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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), 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.

 

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 (under the Site Actions menu)

 

Phase

Duration 

Training Overview

Phase A

Basic training 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

3 hours

(2:30 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
  • How to create and configure surveys and message bars
  • How to display tailored content in SharePoint to different visitor segments

Phase C

Practical training workshop
for end-users

4 hours

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

  • Design custom 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.

Phase

Duration 

Training Overview

Phase A

Basic Knowledge for
Administrators

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

Advanced Training for
Administrators

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 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


Phase C

Q&A Training for
Administrators

2 hours (live)
  • 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

Basic Knowledge for
end-users

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

Advanced Training for
end-users

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


Phase C

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 for
Marketer

 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 Tests
  • Behavioral Targeting
  • Voice of Customer (Surveys)
  • Message Bars
  • Campaigns
  • Shorten Links
  • SEO

Phase B

Workshop & Practicalities
for Marketer		 2 hours (live) 
  • Optimize your website by creating A/B and multivariate tests, and 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 shorten 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 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

Advanced Training for
Administrators		 

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


Phase C

Q&A Training for
Administrators

 2 hours (live)
  • Administrators Q&A
  • Configuring, optimizing and monitoring your system
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