Governance Services: Managing Custom Metadata

Governance Services: Managing Custom Metadata

This course will provide you with an introduction to custom metadata within Alfresco Governance Services and how RM Admin Tools can be used to manage metadata.

Not currently available

About this course

Overview

This course will provide you with an introduction to custom metadata within Alfresco Governance Services and how RM Admin Tools can be used to manage metadata.

What Will I Learn?

At the end of this course you will be able to:

  • Create a List of Values
  • Edit a List of Values
  • Grant access to a List of Values
  • Rename a List of Values
  • Create Custom Metadata
  • Edit Custom Metadata
  • Use Custom Metadata

Target Audience

This course is targeted at the following roles:

  • Records Managers
  • Administrators

Time Required: ~60 minutes

Difficulty: Intermediate

Applicability: This course was written using Alfresco Governance Services 3.3 and was last modified on August 20, 2020.

Prerequisite Knowledge

This course presumes that the student is competent with the following tools, technologies and concepts:

Prerequisite Courses

The following courses should be completed before taking this course:

Prerequisite Resources

The following environment will be required to complete this course:

Note

If you haven't done so already, you will need to enrol on the course above in order to download and configure the lab environment required for this course.

Copyright

Alfresco offers you a wide range of content, communication tools, forums, and information about its products and services ("Materials") via this website. Alfresco either owns the intellectual property rights in the Materials on this website or has obtained the permission of the owner of the intellectual property to make it available on this website. You may, view, print and/or download one copy of the Materials from this web site on any single computer solely for your personal, informational, non-commercial use, provided you keep intact all copyright and other proprietary notices. No Materials published by Alfresco on this web site, in whole or in part, may be copied, reproduced, modified, republished, uploaded, posted, transmitted, or distributed in any form or by any means without prior written permission from Alfresco. The use of any such Materials on any other website or networked computer environment or for any other purpose is strictly prohibited and such unauthorized use may violate copyright, trademark and other similar laws. If you believe that your work has been copied in a way that constitutes copyright infringement, please follow our Notice and Procedure for Making Claims of Copyright Infringement.

Disclaimer

Alfresco assumes no responsibility for accuracy, correctness, timeliness, or content of the Materials provided on this website. You should not assume that the Materials on this website are continuously updated or otherwise contain current information. Alfresco is not responsible for supplying content or materials from the website that have expired or have been removed. THE MATERIALS PROVIDED AT THIS WEBSITE ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. YOUR USE OF THIS WEBSITE IS AT YOUR OWN RISK. ALFRESCO DISCLAIMS ALL WARRANTIES (EXPRESS OR IMPLIED), CONDITION OR OTHER TERM OF ANY KIND, INCLUDING WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTIBILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT OR TITLE. ANY MATERIAL DOWNLOADED OR OBTAINED THROUGH THE USE OF THIS WEBSITE IS DONE AT YOUR OWN RISK AND YOU WILL BE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM THE DOWNLOAD OF ANY MATERIAL.

Curriculum1 Hour

  • Introduction
  • Objectives
  • Prerequisites
  • List of Values
  • Overview
  • Creating a List of Values
  • Editing a List of Values
  • Assigning a List of Values
  • Demonstration (Without Audio)
  • Custom Metadata
  • Overview
  • Creating Custom Metadata
  • Editing Custom Metadata
  • Demonstration (Without Audio)
  • Lab Environment
  • Launch Governance Services
  • Preparation
  • Prepare Sites
  • Prepare File Plan
  • Prepare Users & Groups
  • Configuration
  • List of Values
  • Custom Metadata
  • Applying Metadata
  • Validation
  • Viewing Custom Metadata
  • Solution Demonstration (Without Audio)
  • Summary
  • Knowledge Check
  • Review
  • References
  • Next Steps
  • Course Survey

About this course

Overview

This course will provide you with an introduction to custom metadata within Alfresco Governance Services and how RM Admin Tools can be used to manage metadata.

What Will I Learn?

At the end of this course you will be able to:

  • Create a List of Values
  • Edit a List of Values
  • Grant access to a List of Values
  • Rename a List of Values
  • Create Custom Metadata
  • Edit Custom Metadata
  • Use Custom Metadata

Target Audience

This course is targeted at the following roles:

  • Records Managers
  • Administrators

Time Required: ~60 minutes

Difficulty: Intermediate

Applicability: This course was written using Alfresco Governance Services 3.3 and was last modified on August 20, 2020.

Prerequisite Knowledge

This course presumes that the student is competent with the following tools, technologies and concepts:

Prerequisite Courses

The following courses should be completed before taking this course:

Prerequisite Resources

The following environment will be required to complete this course:

Note

If you haven't done so already, you will need to enrol on the course above in order to download and configure the lab environment required for this course.

Copyright

Alfresco offers you a wide range of content, communication tools, forums, and information about its products and services ("Materials") via this website. Alfresco either owns the intellectual property rights in the Materials on this website or has obtained the permission of the owner of the intellectual property to make it available on this website. You may, view, print and/or download one copy of the Materials from this web site on any single computer solely for your personal, informational, non-commercial use, provided you keep intact all copyright and other proprietary notices. No Materials published by Alfresco on this web site, in whole or in part, may be copied, reproduced, modified, republished, uploaded, posted, transmitted, or distributed in any form or by any means without prior written permission from Alfresco. The use of any such Materials on any other website or networked computer environment or for any other purpose is strictly prohibited and such unauthorized use may violate copyright, trademark and other similar laws. If you believe that your work has been copied in a way that constitutes copyright infringement, please follow our Notice and Procedure for Making Claims of Copyright Infringement.

Disclaimer

Alfresco assumes no responsibility for accuracy, correctness, timeliness, or content of the Materials provided on this website. You should not assume that the Materials on this website are continuously updated or otherwise contain current information. Alfresco is not responsible for supplying content or materials from the website that have expired or have been removed. THE MATERIALS PROVIDED AT THIS WEBSITE ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. YOUR USE OF THIS WEBSITE IS AT YOUR OWN RISK. ALFRESCO DISCLAIMS ALL WARRANTIES (EXPRESS OR IMPLIED), CONDITION OR OTHER TERM OF ANY KIND, INCLUDING WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTIBILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT OR TITLE. ANY MATERIAL DOWNLOADED OR OBTAINED THROUGH THE USE OF THIS WEBSITE IS DONE AT YOUR OWN RISK AND YOU WILL BE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM THE DOWNLOAD OF ANY MATERIAL.

Curriculum1 Hour

  • Introduction
  • Objectives
  • Prerequisites
  • List of Values
  • Overview
  • Creating a List of Values
  • Editing a List of Values
  • Assigning a List of Values
  • Demonstration (Without Audio)
  • Custom Metadata
  • Overview
  • Creating Custom Metadata
  • Editing Custom Metadata
  • Demonstration (Without Audio)
  • Lab Environment
  • Launch Governance Services
  • Preparation
  • Prepare Sites
  • Prepare File Plan
  • Prepare Users & Groups
  • Configuration
  • List of Values
  • Custom Metadata
  • Applying Metadata
  • Validation
  • Viewing Custom Metadata
  • Solution Demonstration (Without Audio)
  • Summary
  • Knowledge Check
  • Review
  • References
  • Next Steps
  • Course Survey