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Intlock offers a variety of training sessions and resources for end-users and administrators. This training is devised to deliver the highest level of marketing and technical competency for both our CardioLog Analytics (intranet portals), our solutions that include: CardioLog Analytics On-Prem, SaaS and SharePoint Marketing Suite (public internet websites) solutions for our customers and authorized partners. It also provides an in-depth understanding of how to effectively install, set-up, configure, utilize and troubleshoot the various product modules.

Our training program is the most effective way to become familiar with Intlock products and their related components, for all employees at all levels of your organization. The Intlock training program is presented by qualified product instructors who will review all of the functions of our products, as well as provide practical industry tips and personal practice sessions. If you require a training program, please contact us for further information.

Table of Contents
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A.   CardioLog Analytics - SharePoint Intranet Portals

Training available for Standard, Professional and Enterprise Editions

End User Roles

This training is designed for end-users, content administrators, managers and analysts who create and share analytics reports that can be published and distributed in the following ways:

  • Create scheduled reports that can be distributed through email
  • Create scheduled reports that can be exported to CSV and PDF
  • Publish reports within SharePoint using a Web Part or report links
  • Create ad-hoc reports and view real-time reports for any and all items and pages
  • Automatically produce real time reports using the CardioLog Analytics Reports SharePoint feature (Via the Site Actions menu)

 

Phase

Duration 

Training Overview

Phase A

Basic End-User Training: Part 1

*High-level overview of CardioLog Analytics

1.5 hours

 

  • What is CardioLog Analytics?
  • Introduction to the CardioLog user interface
  • Introduction to the Analysis Centre
  • How to create, generate, edit, and share reports
  • How to add, customise, and remove widgets from the dashboard
  • How to filter the date range and website item
  • Introduction to Visitor Engagement
  • Analytics reports gallery overview - basic

Phase B

Basic End-User Training: Part 2

1.5 hours

 

  • Understanding use roles in CardioLog
  • Filtering by users and groups, and visitor segments
  • How to set permissions and change preferences for reports
  • How to drill down on report data
  • How to export reports to Excel, PDF or Microsoft SharePoint Web Parts
  • How to set an email distribution list for scheduled reports
  • How to create reports based on templates
  • Analytics reports gallery overview - intermediate

Phase C

Practical training workshop for end-users

1.5 hours

(Live - 2 hours of basic training; 2 hours of advanced training)

  • Design custom analytics reports
  • Create reports based on your analytics requirements

Phase D

Advanced End-User Training: Part 1		1.5 hours
  • How to create ad-hoc reports and display real time data
  • How to search Object Explorer
  • How to select templates for an item in Object Explorer
  • How to set view permissions for items in Object Explorer
  • How to display data for deleted SharePoint items in Object Explorer
  • Analytics reports gallery overview - advanced 1

Phase E

Advanced End-User Training: Part 2		1.5 hours
  • How to publish reports using the CardioLog Analytics Reports SharePoint feature
  • How to create report templates
  • How to create and configure surveys and message bars
  • How to display tailored content in SharePoint to different visitor segments
  • Analytics reports gallery overview - advanced 2

Phase F

Practical training workshop for end-users

1.5 hours
  • Design custom templates
  • Create templates based on your analytics requirements
  • Create surveys and message bars to engage your portal audience and collect user feedback

Phase G

Practical training workshop for end-users

*To be scheduled at least 1 month after Phase F

1 hour
  • Review any remaining or new questions

 

Administrator Roles

This training is designed for CardioLog Analytics system administrators.

Phase

Duration 

Training Overview

Phase A

Basic knowledge for administrators

3.5 hours

(3:00 hour recorded lecture, 30 minute live Q&A)

  • Introduction
  • Architecture
  • System service components configuration
  • Data collection filters
  • Security and permissions
  • System configuration
  • System Diagnostics
  • Importing history data using the IIS logs import tool

Phase B

Advanced training for administrators

Part 1: 3 hours

(2:30 hour recorded lecture, 30 minute live Q&A)

Part 2 - 2.5 hours

(2:00 hour recorded lecture, 30 minute live Q&A)

  • Infrastructure recommendations
  • Server health and performance monitoring
  • Maintenance and troubleshooting
  • Optimization and fine tuning
  • Monitoring configuration for multiple SharePoint web applications, multiple SharePoint farms and non-SharePoint websites
  • PII (Personally Identifiable Information) concealment configuration
  • User category configuration from Active Directory attributes, SharePoint user profiles, custom sources
  • Extended tracking - monitor button clicks, form fields and videos, create email campaigns and send custom events using the CardioLog client/server side API
  • Develop client applications that request data from the CardioLog reporting engine using the Data Export API

