Laserfiche Certified Professional Program

What is enterprise content management (ECM) and how can it impact your organization? Enterprise Content Management 101 covers the basics of ECM software, the different components of an ECM system, and how organizations can operate more efficiently using ECM. Because this course is introductory, no familiarity with ECM technology in general or Laserfiche in specific is required.

Who Should Take This Course?

• New hires who will be working with Laserfiche.
• Departments or offices coming online as part of an existing Laserfiche system.
• Current Laserfiche users who would like an overview of new features and functionality available in Laserfiche 8.3.

Objectives

• Get an overview of ECM concepts including capture, business process management, and records management.
• Gain familiarity with ECM functionality including collaboration and versioning, search and retrieval, and scanning.
• Learn how ECM can automate common business processes including resume review, hiring, and new employee onboarding.
• Explore advanced concepts like mobile content management, transparent records management, and high-volume capture.

This course provides a comprehensive approach to working with content in the Laserfiche Client. It is designed for beginning and intermediate users, and no prerequisites are necessary.

Certification topics include:

• Filing documents efficiently and intuitively.
• Working with digital documents.
• Finding relevant information quickly.
• Taking full advantage of the functionality of Laserfiche Snapshot and Laserfiche Scanning.

This certification introduces the fundamental aspects of a Laserfiche system pertinent to administration. This course is recommended for anyone who works with the configuration and support of Laserfiche or who wishes to learn how to do so.

Prerequisites:

• Working knowledge of the Laserfiche Client.
• Understanding of Laserfiche architecture.

Certification topics include:

• Managing metadata.
• Administering physical and logical Laserfiche volumes.
• Designing and enforcing a system security policy.
• Creating an appropriate and comprehensive backup and disaster recovery plan.

This certification delivers advanced knowledge necessary to make the most of a Laserfiche installation, from design considerations and optimization to performance tuning and troubleshooting. This course is recommended for anyone who is or will be implementing and supporting a Laserfiche system.

Prerequisites:

• Completion and passing of the Laserfiche Administrator I certification recommended.
• Working knowledge of the Laserfiche Client and Administration Console.
• General background in information technology and back-office computer operations.

Certification topics include:

• Identifying advanced metadata design and functionality.
• Identifying performance tuning best practices for Laserfiche.
• Using high-availability planning and design.
• Developing design and planning recommendations to meet unique requirements.
• Implementing advanced troubleshooting and system optimization techniques.

Enterprise-level software systems have grown to the point that they often require numerous resources to not only get up and running, but also to keep them running smoothly. Input is required from numerous sources, including those using the system, those designing the system, and those maintaining the system. The Repository Architect should have a big-picture perspective of the Laserfiche system, understanding both the technical capabilities of the system and how it will be used.

This course covers the planning considerations and repository design decisions that Laserfiche architects have found to be successful for Laserfiche implementations. It builds on template and other design concepts covered in the Laserfiche Administrator I certification and is recommended for individuals who are involved in rolling out Laserfiche implementations, particularly Laserfiche administrators.

Concepts discussed in this course can be applied to both new and existing Laserfiche systems. The planning considerations covered are particularly useful for existing Laserfiche systems that have grown beyond their original plan.

Prerequisites:

• Working knowledge of the Laserfiche Client and Administration Console.
• Understanding of Laserfiche architecture.
• Completion and passing of the Laserfiche Administrator I and Laserfiche Specialist certifications recommended.

Certification topics include:

• Designing a system with ease-of-use in mind.
• Gathering requirements to determine the goals and expectations of the Laserfiche system.
• Managing project implementation in an agile manner.

This certification covers security configuration to address unique needs, highlights best practices and addresses network security considerations that relate to Laserfiche. This course builds on the security information and concepts reviewed in the Laserfiche Administrator I certification and is recommended for individuals who do extensive configuration and maintenance of Laserfiche security.

Prerequisites:

• Experience configuring Laserfiche security.
• Working knowledge of the Laserfiche Client and Administration Console.
• Understanding of Laserfiche architecture.
• Completion and passing of the Laserfiche Administrator I certification recommended.

Certification topics include:

• Security permission setup and tips and tricks.
• Troubleshooting security configuration issues.
• Security considerations outside of the repository.
• Specific security scenarios.

This certification serves as an introduction to analyzing an organization’s document-centric business processes, as well as how to automate them with Laserfiche Workflow. This course is recommended for anyone interested in learning the basics of analyzing business processes and translating them into workflows in Laserfiche, as well as anyone whose responsibilities include configuring, deploying or supporting the Laserfiche Workflow product.

