Governance Services: Governance Services 102

Governance Services: Governance Services 102

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

Not currently available

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

Difficulty: Foundation

Applicability: This course was written using Alfresco Governance Services v3.0 and was last modified on July 27, 2020.

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 Sandbox 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.

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.

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

Difficulty: Foundation

Applicability: This course was written using Alfresco Governance Services v3.0 and was last modified on July 27, 2020.

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 Sandbox 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.

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.

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