Square 9 Education Program

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eLearning for Reseller Professionals

Square 9 has developed an online education platform for Reseller Professionals, sales or technical, looking to gain the knowledge to design and manage solutions, or uniquely convey the value proposition of the Square 9 product suite.

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eLearning for Square 9 Customers

These online education courses have been developed for end users and technical administrators who are interested in understanding the unique features and functionality of the Square 9 product suite, while gaining the skills to utilize the software to the fullest.

Learn More ›Business Essentials Users ›


Upcoming Classroom Education Courses

Looking to get the most out of your Square 9 investment? Our Education Program provides the curriculum to turn your team into ECM experts! Join us for a unique educational experience including hands-on exercises with document management, capture automation, and all the solutions that matter most to you.

Course Descriptions:
SIS-1 AGCE SPU-1

System Implementation Specialist 1 (SIS-1)

Target Audience:

Reseller Technical Professionals installing and supporting GlobalSearch and GlobalCapture

Certification:

System Implementation Specialist 1 (SIS-1)

Objective:

To develop the necessary skills required to effectively design and implement GlobalSearch and GlobalCapture.  By the end of this course you will be able to:

  1. Perform an installation of SQL Express, GS and GC on a single server.
  2. Troubleshoot common installation issues and provide 1st level technical support.
  3. Construct and implement a custom GlobalSearch solution.
  4. Construct and implement a custom GlobalCapture solution.
  5. Utilize tools to efficiently transport database and workflows.
  6. Deploy pre-built GlobalSearch and GlobalCapture solutions.

Duration:

Five-Day Classroom

Cost:

Contact your Regional Sales Manager or Authorized Reseller for more details.

Prerequisites:

All attendees must complete the following eLearning courses at least 1 week prior to the start of class:

  1. GlobalSearch User 5.0 (GSU5)
  2. GlobalSearch Manager (GSM)
  3. Certified GlobalCapture Engineer (CGCE)

Requirements:

Square 9 will provide a Windows 10 Oracle virtual machine (.VDI file).  Attendees are required to have a laptop computer capable of supporting Oracle Virtual Box and this VM.

Recommended Host Resources: PC, MAC, Linux with 4 Cores, 12 GB RAM and 200 GB of free hard drive space.

Recommended Virtual Machine Resources: 2 Cores, 6 GB RAM and 100 GB of free hard drive

The user must have local administrative rights in order to install and configure the virtual machine software they will be required to download and install prior to coming to class. The class will run on virtual machines (VMs) on which the Square 9 products have been installed.

Topics Covered:

  • GlobalSearch Browser Client
    • Understanding database construction, index fields, and searches.
    • Running searches with different approaches including variable, static Boolean and Content searches.
    • Managing the security permission of users to allow for searching, editing, annotating, printing, etc.
    • Creating Data Xchange sources to more efficiently input data.
    • Setting up and using extensions for scanning, searching and improving overall efficiency.
  • GlobalSearch C2 – The Cloud
    • What is the GlobalSearch C2 offering and how it differs from the local client.
    • The level of management and access available to you and the end-user.
  • Document Capture Automation with GlobalCapture
    • Using the GlobalCapture designer to construct efficient workflows for the import of documents to GlobalSearch and Windows folder structure.
    • Managing capture process to ensure timely processing of documents.
    • Construction simple data extraction templates to reduce manual data entry.
  • Installation
    • Understanding how to install SQL Express, GlobalSearch, and GlobalCapture in a single server environment.
    • Deploying preconfigured GlobalSearch database and Capture workflows.
    • Importing and exporting databases and workflows.
  • Support
    • Providing 1st level of support to your customer base.
    • How to resolve common support issues.
    • Gathering information to efficiently escalate your support issue to the Square 9 support team.

Register

Square 9 System Manager (SSM)

Target Audience:

Customer Knowledge Workers, GlobalSearch Administrators

Objective:

Development of the necessary skills required to set up, maintain, and grow your GlobalSearch system. Learn all the basic features, options, and configuration settings.

