Through a combination of presentation, demonstration and hands-on labs, this foundation course prepares those responsible for an Onyx system with the skills necessary to install, configure and maintain their Onyx Enterprise Application Server and database.

We are sorry but at this time this course does not have any scheduled dates. Please contact TrainingInfo@onyx.com to express your interest in attending this course and be added to a wait list.

For product demonstrations, the most current version of Onyx Employee Portal is used in Onyx University courses

At the end of the course, students will be able to:

• Understand how CRM Workflow & Process tie into Onyx
• Understand the Onyx architecture
• Manage and administer the configuration process
• Install OEAS Business tier, Data tier and Presentation tier
• Configure and use outbound email management within OEP
• Install and Configure Onyx Process Server (OPS) to monitor general email inboxes
• Use Reference Table Administration to apply user defined fields and maintain standard field drop down lists
• Understand and configure incidents (Sales, Service, Support)
  • Customize the Incident form using Reference Table Administration
  • Use Forecasting and Quotes to improve the sales cycle
  • Complete an incident's life cycle using Resolution Codes
• Understand the business flow relationship between Customer records and Incident records
• Manage Security
  • Create Users and Groups
  • Grant and manage permissions based on Users and Roles
• Plan your approach to customizations and understand the customization process
• Use the Administration tools to configure Marketing Functionality
  • Create and maintain Surveys
  • Record detailed activates with Campaign Administration
• Use Script Designer tool
  • Understand the layout form design tools
  • Create rules based scripts
  • Understand how Method Calls are built and incorporated into scripts to either display customer information or perform actions in other areas of OEP
• Model and Configure Products
• Understand the import process and tools

OEAS Architecture & Installation Email Management with OPS and the Onyx Add-in Model & Configure Demographics using Reference Table Administration Understand Incidents Understand how products are used in OEAS Understand Literature Fulfillment Model and Configuring Surveys & Campaigns

Script Designer Customization Security Administration Table Administration Data Importing Understand List Management

Key Course Benefits:

• Configure Onyx in the classroom environment.
• Relate real world examples to the classroom discussion and labs.
• Explore how to adapt many classroom examples to your implementation.
• Gain access to a full set of Administration manuals and customization documentation.

Target Audience: Administrators and Developers

Prerequisites: MS SQL Server Administration and database design experience. Experience with Microsoft Query Analyzer is also beneficial.

Course Length: Five days, 9:00am - 5:00pm

Attire: Business casual

Directions: Contact information, hotel suggestions and driving directions are included in each course confirmation and as well can be located by going to our contact page.

Course Map

Virtual Classroom

Course Schedule

End User And On Site Training

Onyx University Training Passes

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