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CompTIA CDIA+

The CompTIA CDIA+ certification is an internationally recognized credential acknowledging competency and professionalism in the document imaging / document management industry. CompTIA CDIA+ candidates possess critical k... Show More
Course Prerequisites:
Computer Literacy
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Instructor-Led Training (ILT)

Attend training in a classroom environment at a campus near you. Instructor-led training is still the number one delivery method of choice because it allows you to interact and discuss the training material, either individually or in a group setting, and you gain access to expert knowledge from certified instructors. This form of guided learning is impactful and produces positive learning outcomes. Day, evening and Saturday classes are offered.

Course Price (ILT)
R6,841.35

* incl. VAT

Duration
5 Days

Course Content

CD0-001: CompTIA CDIA+

1.0 Enterprise Content Management

1.1 Explain the proper uses of index, search, and retrieval.

  • Taxonomy / business classification schema
  • Metadata structure
  • Indices
  • Document classes
  • Attributes
  • Application connectivity (ODBC)
  • Full text search
  • Enterprise / federated search
  • Search – fuzzy and Boolean operators
  • and
  • or
  • not
  • <
  • >
  • wildcards
  • *
  • !
  • =
  • ?

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1.2 Explain the function and use of workflow.

  • Repeatable processes
  • Sequential processes
  • Parallel processes
  • Queues and roles
  • Business rules
  • Routing
  • Timers and alerts/notifications
  • Workflow status
  • Metrics
  • Reporting
  • Workflow examples
  • Purchase order process
  • Time and expense process
  • Invoice process
  • Employee on-boarding/off-boarding
  • Approval process
  • Escalation process
  • Workload balancing
  • External rules and external BPM systems

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1.3 Explain how collaborative capabilities are used.

  • Version history
  • User tracking and logging
  • Check-in and check-out
  • Simultaneous editing / real-time collaboration / co-authoring
  • Annotations
  • Redactions (manual vs. auto)
  • Highlights
  • Stamps
  • Notes

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1.4 Compare and contrast document presentation and output features.

  • Document scale
  • Ratios
  • Viewer distortion
  • Output integrity
  • Orientation
  • Monitor
  • Page
  • Document viewer features
  • Polarization
  • Color correct
  • Zoom / zone
  • Precision measuring
  • Document navigation and pagination (thumbnails)
  • Viewer types
  • Web-based (browsers)
  • Plug-ins
  • Vendor specific
  • Universal document viewers
  • Remote viewing
  • Bandwidth
  • Peak-query requirements
  • Rendition
  • File print methods
  • Dot-matrix
  • Inkjet
  • Laser
  • Thermal
  • Print to file
  • Print output languages
  • Postscript
  • PCL
  • IPDS
  • Email
  • Fax

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1.5 Explain the purpose of content lifecycles.

  • Content purpose and changes
  • Content storage and archival (long term preservation)
  • Content permissions and changes
  • Content retention / deletion
  • Audit trails

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2.0 Capture

2.1 Given a scenario, select the appropriate input sources and methods.

  • Mobile
  • Cell phone
  • Tablets
  • Fax
  • Analog
  • Digital
  • Hot-folder / watch-folder
  • Email and email attachments
  • Desktop uploads / document import
  • Capture at creation / point of origination
  • Structured data transferred into another system (EDI)
  • ERM
  • Postscript
  • PCL
  • IPDS
  • Centralized or distributed capture
  • Batch capture
  • Barcode readers
  • External keyboards
  • RFID tag reader
  • Screen-scraping to collect index values
  • Paper
  • Quality
  • Weight
  • Type
  • Sizes

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2.2 Given a scenario, implement document scanning technologies and processes.

