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Administering IBM Lotus Quickr 8.1 Services for IBM WebSphere Portal

Reference course outline

QR8001 day

Duration

1 day

Course Overview

IBM Lotus Quickr Services for IBM WebSphere Portal can be a powerful tool for your organization to enable connected teams to share a wide variety of content. If your organization is planning to deploy Lotus Quickr to create collaborative communication and content management solutions, it will be your responsibility as an administrator to help ensure that the Lotus Quickr environment is structured efficiently and is functioning properly. In order to accomplish those goals, you will need a clear understanding of Lotus Quickr's purpose and technical capabilities, as well as the logical and physical components of the Lotus Quickr environment and its architecture.

Abstract

IBM Education Advantage Program Eligibility:

  • Yes - IBM Education Pack - Online Account

This course is designed to introduce new administrators to Lotus Quickr 8.1 and provide hands-on practice with managing places, layouts, documents, resources, policies, and place content.

Audience

This intermediate course is designed for new system administrators for Lotus Quickr services for WebSphere Portal who must acquire a foundational knowledge and working experience with the administration tools and tasks for Lotus Quickr.

Pre-requisites

Students taking this course should have basic Windows skills, ability to use a Web browser, end-user skills with various types of Lotus Quickr applications, plus any type of network system administration experience. Previous WebSphere Portal system administration is not required but can be helpful. Basic ability to author in XML or HTML is helpful but not required.

The following IBM self-paced courses or seminars are recommended but not required:

  • Using IBM Lotus Quickr 8.1 (QR100)
  • IBM WebSphere Portal Version 6.0 Fundamentals (WP010)

Course Objective

After completing this course, students should be able to:

  • Describe the components and capabilities of Lotus Quickr Services for WebSphere Portal.
  • Manage Lotus Quickr users and groups.
  • Manage Lotus Quickr places.
  • Manage Lotus Quickr place content.
  • Manage access to places.
  • Manage Lotus Quickr policies.
  • Manage Lotus Quickr templates.

Lesson 1: Introducing Lotus Quickr Services for WebSphere Portal

Topic 1A: Defining Lotus Quickr Services for WebSphere Portal

  • Collaboration Technologies
  • What Is Lotus Quickr Services for WebSphere Portal?
  • Features and Capabilities of Lotus Quickr

Topic 1B: Examining Lotus Quickr Architecture and Topology

  • The Lotus Quickr Architecture
  • Administrative Roles and Responsibilities
  • Deployment Architectures
  • Integration with Lotus Quickr Services for Domino
  • Sametime Integration

Topic 1C: Identifying the Lotus Quickr Content Hierarchy

  • Places
  • Pages
  • Components

Topic 1D: Planning a Lotus Quickr Installation

  • Installation Methods
  • Installation Requirements
  • How to Plan a Lotus Quickr Installation

Lesson 2: Managing Users and Groups

Topic 2A: Creating Users

  • What is a Lotus Quickr User?
  • LDAP Directories
  • The Lotus Quickr Home Page
  • WebSphere Portal Administration Pages
  • The Manage Users and Groups Portlet
  • How to Create Users

Topic 2B: Creating Groups

  • What is a Lotus Quickr Group?
  • How to Create Groups

Topic 2C: Managing Groups

  • Lotus Quickr Group Management Tasks
  • How to Manage Groups

Lesson 3: Managing Places

Topic 3A: Creating Places

  • Place Types
  • What Are Templates?
  • Categories of Templates
  • How to Create Places

Topic 3B: Customizing Places

  • Place Customization Options
  • How to Customize Places

Topic 3C: Configuring Place Properties

  • Place Properties
  • How to Configure Place Properties

Lesson 4: Managing Content

Topic 4A: Adding or Removing Components

  • What Are Sites?
  • What Are Site Areas?
  • What are Content Items?
  • Content Management Portlets
  • How to Add or Remove Components

Topic 4B: Adding or Removing Pages

  • How to Add or Remove Pages

Topic 4C: Configuring Content Authoring Options

  • Preview Options
  • User Interface Options
  • The Rich Text Editor
  • Rich Text Options
  • How to Configure Content Authoring Options

Topic 4D: Managing Categories

  • What Are Categories?
  • Category Management Tasks
  • The Applications Catalog Portlet
  • How to Manage Categories

Lesson 5: Managing Access to Places

Topic 5A: Adding or Removing Members

  • Place Membership
  • Membership Inheritance
  • How to Add or Remove Members

Topic 5B: Assigning Roles

  • What Are Lotus Quickr Roles?
  • Role Types
  • What Are Lotus Quickr Permissions?
  • Permission Types
  • Role Inheritance
  • Lotus Quickr Access Control Management Portlets
  • How to Assign Roles

Topic 5C: Editing Roles

  • How to Edit Roles

Topic 5D: Making a Place Public

  • Public and Private Places
  • How to Make a Place Public

Topic 5E: Changing the Place Owner

  • Place Ownership
  • How to Change the Place Owner

Topic 5F: Troubleshooting Place Access

  • Common Place Access Issues
  • Place Access Troubleshooting Resources
  • How to Troubleshoot Place Access

Lesson 6: Managing Policies

Topic 6A: Creating Policies

  • What is a Lotus Quickr Policy?
  • Policy Types
  • Policy Settings
  • The Resource Policies Portlet
  • How to Create Policies

Topic 6B: Creating Child Policies

  • What is a Child Policy?
  • Policy Rules
  • Policy Conditions
  • The Process of Applying a Policy
  • How to Create Child Policies

Topic 6C: Assigning User Access to Policies

  • Policy Access Levels
  • How to Assign User Access to Policies

Topic 6D: Importing or Exporting Policies

  • Policy Definitions
  • How to Import or Export Policies

Topic 6E: Troubleshooting Policies

  • Common Policy Issues
  • Policy Troubleshooting Resources
  • How to Troubleshoot Policies

Lesson 7: Managing Templates

Topic 7A: Creating Customized Templates

  • Template Properties
  • Template Layout Options
  • Template Management Portlets
  • How to Create Customized Templates

Topic 7B: Importing or Exporting Templates

  • How to Import or Export Templates

Topic 7C: Managing Template Roles and Permissions

  • How to Manage Template Roles and Permissions

This is a version-specific reference outline. Confirm the current syllabus and delivery arrangements with EIEIO.