Alfresco Governance Services - GS102

Alfresco Governance Services - GS102

Students will practice with Alfresco Governance Services 3.0 through the User Interface.

About this course

Overview

Students will practice with Alfresco Governance Services 3.0 through the User Interface.

What Will I Learn?

The learning objectives that are covered by this course are:

  • Implementation of the File Plan
    • Create a Records Management Site
    • Add a Record Category
    • Add a Record Folder
    • Create a Retention Schedule
    • Upload a File Plan
  • Configuration of the Records Management Site
    • 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
  • Administering Records Management
    • Open the Records Management Admin Tools
    • Auditing
    • Relationships
    • Creating and analyzing Users Rights Reports

Target Audience

This course is targeted at the following roles:

  • Business Analysts
  • Records Managers

Time Required: ~120 minutes

Applicable Product Versions: 3.0 - 3.0

Difficulty: Foundation

Prerequisite Knowledge

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

This course also presumes the student has taken the following Alfresco University course and has a working Docker installation.

Prerequisite Resources

The following AGS Lab Environment will be required to complete this course:

A valid Alfresco Governance Services license is also required; this can be downloaded from the Alfresco Support Portal as part of your Alfresco Governance Services subscription.

Quay.io credentials from Alfresco Support to deploy Alfresco Governance Services Enterprise.

Curriculum2 Hours

  • Introduction
  • Objectives
  • Prerequisites
  • Download Lab Resources
  • Accessing the Environment
  • Governance Services
  • Course Content
  • Labs
  • Lab 1 - Section 1
  • Lab 1 - Section 2
  • Lab 1 - Section 3
  • Lab 2 - Section 1
  • Lab 2 - Section 2
  • Lab 2 - Section 3
  • Lab 2 - Section 4
  • Lab 2 - Section 5
  • Lab 2 - Section 6
  • Lab 2 - Section 7
  • Lab 3 - Section 1
  • Lab 3 - Section 2
  • Lab 3 - Section 3
  • Conclusion
  • Review
  • References
  • Next Steps
  • Course Survey

About this course

Overview

Students will practice with Alfresco Governance Services 3.0 through the User Interface.

What Will I Learn?

The learning objectives that are covered by this course are:

  • Implementation of the File Plan
    • Create a Records Management Site
    • Add a Record Category
    • Add a Record Folder
    • Create a Retention Schedule
    • Upload a File Plan
  • Configuration of the Records Management Site
    • 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
  • Administering Records Management
    • Open the Records Management Admin Tools
    • Auditing
    • Relationships
    • Creating and analyzing Users Rights Reports

Target Audience

This course is targeted at the following roles:

  • Business Analysts
  • Records Managers

Time Required: ~120 minutes

Applicable Product Versions: 3.0 - 3.0

Difficulty: Foundation

Prerequisite Knowledge

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

This course also presumes the student has taken the following Alfresco University course and has a working Docker installation.

Prerequisite Resources

The following AGS Lab Environment will be required to complete this course:

A valid Alfresco Governance Services license is also required; this can be downloaded from the Alfresco Support Portal as part of your Alfresco Governance Services subscription.

Quay.io credentials from Alfresco Support to deploy Alfresco Governance Services Enterprise.

Curriculum2 Hours

  • Introduction
  • Objectives
  • Prerequisites
  • Download Lab Resources
  • Accessing the Environment
  • Governance Services
  • Course Content
  • Labs
  • Lab 1 - Section 1
  • Lab 1 - Section 2
  • Lab 1 - Section 3
  • Lab 2 - Section 1
  • Lab 2 - Section 2
  • Lab 2 - Section 3
  • Lab 2 - Section 4
  • Lab 2 - Section 5
  • Lab 2 - Section 6
  • Lab 2 - Section 7
  • Lab 3 - Section 1
  • Lab 3 - Section 2
  • Lab 3 - Section 3
  • Conclusion
  • Review
  • References
  • Next Steps
  • Course Survey