Lab Environment (Virtual Machine)
Alfresco Records Management - RM102
This course continues with the concepts learned from the Concepts of Records Management Course (RM101) by applying the lessons learned through Alfresco's Records Management.
Description: Using an Alfresco 5.1 virtual machine with Records Management 2.4 installed students will practice Records Management using the UI.
Audience: Intermediate to Advanced Records Managers or Business Analysts
Prerequisites: RM101 Principles of Records Management or Advanced Knowledge of Records Management
Important: You will have access to the course content for a full year from the date you enrolled. However, if you have a Virtual Machine assigned to the course, the VM will only be available for a total of 30 days from your enrollment. Ensure you complete all lab exercises within this window.
Using an Alfresco 5.1 virtual machine with Records Management 2.4 installed students will practice Records Management using the UI.
This course consists of three sections, each section consists of a series of lab exercises, in the first section, Implementation of the File Plan , students will learn the following:
- Create a Records Management Site
- Add a Record Category
- Add a Record Folder
- Create a Disposition Schedule
- Upload a File Plan
The second section, Configuring the RM Site , the following topics will be covered:
- Records Management and Custom Metadata
- Email mappings
- List of Values
- Defining Roles
- Users and Groups
- Setting up Permissions
- Adding Records
- Editing Record Metadata
- Completing a Record
In the third and final section, Administering Records Management Post-Deployment , you will learn the following topics:
- Open the Records Management Admin Tools
- Creating and analyzing Users Rights Reports