Nintex 2013 Administrator

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