IBM Software Services for Enterprise Content Management

ECM Learner Portal User Guide

16 October 2007
 Table of Contents

Introduction ..................................................................................................................... 1
The ECM Learner Portal ................................................................................................. 1
Find the ECM Learner Portal: Training Track page ...................................................... 2
Accessing the ECM Learner Portal ............................................................................... 3
Navigating the ECM Learner Portal .............................................................................. 4
Selecting System Functions.......................................................................................... 5
Finding Courses ............................................................................................................ 5
The ECM Learner Portal interface ................................................................................ 6
ECM Learner Portal Sales Curriculums ........................................................................ 7
Seller and Technical Seller Curriculum: ECM Sales Foundation .................................. 8
Technical Seller Curriculum: ECM Technical Sales Foundation ................................... 8
Technical Seller Curriculum: ECM Technical Sales Specialization............................... 9
Opening the Curriculum and Enrolling in Courses ...................................................... 10
Offering Types............................................................................................................. 11
ECM Online Courses..................................................................................................... 12
ECM On Demand eLabs................................................................................................ 13
Launching an On Demand eLab ................................................................................. 15
The On Demand eLab Timer ...................................................................................... 17
The VMware environment screen ............................................................................... 17
IBM ECM Classroom Training courses ....................................................................... 18
IBM employees only.................................................................................................... 18
Customers and Partners ............................................................................................. 20
ECM Sales Enablement As Scheduled Classroom Offerings ..................................... 21
IBM ECM Early Education courses ............................................................................. 22
External Links.............................................................................................................. 22
ECM Exams.................................................................................................................... 23
Accessing Exams as part of the Curriculum ............................................................... 23
Employee Sign In ........................................................................................................ 23
Customer & Partner Sign In ........................................................................................ 23
Taking an Exam .......................................................................................................... 24
Finding Exams from within the Learner Portal ............................................................ 25
Finding Exams outside the Learner Portal .................................................................. 25
Employee CAS Home Page .......................................................................................... 26
 ECM Learner Portal User Guide

Introduction
This guide is a general reference about the system. It does not provide step-by-step
instructions on how to perform specific tasks within the ECM Learn Portal. As the portal
development continues, some screen displays may be slightly different from those
depicted in this reference.

The ECM Learner Portal

The ECM Learner Portal provides access to online enablement courses, On Demand
eLabs, and role-based sales curriculums. Each sales curriculum guides you through a
series of courses and exams toward completion of the ECM Sales Expertise Programs.
The primary enablement functions of the ECM Learner Portal are:
• To offer individual courses, such as online learning or On Demand eLabs.
• To provide identified curriculums (learning maps), for specific sales roles.
When you log in to the ECM Learner Portal, your login credentials determine the
curriculum you see. If you are in a sales-related role, you see a curriculum designed
specifically for your needs. You can also browse the course catalog and enroll in any
individual online and On Demand eLab learning offerings you choose.
A curriculum may include instructor-led product courses, sales training, exams, or the
review of specific material. To take courses in a face-to-face learning environment, you
must enroll through other IBM learning sites. These sites, such as Learning@IBM and
IBM Training, allow you to locate available instructor-led classes for specific
geographies.
Most courses have associated exams, located on the IBM Certification and Assessment
Services (CAS) testing site. When you are ready to take an exam, the Learner Portal
links you directly to the CAS site. Exam credit is applied to both the ECM Sales
Expertise Program and other ECM certifications, as appropriate.
This diagram shows how the systems work together to meet the complete education
needs of the ECM audience.