Duration:

Two Days

Cost:

Contact your Regional Sales Manager or Authorized Reseller for more details

Requirements:

Attendees are required to have a laptop computer running Windows (64-bit) 7, 8/8i, or 10. The laptop must have at least 200 GB of free hard drive space for the VM, and we strongly recommend at least 6 GB of RAM. The user must have local administrative rights in order to install and configure the virtual machine software they will be required to download and install prior to coming to class. Class will run on virtual machines (VMs) on which the Square 9 products have been installed. Virtualization must be enabled in the BIOS in order for the VM to run.

Topics Covered:

  • GlobalSearch Desktop Client and Browser Client User Functions
    • Understanding Capture and Index through the use of a variety of tools including Import, KeyFree Indexing, Data XChange and File XChange
    • Running Searches with different approaches including variable, static, Boolean and Content Search
    • Managing document editing and output via features such as merging and appending documents, annotating, printing, exporting and emailing
  • GlobalSearch Browser Client Administrator Functions
    • Designing and building the system objects including Inboxes, databases, the Field Catalog and Archives
    • Establishing system, Inbox, database, document, Search and feature security

Download the Course Details and Syllabus.

Register

Certified GlobalForms Engineer (CGFE)

Prerequisites:

  • Reseller: Square 9 System Engineer (SSE) or Certified Square 9 System Architect (CSSA)
  • Customer: Square 9 Power User (SPU) or Square 9 System Manager (SSM)

Certification:

Certified GlobalForms Engineer (CGFE)

Objective:

Development of the necessary skills required to effectively design and implement basic GlobalForms solutions.

Duration:

Two Days

Cost:

Contact your Regional Sales Manager or Authorized Reseller for more details

Requirements:

Attendees are required to have a laptop computer running Windows (64-bit) 7, 8/8i, or 10. The laptop must have at least 200 GB of free hard drive space for the VM, and we strongly recommend at least 6 GB of RAM. The user must have local administrative rights in order to install and configure the virtual machine software they will be required to download and install prior to coming to class. Class will run on virtual machines (VMs) on which the Square 9 products have been installed. Virtualization must be enabled in the BIOS in order for the VM to run.

Topics Covered:

  • Administration and configuration
  • Best practices for form design
  • Form submissions
  • Using business rules for calculation and advanced validation
  • Techniques for creating multiple documents within GlobalSearch from a single form submission
  • Workflow design within GlobalForms
  • Workflow configuration, email notification, and task list management
  • Creating a portal/launch page for forms and applications

Download the Course Details and Syllabus.

Register

Certified GlobalAction Engineer (CGAE)

Prerequisites:

  • Reseller: Certified Square 9 System Architect (CSSA) or online courses GlobalSearch User (GSU) and GlobalSearch Manager (GSM)
  • Customer: Square 9 System Manager (SSM) or online courses GlobalSearch User (GSU) and GlobalSearch Manager (GSM)

Certification:

Certified GlobalAction Engineer (CGAE)

Objective:

Development of the necessary skills required to effectively design and implement GlobalAction as part of a GlobalSearch solution.

Duration:

Two Days

Cost:

Contact your Regional Sales Manager or Authorized Reseller for more details

Requirements:

Attendees are required to have a laptop computer running Windows (64-bit) 7, 8/8i, or 10. The laptop must have at least 200 GB of free hard drive space for the VM, and we strongly recommend at least 6 GB of RAM. The user must have local administrative rights in order to install and configure the virtual machine software they will be required to download and install prior to coming to class. Class will run on virtual machines (VMs) on which the Square 9 products have been installed. Virtualization must be enabled in the BIOS in order for the VM to run.

Topics Covered:

  • An introduction to workflow discovery and the planning process
  • GlobalAction Nodes: what they are and how to use them
  • Workflow architecture and deployment
  • Database design considerations, best practices
  • Advanced workflows/solutions exercises
  • Multi-state approval
  • Email notification strategies
  • Manual and automated processes

Register

Advanced GlobalCapture Engineer (AGCE)

Prerequisites:

Must successfully complete the CGCE Video Series; you can register to watch the videos at info.square-9.com/cgce.

Objective:

Development of the necessary skills required to effectively design and implement advanced GlobalCapture solutions.

