CARA v5 Configuration Training Course
July 13th and 14th UK/EU time
August 2nd and 3rd UK/EU time
August 2nd and 3rd UK/EU time
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
PRACTICE
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
