1. K2 Five Core: Course Introduction and Overview
What is this course?
Who is it for?
What does the course cover?
Welcome to the K2 Five: Core training course! This course consists of several modules. This first module just introduces the course, and explains how to work with the course content.
COPYRIGHT
© SOURCECODE TECHNOLOGY HOLDINGS, INC. ALL RIGHTS RESERVED. SOURCECODE SOFTWARE PRODUCTS ARE PROTECTED BY ONE OR MORE U.S. PATENTS. OTHER PATENTS PENDING. SOURCECODE, K2, K2 BLACKPEARL, K2 SMARTFORMS, K2 PLATFORM AND APPIT ARE REGISTERED TRADEMARKS OR TRADEMARKS OF SOURCECODE TECHNOLOGY HOLDINGS, INC. IN THE UNITED STATES AND/OR OTHER COUNTRIES. THE NAMES OF ACTUAL COMPANIES AND PRODUCTS MENTIONED HEREIN MAY BE TRADEMARKS OF THEIR RESPECTIVE OWNERS. THIS CONTENT AND ASSOCIATED RESOURCES ARE THE SOLE PROPERTY OF SOURCECODE TECHNOLOGY HOLDINGS, INC. AND SOURCECODE RESERVES ALL RIGHTS RELATED TO THE INFORMATION CONTAINED HEREIN. WITHOUT LIMITING RIGHTS UNDER COPYRIGHT, NO PART OF THIS CONTENT OR ITS RESOURCES, MAY BE REPRODUCED, STORED OR INTRODUCED INTO A RETRIEVAL SYSTEM, PRESENTED BY INDIVIDUALS OR ORGANIZATIONS IN TRAINING EVENTS OTHER THAN THOSE SANCTIONED BY SOURCECODE, OR TRANSMITTED IN ANY FORM OR BY ANY MEANS, WITHOUT THE PRIOR WRITTEN CONSENT OF SOURCECODE TECHNOLOGY HOLDINGS, INC.
Content Version: 1.0
Last Update: August 2017

2. How to use interactive slides
Some slides in this module feature interactive items
This video icon indicates that there is a video you can watch.
Click the video icon to launch the video
Click outside of the video player to make the video go away and return to the slide
This plus icon indicates that there is a screenshot or diagram.
Click the plus icon to show the image
Click outside of the image to make it go away and return to the slide
This gear icon indicates that there is an animation on the slide
Click to advance the animation
The icon will show as long as there are still more animations to show…
Once there are no more animations left, the gear icon will disappear
This topic explains how to use the interactive features in this slide deck.
Go over the content of this slide since it will explain how to use some of the more advanced features of this content.
Some bullets may have optional videos that explain the concept in question.
Click on the video icon to launch the video for that concept.
Click outside of the video player screen in the grey area to make the video go away and to return to the slide
You don’t HAVE to watch the video, but it can provide useful knowledge and instruction, so we recommend that you do watch these videos.
You can repeat the video as many times as you like
Some bullets may have optional images or screenshots that explain the concept in question.
Click on the plus icon to show the supporting image for that concept.
Click on the outside of the image in the grey area to make the image go away and to return to the slide
You don’t HAVE to show the image, but it can provide useful knowledge and instruction, so we recommend that you do click the Show Image icons.
You can show an image as many times as you like
Animated slides have a gear icon in the lower right part of the screen.
As long as the gear icon shows, there are still some animations on the slide and you need to click on the slide to advance the animation
Once there are no more animations left, the gear icon will disappear.
You can use the arrow keys to navigate to the next or previous animation.

3. How to use the online training player
If you are reading this guide online, you can use the content player to navigate through the content.
Use the Play button to play the narration for the topic, and to progress through animations
Click on the slide to advance animations, or just let the topic play through by itself
The gear icon will show as long as there are still animations left to show.
Use the Notes tab to show the student notes for the topic
Use the Next Topic and Previous Topic buttons to go to the next or previous topic
Use the Table of Contents to jump directly to a topic
If you are reading this training material online, you will be working through the materials with a guided content player. This topic just explains how to use the player to navigate through the content and some things to look out for when using the player.
If you are consuming this content from a LMS (Learning Management System), the system should remember your progress and allow you to resume your training at a later point in time.