Phase C

Practicalities for administrators

1 hour (live)
  • Administrators Q&A
  • Configuring, optimizing and monitoring your system

 

B.   SharePoint Marketing Suite - Professional and Enterprise Editions

Training available for Professional and Enterprise Editions

End User Roles

1.     Web Analytics

This training is designed for end-users, content administrators, web managers and analysts who create and share analytics reports, which can be published and distributed in the following ways:

  • Create scheduled reports that can be distributed through email
  • Create scheduled reports that can be exported to CSV and PDF
  • Publish reports within SharePoint using a Web Part or report links
  • Create ad-hoc reports and view real-time reports for any and all items and pages
  • Automatically produce real time reports using the CardioLog Analytics Reports SharePoint feature (Via the Site Actions menu)

Phase

Duration 

Training Overview

Phase A

Basic knowledge for end-users

3 hours

(2:30 hour recorded lecture, 30 minute live Q&A)

  • Introduction
  • Analytics reports gallery overview
  • How to create and copy reports
  • How to create reports based on templates
  • How to set permissions for reports
  • How to export reports to Excel, PDF or Microsoft SharePoint Web Parts
  • How to set an email distribution list for scheduled reports
  • How to drill down report data

Phase B

Advanced training for end-users

2 hours

(1:30 hour recorded lecture, 30 minute live Q&A)

  • How to create ad-hoc reports and display real time data
  • How to search Object Explorer
  • How to select templates for an item in Object Explorer
  • How to set view permissions for items in Object Explorer
  • How to display data for deleted SharePoint items in Object Explorer
  • How to publish reports using the CardioLog Analytics Reports SharePoint feature
  • How to create report templates
  • How to configure data collection filters

Phase C

Practical training workshop for end-users

4 hours

(2 hour live basic training and 2 hour live advanced training)

  • Design custom analytics reports
  • Create reports based on your analytics requirements

 

2.     Marketing and Optimization

This training is designed for marketers who use the SharePoint Marketing Suite website analytics and optimization tools to make informed decisions, and ensure the success of online marketing goals.

 

Phase

Duration 

Training Overview

Phase A

Basic knowledge for marketers

 4 hours

(3:30 hours recorded lecture, 30 minutes live Q&A)

  • Goals and Goal Funnels
  • Visitor Segments
  • Segments based on personal information
  • A/B and Multivariate Testing
  • Behavioral Targeting
  • Voice of Customer (Surveys)
  • Message Bars
  • Campaigns
  • Link shortening
  • Search Engine Optimization (SEO)

Phase B

Practical training workshop for marketers		 2 hours (live)
  • Optimize your website by creating A/B and multivariate tests, and designing behavioral targeting rules based on your marketing goals
  • Create surveys and message bars based on your marketing requirements to engage your site audience and collect user feedback
  • Create short links and campaigns

 

Administrator Roles

This training is designed for SharePoint Marketing Suite system administrators.

 

Phase

Duration 

Training Overview

Phase A

Basic knowledge for administrators

3.5 hours

(3:00 hour recorded lecture, 30 minute live Q&A)

  • Introduction
  • Architecture
  • System service components configuration
  • Data collection filters
  • Security and permissions
  • System configuration
  • System Diagnostics
  • Importing history data using the IIS logs import tool

Phase B

Advanced training for administrators		Part 1: 3 hours

(2:30 hour recorded lecture, 30 minute live Q&A)

Part 2 - 2.5 hours

(2:00 hour recorded lecture, 30 minute live Q&A)

  • Infrastructure recommendations
  • Server health and performance monitoring
  • Maintenance and troubleshooting
  • Optimization and fine tuning
  • Monitoring configuration for multiple SharePoint web applications, multiple SharePoint farms and non-SharePoint websites
  • User category configuration from Active Directory attributes, SharePoint user profiles, custom sources
  • CRM integration (eg. SalesForce, Microsoft Dynamics, etc.)
  • Extended tracking - monitor button clicks, form fields and videos, create email campaigns and send custom events using the CardioLog client/server side API
  • Develop client applications that request data from the CardioLog reporting engine using the Data Export API

Phase C

Practicalities for administrators

 1 hour (live)
  • Administrators Q&A
  • Configuring, optimizing and monitoring your system