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Nintex 2013 Administrator

Course Details
Code: 55221
Tuition (USD): $2,295.00 $2,065.50 • Classroom (3 days)

How to install and configure all the components of the Nintex Workflow and Forms offerings in a SharePoint 2013 Farm.

Skills Gained

  • Learn how to fully install and configure Nintex in your SharePoint environment.

Who Can Benefit

Anyone that is tasked with installing and managing a SharePoint Farm with Nintex installed or needing to be installed.

Prerequisites

  • Understanding of SharePoint Administration is helpful, but not required.

Course Details

Outline


Module 1: Overview

  • A simple introduction module.
Lessons
  • N/A
After completing this module, students will be able to:
  • Understand your course, classroom, classmates, facility and instructor.

Module 2: Introduction to Nintex
Description: In this module, you will learn about the various Nintex products and how they work together to provide a cohesive software solution that complements SharePoint Server. You will also review the Nintex Licensing models.
Lessons
  • Nintex Introduction
  • Nintex Licensing
After completing this module, students will be able to:
  • Describe the various Nintex Products
  • Describe the licensing models for Nintex
  • Understand how Nintex integrates with SharePoint

Module 3: Installing and Configuring Nintex Workflow
Description: In this module, you will learn how to install and configure Nintex Workflow; this included creating databases, enabling workflow actions on web applications, configuring LazyApproval, message templates, workflow constants and holidays.
Lessons
  • Hardware and Software Requirements
  • Installing Nintex Workflow
  • Configuring Nintex Workflow
  • Enabling Workflow Actions
  • Lazy Approval
  • Misc Configuration Topics

Lab 1: Installing Nintex Workflow
  • Install Nintex Workflow on on-premises SharePoint Farm
  • Install the Nintex Exchange Connector Service

Lab 2: Configuring Nintex Workflow
  • Configure Nintex Workflow
  • Installing a License
  • Managing Nintex Databases
  • Enabling Workflow Actions
  • Configuring Global Settings
  • Manage LazyApproval Settings
  • Message templates
  • Workflow Constants
  • Adding holidays
  • Exploring Miscellaneous farm configuration settings

Lab 3: Configuring Nintex Workflow for Sites
  • Configure Nintex Workflow for Site Collection

Lab 4: Working with NWADMIN
  • Explore features of NWADMIN.exe

Lab 5: Installing Custom Components (Optional)
  • Adding user defined actions
After completing this module, students will be able to:
  • Install Nintex Workflow Licenses
  • Configure Nintex Databases
  • Enable Workflow on Web applications
  • Enable Workflow Actions
  • Describe and manage Lazy Approval
  • Manage Holidays
  • Add Workflow Constants

Module 4: Installing and Configuring Nintex Forms
Description: In this module, you will learn how to install and configure Nintex Forms and what form controls and device templates are and how to configure them.
Lessons
  • Installing Nintex Forms
  • Configuring Nintex Forms
  • Form Controls
  • Device Layouts

Lab 1: Installing Nintex Forms
  • Install Nintex Forms

Lab 2: Configuring Nintex Forms
  • Manage Licensing
  • Manage the Forms Databases
  • Explore out of box forms controls
  • Explore device layouts

Lab 3: Custom Nintex Form components
  • Install Custom Form Control
  • Import Custom Forms Controls
  • Add new Device Layout
  • Import new Device Template

Lab 4: Configure Nintex Forms for Sites
  • Configure Nintex Forms on a Web Application
  • Configure Nintex Forms on a Site Collection
After completing this module, students will be able to:
  • Install and configure Nintex Forms
  • Describe the out of box Form Controls
  • Describe the out of box Device Templates
  • Import custom form controls and device templates

Module 5: Installing and Configuring Nintex Live
Description: In this module, you will learn about Nintex Live and how to install and configure it into your environment.
Lessons
  • Introduction to Nintex Live
  • Installing Nintex Live
  • Configuring Nintex Live

Lab 1: Installing and Configuring Nintex Live
  • Install Nintex Live
  • Configure and Enable Nintex Live for Workflows
  • Configure and Enable Nintex Live for Forms
After completing this module, students will be able to:
  • Describe Nintex Live features
  • Install and configure Nintex Live

Module 6: Testing Your Configuration
Description: In this module, you will learn how to create workflows, forms and use Nintex Live.
Lessons
  • Creating and Using Workflows
  • Creating and Using Forms
  • Nintex Mobile

Lab 1: Creating a Nintex Workflow
  • Create a Nintex Site Workflow
  • Create a Nintex List Workflow
  • Explore Nintex Actions

Lab 2: Creating a Nintex Form
  • Create Nintex List Form
  • Create Nintex Workflow Form
  • Use out of box Form Controls
  • Use custom Form Controls
  • Explore Device Templates

Lab 3: Using Nintex Live
  • Using Nintex Live to download new Actions
After completing this module, students will be able to:
  • Create and use Nintex Workflows
  • Create and use Nintex Forms
  • Work with Nintex Live features

Module 7: Workflow Reporting
Description: In this module, you will learn about the out of box reports provided by Nintex and how to create your own reports.
Lessons
  • Administrative Reporting
  • Workflow Reporting

Lab 1: Working with Nintex Reports
  • Explore Administration Reports
  • Add a new custom Report

Lab 2: Creating custom reports
  • Create a more advanced Workflow Report
After completing this module, students will be able to:
  • Describe and use the out of box Administrative Reports
  • Describe and use the out of box Workflow Reports
  • Create your own custom workflow reports

Module 8: Backup, Restore and Upgrades
Description: In this module, you will learn how to backup, restore and upgrade Nintex Components.
Lessons
  • Backup
  • Restore
  • Upgrading

Lab 1: Backup Nintex
  • Backup Nintex Workflow and Forms databases
  • Backup SharePoint Content Databases

Lab 2: Restore Nintex
  • Restore Nintex Workflow & Forms

Lab 3: Upgrade Nintex
  • Upgrade a Nintex Instance
After completing this module, students will be able to:
  • Backup Nintex and SharePoint components
  • Restore Nintex and SharePoint components

Module 9: Nintex for Project Server
Description: In this module, you will learn to install and configure Nintex for Project Server.
Lessons
  • Nintex For Project Server Intro

Lab 1: Installing and Configuring Nintex For Project Server
  • Install Nintex for Project Server
  • Configure Nintex for Project Server
  • Test Nintex for Project Server

Lab 2: Creating Nintex Project Server Workflows
  • Create a Nintex Project Server Workflow
After completing this module, students will be able to:
  • Describe the features of Nintex for Project Server
  • Install and configure Nintex for Project Server
  • Create workflows for Project Server projects
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