ECM Learner Learning@IBM

Portal and IBM
Specialized online Training
ECM sales training, Global Instructor-
ECM product eLabs led product training
& defined sales offerings, online
curriculum technical courses,
skill building
training

Certification &
Assessment
Services (CAS)
ECM Sales and Product
Exams

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 ECM Learner Portal User Guide

The ECM Learner Portal curriculum ties all three elements together, allowing employees
and sellers to build their expertise in ECM.
• ECM Learner Portal provides online product courses, online sales training, and
prescribed learning maps for employees, sellers, and technical sellers.
• Learning@IBM offers ECM instructor-led product training, as well as a multitude
of other classroom and online education offerings. The IBM training site provides
classroom product training for external audiences, such as customers and
partners.
• The CAS system provides exams for both product and sales training for both
internal and external audiences.
Find the ECM Learner Portal: Training Track page
The ECM Training Track page is the first stop for online ECM education products, links
to important ECM learning sites, and useful sales tools and information. Other web sites
may direct you to ECM Training Track for access to ECM Learner Portal.
For those who sell ECM solutions, this page offers links to Virtual Customer Visits,
animations, demonstrations, industry briefs, partner solution guides, and other key sales
information.
URL: http://eb140.elearn.ihost.com/ECM/index.htm

Sign in to
ECM Learner
Portal

Account link

Note: Most of these links refer back to internal IBM sites that are not accessible by
business partners. Partners will probably receive much of their channel
enablement from the IBM Virtual Innovation Center (VIC), which links them to the
ECM Learner Portal for specific enablement on ECM.

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 ECM Learner Portal User Guide

Accessing the ECM Learner Portal

To access the ECM Learner Portal, you need an account with a user name and
password. If you do not have an account, click the account link at the upper left of the
ECM Training Track landing page, and call the appropriate number for your geographical
area. When you have received your login information, select Sign in to the ECM Learner
Portal.

Enter your user name and password, then click the words Sign in (not the arrow).
To review and accept the User Agreement and Privacy Policy, click the word Continue.

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 ECM Learner Portal User Guide

Navigating the ECM Learner Portal

The ECM Learner Portal interface is divided into three functional areas.
• The left panel (1) contains navigation bars that direct you to lists of your enrolled
courses, all available courses, or a variety of other functions.
• The middle panel (2) shows available and enrolled courses and/or curriculums.
To select an item from the list, click the radio button beside the item.
• The right pane (3) shows a description of the selected item and allows you to
enroll, unenroll, or launch the item.

1 2 3

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 ECM Learner Portal User Guide

Selecting System Functions

Use the navigation bar on the left hand side of the portal (panel 1) to select the function
you wish to perform. The text appears in blue with a white background, as shown for
Enrolled courses below. Panels 2 and 3 change, based on the option you select.

Displays Courses and Curriculum that you have been automatically been enrolled in
or have enrolled in yourself.
Displays or searches available courses

Not currently implemented for ECM.

Not currently implemented for ECM.

Displays the courses that you have completed. The Print Certification option
is available under course description (panel 3).
Not currently implemented for ECM.
Chose your time zone, language, and password preferences. Do not change
the access code.
Not currently implemented for ECM.

Finding Courses
To find a course, select Available courses in the left panel. Use the search screen to
locate offerings by Course Title or Course Code. An asterisk (*) serves as a wildcard.
At this time, only the Course Title and Course Code search fields are fully functional.
Additional descriptors have been added to the course title, such as Classroom, Virtual,
eLab, Replay, PAT, PST, PIT, and PMT.

By default, all courses display. Once you enroll in a course, it appears in your Enrolled
courses listing.

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 ECM Learner Portal User Guide

The ECM Learner Portal interface

Here are some conventions used in the ECM Learner Portal.
1. When you see an arrow button, click on the command that follows - not the
Sign in
button.

2. These icons indicate your progress with courses and curriculums:

Not started Incomplete Complete

3. To enroll in a course or to cancel your enrollment (unenroll), click the available

choice near the bottom of the course description page:
Course Number: F745G
Course Type: Course
Delivery Method: Virtual
Enrollment Status: Unenrolled Enroll
Enroll Date:
Completion Date:

4. To start a course, click the Launch command near the top of the course
description page:

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 ECM Learner Portal User Guide

ECM Learner Portal Sales Curriculums

When you select Enrolled courses, the system displays up to ten curriculums (learning
roadmaps) that guide you through a series of courses.

