LexisCLE

Note: Day 4 of the training usually ends between Noon and 1pm local time.

You are responsible for administering InterAction. In this, live, instructor led, classroom session, participants will acquire vital information on how to administer, configure, and maintain the InterAction system. You will create and managing user accounts, configure various aspect of the system and maintain and monitor server performance.

Course Objectives
• Understand the InterAction fundamental concepts
• Understand contact organization
• Manage User Access
• Configure InterAction for your organization
• Maintain and monitor InterAction
• Create an automated feed via Application Collaboration

Course Outline

·         Fundamental Concepts 
               Overview of InterAction 
               Contact Synchronization          
               Company Association            
               Data Change Management            

·         InterAction Architecture                      
              PIM and InterAction Web Client      
              InterAction Windows Client          
              InterAction Administrator          

·         Demonstration of InterAction for Microsoft Outlook (IMO)                 
              Overview of InterAction for Microsoft Outlook (IMO)         
               InterAction Contact Details           

·         Demonstration of the InterAction Web Client                     
               Overview of the InterAction Web Client        
               Performing Tasks on Multiple Contacts       
               Adding a New Contact           

·         Demonstration of InterAction Windows Client                      
               Overview of Windows Client         
               Add a New Contact          

·         Creating and Managing User Accounts                  
               Overview of User Accounts and User Contact Lists          
               Create a User with InterAction Administrator          
               Managing User Proxies           
               Regional Settings        
               Importing User Accounts            
                 Active Directory and User Accounts          

·         Creating and Managing User Groups                   
               Overview of User Groups         
               Creating User Groups          
               Managing the Administrative User Accounts             
               Other Permissions          

·         Configuring New Contact Rules                    
               Overview of New Contact Rules          
               Viewing and Editing New Contact Rules      

·         Configuring Smart Connect                     
               Overview of Smart Connect           
               Creating and Editing Smart Connect Rules      
               Enabling Smart Connect Rules      
               Configure the No Match Rule          
               Clearing Smart Connect Recommendations for Multiple Users       

·         Importing Users’ Contacts                     
              Import User Contacts             
              Verify User Contacts             

·         Administering Folder Classes and Folder Types                      
              Contact Organization              
              Administering Folder Classes and Folder Types          

·         Configuring Folder Dependency Analyzer (FDA)                      
               Overview of Folder Dependencies         
               Viewing a Folder Dependency Rule         
               Creating a Folder Dependency Rule         

·         Additional Configuration                     
              Configuring Nomenclature            
              Configuring Regional Settings           
              Configuring Global Additional Fields        
               Configuring Activity and Appointment Types          
              Configuring Relationship Types          

·         Configuring PIM Synchronization                    
              Overview of PIM Synchronization         
              Setting up Microsoft Outlook to InterAction Sync            
              Configuring User Contact Lists for Sync      
              Matching InterAction Users with Exchange Users         
              Enabling and Disabling Microsoft Outlook to InterAction Sync        
              Scheduling OL to InterAction Synchronization      
              Configuring IMO to Automatically Log Appointments          

·         Configuring Process Manager                  
              Overview of Automated Server Processes          
              Process Manager Workstation Requirements     
              Reviewing Process Results          

·         Configuring the Application Server                     
              Overview of the Application Server        
              App Server Config File           
              Starting and Stopping the Application Server            
              Log Files for the Application Server           

·         Configuring NTLM                     
              Skipping the Web Client and Windows Client Login Pages       

·         Configuring Settings to Maximize System Performance                   
              Configuring the InterAction Environment          
              App Server Config File           
              WebPage Config File          
              IIS Tuning for Improved Web Client Performance          

·         Maintaining and Monitoring the Server               
              Maintaining and Monitoring Your Server     
              Database Maintenance Script         
              Ongoing Maintenance for Application Server          
              InterAction Logs for Application Server        
              Disaster Recovery         

·         Procedure When Employee Leaves the Organization        
              Employee Leaves the Organization        -

·         Application Collaboration                 
              Application Collaboration             
              Data Sources & Data Sets             
              Assessing and Preparing Data           
              Importing Data into InterAction    
              Executing/Transforming Data        
               Resolving Errors/Non-Loaded Data           
              Scheduling and Automating AC         

Prerequisites: None

Audience
• Application and network administrators who will be installing and configuring InterAction.
• Help desk personnel who will be supporting InterAction end users.
• InterAction implementation leaders who want to learn about installing and configuring InterAction.

•   This class was just great! Thank you.
•   Overall this course is very well done and has lots of great information.
•   The Trainer was great and made the material very easy to understand. She took the time to answer all of our questions and I left feeling confident I could adminster all the tasks we need to do.
•   As a systems Analyst I found the content of this class very useful.
•   Gives good insight on how IA is maintained and kept running on the backend.
•   I think this is a good course for system administrators as well as marketing and data steward users who will be handling some of the administrator functions of the system.
•   This course fit my needs perfectly. Great intro to the foundations of the system & we got into some of the nitty gritty details by the last day. I'd recommend this session.
•   Instructor was very knowledgeable and adaptable to students questions and concerns.
•   Was one of the best instructors I have ever had.