Self-paced labs

This year’s virtual platform is a great way to experience self-paced labs at Hyland Summit. Attendees have the opportunity to learn on their own and get hands-on time with Hyland solutions.

Learn on your schedule

Self-paced labs are included with your free Hyland Summit registration, and offered Wednesday-Thursday, 3-4 November.
Choose from
over 70 lab topics, including:

  • OnBase
  • Perceptive Experience
  • Brainware
  • Advanced Capture
  • Reporting Dashboards
  • WorkView
  • Workflow
  • Unity Forms

Self-paced Lab Room Hours:

3 November 10:00 a.m.  ̶   3:00 p.m. GMT
4 November 10:00 a.m.  ̶   2:15 p.m. GMT

Attendees may access self-paced labs outside of these hours, understanding they may not receive immediate support for questions or possible issues.

“Self-paced labs were awesome. Thank you for providing those. They were extremely enlightening and worked perfectly.”

An insurance provider customer

Explore lab topics

Start planning your self-paced learning now! Labs will be offered on the following topics:

*Labs are subject to change.

  • Advanced Capture
    Approx Time: 75 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will begin building a template to be used to automatically extract values from a structured document. These values will be applied to OnBase keywords, automating the indexing of documents.
  • Alfresco ACS Sandbox
    Approx Time: Varies | Type: Configuration | Level: Beginner | Product Line: Alfresco
    Check out Alfresco Content Services using the Share or Digital Workspace Client. No formal instructions accompany these sandboxes.
  • Ambiente de testes do OnBase Foundation
    Approx Time: Varies | Type: Configuration | Level: Beginner | Product Line: OnBase
    Precisa testar algo em um ambiente do OnBase Foundation? Está pensando em atualizar e deseja comparar o que há em ambientes similares? Deseja experimentar um produto? Escolha o botão Iniciar laboratório para iniciar.
  • Application Enabler
    Approx Time: 75 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will configure Application Enabler to both retrieve and generate documents from an ERP application. Installation of the AE Client, configuring Hotspots, and Application Enabler Live will also be covered.
  • AutoFill Keyword Sets
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you’ll learn how to create AutoFill Keyword Sets within your OnBase system to assist your users in indexing. You’ll use an AFKS Processor, a COLD Processor, and a Unity Form to get values for indexing into your system.
  • Auto-Name Strings
    Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    This lab will focus on Auto-Name Strings in the context of Document Retrieval. Configuration, including HTML formatting, will be covered.
  • Brainware & OnBase - Part 1 (User Experience)
    Approx Time: 30 Minutes | Type: User | Level: Beginner | Product Line: Brainware
    This lab will take you through a completed solution from start to finish. See how Brainware processing can be leveraged in OnBase to help automate the process of indexing these documents. This lab will walk you through the steps a user performs in this solution and explain the process along the way.
  • Brainware & OnBase - Part 2 (Configuration Experience)
    Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: Brainware
    This lab picks up where OnBase and Brainware - Part 1 left off. In this lab, you'll take a functional OnBase Capture Process that currently performs manual indexing and change the configuration to use an already functioning Brainware process to replace the manual indexing step. This lab focuses on how to configure the integration between OnBase and Brainware.
  • Brainware for Transcripts Verifier
    Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: Brainware
    By the completion of this lab, you'll be more efficient verifying even the most complex and diverse student transcripts.
  • Capture Process Designer
    Approx Time: 75 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
    In this lab, you’ll learn how to design logic into your capture process in OnBase Studio using the Capture Process Designer to allow for more flexibility during processing. Control when documents undergo different types of processing, including Workflow processing, using the Capture Process Designer.
  • Combined Viewer
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    Learn how to give your end users a one-of-a-kind OnBase experience using Combined Viewer. In this lab, you’ll create a combined view that includes collections of documents, Workflow items and WorkView items in one place.
  • Content Composer
    Approx Time: 75 Minutes | Type: Configuration | Level: Beginner | Product Line: Content Composer
    In this lab, you will be introduced to Content Composer configuration. Produce, send, track and archive documents directly from your line-of-business or ECM system.
  • Cross-References
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will learn how to configure various types of cross-references to allow your users to more easily navigate to and from related documents. The cross-references configured will be based on keywords, text, and location.
  • Custom Queries
    Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will create a Standard “by Document Type” Custom Query and learn about a lot of the configuration options along the way. You will also learn the basics about HTML Custom Queries.
  • Directory Import Processor
    Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will not only learn more about importing documents from a local or network directory structure, you'll also configure and run a process.
  • Document Composition
    Approx Time: 75 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will be introduced to Document Composition. First, you’ll see it in action, and then you’ll configure a template of your own.
  • Document Import Processor (DIP)
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    During this lab, you'll have the opportunity to configure two different DIP Processors - one using an Ordered Import Index file, and the other using a Tagged Import Index file. By the end of completing these hands-on exercises, you will have a strong foundation for configuring future processes.
  • Document Packaging
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, we will teach you how to configure a solution by first seeing a pre-built solution and then building a similar solution discussing the hows and the whys for each configuration element.
  • Document Retention
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    Learn to configure both static retention and dynamic retention in this lab to manage the retention and disposal of stored documents in your OnBase system.
  • End User Essentials OnBase Unity Foundation
    Approx Time: 45 Minutes | Type: End User | Level: Beginner | Product Line: OnBase
    This End User Essentials course explores the basic features and functionality of the Unity Client in OnBase Foundation.
  • Enterprise Search
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: Enterprise Search
    Learn, hands-on, how Enterprise Search makes locating key information simple, fast and straightforward.
  • Entorno de prueba de OnBase Foundation
    Approx Time: Varies| Type: Configuration | Level: Beginner | Product Line: OnBase
    ¿Necesita probar algo en un entorno de OnBase Foundation? ¿Está pensando en actualizar y quiere comparar lo que hay en entornos similares? ¿Quiere probar un producto? Simplemente haga clic en el botón Launch Lab para empezar.
  • Folders and File Cabinets
    Approx Time: 75 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will learn about design concepts for Folders in OnBase, how to configure a folder solution that will mirror your current file cabinet and folder structure, and more.
  • Formularios do Unity