Nine of the prescribed learning curriculums map directly to the Sale Expertise Program
and include courses designed to build knowledge in the ECM portfolio, supporting
technologies, and major market categories. They are numbered from 1.1 through 3.4 so
that it is easy to map back to the program. The tenth curriculum is for the Subject Matter
Expertise Program (SMEP), designed specifically for customers to build out a center of
excellence on ECM.
The curriculums are mapped to each of the three major categories of the program and
are numbered for easy navigation.
1.0 ECM Sales Foundation (for Sales and Technical Sales)
2.0 ECM Technical Sales Foundation (for Technical Sales)
3.0 ECM Technical Sales Specialization (for Technical Sales)

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 ECM Learner Portal User Guide

Seller and Technical Seller Curriculum: ECM Sales Foundation

1.0 ECM Sales Foundation
1.1 ECM Sales: Product Portfolio Foundation
1.2 ECM Sales: Execution Learning
1.3 ECM Sales: Transfer Of Trade (IBM employees only)

Technical Seller Curriculum: ECM Technical Sales Foundation

2.0 ECM Technical Sales Foundation
2.1 ECM Technical Sales: Technical Foundation
2.2 ECM Technical Sales: Consulting and Configuration

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 ECM Learner Portal User Guide

Technical Seller Curriculum: ECM Technical Sales Specialization

3.0 ECM Technical Sales Specialization
3.1 ECM Technical Sales: Content
3.2 ECM Technical Sales: Process
3.3 ECM Technical Sales: Compliance
3.4 ECM Technical Sales: Content Discovery

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 ECM Learner Portal User Guide

Opening the Curriculum and Enrolling in Courses

Click the radio button next to a curriculum to display its description and course listing.

To select an enrolled curriculum,

click the radio button.

Course
listings and
descriptions
appear in
this panel.
Use the
scroll bar to
view the list
of courses.

To select a course, click on its name. A new screen displays the course description. To
enroll in the course, click Enroll near the bottom of the screen:

Course Number: F745G

Course Type: Course
Delivery Method: Virtual
Enrollment Status: Unenrolled Enroll
Enroll Date:
Completion Date:

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 ECM Learner Portal User Guide

The following example shows the courses in the Technical Foundation curriculum. Once
you have enrolled, click to start the course.

Some course listings are

placeholders, links to
other required knowledge This folder contains optional
sources. courses that provide deeper
knowledge.

Offering Types
Each curriculum may include some or all of these educational offerings:
• ECM Online Courses – Launched directly from the Learner Portal. Numbers
begin with 201, 201, or 308.
• On Demand eLabs – Launched directly from the Learner Portal.
• Product Classroom Offerings – Linked to IBM Training sites, as appropriate, so
you can get scheduling information or enroll.
• Sales Enablement Classroom Offerings – Schedule through EnableNow.
• Early Education – Links to online replays of PxTs: Product Sales Training
(PST), Product Architect Training (PAT), Product Implementation Training (PIT),
and Product Maintenance Training (PMT).
• Exams – Linked to the CAS site.
The sections that follow describe each offering type in greater detail.

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 ECM Learner Portal User Guide

ECM Online Courses

These courses run directly from the ECM Learner Portal. Navigation controls allow you
to move forward and back within the course. You can stop before completing a course
and resume where you stopped. Each course has a Knowledge Checkpoint to test how
much information you retained.

Close &
Save
Course
Progress

One or more online

courses for a
specific category,
followed by post-
exam

Controls for online course navigation.

Tips for online courses:
• Many of these courses were developed before FileNet was acquired by IBM.
Although the course slides have been updated with IBM branding and product
names, the narration has not. Ignore references to Knowledge Connection for
exams, related courseware, and FileNet product names.
• Answer the Knowledge Checkpoint questions in order to complete the class.
• A post test is associated with every online course and is available after the
course is launched. Click on the Post-Test activity to launch.
• Source files for the online learning are available in the Materials tab
• Related information and demonstrations are available in the Materials and FAQs
tabs
• To provide feedback on a course, click the Sat Survey (Satisfaction Survey) tab.