4. Course Overview Who is this course for? What does this course cover?
Anyone who wants a basic overview of K2 and how K2 is used
Anyone who wants to learn how to build applications with K2
Anyone who wants to move on to more advanced modules, e.g. Developers
What does this course cover?
Building simple to intermediate- level applications in K2 with
SmartObjects
SmartForms
Workflows
Standard and custom reporting in K2
Day-to-day Administration in K2
What happens after this course?
You will be able to
Build basic applications in K2
Report on K2 applications
Administer K2 in terms of basic day-to-day tasks
You can
Attempt the certification exam
Move on to more advanced and specialized training modules
This topic describes who should take this course, what the course covers and what the outcomes are for this course.
This course is intended for:
Anyone who wants a basic overview of K2 and how K2 is used.
Anyone who wants to learn how to build applications with K2.
Anyone who wants to move on to more advanced modules, for example Developers.
This course sets base-level of knowledge on K2 to move on to other, more specialized courses. Therefore, this course is typically a prerequisite before you can move on to other K2 training courses.
This course covers:
Building simple to intermediate-level applications in K2 that include SmartObjects, SmartForms, and Workflows
We will cover how to use standard and custom reporting in K2
Finally, the course covers some typical, day-to-day administration tasks in K2
After completing this course, you should be able to:
Use K2 Designer to build basic applications in K2, that include SmartObjects, SmartForms, and workflows
Report on K2 applications and know how to build custom reports
Perform basic day-to-day administration tasks in K2
After completing this course, you can:
Attempt the certification exam
Move on to more advanced and specialized training modules
Not do any more training, this course sets a good, basic level of understanding of K2

5. Course Modules Module Content
1. K2 Essentials
What is K2, why would you use it, who uses K2, and how is K2 used by people?
2. Introduction to the K2 Designer
Getting familiar with the K2 Designer design tool and the category system.
3. SmartObjects Fundamentals
Building simple SmartObjects to store and access data.
4. SmartForms Fundamentals
Building simple Forms and Views that include controls and rules, for capturing user input.
5. Workflow Fundamentals
Building simple workflows that include system tasks and user tasks.
6. Using K2 applications
How end-users interact with your applications, and how they interact with K2.
7. Reporting Fundamentals
Standard reports in K2, and how the reports are used.
8. Administration Fundamentals
Performing common, day-to-day administration tasks in K2.
9. SmartObjects – Intermediate
Building more complex SmartObjects to allow K2 to integrate with other systems.
10. SmartForms – Intermediate
Building more advanced Forms and Views with complex rules, validation and other features.
11. Workflows – Intermediate
Building more advanced workflows with parallel paths, reminders, deadlines and integration with systems.
12. Reporting - Intermediate
Building your own custom reports with K2 data providers.
This course consists of 12 modules that build on each other. As you progress through this course, you will learn more advanced concepts about the main aspects of K2.
You can “exit” the course at any time if you feel that you have gained the knowledge you need, but be aware that you will likely not be able to pass the Certification Exam for this course until you have completed all the modules in this course.
This course also sets the “baseline” knowledge you will need if you want to complete some of the more advanced and specialized training courses available for K2.
Most modules include a hands-on exercise where you will apply the knowledge you have gained in that module to build a K2 application.
If you are attending a K2 training course, you will be provided with a “sandbox” environment where you can build out the application.
The exercises are generic enough, however, for you to repeat the exercise in any environment where the appropriate version of K2 is installed.
Briefly, the modules in this course are:
K2 Essentials: Provides a general overview of K2 intended to answer questions like: What is K2, why would you use it, who uses K2, and how is K2 used by people?
Introduction to the K2 Designer: Getting familiar with the K2 Designer design tool, and working with the category system.
SmartObjects Fundamentals: Building simple SmartObjects to store and access data.
SmartForms Fundamentals: Building simple Forms and Views in K2 SmartForms that include controls and rules for capturing user input.
Workflow Fundamentals: Building simple workflows that include system tasks and user tasks.
Using K2 applications: Describes how end-users interact with your applications, and how they might interact with K2.
Reporting Fundamentals: Covers the standard reports available in K2, and how those reports are used.
Administration Fundamentals: How to perform common, day-to-day administration tasks in K2.
SmartObjects – Intermediate: Building more complex SmartObjects to allow K2 to integrate with other systems.
SmartForms – Intermediate: Building more advanced Forms and Views with complex rules, validation and other features.
Workflows – Intermediate: Building more advanced workflows with parallel paths, reminders, deadlines and integration with systems.
12. Reporting – Intermediate: Building your own custom reports with K2 data providers.

