Conference Agenda and Training
Monday, May 21
General Session for Customers
Esker corporate and product updates, customer and guest speakers.
Tuesday, May 22 and Wednesday,
May 23
Training – Business-Oriented
Training – Technical-Oriented
Thursday, May 24
Esker Certified Partner Summit
Training: Technical-Oriented
Tuesday, May 22 and Wednesday, May 23
There will be a wide variety of technical-based courses offered in
three major tracks. Administrative
Intelligent
Delivery and Formatting
Data Capture and Workflow
Below are the courses covered under each track.
Administrative – these sessions will cover Esker DeliveryWare, Esker Fax, and Esker Fax for Notes administration features such as server troubleshooting, setting user rights and policies, using the Esker API, and more.
Introduction to Esker DeliveryWare: Administration
ED209: How to use the Esker Administrator to easily access general information about the server.
Managing Users and Address Books
ED215
Use predefined address books, and access external address books for user management and authorization.
Policy and User Rights Management: Document Manager
ED216
With user authentication, you can implement rights policies to control access to Esker DeliveryWare objects (Administration, Address Books, Messages). NB: Managing Users and Address Books is a prerequisite course.
Building and Distributing Reports
ED270
Examine Esker DeliveryWare queue reporting capabilities.
Esker API and Web Services
ED390
How to build client applications using the Esker Platform Web Service or API.
SAP Integration / Connectivity Suite
ED252
Using the generic Printer Input connector or the connector for SAP, learn how Esker DeliveryWare can capture documents coming from SAP and determine document delivery information.
Fax features and Fax blasting (production and Doc Manager)
ED212
Explore main fax features such as outbound and inbound fax routing and Dynamic Line Allocation. Learn how to manage and implement fax blasting (production and desktop). NB: Managing Users and Address Books is a prerequisite course.
Application Troubleshooting Tips & Tools
ED401
Explore troubleshooting topics including the process of a job, basic troubleshooting using Esker Administrator, unified trace system, trace analyzer, and advanced debugging tools.
Best Practices in Disaster Recovery, Redundancy, Architecture and Integration
ED311
Course presents the best practices in disaster recovery, redundancy, architecture and integration.
Intelligent Delivery and Formatting – These hands-on courses
will instruct on the outbound capabilities of Esker DeliveryWare,
including recognition, routing, formatting and processing. This track
closely mimics the agenda covered in the two-day training lab at
the Esker headquarters in Madison, Wisconsin.
Introduction to Esker DeliveryWare: MMC Administration
ED209
How to use the MMC Administrator to easily access general information about the server.
Best Practices for Creating Sample / Reference Files
Experience-based guidance for creating the most effective sample input files for Esker DeliveryWare rule development.
Address Books vs. Queries: Building an ODBC Address Book
ED215
Use predefined address books, and access external address books for user management and authorization.
Rule Development: Recognition Stage
File / Document Recognition
Page / Document Definition - Bursting
ED214, ED314
Get an understanding for the basic functionality of Esker DeliveryWare to implement intelligent document and formatting.
Rule Development: Routing Stage
User Fields
Recipients
Notifications
Rule Development: Simple Formatting
Style Sheets
Forms
Creating Sections to Capture Data Tables
Advanced Formatting with Crystal Reports
ED224
Examine Esker DeliveryWare reporting capabilities through the use of Crystal Reports.
End-to-End Testing using MMC Queues
Trace Esker DeliveryWare processing from the source file generation to final delivery.
Developing an Esker DeliveryWare Rule: Workshop
Hands-on workshop to put into practice the concepts presented in earlier courses.
Data Capture and Workflow – These
hands-on courses will instruct on the inbound capabilities of Esker
DeliveryWare, including image recognition and scanner automation,
use of the Document Manager and how to design a workflow process
using validation, notifications and more.
Introduction to DeliveryWare: MMC Administration
ED209
How to use the MMC Administrator to easily access general information about the server.
Image Recognition / OCR
ED234
Review basic concepts of image recognition as it relates to Esker DeliveryWare, including image recongnition process, inbound fax processing, architecture and validation.
Document Manager Overview
ED218
Explore Esker Document Manager: a fully customizable web-oriented interface offering practical access to the power of a central Esker DeliveryWare server.
Workflow Management & Submission Forms
ED237, ED238
Overview of designing a workflow process with Esker DeliveryWare Rules Designer including basic and advanced process, multiple validation steps, and notifications. In addition, learn how to use submission forms and Document Manager to submit messages to Esker DeliveryWare.
Scanner Automation with DDC
ED235
Shows the ability to import different types of documents in different formats into Esker DeliveryWare.
Validation Forms and Teaching
ED235
As it is impossible to take into account the wide variety of document variations, you can teach a generic rule how to process a particular document layout during the validation step.
Order Processing for SAP
Review of Esker DeliveryWare order processing and integration capabilities in SAP.
Migration Planning for Esker DeliveryWare, Version 4.0 SP/FP1
Major considerations in planning for a migration to Esker DeliveryWare 4.0 SP/FP1.