Training Module Topics

Click a lesson link to review a Web-Based Training lesson. You can also review Printable Job Aids (PJAs) and Videos that support your OTCnet user training. Click OTCnet Participant User Guides to view these additional training resources.

Getting Started

**Lesson 1:** OTCnet Overview
Module 1, Lesson 1
Resource	PJA	OTCnet Resource Video

**Lesson 1:** Start and Stop the OTCnet Local Bridge (OLB) Application
Module 2, Lesson 1
Resource	PJA	OTCnet Resource Video
Start and Stop the OTCnet Local Bridge (OLB) Application	pja_start_stop_olb.pdf (30.63 KB)	Video

**Lesson 2:** Request Your OTCnet Access
Module 2, Lesson 2
Resource	PJA	OTCnet Resource Video
Self-Register/Create an Account in SailPoint IIQ	pja_self_reg_sail_point.pdf (46.01 KB)
Request Your OTCnet Access in SailPoint IIQ	pja_req_your_access_sail_point.pdf (213.52 KB)	Video

**Lesson 3:** Log In to OTCnet Online
Module 2, Lesson 3
Resource	PJA	OTCnet Resource Video
Log In to OTCnet Online	pja_login_to_OTCnet_online.pdf (182.47 KB)

Administration/Configuration

**Lesson 1:** Manage an Organization Hierarchy
Module 4, Lesson 1
Resource	PJA	OTCnet Resource Video
Create an OTC Endpoint	pja_add_endpt.pdf (108.34 KB)
Modify OTC Endpoint Information	pja_mod_otc_endpt_info.pdf (413.58 KB)	Video
Delete or Neutralize an OTC Endpoint	pja_delete_neutral_endpt.pdf (85.42 KB)
View an OTC Endpoint	pja_view_otc_endpt.pdf (139.49 KB)

**Lesson 2:** Manage an Accounting Code
Module 4, Lesson 2
Resource	PJA	OTCnet Resource Video
Enter an Accounting Code	pja_enter_ac.pdf (111.92 KB)
Modify an Accounting Code	pja_modify_ac_code.pdf (110.99 KB)
Delete an Accounting Code	pja_delete_ac.pdf (112.29 KB)
Import an Accounting Code	pja_import_ac.pdf (87.1 KB)
View an Accounting Code	pja_view_ac.pdf (83.59 KB)
Map Accounting Codes to OTC Endpoints	pja_map_ac_otc_endpts.pdf (152.52 KB)

**Lesson 3:** Manage a Custom Field Label
Module 4, Lesson 3
Resource	PJA	OTCnet Resource Video
View a Custom Label	pja_view_cust_lab.pdf (73.12 KB)
Modify a Custom Label	pja_man_cust_lab.pdf (82.12 KB)

**Lesson 4:** Manage a Processing Option
Module 4, Lesson 4
Resource	PJA	OTCnet Resource Video
Modify a Processing Option	pja_modify_po.pdf (166.2 KB)
View a Processing Option	pja_view_po.pdf (97.96 KB)

**Lesson 5:** Modify a User Defined Field
Module 4, Lesson 5
Resource	PJA	OTCnet Resource Video
Create a User Defined Field	pja_create_udf.pdf (104.93 KB)
Modify a User Defined Field	pja_mod_udf.pdf (131.6 KB)
Delete a User Defined Field	pja_delete_udf.pdf (77.24 KB)
View a User Defined Field	pja_view_udf.pdf (34.61 KB)

**Lesson 1:** Card Terminal Configuration
Module 6, Lesson 1
Resource	PJA	OTCnet Resource Video
Register a Card Terminal	pja_register_card_terminal.pdf (418.75 KB)
Unregister a Card Terminal	pja_unregister_card_terminal.pdf (327.49 KB)
View Card Terminal Configuration	pja_view_card_terminal_config.pdf (83.41 KB)

**Lesson 2:** Manage an Audit Log Online
Module 6, Lesson 2
Resource	PJA	OTCnet Resource Video
Search an Audit Log Online	pja_search_audit_log.pdf (196.44 KB)

**Lesson 1:** Download, Install, and Upgrade the OTCnet Local Bridge (OLB) Application
Module 8, Lesson 1
Resource	PJA	OTCnet Resource Video
Download OTCnet Local Bridge (OLB) Application	pja_download_olb.pdf (91.93 KB)
Install the OTCnet Local Bridge (OLB) Application	pja_install_OLB.pdf (113.88 KB)
Upgrade the OTCnet Local Bridge (OLB) Application	pja_upgrade_olb_app.pdf (154.93 KB)

**Lesson 2:** Create the OTCnet Local Bridge (OLB) Profile
Module 8, Lesson 2
Resource	PJA	OTCnet Resource Video
Create the OTCnet Local Bridge (OLB) Profile	pja_create_olb_profile.pdf (198.02 KB)	Video

**Lesson 3:** Import OTCnet Local Bridge (OLB) Credentials
Module 8, Lesson 3
Resource	PJA	OTCnet Resource Video
Import OTCnet Local Bridge (OLB) Credentials	pja_import_olb_credentials.pdf (83.76 KB)	Video