Square 9 Education Program

eLearning for Reseller Sales Professionals

Square 9 has developed an online platform for Reseller Sales Professionals to become Certified Square 9 Solutions Providers. Here you will begin to understand enterprise content management and gain the knowledge to convey the unique value proposition of the Square 9 product suite.

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Certified GlobalCapture Engineer – Video Series

Designed for Authorized Resellers and recommended for those who previously completed Certified Square 9 System Architect (CSSA) with Capture Workflow, this video series provides in-depth detail of Square 9’s GlobalCapture document capture automation engine – from general introductions to designing capture workflows – leveraging OCR templates, licensing and more.

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Certified GlobalCapture Convey Engineer – Video Series

As a high value, cost-effective solution, GlobalCapture Convey document automation delivers an affordable but powerful means for businesses to get started with capture automation. This fast moving video series is designed for customers and Resellers who intend to design and manage their own capture workflow processes through GlobalCapture Convey.

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Upcoming 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:
CSSA SSM CGFE CGAE AGCE

Certified Square 9 System Architect (CSSA)

Target Audience:

Reseller Technical Professionals

Certification:

Certified Square 9 System Architect (CSSA)

Objective:

Development of the necessary skills required to effectively design and implement a GlobalSearch Solution.

Duration:

Two-Day Webinar, Five-Day Classroom

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 6GB 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 in CSSA:

  • 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, and feature-level security
  • GlobalCapture and GlobalAction
    • Understanding Workflow architecture and deployment
    • Considering database design implications and best practices
  • Working in GlobalCapture
    • GlobalCapture Designer
    • GlobalCapture Nodes
    • Simple Data Extraction Templates
    • Batch Manager
    • Solution Development
  • Working in GlobalAction
    • GlobalAction Designer
    • GlobalAction Nodes
    • Solution Development
  • Installation
    • Understanding Prerequisites, supported environments, recommended hardware
    • Performing Server Installation

Download the Course Details and Syllabus.

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 50 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 the 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: 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 GlobalAction Engineer (CGAE)

Objective:

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

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:

  • 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

Download the Course Details and Syllabus.

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/globalcapture-education.

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
    • Rapid Adapt
    • Classification
  • Advanced Data Extraction tools including:
    • Directional
    • Directional with Repeat (Table Extraction)
    • Pattern Match
    • Database Lookup

Download the Course Details and Syllabus.

Register

Courses:

  • January 18, 2018Certified Square 9 System Architect - NEW HAVEN, CT
  • January 29, 2018Square 9 System Manager - NEW HAVEN, CT
  • January 31, 2018Certified GlobalAction Engineer - NEW HAVEN, CT
  • February 7, 2018Advanced GlobalCapture Engineer - NEW HAVEN, CT
  • March 1, 2018Certified Square 9 System Architect - DENVER, CO
AEC v1.0.4


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