Announcing the New CARA v5 Configuration Training Course

CARA v3 Proven Professional Training Course

Next dates will be announced soon


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

The 4 day course is instructor led and features significant hands-on lab time. Each student is provided with their own CARA training environment for the duration of the course.

In the lab scenarios students configure a new CARA environment, in the correct order, for specific business scenarios. Students then add additional departments to their configuration, adapting the environment for a new set of users with additional business requirements.

CARA Proven Professional status is awarded to delegates who successfully compete the in-course lab scenarios and pass the end of course exam.







Course Agenda Overview

  • CARA End User Demonstration
  • CARA Administration Overview
  • Architecture
  • Control Panel Introduction
  • Cara.xml and Other Significant Files
  • Configuration Folders
  • DQL Introduction
  • Required Configuration Elements – see below
  • Additional Configuration Elements – see below
  • View Management – see below
  • Exam Lab

Required Configuration Elements

  • Object Types
  • Groups
  • Users
  • User Capabilities
  • View Management
  • General Configuration Options
  • Data Dictionaries
  • Taxonomies
  • Forms
  • Main Classification Definition
  • Classification Types, Lifecycle, Templates
  • Categories Definition
  • ACL Template Builder
  • Security Configuration
  • Linking Configuration
  • Audit Configuration

Additional Configuration Elements

  • Sequences
  • Auto-values
  • Versioning Configuration
  • Templates
  • Custom Actions
  • Document Types Config
  • Folder Types Config
  • Mail Configuration
  • Relation Types
  • Staging Area
  • Lifecycles
  • Task Types
  • Task Template Configuration
  • Periodic Task Definitions
  • Content Handling
  • MS Word Properties Population
  • Mandatory Properties
  • Properties Extraction
  • Property Initialisation
  • Restrictions
  • Automatic Change Notifications
  • Content Access Configuration
  • Document Rendering
  • Legal Hold Items
  • Purge Configuration
  • Job Management
  • Logs
  • System Lock
  • Configuration Tags
  • Configuration Export
  • Configuration Import
  • Generating a Config Report

View Management Elements

  • Columns
  • Dialog Settings
  • Dimensions
  • Filters
  • In-tray/Inbox
  • Menu
  • Mobile Nodes
  • New Item Shortcuts
  • Properties
  • Row Styles
  • Search Config
  • Security
  • Settings
  • Toolbar
  • Widgets

Fully customised training programmes can be created for each CARA implementation. These can include bespoke training materials such as Power Point presentations, interactive e-learning that is ready to load straight into your enterprise LMS, training videos, train-the-trainer scripts, custom user manuals and quick reference guides.

Comprehensive 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 Proven Professional training course, please complete the training form.

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