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Constellio is a software that acclimatizes to the organization. To do this, several elements are configurable in the environment. Here are several details to think about to use Constellio to the best of your abilities.
Reporting structures What to configure? Where? How? Link to documentation The classification plan Administration -> Classification plan. Classification plan Administrative units Administration -> Administrative units.Administrative units The retention schedule Administration -> Conservation schedule. Retention schedules
Manage metadata What to configure? Where? How? Link to documentation Manage metadata schemas Administration -> Metadata schemas.Metadata schemas Manage metadata Administration -> Metadata Schemas -> Schema Type -> Metadata.Metadata Displaying metadata in table view Administration -> Metadata Schemas -> Schema Type -> Menu of the default schema -> Table view configuration.Configuring views Displaying metadata in list view Administration -> Metadata Schemas -> Schema Type -> Menu -> List view configuration.Configuring views The creation form Administration -> Metadata Schemas -> Schema Type -> Menu -> Configure Form.Configuring form Metadata display Administration -> Metadata Schemas -> Schema Type -> Menu -> Display configuration.Configuring views Action management Administration -> Metadata Schema -> Configure action menu. Action Management Manage container types Administration -> Value domain -> Types of container.Value domains Manage types of supports Administration -> Value domain -> Types of supports.Value domains
Research What to configure? Where? How? Link to documentation Metadata display Administration -> Metadata Schemas -> Schema Type -> Menu -> Configure Search Results.Configuring views Facets Administration -> Search configuration -> Facets.Facets iO Advanced search Administration -> Search configurationiO Advanced search System configurations Administration -> Configurations -> Search tab.Configurations
Decommissioning What to configure? Where? How? Link to documentation System configurations Administration -> Configurations -> Decommissioning tab.Configurations Manage roles Administration -> Manage roles -> Permissions Downgrade.Role management Manage locations (paper) Administration -> Virtual space -> Location.Virtual Space
Managing excel reports What to configure? Where? How? Link to documentation Create Excel reports Administration -> Manage printables -> Management of Excel reports.Metadata report
Configuration What to configure? Where? How? Link to documentation Configuration Administration -> Configurations.Configuration
Technical Elements What to configure? Where? How? Link to documentation Email server Administration -> Manage email server Email Server Single sign-on Administration -> Configurations -> Single sign-on Single sign-on
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