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 ECM Learner Portal User Guide

ECM On Demand eLabs

On Demand eLabs provide the same content that is delivered in the classroom, but it is
available in a virtual, self-paced environment. You can review the learning materials and
lab work before you start the labs. Most eLab courses are modularized so that each
lesson is independent of other lessons in the course.
After you Enroll in an On Demand eLab, a screen presents an Overview of the course.
This description tells you what content is included in the course, who should take the
course, and what prerequisite courses or knowledge are required.

Overview tab

The Materials tab reveals links to the course materials (Student Guides and lab
exercises), and a Readme first document with important information about this course.

Materials tab

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 ECM Learner Portal User Guide

The Readme first document tells you how to use your time most effectively and
provides special logon or sample password information for the lab exercises.

It also includes any instructions that may be unique to this course, including how to start
system processes using the course image (if applicable):

The FAQs, Forum, and Expert tabs are not operational at this time. To complete an
evaluation at the end of the course, click the Sat Survey tab.

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 ECM Learner Portal User Guide

Launching an On Demand eLab

Before you launch the course, review the Readme first document and the course
materials. The timer starts when you launch the course. So if you prepare well ahead of
time (before the timer starts), you can spend your system access time more effectively.
Click Launch to start the course.

When you first access the On Demand eLab, five Quick Start pages guide you through
the preparation steps. To print any of the instruction pages for reference, click the Print
option at the upper right of the screen.

The second page tells you how to download the Citrix client:

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 ECM Learner Portal User Guide

The third page explains how the timer works and how to extend your session if you need
more time.
Note: Close and Save Progress at the top of the screen applies only to the Quick Start
pages, not the On Demand eLab course. It saves your Quick Start procedure
progress - not the data you enter in the lab exercises.

The fourth page explains how to confirm and close the Quick Start process and launch
the On Demand eLab.

The fifth page provides a checklist of all the startup activities. Click Confirm, Close and
Save Progress, and then Launch eLab.

Launch You must review all

eLab link five pages of the
Quick Start and click

before launching the

eLab.

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 ECM Learner Portal User Guide

The On Demand eLab Timer

Access to your On Demand eLab is granted in

sessions. Course sessions vary in length,
depending on the course.
The data you enter during the lab exercises is
retained during a single session, but is lost when
the session ends.
After you launch the course, a popup window
displays an option to end the course if you want.
The message Extend Your Course Now
displays but is inactive.
When less than one hour of time is left, Extend
Your Course Now becomes active.
At 30 minutes, a popup window shows the
message again. If you select it, your session is
extended by two hours.

The VMware environment screen

This screen shows an example of the VMware environment that provides access to a
fully functioning system, allowing you to complete the lab exercises in your course.

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 ECM Learner Portal User Guide

IBM ECM Classroom Training courses

When you enroll in a traditional instructor-led class, you have two choices:
• For first-time course registration, select the links in the Register column for your
category. This takes you to the appropriate training site to search for the class
and enroll.
• If you have previously enrolled in the class, select the appropriate Already
Registered? link to view your enrollment information for the class.
Note: If an eLab is available, you are automatically enrolled in it. To access the
classroom version, search the IBM Training site applicable to your role to locate
and enroll in the classroom event. You may return to the Learner Portal to
complete the post-test and complete the course activity.

IBM employees only

If you are an IBM employee, you can access classroom training offerings through
Learning@IBM. Click Find Learning in the left navigation column and search on the
course code:

Click the yellow bar that says Search for Offerings of this Activity and Enroll.