Prerequisites:

• Working knowledge of Laserfiche Client, Administration Console and Workflow software.
• Completion and passing of the Laserfiche Administrator I certification recommended.

Certification topics include:

• Mapping out the steps of document-centric business processes.
• Translating document-centric processes into custom workflows.
• Identifying how Workflow Activities will automate business processes.
• Creating best practices for triggering workflows and running them efficiently.
• Using diagnostic tools to troubleshoot the Workflow system.
• Enhancing the system’s efficiency by employing best practices and eliminating bottlenecks.

This certification covers the use and purpose of standard capture strategies in Laserfiche, as well as best practices for employing them to make your Laserfiche system more efficient. This course is designed for people who want to learn when to utilize each capture strategy to best suit their purposes and for capture experts who wish to demonstrate mastery.

Prerequisites:

• Working knowledge of the Laserfiche Client.
• Experience converting paper to digital files.

Certification topics include:

• Understanding document naming and folder structure best practices.
• Articulating the use case for basic and standard scanning.
• Increasing image and OCR quality with image processing features.
• Optimizing document throughput in batch processing using keyboard shortcuts.
• Identifying how to best use Laserfiche capture tools to address specific capture needs.
• Utilizing already created Quick Fields sessions.

This certification covers the use of Laserfiche Quick Fields for advanced document capture and image processing, from the basics through best practices and troubleshooting. This course is recommended for individuals who will be configuring and administering batch scanning sessions in Quick Fields.

Prerequisites:

• Working knowledge of Laserfiche Client file structure and metadata.
• Familiarity with concepts of capturing documents electronically (completion of the Laserfiche Specialist, Capture I certification is recommended, but not required).

Certification topics include:

• Understanding how Quick Fields processes documents.
• Processing documents with base Quick Fields.
• Automating data capture with add-ons.
• Best practices for getting the most out of Quick Fields.

Capture workflow is intended to rework and streamline an existing capture process, wholesale. Rather than just tweaking individual pieces, it looks at the whole process from start to finish to create a capture strategy that is more efficient, requires less oversight, and forms an integral part of the content management system.

Prerequisites:

• Working knowledge of Laserfiche Client file structure and metadata.
• Familiarity with concepts of capturing documents electronically (completion of the Laserfiche Specialist—Capture I and Capture II certifications recommended, but not required).
• Familiarity with Laserfiche Workflow functionality (completion of Laserfiche Specialist—Business Process Management recommended, but not required)

Certification Topics Include:

• Improving efficiency, accessibility, and accountability with capture workflow
• Re-engineering a capture environment to create a capture workflow system
• Implementing a Laserfiche capture workflow system

This certification contains all the details of how to plan, implement and maintain your records management policies in Laserfiche. This course is recommended for the experienced records manager.

Prerequisites:

• Grounding in records management concepts and actions.
• Working knowledge of the Laserfiche Client, Administration Console and Records Management module (Laserfiche Records Management Edition).
• Familiarity with Laserfiche Workflow recommended.

Certification topics include:

• Translating record-keeping requirements into DoD 5105.2-based record series.
• Designing a file plan that simplifies classification and administration.
• Making records management processes transparent to everyday users of the system.
• Developing notification and reports.

This certification equips you with the tools to ensure the continued success of your Laserfiche system with pragmatic methodologies and tools to track down and correct problems. This course is recommended for anybody tasked with maintaining a Laserfiche system.

Prerequisites:

• Completion and passing of the Laserfiche Administrator I certification recommended.
• Working knowledge of the Laserfiche Client and Administration Console.
• General background in information technology and back-office computer operations.

Certification topics include:

• Formalized troubleshooting methodology.
• Laserfiche tools that aid in identifying a problem.
• Third-party tools that aid in identifying a problem.

This certification covers the basics of using the Laserfiche SDK (Toolkit) to work with Laserfiche programmatically. This course is recommended for individuals who want to integrate Laserfiche with third-party applications, automate repetitive Laserfiche tasks or provide custom utilities for working with Laserfiche. Note: This certification requires passing both an online exam and written exam; the written exam will be delivered through email once the online exam is passed.

Prerequisites:

• Solid knowledge of standard Laserfiche Server/Client operations.
• Familiarity with an object-oriented programming language; C# or Visual Basic strongly recommended.

Certification topics include:

• Understanding the various libraries in the Laserfiche SDK.
• Knowing when and how to deploy SDK libraries.
• Performing custom operations on the Laserfiche Server using SDK libraries.
• Outlining standard integration scenarios involving Laserfiche.