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Mitratech University provides end users, administrators and developers continuing education for sound practices and discipline in Collaborative Accountability for high-liability enterprise processes.

TeamConnect System Administration

This course provides an overview of TeamConnect application and gives students the knowledge and skills to maintain and configure the system. By the end of this course, students will be able to manage group and user accounts in TeamConnect, update Admin (system) Settings, perform system maintenance tasks, work with system logs, and provide basic support to TeamConnect end-users.

Course Name:
TeamConnect System Administration

Audience:
Developer, User

Duration:
2 Days

Format:
50% Lecture, 50% Lab

Type:
Instructor-led training

Who Should Attend:

Any individual who is responsible for providing basic support to end-users (for example, helping with problems on a regular basis). IT staff or business managers who are responsible for TeamConnect account administration, system administration (maintaining TeamConnect), and basic system troubleshooting.

This course is prerequisite for any individual responsible for the customization of TeamConnect’s functionality and should be taken prior to any other training.

Skill Level:
Beginner

Available Locations:
Private Location, Mitratech Location, Online Course Delivery

Skills Obtained:

After this training you should be able to:

  • Set up and manage user and group accounts and assign rights to groups  
  • Update system settings  
  • Check for available updates
  • Work with TeamConnect logs  
  • Perform basic updates for categories, assignee roles
  • Add items to system lookup tables
  • Add members to routes (for workflow) 
Prerequisites:

Prior to attending this course you should have:

  • Good analytical skills;
  • A thorough understanding of your organization’s business logic and processes.

Course Outline:

Day 1 - Basic Administration

Account Administration

  • Rights and Security  
    • Understand rights security levels and related object security  
    • Understand the dependency between rights   
  • Group Accounts  
    • Create Groups  
    • Add Group Members  
    • Assign rights (System rights, Category rights, Tool rights)
    • Assign Group Object Views  
  • User Accounts  
    • Understand the different types of User Accounts  
    • Create different types of Users  
    • Set user’s Default Group  
    • Configure User Authentication  
    • Define User Password Policy  
    • Lock out User Accounts

 

System Administration

  • Admin Settings  
    • Create your company look and feel  
    • Overview of TeamConnect Admin Settings  
    • Additional System Settings
    • Invoice settings
    • Line Item settings
  • Set up full-text searching
  • Set up document content searching
  • Set up field content searching
  • Set up multiple currencies  

 
Day 2 – System Administration

System Administration

  • Logging System and User Activities  
    • View system appenders (logs)
    • Update system logging levels
    • Clear logs
  • System Maintenance
    • Check for system updates
    • Send system-wide notifications and alerts
    • Add miscellaneous settings  
    • Configure custom tools  
    • Use the Monitor for scheduled actions 
  • Basic TeamConnect Design Management
    • Add categories
    • Add items to a system lookup table
    • Add Assignee roles
    • Add members to a route (for workflow approval)

 

For More Available Classes

Please contact mitratechuniversity@mitratech.com

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