Benefits of the Certified Professional Program (CPP)

Gain advanced, industry-relevant skills
In today’s competitive marketplace, there’s no better way to bolster your content management knowledge, showcase your job-related experience and verify your technical problem-solving expertise than by earning a Laserfiche Certification.

Convenient online training
Every CPP certification includes online training that you can access from anywhere at any time. Through the CPP's comprehensive online training, you can gain complex content management skills without having
to travel or spend time in the classroom.

A comprehensive training manual
Along with online training videos, you receive a full training manual with screenshots and a detailed walkthrough of all the functionality relevant to the CPP course you are taking.

No-nonsense certification exams
Online certification testing is administered on an ongoing basis for a $100 fee. If you do not pass the multiple-choice exam on your first try, there is no charge to re-take the test a second time.


How will the CPP help you?

  1. Quickly acquire advanced content
    management skills.
  2. Maximize the value of your Laserfiche investment.
  3. Earn a deeper level of trust from key organizational stakeholders.

Next Steps

  1. Browse through the course tracks and courses below.
  2. Register for an account and sign up for as many courses as you’d like.
  3. Log-in to access your courses at your convenience, 24/7.

Getting Started

These classes provide you with a basic understanding of Laserfiche enterprise content management (ECM) and working with the Laserfiche Client. They are designed for beginners and are recommended for anyone who is new to Laserfiche.

Content and Process Management

These classes provide business users with the knowledge and expertise they need to take advantage of Laserfiche features such as capture and business process management.

System Administration

These classes provide IT professionals and advanced business users with the skills they need to configure, support, troubleshoot and maintain Laserfiche.

 

Bonus Certification: CPP Gold!

The CPP Gold certification rewards users who have passed core certifications within the CPP Program. The credential signals that a user has achieved a solid understanding of essential Laserfiche processes and the fundamentals of ECM.


You will automatically achieve Gold Certification after you pass these
seven CPP certifications:

  • Laserfiche Specialist
  • Capture I
  • Capture II
  • Administrator I
  • Administrator II
  • Repository Architect
  • Business Process Management

Getting Started

ECM 101

What is enterprise content management (ECM) and how can it impact your organization? Enterprise Content Management 101 covers the basics of ECM software, the different components of an ECM system, and how organizations can operate more efficiently using ECM. Because this course is introductory, no familiarity with ECM technology in general or Laserfiche in specific is required.

Who Should Take This Course?

  • New hires who will be working with Laserfiche.
  • Departments or offices coming online as part of an existing Laserfiche system.
  • Current Laserfiche users who would like an overview of new features and functionality available in Laserfiche 8.3.

Objectives

  • Get an overview of ECM concepts including capture, business process management, and records management.
  • Gain familiarity with ECM functionality including collaboration and versioning, search and retrieval, and scanning.
  • Learn how ECM can automate common business processes including resume review, hiring, and new employee onboarding.
  • Explore advanced concepts like mobile content management, transparent records management, and high-volume capture.
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La Gestión de Contenido Empresarial (ECM) 101

¿Qué es la Gestión de Contenido Empresarial (ECM) y cómo puede impactar a su negocio? Este curso cubre los conceptos básicos de lo que es el software ECM, sus distintos componentes y - más importante - cómo puede ayudar a una organización implementar nuestra filosofía Run Smarter®.

Objetivos

  • Obtener una visión general de la Gestión de Contenido Empresarial en acción
  • Familiarizarse con los conceptos y la funcionalidad de ECM
  • Aprender cómo el software ECM puede mejorar sus procesos de negocios
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Laserfiche Specialist

This course provides a comprehensive approach to working with content in the Laserfiche Client. It is designed for beginning and intermediate users, and no prerequisites are necessary.

Certification topics include:

  • Filing documents efficiently and intuitively.
  • Working with digital documents.
  • Finding relevant information quickly.
  • Taking full advantage of the functionality of Laserfiche Snapshot and Laserfiche Scanning.
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Content and Process Management

Repository Architect

Enterprise-level software systems have grown to the point that they often require numerous resources to not only get up and running, but also to keep them running smoothly. Input is required from numerous sources, including those using the system, those designing the system, and those maintaining the system. The Repository Architect should have a big-picture perspective of the Laserfiche system, understanding both the technical capabilities of the system and how it will be used.

This course covers the planning considerations and repository design decisions that Laserfiche architects have found to be successful for Laserfiche implementations. It builds on template and other design concepts covered in the Laserfiche Administrator I certification and is recommended for individuals who are involved in rolling out Laserfiche implementations, particularly Laserfiche administrators.

