• Lotus Training : Alfresco Share 3.4 User Essentials
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    Alfresco Share 3.4 User Essentials
    Lotus Training Overview

    This course offers comprehensive instruction on getting started with using Alfresco Share. Alfresco is an open source Enterprise Content Management (ECM) platform on which Alfresco Share is built. Alfresco Share adds collaboration aspects to the collection and sharing of content stored in the ECM. Social networking tools like Alfresco Share provide a way for people to communicate and interact online, providing a new competitive business advantage.

    During this course you will use Alfresco Share to create and share all types of content with colleagues using its Document Library, Wiki, Blog, Calendar, Links, Discussions, and Data Lists components.

    You will serve different Roles in Share; create and secure new Sites as a Site Manager, add content using a variety of item types as a Contributor, and validate and revise content as a Collaborator.

    Lotus Training Course goals

    In this course, you will learn how to:
    • Identify the social networking and collaboration tools found in Alfresco Share and how they can be used to improve business processes such as product lifecycle management.
    • Define the core elements of Alfresco Share: Repository, Site, Page Components, and Items.
    • Explain the Role-based security model that controls access to Sites, Folders, and Items by Site Consumers, Contributors, Collaborators, and Managers.
    • Log in to Alfresco Share to describe and customize the Personal Dashboard using Dashlets.
    • Access the User Menu to change your online status, update your User Profile to upload your picture, and change your password.
    • Use Content Search and Advanced Search to perform a full text search of content in the Repository.
    • Describe the difference between the Alfresco Share and Alfresco Explorer user interfaces.
    • Create a new Site and act as the Site Manager to customize the Site Dashboard, control Site visibility, invite users, and set the Role of Site Members.
    • Create an Item in the Document Library using the built-in editor or by uploading files; view and update an itemís metadata and content, and control its permissions to precisely which users and groups can view or update the item.
    • Apply aspects to an Item to add functionality and metadata fields such as to check out an Item for offline editing using local software or Google Docs, and enforce versioning with each revision.
    • Create a Folder in the Document Library and control its access by setting its permissions before copying and moving Items in and out of it.
    • Define Folder Rules that trigger actions when Items are added to, updated, or deleted/moved out of a Folder.
    • Open a Site using the Repository Browser to gain additional perspective and control over a Siteís users and permissions as well as to gain access to your User Home.
    • Create structured workflows that encourage review and approval steps before content is published.
    • Add Items to a Document Library using email messages.
    • Understand the special characteristics and purpose of the Wiki, Blog, Calendar, Links, Discussions, and Data Lists, and contribute content to each.
    Lotus Training Audience

    This course assumes basic personal computer and software skills, and is designed for individuals who can:
    • start and stop software applications in Microsoft Windows
    • perform basic Windows operations, such as to manage windows, cut and paste, drag/drop, etc.
    • use Microsoft Windows Explorer to find and organize files
    • use the Internet Explorer browser to open and navigate Web sites
    • use any type of email client
    • create, format, and print documents using Microsoft Office, OpenOffice, or Lotus Symphony.
    Course design

    This course combines concept presentations, demonstrations, and exercises to guide your learning. Though designed for instructor-lead classes, with the proper equipment and software individuals can also use this course for self-study.

    Please consult the Set Up document for this course to make sure the correct environment is in place before starting the course.

    Lotus Training Course duration

    This course is sold as a 2 day course, though there is an abundance of material that you probably won't have time to cover.