Duration:

Three Days

Cost:

Contact your Regional Sales Manager or Authorized Reseller for more details

Requirements:

Attendees are required to have a laptop computer running Windows (64-bit) 7, 8/8i, or 10. The laptop must have at least 200 GB of free hard drive space for the VM, and we strongly recommend at least 6 GB of RAM. The user must have local administrative rights in order to install and configure the virtual machine software they will be required to download and install prior to coming to class. Class will run on virtual machines (VMs) on which the Square 9 products have been installed. Virtualization must be enabled in the BIOS in order for the VM to run.

Topics Covered:

  • Best Practices when building Workflow
  • Process Analysis and Design
  • Advanced Workflow Tools including:
    • Data Lookup Node
    • RapidAdapt®
    • Classification
  • Advanced Data Extraction tools including:
    • Directional
    • Directional with Repeat (Table Extraction)
    • Pattern Match
    • Database Lookup

Download the Course Details and Syllabus.

Register

Essentials of GlobalForms 10

Target Audience:

Reseller Technical Professionals

Class will run from May 22-24th and will be web based lecture style.

This class will cover the essentials of GlobalForms 10 including;

  • Deployment requirements
  • Setup & Configuration
  • Access of the application
  • Basic forms design concepts
  • Linking forms, data and data sources
  • Authentications Options
  • GlobalCapture mapping & validation
  • Building multi-stage, interactive forms

PLEASE NOTE: This class will not cover the design of any forms that require programming or complex business rules. It is designed to provide the basic concepts and not to teach individuals to program in JavaScript. We have thoroughly documented the advanced concepts for anyone who possesses those skills and is qualified for delivering more advanced forms services..

Register

Square 9 Power User (SPU-1)

Course Overview:

Through a series of discussions, demonstrations, and activities you will learn best practices to expand your usage of GlobalSearch and GlobalCapture. You will learn how to create new databases, archives and index fields, install and use GlobalSearch Extensions suchs as launch and File XChange and build automated capture processes. The course will reinforce and build upon the concepts presented in the elearning courses: GSU5, GSM, and CGCE.

Target Audience:

End user/customer power users who would be responsible for expanding the use of GlobalSearch and GlobalCapture within the business. The ideal candidate would be a GlobalSearch database admin.

Certification:

Square 9 Power User 1 (GPU1)

Objective:

To develop the necessary skills required to effectively expand you existing GlobalSearch and GlobalCapture solutions. By the end of this course you will be able to:

  1. Troubleshoot the most common issues.
  2. Construct and implement a custom GlobalSearch solution.
  3. Construct and implement a custom GlobalCapture solution.
  4. Utilize tools to efficiently transport database and workflows.
  5. Deploy pre-built GlobalSearch and GlobalCapture solutions.

Duration:

Three-Day Classroom

Cost:

Contact your Regional Sales Manager or authorized Reseller for more details.

Prerequisites:

All attendees must complete the following eLearning courses at least 2 weeks prior to the start of class:

  1. GlobalSearch User 5.0 (GSU5)
  2. GlobalSearch Manager (GSM)
  3. Certified GlobalCapture Engineer (CGCE)

Requirements:

Square 9 will provide a Windows 10 Oracle virtual machine (.VDI file). Attendees are required to have a laptop computer capable of supporting Oracle Virtual Box and this VM.

Recommended Host Resources: PC, MAC, Linux with 4 Cores, 12 GB RAM and 200 GB of free hard drive space.

Recommended Virtual Machine Resources: 2 Cores, 6 GB RAM and 100 GB of free hard drive

The user must have local administrative rights in order to install and configure the virtual machine software they will be required to download and install prior to coming to class. The class will run on virtual machines (VMs) on which the Square 9 products have been installed.

Topics Covered:

  • GlobalSearch Browser Client :
    • Understanding database construction, index fields, and searches.
    • Running searches with different approaches including variable, static Boolean and Content searches.
    • Managing the security permission of users to allow for searching, editing, annotating, printing, etc.
    • Creating Data Xchange sources to more efficiently input data.
    • Setting up and using extensions for scanning, searching and improving overall efficiency.
  • Document Capture Automation with GlobalCapture:
    • Using the GlobalCapture designer to construct efficient workflows for the import of documents to GlobalSearch and Windows folder structure.
    • Managing capture process to ensure timely processing of documents.
    • Construction simple data extraction templates to reduce manual data entry.
  • Support:
    • How to resolve common support issues.
    • Gathering information to efficiently escalate your support issue to the Square 9 support team.

Register

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