Concepts discussed in this course can be applied to both new and existing Laserfiche systems. The planning considerations covered are particularly useful for existing Laserfiche systems that have grown beyond their original plan.

Prerequisites:

  • Working knowledge of the Laserfiche Client and Administration Console.
  • Understanding of Laserfiche architecture.
  • Completion and passing of the Laserfiche Administrator I and Laserfiche Specialist certifications recommended.

Certification topics include:

  • Designing a system with ease-of-use in mind.
  • Gathering requirements to determine the goals and expectations of the Laserfiche system.
  • Managing project implementation in an agile manner.
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Business Process Management

This certification serves as an introduction to analyzing an organization’s document-centric business processes, as well as how to automate them with Laserfiche Workflow. This course is recommended for anyone interested in learning the basics of analyzing business processes and translating them into workflows in Laserfiche, as well as anyone whose responsibilities include configuring, deploying or supporting the Laserfiche Workflow product.

Prerequisites:

  • Working knowledge of Laserfiche Client, Administration Console and Workflow software.
  • Completion and passing of the Laserfiche Administrator I certification recommended.

Certification topics include:

  • Mapping out the steps of document-centric business processes.
  • Translating document-centric processes into custom workflows.
  • Identifying how Workflow Activities will automate business processes.
  • Creating best practices for triggering workflows and running them efficiently.
  • Using diagnostic tools to troubleshoot the Workflow system.
  • Enhancing the system’s efficiency by employing best practices and eliminating bottlenecks.
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Business Process Management II: Laserfiche Forms

This certification provides an overview of how to analyze an organization’s information-centric business processes and automate them with Laserfiche Forms.

This course is ideal for people who want to learn how to automate processes using web-based forms, as well as those whose responsibilities include configuring, deploying or supporting the Laserfiche Forms product.

Certification topics include:

  • Collecting information in web-based forms.
  • Translating business processes into forms processes.
  • Moving beyond the basics to improve style and functionality.
  • Connecting Laserfiche Forms to a Laserfiche repository and Laserfiche Workflow.
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Capture I

This certification covers the use and purpose of standard capture strategies in Laserfiche, as well as best practices for employing them to make your Laserfiche system more efficient. This course is designed for people who want to learn when to utilize each capture strategy to best suit their purposes and for capture experts who wish to demonstrate mastery.

Prerequisites:

  • Working knowledge of the Laserfiche Client.
  • Experience converting paper to digital files.

Certification topics include:

  • Understanding document naming and folder structure best practices.
  • Articulating the use case for basic and standard scanning.
  • Increasing image and OCR quality with image processing features.
  • Optimizing document throughput in batch processing using keyboard shortcuts.
  • Identifying how to best use Laserfiche capture tools to address specific capture needs.
  • Utilizing already created Quick Fields sessions.
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Capture II: Quick Fields

This certification covers the use of Laserfiche Quick Fields for advanced document capture and image processing, from the basics through best practices and troubleshooting. This course is recommended for individuals who will be configuring and administering batch scanning sessions in Quick Fields.

Prerequisites:

  • Working knowledge of Laserfiche Client file structure and metadata.
  • Familiarity with concepts of capturing documents electronically (completion of the Laserfiche Specialist, Capture I certification is recommended, but not required).

Certification topics include:

  • Understanding how Quick Fields processes documents.
  • Processing documents with base Quick Fields.
  • Automating data capture with add-ons.
  • Best practices for getting the most out of Quick Fields.
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Capture Workflow

Capture workflow is intended to rework and streamline an existing capture process, wholesale. Rather than just tweaking individual pieces, it looks at the whole process from start to finish to create a capture strategy that is more efficient, requires less oversight, and forms an integral part of the content management system.

Prerequisites:

  • Working knowledge of Laserfiche Client file structure and metadata.
  • Familiarity with concepts of capturing documents electronically (completion of the Laserfiche Specialist—Capture I and Capture II certifications recommended, but not required).
  • Familiarity with Laserfiche Workflow functionality (completion of Laserfiche Specialist—Business Process Management recommended, but not required)

Certification Topics Include:

  • Improving efficiency, accessibility, and accountability with capture workflow
  • Re-engineering a capture environment to create a capture workflow system
  • Implementing a Laserfiche capture workflow system
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System Administration

Laserfiche Administrator I

This certification introduces the fundamental aspects of a Laserfiche system pertinent to administration. This course is recommended for anyone who works with the configuration and support of Laserfiche or who wishes to learn how to do so.

