This bundle is geared for InterAction Administrators who utilize InterAction to support account maintenance and environment configuration. This 2, half-day overview will effectively prepare you to manage your database.
Targeted Role:
InterAction Administrators who will be maintaining the environment from the Administrator client.
Courses included in bundle:
• On-Demand Fundamental Concepts tutorial & quiz to be completed before class
• Administrator Client Essentials for Managing User Accounts and User Groups
• Administrator Client Essentials for Configuring Your Environment
After Class Resources & Periodic IA Training Communications:
• 1-hour Buy-A-Trainer session to be used within 12 months ($500 value)
• 10% discount on additional Buy-A-Trainer sessions
• InterAction Training Quarterly: The latest news from IA Training!
• Notifications to free webinars, blogs and tutorials at LexisNexis University
• Continued learning opportunities
Session 1: Administrator Client Essentials for Managing User Accounts and User Groups
When: July 26, 2018 1pm – 5pm ET
Session 2: Administrator Client Essentials for Maintaining InterAction Configurations
When: July 27, 2018 1pm – 5pm ET
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Session Descriptions:
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Session 1: Administrator Client Essentials for Managing User Accounts and User Groups
The Essentials User Accounts and User Groups session is a comprehensive, hands-on overview of creating, maintaining and disabling user access in your database. This lesson emphasizes best practices in InterAction, and provides students with the opportunity to navigate an InterAction environment and demonstrate the tasks they will be managing. This course is valuable for both IT professionals and Marketing Administrators who will be managing the creation and break-down of User Accounts.
Targeted Role:
IT or Marketing Admins who will be managing user and group setup and maintenance, as well as managing the process when employees leave the organization.
Session Outline:
• Creating and managing user accounts
• Creating and managing user groups
• Setting Permissions and Rights
• Procedure when employee leaves the organization
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Session 2: Administrator Client Essentials for Maintaining InterAction Configurations
The Essentials Maintaining InterAction Configurations session is a comprehensive, hands-on overview of InterAction settings built to maximize the performance of the database. This lesson highlights features that aid in folder contact organization, contact sync process, and monitoring your environment for areas of improvement. This course is particularly valuable for IT professionals who will be administering the setup and maintenance of InterAction in conjunction with other firm systems.
Targeted Role:
IT who will be managing configuration of various aspects in the database.
Session Outline:
• Administering Folder Classes and Folder Types
• Configuring Folder Dependency Analyzer (FDA)
• Setting up PIM synchronization
• Configuring the Application Server
• Configure settings to maximize system performance
• Locate and run the recommended database maintenance scripts
• Access and view InterAction logs
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