Training – Generis: CARA – The Intelligent Platform for Enterprise Content and Information Management.

CARA Proven Professional Training Course

Explore, configure and maintain CARA

Please complete the form below to reserve a place or ask any training related questions

Objectives

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.

LEARN

PRACTICE

SUCCEED

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.