CARA v5 Configuration Training Course

CARA v3 Configuration Training Course

Dates are available on request.

Objective

CARA configuration training courses are aimed at both CARA partners and CARA customer administrators. The focus is on configuring functionality to match business requirements and updating configuration as business needs change.

CARA scheduled training courses are instructor-led and include hands-on lab time. Each student is provided with their own CARA environment for the duration of the course.

In the lab scenarios students configure a new CARA environment in the recommended order. Students then add additional configuration, adapting the environment for new sets of users with additional business requirements.

LEARN

LEARN

PRACTICE

PRACTICE

SUCCEED

SUCCEED

CARA v5 Configuration Training Course

Agenda Overview

  • CARA end user features and functions
  • CARA core configuration elements
  • CARA extended configuration elements
  • Course lab

Core Configuration Elements

  • Users and groups
  • System capabilities
  • Type definitions
  • Dictionaries and taxonomies
  • User capabilities
  • Property forms
  • Workspaces and views
  • Classification definition
  • Lifecycles and lifecycle assignment
  • Template Assignment
  • Auditing
  • Linking
  • Auto-values
  • Sequences
  • Type security

Extended Configuration Elements

  • Workflow templates
  • Collaboration services
  • eForms
  • Relation types
  • Classification restrictions
  • Change notifications
  • Date based notifications
  • Notification channels
  • Properties extraction
  • Properties inheritance
  • Properties initialization
  • Purge configuration
  • Legal hold
  • Jobs and methods
  • Queues
  • Connectors
  • Custom actions
  • Reports and dashboards
  • Configuration export and import

View Configuration Elements

  • Actions
  • Aggregation filters
  • Dimensions
  • Grid configuration
  • Search configuration
  • Widgets

CARA v3 Configuration Training Course

Agenda Overview

  • CARA end user features and functions
  • Control panel introduction
  • CARA.xml and other significant files
  • DQL Introduction
  • CARA core configuration elements
  • CARA extended configuration elements
  • Course lab

Core Configuration Elements

  • Object types
  • Users and groups
  • User capabilities
  • View management
  • General configuration options
  • Data dictionaries and taxonomies
  • Forms
  • Main classification definition
  • Category definitions
  • ACL template builder
  • Security configuration
  • Linking configuration
  • Audit configuration

Extended Configuration Elements

  • Sequences
  • Auto-values
  • Versioning configuration
  • Templates
  • Custom actions
  • Document type configuration
  • Folder type configuration
  • Mail configuration
  • Relation types
  • Staging area
  • Lifecycles
  • Task types
  • Task template configuration
  • Content handling
  • MS Word properties population
  • Properties extraction
  • Property initialisation
  • Automatic change notifications
  • Content access configuration
  • Document rendering
  • Legal hold items
  • Purge configuration
  • Jobs and methods
  • Logs
  • System Lock
  • Configuration export and import

View Configuration Elements

  • Columns
  • Dialog settings
  • Dimensions
  • Filters
  • New item shortcuts
  • Row styles
  • Search configuration
  • View security
  • General view settings
  • Widgets

Fully customised training programmes can be created for each CARA implementation. These can include bespoke Instructor-Led Training (ILT) materials, interactive elearning that is ready to load straight into your enterprise Learning Management System (LMS), self-paced training videos, custom user manuals and quick reference guides.

Training needs analysis can be carried out to ensure that the training provided meets the needs of each of your user roles and that those users are able to take full advantage of the rich feature set and ease of use that CARA provides.

Training can be provided onsite and online and we can supply a safe hosted training environment for your users to work with.

For more information on any aspect of CARA training, or to book a place on the CARA Configuration training courses, please complete the training form.



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