Prerequisites:

  • Working knowledge of the Laserfiche Client.
  • Understanding of Laserfiche architecture.

Certification topics include:

  • Managing metadata.
  • Administering physical and logical Laserfiche volumes.
  • Designing and enforcing a system security policy.
  • Creating an appropriate and comprehensive backup and disaster recovery plan.
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Administrador I para Laserfiche

Esta certificación presenta los aspectos fundamentales de un sistema Laserfiche pertinentes a su administración. Se recomienda este curso para cualquier persona que trabaja con la configuración y soporte de Laserfiche o que quiere aprender a hacerlo.

Prerrequisitos:

  • Un conocimiento práctico de la consola de cliente de Laserfiche.
  • Un conocimiento de la arquitectura de Laserfiche.

Temas incluidos en la certificación:

  • La gestión de metadatos.
  • La administración de volúmenes Laserfiche físicos y lógicos.
  • El diseño y la ejecución de una política de seguridad del sistema.
  • La creación de un plan de copias de seguridad y recuperación de desastres adecuado y completo.
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Laserfiche Administrator II

This certification delivers advanced knowledge necessary to make the most of a Laserfiche installation, from design considerations and optimization to performance tuning and troubleshooting. This course is recommended for anyone who is or will be implementing and supporting a Laserfiche system.

Prerequisites:

  • Completion and passing of the Laserfiche Administrator I certification recommended.
  • Working knowledge of the Laserfiche Client and Administration Console.
  • General background in information technology and back-office computer operations.

Certification topics include:

  • Identifying advanced metadata design and functionality.
  • Identifying performance tuning best practices for Laserfiche.
  • Using high-availability planning and design.
  • Developing design and planning recommendations to meet unique requirements.
  • Implementing advanced troubleshooting and system optimization techniques.
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Advanced Security

This certification covers security configuration to address unique needs, highlights best practices and addresses network security considerations that relate to Laserfiche. This course builds on the security information and concepts reviewed in the Laserfiche Administrator I certification and is recommended for individuals who do extensive configuration and maintenance of Laserfiche security.

Prerequisites:

  • Experience configuring Laserfiche security.
  • Working knowledge of the Laserfiche Client and Administration Console.
  • Understanding of Laserfiche architecture.
  • Completion and passing of the Laserfiche Administrator I certification recommended.

Certification topics include:

  • Security permission setup and tips and tricks.
  • Troubleshooting security configuration issues.
  • Security considerations outside of the repository.
  • Specific security scenarios.
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Records Management Edition I

This certification contains all the details of how to plan, implement and maintain your records management policies in Laserfiche. This course is recommended for the experienced records manager.

Prerequisites:

  • Grounding in records management concepts and actions.
  • Working knowledge of the Laserfiche Client, Administration Console and Records Management module (Laserfiche Records Management Edition).
  • Familiarity with Laserfiche Workflow recommended.

Certification topics include:

  • Translating record-keeping requirements into DoD 5105.2-based record series.
  • Designing a file plan that simplifies classification and administration.
  • Making records management processes transparent to everyday users of the system.
  • Developing notification and reports.
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Troubleshooting

This certification equips you with the tools to ensure the continued success of your Laserfiche system with pragmatic methodologies and tools to track down and correct problems. This course is recommended for anybody tasked with maintaining a Laserfiche system.

Prerequisites:

  • Completion and passing of the Laserfiche Administrator I certification recommended.
  • Working knowledge of the Laserfiche Client and Administration Console.
  • General background in information technology and back-office computer operations.

Certification topics include:

  • Formalized troubleshooting methodology.
  • Laserfiche tools that aid in identifying a problem.
  • Third-party tools that aid in identifying a problem.
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Laserfiche Integrator I

This certification covers the basics of using the Laserfiche SDK (Toolkit) to work with Laserfiche programmatically. This course is recommended for individuals who want to integrate Laserfiche with third-party applications, automate repetitive Laserfiche tasks or provide custom utilities for working with Laserfiche. Note: This certification requires passing both an online exam and written exam; the written exam will be delivered through email once the online exam is passed.

Prerequisites:

  • Solid knowledge of standard Laserfiche Server/Client operations.
  • Familiarity with an object-oriented programming language; C# or Visual Basic strongly recommended.

Certification topics include:

  • Understanding the various libraries in the Laserfiche SDK.
  • Knowing when and how to deploy SDK libraries.
  • Performing custom operations on the Laserfiche Server using SDK libraries.
  • Outlining standard integration scenarios involving Laserfiche.
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