Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate| Product Line: OnBase
This Hands-On lab will walk through the steps of configuring the Unity Client to use IAM Services for authentication.

IAM Services: WorkView Client Connection

Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate| Product Line: OnBase
This Hands-On lab will walk through the steps of installing and configuring the WorkView Client API Application and the WorkView Client Application as well as setting up the WorkView Client to use IAM Services for authentication.

Image Forms

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
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.

Integration for Microsoft Outlook

Approx Time: 45 Minutes | Type: End-User | Level: Beginner | Product Line: OnBase
Learn about the benefits of the Outlook Integration through hands-on experience. Import documents, retrieve documents and separate a single document into two. We'll also cover performing a Custom Query, using Workflow and Document Composition and sending a document within OnBase through Outlook.

Mailbox Importer

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Install Mailbox Importer and configure a solution to automatically import emails and/or email attachments into OnBase when they match certain criteria. Learn how to set up importing for multiple email addresses and how to deactivate importing for an email address.

New Storage Technologies with Foundation

Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate| Product Line: OnBase
Storage of OnBase documents has historically been confined to servers owned by your organization. With the release of OnBase Foundation, additional flexibility has been added to empower organizations to take advantage of cloud-based storage, such as S3. This lab will explore those capabilities as well as new functionality to migrate Disk Groups.

OnBase 16 Sandbox

Approx Time: Varies | Type: Configuration | Level: Any | Product Line: OnBase
No formal instructions accompany this OnBase 16 Virtual Sandbox.

OnBase 17 Sandbox

Approx Time: Varies | Type: Configuration | Level: Any | Product Line: OnBase
No formal instructions accompany this OnBase 17 Virtual Sandbox.

OnBase 18 Sandbox

Approx Time: Varies | Type: Configuration | Level: Any | Product Line: OnBase
No formal instructions accompany this OnBase 18 Virtual Sandbox.

OnBase and Brainware Part 1: User Experience

Approx Time: 30 Minutes | Type: User | Level: Beginner | Product Line: Brainware
This lab will take you through a completed solution from start to finish. See how Brainware processing can be leveraged in OnBase to help automate the process of indexing these documents. We will walk you through the steps a user performs in this solution and explain the process along the way.

OnBase and Brainware Part 2: Configuration Experience

Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: Brainware
This lab picks up where OnBase and Brainware Part 1 left off. You'll 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. Instruction will focus on how to configure the integration between OnBase and Brainware.

OnBase Configuration Basics

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Configure some foundational OnBase system elements using the OnBase Configuration module.

OnBase Foundation EP1 Sandbox

Approx Time: Varies | Type: Configuration | Level: Any | Product Line: OnBase
No formal instructions accompany this OnBase Foundation EP1 Virtual Sandbox.

OnBase Foundation EP2 Sandbox

Approx Time:Varies | Type: Configuration | Level: Beginner | Product Line: OnBase
No formal instructions accompany this OnBase Foundtion EP2 Virtual Sandbox.

OnBase Foundation EP3 Sandbox

Approx Time: Varies | Type: Configuration | Level: Beginner | Product Line: OnBase
No formal instructions accompany this OnBase Foundation EP3 Sandbox.

OnBase Foundation EP4 Sandbox

Approx Time: Varies | Type: Configuration | Level: Beginner | Product Line: OnBase
No formal instructions accompany this OnBase Foundation EP4 Virtual Sandbox.

OnBase Users and User Groups

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
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.

Overlays

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
This hands-on course will focus on importing, configuring and fitting overlays to the document they will be imposed onto.

Perceptive Content 7.3 Sandbox

Approx Time: Varies | Type: Configuration | Level: Beginner | Product Line: Perceptive
No formal instructions accompany this Perceptive Content 7.3 Virtual Sandbox. Not all products are licensed within this Sandbox.

Perceptive Content Foundation EP1 Sandbox

Approx Time: Varies: Type | Configuration | Level: Beginner | Product Line: Perceptive
No formal instructions accompany this Perceptive Content Foundtion EP1 Virtual Sandbox.

Perceptive Content Foundation EP2 Sandbox

Approx Time: Varies | Type: Configuration | Level: Beginner | Product Line: Perceptive
No formal instructions accompany this Perceptive Content Foundtion EP1 Virtual Sandbox.

Perceptive Experience

Approx Time: 45 Minutes | Type: User | Level: Beginner| Product Line: Perceptive
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

Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate | Product Line: Perceptive
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

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: Perceptive
Learn about conditional routing, alerts, parallel routing and notifications. Use the power of multiple automated routing rule definitions to support your optimal workflows. See how Perceptive Workflow’s natural language configuration tool allows non-programmers to utilize these features easily.

Reporting Dashboards

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
In this lab you will view pre-configured 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, and more.

Test System Creation

Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
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

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
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

Approx Time: 75 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
This lab picks right up where Unity Forms: Part 1 ended. You will work with calculations and custom actions as well as learn about security and attaching documents to forms.

Unity Forms: User

Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
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

Approx Time: 45 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
In this lab you will 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

Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate| Product Line: OnBas
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 Administrative Tools and Tips

Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
Learn about administrative tools that will 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: Curso Práctico (Introducción - Primera Parte)

Approx Time: 60 minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Usted ha escuchado como el uso de Workflow puede transformar su solución OnBase, pero ¿alguna vez ha tenido la oportunidad de formar parte del proceso de configuración? Si no, obtenga su primera experiencia práctica con Workflow con este curso. Este curso revisará la configuración inicial de un ciclo de vida.

Workflow: Laboratório Prático (Introdução - Parte 1)

Approx Time: 60 minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Você já ouviu falar que usar o Workflow pode transformar sua solução OnBase, mas você já teve a chance de participar do processo de configuração? Se a resposta for não, obtenha sua primeira experiência prática com o Workflow com este curso. Este laboratório irá abordar a configuração inicial de um ciclo de vida.

Workflow: Part 1

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
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

Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
This lab picks right up where Intro to Workflow: Part 1 ended. You will put some finishing touches on your Life Cycle to make it even better. Finally, you get to test your Life Cycle out in the Unity Client.

Workflow: Praktische Übung (Einführung - Teil 1)

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Sie haben gehört, wie die Verwendung von Workflow Ihre OnBase-Lösung verbessern kann, aber hatten Sie jemals die Möglichkeit, Teil des Konfigurationsprozesses zu sein? Wenn nicht, gewinnen Sie mit diesem Kurs erste praktische Erfahrung mit Workflow. In dieser Übung wird die anfängliche Einrichtung eines Arbeitsablaufs behandelt.

WorkView

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
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.

WorkView: Curso Práctico

Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
Este curso práctico se centrará en crear una aplicación básica desde cero.