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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.
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Editions: 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, which can be published and distributed in the following ways:
- Creating scheduled reports that can be distributed through email
- Creating scheduled reports that can be exported to CSV and PDF
- Publication of reports within SharePoint using a Web Part or report links
- Creating ad-hoc reports and view real-time reports for all objects (pages)
- Automatic production of real time reports using the CardioLog Analytics Reports SharePoint feature (under the Site Actions menu)
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Phase
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Duration
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Training Overview
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Phase A
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3 hours
(2:30 hours recorded lecture, 30 minutes live Q&A)
...
- Introduction
- Analytics reports gallery overview
- How to create and copy a report
- How to create a report based on a template
- How to set permissions for a report
- How to export a report to Excel, PDF or as a Microsoft SharePoint Web Part
- How to set an email distribution list for a scheduled report
- How to drill down report data
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Phase B
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3 hours
(2:30 hours recorded lecture, 30 minutes live Q&A)
...
- How to create ad-hoc reports and display real time data
- How to search Object Explorer
- How to select a template 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
- How to create and configure surveys and message bars
- How to display tailored content in SharePoint to different visitor segments
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Workshop & practicalities
for end-users
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4 hours
(live - 2 hours for the basic training and 2 hours for the advanced training)
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- Design your analytics reports
- Create reports based on your analytics requirements
- Create surveys and message bars to engage your portal audience and collect user feedback
Administrator Roles
This training is designed for CardioLog Analytics system administrators.
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Phase
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Duration
...
Training Overview
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Phase A
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3.5 hours
(3:00 hours recorded lecture, 30 minutes live Q&A)
...
- Introduction
- Architecture
- Configuring system service components
- Data collection filters
- Security and permissions
- System configuration
- System Diagnostics
- Importing history data using the IIS Logs Import tool
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Phase B
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Part 1: 3 hours
(2:30 hours recorded lecture, 30 minutes live Q&A)
Part 2 - 2.5 hours
(2:00 hours recorded lecture, 30 minutes live Q&A)
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- Infrastructure recommendations
- Server health and performance monitoring
- Maintenance and troubleshooting
- Optimization and Fine Tuning
- How to configure monitoring for multiple SharePoint web applications, multiple SharePoint farms and non-SharePoint websites
- How to configure PII (Personally Identifiable Information) Concealment
- Configuring User Categories - 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
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Q&A Training for
Administrators
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- Administrators Q&A
- Configuring, optimizing and monitoring your system
B. SharePoint Marketing Suite - Professional and Enterprise Editions
Editions: 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:
- Creating scheduled reports that can be distributed through email
- Creating scheduled reports that can be exported to CSV and PDF
- Publication of reports within SharePoint using a Web Part or report links
- Creating ad-hoc reports and view real-time reports for all objects (pages)
- Automatic production of real time reports using the CardioLog Analytics Reports SharePoint feature (under the Site Actions menu)
...
Phase
...
Duration
...
Training Overview
...
Phase A
...
3 hours
(2:30 hours recorded lecture, 30 minutes live Q&A)
...
- Introduction
- Analytics reports gallery overview
- How to create and copy a report
- How to create a report based on a template
- How to set permissions for a report
- How to export a report to Excel, PDF or as a Microsoft SharePoint Web Part
- How to set an email distribution list for a scheduled report
- How to drill down report data
...
Phase B
...
2 hours
(1:30 hours recorded lecture, 30 minutes live Q&A)
...
- How to create ad-hoc reports and display real time data
- How to search Object Explorer
- How to select a template 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
...
Workshop & practicalities
for end-users
...
4 hours
(live - 2 hours for the basic training and 2 hours for the advanced training)
...
- Design your 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 forMarketer | 4 hours (3:30 hours recorded lecture, 30 minutes live Q&A) |
|
Phase B Workshop & Practicalitiesfor Marketer | 2 hours (live) |
|
Administrator Roles
This training is designed for SharePoint Marketing Suite system administrators.
...
Phase
...
Duration
...
Training Overview
...
Phase A
...
3.5 hours
(3:00 hours recorded lecture, 30 minutes live Q&A)
...
- Introduction
- Architecture
- Configuring system service components
- Data collection filters
- Security and permissions
- System configuration
- System diagnostics
- Importing history data using the IIS Logs Import tool
...
Phase B
...
Part 1: 3 hours
(2:30 hours recorded lecture, 30 minutes live Q&A)
Part 2 - 2.5 hours
(2:00 hours recorded lecture, 30 minutes live Q&A)
...
- Infrastructure recommendations
- Server health and performance monitoring
- Maintenance and troubleshooting
- Optimization and fine-tuning
- How to configure monitoring for multiple SharePoint web applications, multiple SharePoint farms and non-SharePoint websites
- How to configure User Categories - Active Directory attributes, SharePoint user profiles, custom sources
- CRM integration (i.e., 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
...
Q&A Training for
Administrators
...
- Administrators Q&A
- Configuring, optimizing and monitoring your system
- On-Prem - Training Program
- CardioLog Analytics SaaS - Training Program
- SharePoint Marketing Suite - Training Program