  • Capture processing steps
  • Document preparation
  • Capture
  • Recognize
  • Validation
  • Verification
  • Quality control
  • Release
  • Scanner drivers
  • ISIS
  • TWAIN
  • Document preparation
  • Physical preparation of the documents
  • Scanner settings
  • Brightness
  • Contrast
  • Image cleanup
  • Deskew
  • Despeckle
  • Auto-orientation
  • Color dropout
  • Blank page removal
  • Hardware vs. software cleanup
  • Automatic document feeder vs. flatbed
  • Paper feed detection / paper size detection
  • Simplex vs. duplex
  • Speeds
  • ppm
  • ipm
  • throughput
  • Maximum duty cycle / throughput expectation
  • Stated vs. actual throughput
  • Embedded vs. external keyboard input
  • Endorsing and imprinting
  • Scanner types
  • Personal PC attached
  • Workgroup level
  • Network production scanner
  • High volume
  • MFP
  • Specialty scanners
  • Large format Film
  • Hand scanners
  • Cards scanners

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2.3 Given a scenario, differentiate recognition methodologies and technologies.

  • Barcodes
  • Separator sheets
  • Cover sheets
  • Patch codes
  • Intelligent capture
  • ICR
  • OCR
  • IHR
  • OMR
  • MICR
  • Attended vs. unattended
  • Unstructured forms recognition
  • Recognize
  • Auto-classify
  • Extract
  • Separation
  • Data grouping/clustering
  • Associative matching
  • Export data
  • Semi-structured forms recognition
  • Structured forms recognition
  • Document capture vs. data capture
  • Exception processing
  • Forms types and metadata validation
  • Database vs. manual
  • Quality control
  • Registration marks / anchors

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2.4 Explain the purpose of metadata file properties.

  • Index values
  • Extracted or derived values
  • Time and date stamp
  • Auto defined based on document type
  • Prompted at the device (MFP)
  • XML tags
  • Inheritance
  • Folder level
  • Container
  • Import file types
  • xml
  • csv
  • txt
  • tsv
  • tagged

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2.5 Differentiate between various physical file properties and their impact.

  • Estimate storage or network bandwidth needs based on file size and types
  • File encryption
  • Resolution (dpi)
  • File types
  • PDF
  • PDF/A
  • TIFF
  • JPEG
  • WMV
  • BMP
  • DOC
  • TXT
  • XLS
  • MP3
  • MP4
  • WAV
  • File sizes
  • Compression
  • Lossy vs. Lossless
  • Group4
  • LZW
  • JBIG2
  • JPEG2000
  • Color
  • Grayscale (bitonal)
  • Black and white

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3.0 Storage and Networking

3.1 Explain the various storage media types and their associated properties.

  • Magnetic disk
  • Tape
  • Optical disk
  • Microform
  • NAND flash memory
  • Media degradation
  • SSD

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3.2 Explain appropriate storage methods and their features.

  • SAN/NAS
  • Performance
  • Flexibility
  • Size
  • Redundancy
  • Bandwidth
  • RAID
  • I/O speeds
  • Redundancy
  • Failover
  • SSD
  • Access speed
  • Durability
  • WORM (Write-once read many)
  • Cloud
  • Scalability
  • Remote
  • Cost
  • Accessibility
  • Support
  • Storage-as-a-service
  • Microforms
  • Eye readable format
  • Direct-attached disk / local drive

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3.3 Compare and contrast various storage strategies.

  • Clustering Tiered storage
  • Online
  • Offline
  • Onsite
  • Offsite
  • Metrics and reporting
  • Frequency of use
  • Date of creation
  • Type of data
  • Date of modification
  • Hybrid storage
  • Hierarchical Storage Management

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3.4 Explain the basics of network connectivity and hardware solutions.

  • Network connectivity
  • Connectivity types
  • Modems
  • DSL
  • ISDN
  • T1
  • T3
  • 3G
  • 4G
  • 802.11 a/b/g/n
  • Client-server network
  • Shared bandwidth
  • Security
  • Wireless vs. wired
  • LAN vs. WAN
  • Hardware solutions
  • Workstation/server hardware considerations
  • Processing power
  • Memory
  • OS
  • Storage
  • Virtualization
  • Clients
  • Thin client
  • Thick client

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4.0 Security and Compliance

4.1 Explain the basics of records management.

  • Records value
  • Digital retention requirements
  • Legal holds
  • Physical archival requirements
  • Disposition process
  • Awareness of governmental regulations and policies
  • Awareness of industry standards and best practices

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4.2 Explain different access security methods.

