The training videos and recordings below are specific to the Preservica Classic interface and where the functions are not yet available in New Generation.
Training Videos:
- Setting up storage and storage settings in Preservica Classic (6mins)
- Ingesting content using PAX (20mins)
- Merging assets in Preservica Classic (10mins)
- Using Retention Management in Preservica Classic (12mins) (Professional Plus & Enterprise editions)
- Using Asset Replace/Replace Deprecated Content in Preservica Classic (4mins)
- Performing a Web Crawl and Preserving your Website in Preservica Classic (24mins)(YouTube)
- Ingesting larger content into Preservica with Cloudberry (5mins)(YouTube)
- Ingesting larger files and folders into Preservica with Cyberduck (3mins)(YouTube)
- Email Archiving: Getting started with small PST files (7mins)(YouTube)
- Customizing your Facets and Filters in Universal Access (17mins)(YouTube)
Training module recordings:
System Administration:
Recording duration: 55mins
Prerequisites: A login to your own instance of Preservica with Administration privileges
This session focuses on the functions performed by a System Administrator and available within the Administration menu using the Preservica Classic interface
This training course will cover:
• Managing and setting up Security Tags - also available in New Generation
• Managing and setting up Roles and Permissions - also available in New Generation
• Schema Management
• Collection Properties
• How to set-up and apply Retention Management policies (Professional Plus)
• Managing Workflow Definitions and Workflows
• Storage and Storage Settings
• Administration Reports
You can access a recording of this training module here and the supporting resources at the bottom of this page
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Universal Access Fundamentals:
Recording duration: 1 hour
Prerequisites: A login to your own instance of Preservica, a login to WordPress and your Universal Access site is available and accessible, content and metadata in your Preservica system
This session is all about learning the fundamentals for getting Universal Access set-up. It will look at how to make content available and accessible on the site and cover the basic site customization functions available in WordPress.
This training course will cover:
• What Universal Access is and how to access it
• How to make content available in Universal Access
• Customizing the site using WordPress
• The importance of facets and filters to search content
• Making the Universal Access site public
You can access a recording of this training here
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Configuring Custom Metadata Search Indexers:
Recording duration: 1 ¼ hours
Prerequisites: A login to your own instance of Preservica, a login to WordPress and your Universal Access site is available and accessible, content and metadata in your Preservica system
This session focuses purely on what Custom Indexers are and how to set them up so that users of Preservica Classic and Universal Access can get the most from the content and metadata in your archive
The training course will cover:
• What Custom Indexers are used for
• The purpose and use of Facets and Filters
• What the requirements for using Custom Indexers are
• The attributes and terms of a Custom Index document
• What the different Index Types are
• How to customize a Dublin Core Metadata Index Definition
• How to add a Custom Index Definition to Preservica
• How to perform a re-index
• How to set-up facets and filters in WordPress, and their appearance in Universal Access
• How to configure Content Metadata and how it is displayed in Universal Access
Please download, unzip and ingest the the resources provided here in advance of the session.
You can access a recording of this training here
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