Livelink

Session 1

Livelink Introduction

• Introduction to Livelink
• Logging In and Exiting Livelink
• The Enterprise Workspace
• Livelink Page Elements
• Using Global Menus
• Livelink Item Types
• Interacting with Livelink
• Accessing Online Help
• Course Summary and Quiz

Session 2

Enterprise Server Viewing Items eLearning
Duration: .5 hours
Livelink ECM - Enterprise Server eLearning offers you the flexibility to login to a course—at your convenience—and learn at your own pace, right from your Web browser.
This 30-minute course module will teach you the basics of viewing the different types of items in Livelink, and explains the Fetch and Download commands for document items. It also introduces your Livelink Personal Workspace and Personal Pages, and how to use them to maximize your everyday efficiency.
• Interacting with Livelink ECM- Enterprise Servier
• View, Fetch and Download
• Viewing Item Info Pages
• Viewing Discussions
• Viewing Channels and News
• Your Livelink ECM - Enterprise Server Personal Workspace
• Using Your Livelink ECM - Enterprise Server Personal Pages
• Interactive Simulations
• Course Summary and Quiz

Session 3

Enterprise Server Creating Items eLearning
Duration: .5 hours
Livelink ECM - Enterprise Server eLearning offers you the flexibility to login to a course—at your convenience—and learn at your own pace, right from your Web browser.
This 30-minute course module will teach you the basics of creating folders and adding documents to Livelink. It also explains the concept of Aliases, how to participate in Livelink Discussions, and how to create News Items for broadcasting information to other team members.
• Interacting with Livelink Workspaces
• Creating Folders
• Adding Documents
• Adding Aliases
• Participating in Livelink Discussions
• Creating News Items
• Interactive Simulations
• Course Summary and Quiz

Session 4

Enterprise Server Revising Items eLearning

Duration: .5 hours
Livelink ECM - Enterprise Server eLearning offers you the flexibility to login to a course—at your convenience—and learn at your own pace, right from your Web browser.
This 30-minute course module will introduce you to the more advanced capabilities of Livelink document management, such as the Reserve/Unreserve commands and Versioning. You will also learn about using Compound Documents to manage the production and release of large and complex documents.
• Managing Documents in Livelink
• The Delete, Copy and Move Commands
• The Reserve Command
• The Unreserve Command
• Creating Versions
• Working with Versions
• Creating Compound Documents
• Organizing Compound Documents
• Creating Releases and Revisions
• Creating a Generation
• Interactive Simulations
• Course Summary and Quiz

Session 5


Enterprise Server Searching in Livelink eLearning
Duration: .5 hours
Livelink ECM - Enterprise Server eLearning offers you the flexibility to login to a course—at your convenience—and learn at your own pace, right from your Web browser.
This 30-minute course module will introduce you to the concept of searches in Livelink, including how to use the Search Bar and Boolean search operators. You will also learn how to interpret search results, refine the scope of your searches, and save both queries and results.
• Introduction to Livelink ECM - Enterprise Server Search
• Using the Search Bar and Search Operators
• Using Slices to Narrow the Scope
• The Search Results Page Saving Queries and Search Results
• My Collections Page
• Using Hit Highlighting
• Interactive Simulations
• Course Summary and Quiz

Session 6

Enterprise Server Searching in Livelink eLearning
Duration: .5 hours
Livelink ECM - Enterprise Server eLearning offers you the flexibility to login to a course—at your convenience—and learn at your own pace, right from your Web browser.
This 30-minute course module will introduce you to the concept of searches in Livelink, including how to use the Search Bar and Boolean search operators. You will also learn how to interpret search results, refine the scope of your searches, and save both queries and results.
• Introduction to Livelink ECM - Enterprise Server Search
• Using the Search Bar and Search Operators
• Using Slices to Narrow the Scope
• The Search Results Page Saving Queries and Search Results
• My Collections Page
• Using Hit Highlighting
• Interactive Simulations
• Course Summary and Quiz

Session 7


Enterprise Server Managing Your Livelink Environment eLearning
Duration: .5 hours
Livelink ECM - Enterprise Server eLearning offers you the flexibility to login to a course—at your convenience—and learn at your own pace, right from your Web browser.
This 30-minute course module will introduce you to the concept of using your Personal Workspace and Personal Pages for everyday efficiency. You will learn how to set up Notification on important items in Livelink, as well as how to configure your Personal Profile Settings.
• Introduction to Managing Your Personal Environment
• Using Your Personal Workspace
• Using Your Personal Pages
• Introducing Livelink Notification
• Setting up Notification and Interests
• Setting Specific Notification on an Item
• Managing Your Personal Profile and Settings
• Interactive Simulations
• Course Summary and Quiz

Session 8


Livelink ECM - Enterprise Server Using Projects
Duration: 2 hours
Livelink - ECM eLearning offers you the flexibility to login to a course—at your convenience—to learn at your own pace, right from your Web browser.
This course details the power and flexibility of using Projects in Livelink and outlines the many different configuration features of Projects, including the options for setting up communication between team members. It shows how to optimally manage Project participants and deliverables, including controlling access permissions and creating work assignments. It also outlines “best practices” with many tips and real world examples of how different companies use Projects in Livelink.
By the end of this course you will be able to:
• Add a Project to Livelink and define its goals and objectives
• Navigate the Project Workspace and understand its usage
• Add and manage your Project participants
• Configure permissions and communication options for your team members
• Utilize custom categories and attributes with your Project
• Add and manage the contents and deliverables of your Project
• Utilize tasks and workflows to manage work assignments associated with your Project
• Access the outline and overview summaries of your Project
• Understand “best practices” of Project management with real world examples

Session 9

Livelink ECM - Enterprise Server Using Livelink ECM Explorer
Duration: .5 hours
Livelink ECM - Enterprise Server eLearning offers you the flexibility to login to a course—at your convenience—and learn at your own pace, right from your Web browser.
This 30-minute course module will introduce you to the concept of accessing and using Livelink Explorer. You will learn how to become more productive while using all the features of Livelink Explorer.
• Introduction to Livelink Explorer
• Livelink Explorer Standard Features
• Livelink Explorer Professional Features
• Accessing Livelink Explorer
• Drag and Drop - Copying Items
• Drag and Drop - Moving Items
• Using the Right-Click Menus
• Livelink Explorer Workbin
• Editing and Managing Documents
• Work Offline
• Email Integration
• Livelink Explorer Help
• Course Summary and Quiz

Session 10


Livelink ECM - Understanding Livelink Permissions eLearning
Duration: 2 hours
Livelink ECM - Enterprise Server eLearning offers you the flexibility to login to a course—at your convenience—and learn at your own pace, right from your Web browser.
This 2-hour course will introduce you to the concept of Livelink ECM Permissions, and how to use them to control and manage access to general items as well as sensitive material. You will learn how to apply and edit Permissions changes to single items, containers, and multiple containers. The course also covers the separate Permissions schema of Livelink ECM Projects.
• Introduction to Livelink Permissions
• The Access Control List
• The Permissions Page
• Work Item Permissions
• Read, Write and Administer Permissions
• Document Item Permissions
• Main Access Control List Entries
• Applying Permissions
• The Project Permissions Schema
• Tips, Tricks and Best Practices
• Interactive Simulations
• Course Summary and Quiz