  • Authentication vs. authorization vs. audit
  • Single sign-on
  • Two factor authentication (card swipe and pin/password)
  • Role-based access
  • Biometrics
  • Group policy

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4.3 Explain various elements of network security.

  • VPN
  • Directory services
  • Active directory
  • LDAP
  • SSL/HTTPS
  • SFTP
  • Encrypted passwords / no clear text
  • Data encryption
  • PKI

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4.4 Given a scenario, implement appropriate document and information security.

  • Redaction
  • Watermarking
  • Document privileges
  • Email
  • Export
  • Print
  • Copy
  • Edit
  • Types of deletions
  • Metadata vs. full document
  • Secure deletion / forensic deletion
  • Secure printing
  • Library services
  • Version control
  • Check-in and check-out
  • PDF security
  • Digital signatures

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5.0 Analysis, Design, and Implementation

5.1 Identify the basics of project management.

  • Players
  • Champions
  • Stakeholders (IT, HR, end-users, procurement)
  • Executive sponsor
  • Project manager
  • Project management team
  • Phases
  • Project initiation
  • Planning
  • Execution
  • Monitor and control
  • Closing
  • PM terms
  • Change management
  • Risk management
  • Scope creep
  • Communication plan
  • Mile-stones
  • Project sign-off
  • Pilot
  • Testing
  • Proof of concept
  • Schedule / GANTT
  • PERT chart
  • Cutover
  • Document types
  • RFP
  • RFI
  • RFQ
  • SOW
  • MSA
  • NDA
  • SLA
  • BAA
  • Contract
  • Addendum

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5.2 Execute appropriate requirement gathering techniques.

  • Document client objectives
  • Identify operational business needs
  • Analyze the process
  • Gather metrics
  • Document current state (“as is”)
  • Identify bottlenecks and issues
  • Gather sample documents and current process documentation
  • Interviews
  • Observations
  • Peak-times
  • Benchmark
  • Number of users
  • Licensing
  • Backlog
  • Backfile
  • Targeted surveys
  • Technical survey vs. business survey
  • Identify opportunities for process improvement and/or introduction of new technologies
  • Understand corporate culture and organizational hierarchy

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5.3 Analyze collected data and validate client requirements.

  • Data validation
  • Requirements validation
  • Targeted presentations
  • Gap analysis
  • Map existing business processes to future state
  • Map business requirements to benefits of solution
  • Develop return on investment calculation (ROI)
  • Analog vs. digital
  • Shipping documents vs. remote capturing
  • Staff efficiency
  • Managed services vs. in-house
  • Paper storage vs. electronic storage
  • Green calculation (carbon footprint)
  • Mail vs. electronic distribution
  • Customer service improvements
  • Quality and accuracy of data
  • Client sign-off

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5.4 Structure a solution design according to specified requirements.

  • Develop a solution design plan
  • Quantify alternative solutions when necessary
  • Develop functional specification
  • User interface
  • Performance
  • Develop technical specification
  • Security/compliance requirements
  • Hardware/software/network interoperability
  • Recommend scanner based on volume
  • Turnaround time
  • File size
  • Throughput
  • Duty cycle
  • Develop applicable diagrams
  • High-level workflow diagrams
  • Architecture
  • Recommend relevant / current technologies based on customer requirements
  • Customer environment
  • Unique challenges
  • Budget
  • Competitive environment
  • Distributed scanning vs. centralized scanning
  • Simulation / modeling of core components of the solution
  • Consider growth needs and scalability

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5.5 Explain business continuity concepts.

  • Backup and restoration
  • High availability / redundancy
  • Disaster recovery plan
  • Redundancy of scanner hardware / availability based on SLA, maintenance

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5.6 Apply implementation and testing procedures.

  • Develop implementation plan
  • Installation and configuration guidelines
  • Testing plan
  • Capture tuning and optimization
  • Administrative and end-user training
  • Delivery of technical documentation
  • Deliverables and acceptance
  • Success criteria and measurement
  • Gather on-going metrics and monitoring

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CTU Training Solutions , Updated: May 8th, 2018

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