LexisNexis

InterAction for Application Administrators

This four-day course provides information on how to administer, configure, and maintain an InterAction system.

Audience

Prerequisites
None

Duration
Four days

Fees
$2800 per person

Course Objectives

Course Outline

  1. InterAction Fundamentals
    • Understanding the fundamental concepts
    • Understanding data flow and synchronization
    • Understanding the role of each component in InterAction's architecture
    • Reviewing InterAction Related Modules
    • Using InterAction end-user applications
    • Understanding contact organization
  2. Administering User Access
    • Create a user account using the administrator client
    • Import user accounts into InterAction
    • Configure InterAction to Active Directory synchronization
    • Create user groups
    • Setting regional settings for users
    • Enabling PIM to InterAction synchronization for users
  3. Loading Users and Contacts into InterAction
    • Loading user accounts into InterAction
    • Loading contact records into InterAction
    • Using new contact rules
    • Using Smart Connect
  4. Configuring InterAction
    • Administering folder classes and folder types
    • Configuring location types and regional settings
    • Customizing nomenclature
    • Understanding and configuring PIM synchronization
    • Understanding and configuring automated processes
    • Configuring NTLM
    • Configuring the Application Server
  1. Configuring InterAction to Support Marketing Functions
    • Administering lists
    • Folder templates
    • Creating working and marketing lists
    • Archiving folders
    • Creating contact types
    • Understanding Data Change Management
    • Create web profile and searches
    • Configuring the Web Client
    • Creating and configuring activity types and appointments
    • Creating and configuring relationship types
    • Configuring folder dependency analyzer
  2. Reporting
    • Managing and configuring reporting
    • Creating reports
  3. Maintaining and Monitoring InterAction
    • InterAction components and system requirements
    • Configuring the InterAction environment
    • Maximizing performance
    • InterAction Application Server settings
    • Database management
    • Database maintenance scripts
    • InterAction logs
    • Applying upgrades and updates
  4. Initial Setup & Moving a Database
    • Configuring the database server
    • Initializing the database
    • Moving an InterAction database

My organization is using InterAction 5.5. Should I still attend this class trained on version 5.6?

Yes. Although you will be using version 5.6 in class, InterAction 5.6 has much of the same functionality as InterAction 5.5. In class, you will learn how to use all of the features of InterAction for your application administrator role. You will also see the differences and enhancements in version 5.6 around Process Manager and Reporting. If you want training using a 5.5 environment, we can provide a private course at your site.

If you have additional questions, please feel free to contact us at training@interaction.com.

Upcoming Course Dates
Date(s) Days Time Location Version Fee     Open
Seats		 Register
Sep 9-12, 2008 4 9:00 a.m. to 4:30 p.m. New York 5.5/5.6 $2,800 6   Customer Registration
  Partner Registration
Sep 22-25, 2008 4 9:00 a.m. to 4:30 p.m. Oak Brook 5.5/5.6 $2,800 10   Customer Registration
  Partner Registration
Oct 20-23, 2008 4 9:00 a.m. to 4:30 p.m. Oak Brook 5.5/5.6 $2,800 11   Customer Registration
  Partner Registration
Nov 17-20, 2008 4 9:00 a.m. to 4:30 p.m. Oak Brook 5.5/5.6 $2,800 12   Customer Registration
  Partner Registration
Dec 15-18, 2008 4 9:00 a.m. to 4:30 p.m. Oak Brook 5.5/5.6 $2,800 12   Customer Registration
  Partner Registration