    Lotus Training Course outline

    Topic 1: Get Started
    • Beyond conventional communication tools
    • Social networking and collaboration tools
    • Adding social networking tools to business systems
    • Generic Product Lifecycle Management process
    • Exercise: When collaboration would be helpful
    • Core elements of Alfresco Share
    • Security
    • Log in to Alfresco Share
    • Exercise: Log in to Alfresco Share
    • Personal Dashboard
    • User Name banner
    • Dashlets
    • User Menu button
    • Upload File dialog box
    • Application Toolbar
    • Exercise: Change your User Profile and use People Finder
    • Help
    • Search box
    • Customize Personal Dashboard
    • Language support
    • Serverís time zone
    • Alfresco Share is evolving from Alfresco Explorer
    • Exercise: Open Alfresco Explorer
    Topic 2: Create a Site
    • How to create a Site
    • Exercise: Create a new Site
    • Site Dashboard
    • Title Banner and button(s)
    • Links to Page Components
    • Site Profile dashlet
    • Site Colleagues dashlet
    • Recently Modified Documents dashlet
    • Site Activities dashlet
    • Site Links dashlet
    • Edit Site Details
    • Customize Site
    • Customize Site Dashboard
    • Exercise: Customize Site Dashboard
    • Delete a Site
    • Exercise: Delete and recreate your Site
    Topic 3: Document Library
    • Open the Document Library
    • View
    • View Toolbar
    • Exercise: Create content, a Folder, and upload a file
    • Read Item content
    • Return to the View
    • Document Library View
    • Browsing pane
    • Previous/Next View
    • Hide/Show Folders and Simple/Detailed View
    • Hover to see Document Actions menu
    • View Toolbar
    • Exercise: Move Item to Folder and back
    • Favorite Items and Folders
    • Search
    • Image Preview dashlet in the Site Dashboard
    • Repository Browser
    Topic 4: Security
    • Exercise: Join Site
    • Permissions
    • Permissions assigned to Site Roles
    • Exercise: Leave Site
    • Exercise: Change Visibility of Site to Public, Moderated
    • Exercise: Change Visibility of Site to Private
    • Groups
    • Exercise: Add a Group to a Members list
    • Manage Site permissions using Repository Browser
    • External users and security
    • Exercise: Remove EVERYONE group
    • Manage Item permissions from Share
    • Exercise: Manage Item permissions from Share
    • Exercise: Manage Item permissions from Repository Browser
    • Editor privileges
    • Take ownership of an Item
    • Folder security
    • Control who can create Sites
    • Take ownership of a Site
    Topic 5: Metadata and Aspects
    • Edit metadata fields
    • Change the Content Type
    • Item aspects
    • Exercise: Add a tag to an Item
    Topic 6: Edit Item Content
    • Edit Create Content content inline
    • Edit Upload Item offline
    • Upload New Version Document Action
    • Edit Create Content Item offline
    • Global versioning settings
    • Copy to and Move to actions
    • Delete Item
    • Deleted Item recovery
    • Google Docs integration
    Topic 7: Workflow Tasks
    • My Tasks dashlet and My Tasks page
    • Adhoc workflow
    • Exercise: Create an Adhoc workflow task
    • View completed workflow tasks
    • Review & Approve an Item
    • Exercise: Review & Approve an Item
    • Group Review & Approve workflow
    • Pooled Review & Approve workflow
    • Parallel Review & Approve workflow
    Topic 8: Folder Rules
    • Define a Rule
    • Exercise: Create a Folder Rule
    • Trigger (When section) details
    • Criteria details
    • Perform Action details
    • Action: Increment Counter
    • Action: Extract common metadata fields
    • Action: Add simple workflow
    • Action: Transform and copy content
    • Action: Send email message
    • Rules for the entire Document Library
    • Ignore inherited Rules
    • Link to Rules in another Folder
    • Actions and security
    Topic 9: User Home Folder in the Repository
    • Purpose of User Home Folder
    • Open your User Home
    • Manage Permissions
    • Exercise: Copy Item from User Home to your Site
    Topic 10: Send Email to a Folder
    • Why send Email to a Folder?
    • Email message is used to create Item
    • Attachment handling
    • Inbound email configuration and security
    • Additional Alfresco Administrator steps
    • Alfresco user steps
    • Email from unknown addresses
    Topic 11: Wiki Wiki Main Page
    • Wiki Page List
    • Wiki Page versioning
    • Rename a Wiki Page
    • Add Site Wiki dashlet to Site Dashboard
    Topic 12: Blog
    • Open Blog
    • Create new Blog Post
    • Comment on a Blog Post
    Topic 13: Calendar
    • Open Calendar
    • Add Event
    • Save Event, then view, Edit, and Delete
    • My Calendar dashlet in the Personal Dashboard
    • Calendar overlay via iCalendar Feed
    Topic 14: Links
    • Open Links
    • Create New Link
    • View and comment on a Link
    • Add Site Links dashlet to Site Dashboard
    Topic 15: Discussions
    • Open Discussions
    • Create New Topic
    • Reply to a Topic
    Topic 16: Data Lists
    • Step 1: Create a List
    • Step 2: Add Items to a List
    • Special data fields
    • Work with a List
    • Add Site Data Lists dashlet to Site Dashboard

     
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