Alfresco 3 Records Management
eBook - ePub

Alfresco 3 Records Management

  1. 488 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Alfresco 3 Records Management

About this book

In Detail

The Alfresco Records Management feature set is so complete that it is one of the very limited number of systems, and the only Open Source solution, that has been fully certified for Records Management use by the US Department of Defense. Record keeping is important because accurate records are really the only way that organizations can demonstrate compliance with regulatory requirements. The amount of regulation that organizations must comply with has gone up dramatically over the last decade, and the complexity of record management has increased proportionally.

Alfresco 3 Records Management is a complete guide for setting up records programs within organizations. The book is the first and only one that describes Alfresco's implementation of Records Management. It not only teaches the technology for implementing Records Management, but also discusses the important roles that both processes and people play in the building of a successful records program.

Alfresco 3 Records Management starts with a description of the importance of record keeping, especially from a regulatory compliance perspective. It then discusses Records Management best practices and standards, and goes on to describe step by step how to identify documents that need to be managed as records, how to use Alfresco Records Management software to set up the File Plan structure for organizing the storage of records, and then how to manage the lifecycle of the records.

The book provides detailed instructions for installing and configuring Alfresco Records Management. The topics covered include setting up a record File Plan, filing records, establishing record retention schedules, setting up security and permissions, assigning metadata, extending the content model, using advanced search techniques, and creating system activity audit reports. The book also provides "deep-dive" information from a developer's perspective about how the Records Management module was implemented within the Alfresco Share platform.Alfresco 3 Records Management covers features available in both the Community and Enterprise versions of Alfresco software. By the end of this book, you will be able to successfully develop a records policy and implement it within Alfresco Records Management.

A practical guide to designing, creating, and implementing a records program for your organization with DoD-5015.2 certified Alfresco Records Management

Approach

This book is structured in a sequential way that walks you through the steps necessary to set up your Alfresco Records Management system. Chapters follow a logical progression with each chapter building on the knowledge and implementation details learned in earlier chapters.

Who this book is for

If you are a records manager, business analyst, or a software developer, and want to implement the Alfresco Records Management program for your organization, then this book is for you. You don't require any prior knowledge of Alfresco Share software to follow this book.

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Information

Year
2011
Edition
1
eBook ISBN
9781849514361

Alfresco 3 Records Management


Table of Contents

Alfresco 3 Records Management
Credits
About the Author
About the Reviewer
www.PacktPub.com
Support files, e-books, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Records Management
What is a record?
What is Records Management?
Electronic Records Management
Record lifecycles
Benefits of Records Management
Records Management is about complying with legal requirements
Regulatory compliance
Authority Documents and compliance
E-discovery
Records Management is about ensuring accountability
Records Management is about preserving assets
Records Management is about efficiency
Records Management is about being prepared
Records Management is about coming to grips with data volumes
Records Management is about security
Records Management is about good business
Summary
2. Getting Started with the Alfresco Records Management Module
The Alfresco stack
Alfresco software
Make sure the software versions are compatible
Downloading the Alfresco software
Alfresco Community
Building from source code
Download a Community version snapshot build
Alfresco Enterprise
Installing the base Alfresco software
Running the installer
Installing Alfresco Records Management modules manually
Starting the Alfresco Repository and Share application
Starting Alfresco Share
Share dashlets
Enabling the Records Management dashlet
Adding the Records Management site
Designating the Records Management administrator
How does it work?
The Records Management AMP Files
The Records Management Console dashlet
The flow of Alfresco webscripts
The flow of the Records Management webscript dashlet
The Records Management dashlet files
The Records Management dashlet files in the MVC Pattern
The Records Management descriptor file
The Records Management dashlet controller
The Records Management dashlet view
The Records Management dashlet URL
The Records Management console client-side JavaScript
Creation of the Records Management site
Web development within Share
Summary
3. Introduction to the Alfresco Share Records Management Site
The Share environment
A brief history of Alfresco Share
Alfresco Share as a social platform
Alfresco Share and the Alfresco 3 Labs release
Alfresco Share 3.X Post-Labs release
Use cases for Alfresco Share
Team project sites
Publishing sites
Personal sites
Alfresco Share and collaboration
Share dashboards
Changing the dashboard layout
Changing the placement of dashboard dashlets
Changing site dashboards
Site pages
Configuring site page navigation
Share themes
Share collaboration
Collaboration tools
Project-based collaboration data
The Records Management site
The site dashboard
The File Plan
The File Plan toolbar
Left navigation panel
Records search
Site members
Administration of site members
How does it work?
Share configuration files
Repository property files
Customizing bean files
Share bean configuration
Client debug settings
Available aspects list
Available content types
Access to the complete Alfresco repository from Share
Records Management configuration
Server log configuration file
Dashboards
Preset dashboard configurations
Preset dashboard layout
Preset dashboard dashlets
Modifying the preset dashboard configurations
Persistence of dashboard configurations
Using the Node Browser to find persisted dashboard data
AVM Store Share component nodes
AVM Store Share page nodes
Modifying existing user dashboards
Programmatically accessing persisted dashboard data
Creating a new Share theme
Share site top navigation toolbar
Share Site secondary navigation header bar
Summary
4. Metadata and the Alfresco Content Model
The Alfresco Content Model
The model namespace
Alfresco namespaces
Types
Properties
Constraints
Types of constraints
REGEX constraint
LENGTH constraint
LIST constraint
MINMAX constraint
Associations
Peer associations
Child associations
Aspects
Creating a new model
Designing the model
Implementing the model file
The model file header
Model import files
The model namespace
The model constraints
The model types
The model aspects
Installing the model
Bootstrap deployment of the model
Dynamic deployment of the content model
Exposing a new content model from the Share user interface
Adding Types to the site upload form
Adding Types to the Change Type action
Seeing the new Type applied to a content node
Customizing the forms for viewing and editing the new model's metadata
The Records Management Content Model
The Records Model
The Records Model header
The Records Model imports
The Records Model namespace
The DoD 5015 Records Management Content Model
Extending the Alfresco Content Model
Summary
5. Creating the File Plan
The File Plan — a definition
Components of the File Plan
Benefits of the File Plan
Looking at the Alfresco example File Plan
Best practice for creating the File Plan
File Plans based on organizational hierarchy
File Plans based on business processes and activities
Best practice for File Plan design
Creating the File Plan
Adding containers to the File Plan
Creating a Series
Creating a Category
Creating a Folder
File Plan container metadata
Copy and move of File Plan containers
How does it work?
How the File Plan page is set by the preset
The File Plan, as extended from the Document Library
The Document Library JavaScript controller file
Getting the Location Type
Getting the File Plan root node via a service call
Setting doclibType in the model data
Setting the root node in the model data
Reading XML configuration data
The Document Library FreeMarker ...

Table of contents

  1. Alfresco 3 Records Management

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