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 ECM Learner Portal User Guide

This screen allows you to search and browse for scheduled class offerings:

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 ECM Learner Portal User Guide

Customers and Partners

If you are a customer or selected partner, you can find classroom offerings through IBM
Global Training:

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 ECM Learner Portal User Guide

ECM Sales Enablement As Scheduled Classroom Offerings

Some classroom offerings are not regularly scheduled until enrollment reaches a
minimum number of students. These are identified in the curriculum, but you may need
to wait until the course is offered.
When you enroll, you may see the following screen. The class is scheduled through
EnableNow once the class reaches its minimum enrollment. When you click here in the
Register box, you are directed to send an email to fnregna@us.ibm.com.

Once the course is scheduled, you receive an email with registration instructions. IBM
employees register for the course in EnableNow:

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 ECM Learner Portal User Guide

IBM ECM Early Education courses

As part of the IBM ECM product release strategy, information is captured at various
points in the release cycle and made available to those who need to sell, support, or
train others on the new features and products. For example, recorded presentations
from Development and Product Marketing target four audiences and aspects of a new
release:
• Product Sales Training (PST)
• Product Architect Training (PAT)
• Product Implementation Training (PIT)
• Product Maintenance Training (PMT)
Collectively they are known as PxTs. The recordings may include demonstrations of
installations and upgrades, as appropriate for the release.
In addition, other recorded field enablement sessions about product roadmaps,
functionality, target markets, and general sales updates are available for replay. These
are not currently part of a curriculum and you must search for and enroll in them
individually. Upon completion of a replay, make sure to mark the course as complete.
External Links
Employees will be directed to review materials that are deemed necessary to reinforce
knowledge about that learning category, such as the Java example below. Once the
information is reviewed, you can mark the course complete. At this time, there are no
exams associated with informational offerings.

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 ECM Learner Portal User Guide

ECM Exams
Knowledge assessment is done through the Certification Assessment Services (CAS)
system. Here are explanations of several ways you can take an ECM assessment.
Accessing Exams as part of the Curriculum
Post-tests are identified as part the defined curriculum. Upon completion of a course, the
next activity is to take the post-test, as shown in this illustration. The system identifies
you as an employee, partner or customer and then launches the appropriate CAS site
for sign-in.

Employee Sign In
The system links to: http://cas.atlanta.ibm.com/filenet, the w3 CAS site: Employees are
directed to the w3 CAS site for sign in:

Customer & Partner Sign In

The system links to the external CAS site for Customers and Business Partners at:
http://www.ibm.com/services/weblectures/cas/ibm/filenet.

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 ECM Learner Portal User Guide

Taking an Exam
After you sign in, the appropriate exam automatically launches from the curriculum. The
CAS system prompts you if you have already passed the exam. In that case, you can
cancel or retake the test.

If you have not passed the exam, the system automatically launches it for you. You have
90 minutes to complete the exam. Once you have answered all the questions, submit
the test. Although the results automatically display on the screen, there is a delay before
your assessment score is reflected in the Learner Portal.

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 ECM Learner Portal User Guide

Finding Exams from within the Learner Portal

You can also take an exam outside a curriculum as part of your professional
development. You are automatically enrolled in course 03 ECM Exams. When launched,
it lists all of the available ECM exams. Each exam number is linked to the CAS site so
that you can easily locate and take the assessment. If you mark 03 ECM Exams as
complete, it appears in the Completed courses section for future reference. Otherwise, it
remains in My enrolled courses for easy access.

Finding Exams outside the Learner Portal

You can also go directly to the CAS site take ECM assessments. Customer and
business partners can access CAS through this link:
http://www.ibm.com/services/weblectures/cas/ibm/filenet
Employees access exams at: http://cas.atlanta.ibm.com/filenet or from the ECM
Training Track, as shown in this illustration:

Access CAS
Exams

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 ECM Learner Portal User Guide

Employee CAS Home Page

For more information about how to use the CAS system, refer to the User Guide on the
CAS site

CAS User
Guide

Once you are signed into the system, you can navigate using the menu options to locate
the ECM assessment you want to take. The results are posted to the Learner Portal
within 48 hours.

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