    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase

    Neste curso, você irá aprender sobre a configuração dos Formulários do Unity. Adicione os campos de palavras-chave e não palavras-chave a um formulário, use conjuntos de palavra-chave de preenchimento automático e conjuntos de dados em cascata, e verifique os itens de linha, rascunhos, temas, e publicação.

  • Formularios Unity: curso práctico
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    En este curso, obtendrá información sobre la configuración de los Formularios Unity. Añada campos de palabras clave y palabras que no sean clave a un formulario, trabaje con conjuntos de palabras clave de autollenado y conjuntos de datos en cascada, y revise los elementos de líneas, borradores, temas y publicaciones.
  • Healthcare NilRead Hanging Protocols
    Approx Time: Varies | Type: Configuration | Level: Beginner | Product Line: NilRead
    Get started in developing your own hanging protocols.
  • Healthcare: NilRead Sandbox
    Approx Time: Varies | Type: Configuration | Level: Beginner | Product Line: NilRead
    Get familiar with NilRead 4.4 and 5.0. No formal instructions accompany these sandboxes.
  • Healthcare - OnBase & HL7
    Approx Time: 75 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will complete Configuration settings to prepare OnBase for incoming HL7 messages.
  • Healthcare - OnBase Security & Administration
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will be completing various Administrative Tasks to improve end user experience.
  • Healthcare - Patient Window & Front Office Scanning
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will configure the view and ability of a clinical user to look up patient or visit specific documents.
  • Hyland RPA Analyst: Introduction
    Approx Time: 90 Minutes | Type: Configuration | Level: Beginner | Product Line: Hyland RPA
    In this lab, you will capture a basic business process and then export the project for the purpose of creating step-by-step training instructions.
  • Hyland RPA: Introduction to Automation
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: Hyland RPA
    This lab will walk you through the steps of automating, testing and troubleshooting a basic process using a text application. More complex RPA scenarios are also available.
  • IAM Services: Combined Viewer Client Connection
    Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
    This lab will walk through the steps of installing and configuring the Combined Viewer Application as well as setting up the Combined Viewer to use IAM Services for authentication.
  • IAM Services: IdP and API Server Installation for OnBase
    Approx Time: 90 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
    This lab will walk through the steps of installing and configuring all of the components that make up IAM Services including the Hyland IdP Server and the OnBase API Server.
  • IAM Services: OnBase Client Connection
    Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
    This lab will walk through the steps of configuring the OnBase Client and OnBase Configuration modules to use IAM Services for authentication.
  • IAM Services: OnBase Web Client Connection
    Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
    This lab will walk through the steps of configuring the OnBase Web Client to use IAM Services for authentication.
  • IAM Services: Quick Access Viewer Client Connection
    Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
    This lab will walk through the steps of installing and configuring the Quick Access Viewer Application as well as setting up the Quick Access Viewer to use IAM Services for authentication.
  • IAM Services: Temp File Service
    Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
    If your API Server based solution requires the ability to upload or download large files, then the Temp File Service should be configured. This lab will walk through the steps of setting up and testing the Temp File Server.
  • IAM Services: Unity Client Connection
    Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
    This lab will walk through the steps of configuring the Unity Client to use IAM Services for authentication.
  • IAM Services: WorkView Client Connection
    Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
    This lab will walk through the steps of installing and configuring the WorkView Client API Application and the WorkView Client Application as well as setting up the WorkView Client to use IAM Services for authentication.
  • Image Forms
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will be introduced to Image Forms configuration. You will add form controls and logic to an electronic image of a regulated paper form within the Forms Designer.
  • Integration for Microsoft Outlook
    Approx Time: 45 Minutes | Type: End-User | Level: Beginner | Product Line: OnBase
    In this user lab, you will learn about the benefits of Outlook Integration through hands-on experience. You will import documents, retrieve documents, separate a single document into two documents, use a Custom Query, use Workflow and Document Composition and lastly, send a document within OnBase from Outlook.
  • Mailbox Importer
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will install Mailbox Importer and configure a solution to automatically import emails and/or email attachments into OnBase when they match certain criteria. You will also learn how to set up importing for multiple email addresses and how to deactivate importing for an email address.
  • New Storage Technologies with Foundation: Hands-On Lab
    Approx Time: 45 Minutes | Type: Configuration | Level: Intermediate| Product Line: OnBase
    Storage of OnBase documents has historically been confined to servers owned by your organisation. With the release of OnBase Foundation, additional flexibility has been added to empower organisations to take advantage of cloud-based storage such as S3. This lab will explore those capabilities as well as new functionality to migrate Disk Groups.
