InterAction for Application Administrators (10/29/2013-11/01/2013)

Seats Available: 9

  • Class: InterAction for Application Administrators (10/29/2013-11/01/2013)
  • Date: 10/29/2013-11/01/2013
  • Time: 9:00am EST- 4:00pm EST
  • Class Type: Classroom
  • Registration End: 10/22/2013
  • Rating:Rating


InterAction - Frequently Asked Questions

Note: Registration includes free access to the OnDemand Session: InterAction Application Collaboration Anytime Training

InterAction Administrators are often tasked with managing user access, configuring the system, and maintaining the database, but knowing how to point and click is not enough. The InterAction for Application Administrators goes further to emphasize best practices to support users and functionality. You will become familiar with the general architecture of the Interaction system and then do a deeper dive around all the typical functions Administrators are asked to do. From setting up user accounts, to PIM sync, to configuring the application server, these live, instructor led sessions allow you to gain not only an essential working knowledge of the functions of  InterAction, but also an arsenal of best practices to ensure the efficiency and effectiveness of the system. Different from the Essentials sessions, this 3 day Administrator session offers more hands-on practice, additional instruction on system configuration and hands-on learning of Application Collaboration which allows your firm to configure the feed of third party data into InterAction. This live, instructor led session also allows you to interface with other Administrators which encourages a cross-firm dialogue as to how others in your industry administratively support InterAction.

AfterClass Training Resources: As part of your training purchase, participants will receive follow up communications from our trainers. These periodic emails will provide valuable and new best practice tips to keep InterAction skills sharp and efficient.

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

• 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.





  • Rating  This class was just great! Thank you.
  • Rating  Overall this course is very well done and has lots of great information.
  • Rating  The instructor was very good and more then willing to address any and all questions!
  • Rating  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.
  • Rating  As a systems Analyst I found the content of this class very useful.
  • Rating  Gives good insight on how IA is maintained and kept running on the backend.
  • Rating  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.
  • Rating  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.
  • Rating  Instructor was very knowledgeable and adaptable to students questions and concerns.
  • Rating  Was one of the best instructors I have ever had.
  • Rating  The trainer was amazing at keeping the material moving at an appropriate pace.
  • Rating  The trainer was a fantastic instructor that is very knowledgeable. My training with her was exactly what I needed.
  • Rating  This class was perfect. Because I learn more by having access to the software immediately after training, I think that it will take a little time to get used to it, but it does seem far more intuitive than other products I have seen.
Price: $2800.00

Class Information

    This three-day course provides information on how to administer, configure, and maintain an InterAction system.