6. The application you will build in this course
You will be building a Leave Request Approval application in this course
We will start by building a simple version with data storage, simple forms to capture and display that data, and a simple approval workflow
In later modules, you will extend on this simple version to add more complex functionality
e.g. connect to a database to read data, build a more complex workflow with reminders
Most modules finish with an exercise to build the component you just learned about
e.g. build a SmartObject after the SmartObject module, build a Form after the Forms module etc.
The application will contain
SmartObjects
SmartForms
Workflow
The application you will build in this course
The exercises in this course will give you valuable hands-on experience working with K2 to build an application
You will be building a Leave Request Approval Application in this course, with data capture, simple forms, and a simple approval workflow.
Depending on the training event you may be provided with a “sandbox” K2 environment to use for building the application, or you may need to use your own K2 environment.
For most modules in this course, as you complete a module in the course, there will be an exercise to let you apply the knowledge you had just gained.
For example, you will build a SmartObject after completing the SmartObjects module, and forms and views after completing the SmartForms module.
You will build the application in two phases, roughly corresponding with the complexity of the material.
The first version of the application will be simple, with no systems integration with other systems. It will include simple forms and views, and a simple workflow. This first version will be fully functional, and if you just want to know the basics of working with K2, you only need to build up to this first version of the application.
The second, more advanced version of the application will extend the first version and includes integration with a Microsoft SQL database, more complex Forms, and a slightly more complex workflow.
The application will contain SmartObjects, SmartForms, and a Workflow component. Click on the plus icons in the topic to see what each of those items will look like once they are built.
If you want to, you can apply the same exercise in your own K2 environment to build the application in your own environment. The instructions should be generic enough and re-usable enough that they can be applied to any K2 Five environment.

7. What other resources are there for K2?
Notes
K2.com
K2’s home on the web, including
Product news and announcements
Case Studies
Marketing materials
Upcoming Events
help.k2.com
Product documentation, including:
User Guides
Developer References
Installation and Configuration guides
Knowledge Base
Release Notes
Compatibility and Support matrices
Product News and Announcements
portal.k2.com
K2 customer area to:
Log Support Tickets
Download Software
Join Beta programs
partners.k2.com
Used by K2 partners that have signed up for the partner program, or use this to find a K2 partner near you
community.k2.com
Community-driven content, including:
Discussion Forums
The Market where you can download samples and customizations for K2
Beyond this course, there are many resources available to you to learn more about K2. Here are just some or the most commonly-used resources you may find useful.
K2.com: K2’s home on the web, including
Product news and announcements
Case Studies
Marketing materials
Upcoming Events
help.k2.com: this is where you can find product documentation, including:
User Guides
Developer References
Installation and Configuration guides
Knowledge Base
Release Notes
Compatibility and Support matrices
Product News and Announcements
portal.k2.com is for K2 customers and partners with active maintenance agreements, and includes
Logging Support Tickets
Downloading the K2 Software and other installable extension packages
Optional access to Beta programs and Preview software
partners.k2.com is used by K2 partners that have signed up for the partner program, or you can use this to find a K2 partner near you
community.k2.com is community-driven content, including:
Discussion Forums where you can post discussions and participate in the community
The Market where you can download samples and customizations for K2

8. Let’s get started!
When you’re ready, continue on to the next module.