  • OnBase Configuration Basics
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will get the chance to configure foundational OnBase system elements using the OnBase Configuration module.
  • OnBase Sandbox
    Approx Time: Varies | Type: Configuration | Level: Any | Product Line: OnBase
    Try out OnBase versions 16 through Foundation EP5. No formal instructions accompany these sandboxes.
  • OnBase Users and User Groups
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will be introduced to the basics of creating and configuring OnBase User Groups, including how to create a basic User Group for your day-to-day users as well as a manager User Group with additional privileges and administrative responsibilities.
  • Overlays
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    This hands-on course will focus on the configuration of overlays. View, Print, and Fax overlays will be imported, configured, and fitted to the document onto which it will be imposed.
  • Perceptive Content Sandbox
    Approx Time: Varies | Type: Configuration | Level: Beginner | Product Line: Perceptive
    Try out Perceptive Content versions 7.3  through Foundation EP3. No formal instructions accompany these sandboxes.
  • Perceptive Experience
    Approx Time: 45 Minutes | Type: User | Level: Beginner| Product Line: Perceptive
    Unlock the potential of your Perceptive Content solution without the dependencies of WebNow or the Full Client. The HTML5 user interface can take your solution to the next level and allow you to meet your customers at the intersection of usability and configuration.
  • Perceptive LearnMode
    Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate | Product Line: Perceptive
    Learn how to allow users to retrieve content with a single click while in their familiar ERP system. Apply index values from data stored in the ERP to newly captured content without worrying about manual error or data consistency challenges.
  • Perceptive Workflow
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: Perceptive
    Learn about conditional routing, alerts, parallel and notifications. Use the power of multiple automated routing rule definitions to support your optimal workflows. See how Workflow’s natural language configuration tool allows non-programmers to utilise these features easily.
  • Reporting Dashboards
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will view pre-configured Dashboards from the end user’s perspective, configure a Document Query Data Provider, create a new Dashboard, use the Dashboard Designer interface to add Dashboard Items to your Dashboard and more.
  • Sandbox für OnBase Foundation
    Approx Time: Varies | Type: Configuration | Level: Beginner | Product Line: OnBase
    Müssen Sie etwas in einer OnBase Foundation-Umgebung ausprobieren? Denken Sie über ein Upgrade nach und möchten Sie vergleichen, was in ähnlichen Umgebungen vorhanden ist? Möchten Sie ein Produkt ausprobieren? Klicken Sie einfach auf die Schaltfläche „Launch Lab“, um loszulegen.
  • Test System Creation
    Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will learn how to easily create a test system that mirrors your production OnBase system.  Importing and exporting configuration items from your test system to production will also be covered.
  • Unity Forms: Part 1
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will be introduced to Unity Forms configuration. You will add both keyword and non-keyword fields to a form, work with AutoFill Keyword Sets and Cascading Data Sets, and learn about line items, drafts, themes, and publishing.
  • Unity Forms: Part 2
    Approx Time: 75 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
    This lab picks right up where Unity Forms – Part 1 ended.  You will work with calculations and custom actions, as well as learn about security and attaching documents to forms.
  • Unity Forms: User
    Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    Learn about the benefits of Unity Forms through hands-on experience. Learn how Unity Forms can populate important information, perform calculations, require information when appropriate, ask for additional information in certain cases, and more.
  • Unity Scheduler
    Approx Time: 45 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
    In this lab, you will focus on the setup of a Unity Scheduler Workflow Timer within OnBase Studio. Then, you’ll move to the Unity Management Console, where you get to schedule the logic that was configured within OnBase Studio.
  • Web Services Publishing
    Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate| Product Line: OnBase
    In this lab, you will create a basic Web Service, publish it, install it, then use it (in conjunction with a simulated third party application) to update a document in OnBase. 
  • Workflow Administrative Tools & Tips: Hands-on Lab
    Approx Time: 60 Minutes | Type: Configuration | Level: Intermediate | Product Line: OnBase
    In this lab, you will learn about some administrative tools that will help you to start taking your Workflow knowledge to the next level. Topics addressed include Copying Life Cycles, Window Titles, the Compare To Tool, Item Generator and more.
  • Workflow: Curso Práctico (Introducción - Primera Parte)
    Approx Time: 60 minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    Usted ha escuchado como el uso de Workflow puede transformar su solución OnBase, pero ¿alguna vez ha tenido la oportunidad de formar parte del proceso de configuración? Si no, obtenga su primera experiencia práctica con Workflow con este curso. Este curso revisará la configuración inicial de un ciclo de vida.
  • Workflow: Laboratório Prático (Introdução - Parte 1)
    Approx Time: 60 minutes | Type: Configuration | Level: Beginner | Product Line: OnBase

    Você já ouviu falar que usar o Workflow pode transformar sua solução OnBase, mas você já teve a chance de participar do processo de configuração? Se a resposta for não, obtenha sua primeira experiência prática com o Workflow com este curso. Este laboratório irá abordar a configuração inicial de um ciclo de vida.

  • Workflow: Part 1
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    In this lab, you will begin creating a Life Cycle (used to automate an organisation’s invoice approval process) and you’ll have a chance to try out some of the great features in OnBase Studio. 
  • Workflow: Part 2
    Approx Time: 45 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    This lab picks right up where Intro to Workflow: Part 1 ended. You will put some finishing touches on our Life Cycle to make it even better. Finally, you get to test your Life Cycle out in the Unity Client.
  • Workflow: Praktische Übung (Einführung - Teil 1)
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase 
    Sie haben gehört, wie die Verwendung von Workflow Ihre OnBase-Lösung verbessern kann, aber hatten Sie jemals die Möglichkeit, Teil des Konfigurationsprozesses zu sein? Wenn nicht, gewinnen Sie mit diesem Kurs erste praktische Erfahrung mit Workflow. In dieser Übung wird die anfängliche Einrichtung eines Arbeitsablaufs behandelt.
  • Workflow: Praktische Übung (Einführung - Teil 2)
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    Sie haben gehört, wie die Verwendung von Workflow Ihre OnBase-Lösung verbessern kann, aber hatten Sie jemals die Möglichkeit, Teil des Konfigurationsprozesses zu sein? Wenn nicht, gewinnen Sie mit diesem Kurs erste praktische Erfahrung mit Workflow. Dieser Kurs setzt dort an, wo Teil 1 endete und fügt Ihrem Arbeitsablauf die letzten Details hinzu.
  • WorkView
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    This lab will focus on creating a basic WorkView | Case Management Application from scratch using OnBase Studio. You will also build the Views, Filters and Filter Bars associated with the Application, so you can enter sample data into the Application and view it.
  • WorkView: Curso Práctico
    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase
    Este curso práctico se centrará en crear una aplicación básica desde cero.
  • WorkView: Praktische Übung

    Approx Time: 60 Minutes | Type: Configuration | Level: Beginner | Product Line: OnBase

    WorkView ist ein hoch konfigurierbares Tool zur Anwendungserstellung, mit dem Sie benutzerdefinierte Lösungen zur Nachverfolgung von Geschäftsinteraktionen erstellen können. Dieser praktische Kurs konzentriert sich auf die Erstellung einer Basisanwendung. Sie erstellen zudem die Ansichten, Filter und Filterleisten, die der Anwendung zugeordnet sind, sodass Sie Beispieldaten in die Anwendung eingeben können, um sie aus Sicht des Endbenutzers anzeigen zu können.