Alfresco 3 Records Management. Comply with regulations and secure your organization's records with Alfresco Records Management Dick Weisinger, Richard B Weisinger, Alfresco.com

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• 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 models 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 presentation
        • FreeMarker page layout for the File Plan
          • Alfresco page components
          • Components on the File Plan page
        • The File Plan Document List
          • The Document List controller file
            • User preferences
            • Actions
        • The Document List Data Table
          • Defining and rendering the Data Table
          • Retrieving Content Object with an Alfresco Repository webscript
    • Summary
  • 6. Creating Disposition Schedules
    • What is the disposition schedule?
      • Disposition instructions
        • The record lifecycle
          • Cutoff
          • Retention
          • Destruction
          • Transfer
          • Accession
        • Inheritance of the disposition
        • Disposition example application at the Folder level
        • Disposition example application at the record level
    • Creating the disposition schedule
      • The review
      • The disposition schedule
        • General information for the disposition
        • The disposition steps
        • Configuring a simple disposition schedule
        • Time-based triggers
        • Event-based triggers
        • Trigger precedence
    • Making changes to the disposition schedule
      • Deleting steps of the disposition schedule
      • Editing steps of the disposition schedule
    • Importing and exporting File Plan data
      • Importing a File Plan
      • Exporting the File Plan
    • How does it work?
      • The Category details page
      • The edit disposition instructions page
      • The create disposition steps page
        • Components of the disposition edit webscript
        • Disposition edit client-side JavaScript
    • Summary
  • 7. Filing Records
    • Filing more than one way
    • Filing an electronic record from Share
    • Filing a non-electronic record from Share
    • Filing from another Share site
    • Filing a record from a CIFS mounted drive
      • What is CIFS?
      • Filing with CIFS
      • Configuring CIFS
      • Troubleshooting CIFS
        • Checking to see whether the CIFS server is running
        • Missing NetBIOS DLL
        • Problems with ports
        • CIFS server name is too long
        • Conflicts with authentication settings
    • Filing from an e-mail client with IMAP
      • What is IMAP?
      • Filing with an IMAP e-mail client
      • Configuring IMAP
        • Configuring IMAP to run on the server
        • Configuring IMAP on e-mail clients
          • IMAP configuration for Outlook 2007
    • Filing to Alfresco via FTP
    • Bulk import
      • An unsupported add-on
      • Bulk import and Records Management considerations
        • Bulk import can't import disposition information
      • Installing bulk import
      • Simple interface to access bulk import
        • Bulk import shadow files
        • Auto-declaration of records
        • Metadata and dates
        • Running the tool
    • Filing by scanning
      • Identify which records to scan
      • Metadata and classification
      • Filing scanned images
    • Other ways to file
    • How does it work?
      • Internals of electronic file upload
      • Internals of non-electronic record filing
    • Summary
  • 8. Managing Records
    • Records Details
      • Alfresco Flash previewer
      • Record Metadata
      • Record actions
        • Download action
        • Edit Metadata
        • Copy record
        • Move record
        • File record
        • Delete record
        • Audit log
      • Links
      • Events
      • References
    • How does it work?
      • The Details page
        • The JavaScript controller for the Details page
        • The FreeMarker template for the Details page
          • Included files for the Details page
          • Initialize the RecordsDocumentDetails object
          • FreeMarker components on the Details page
          • The web preview component
            • Web preview include files
            • The web preview controller JavaScript
            • The web preview FreeMarker template
            • Client-side JavaScript
          • The metadata component
          • The events component
          • The references component
    • Summary
  • 9. Following the Lifecycle of a Record
    • Undeclared records
    • Specifying mandatory metadata
    • Declaring the record
    • Record review
    • Closing a Folder
    • Cutoff
    • Transfer
    • Accession
    • Destruction
    • Audit log
    • Hold or freeze
      • Responding to a hold request
      • Freezing records
      • Locating records on hold
      • Creating an export package of requested records and metadata
      • Releasing the hold
    • The File Plan report
    • How does it work?
      • The unique record ID
      • Background jobs
        • Review notifications
          • Configuring the notification e-mail bean
          • Configuring the e-mail notification cron schedule
          • Configuring the contents of the notification e-mail
          • Configuring outbound e-mails
          • Manually checking for records requiring review
          • Tracking the scheduler
        • Lifecycle tracking
          • Configuring the disposition lifecycle bean
          • Configuring the lifecycle cron schedule
          • Manually checking for lifecycle records
          • Logging information for the lifecycle scheduler
      • The File Plan component
        • Linking to the transfer and hold pages
        • Rendering transfer and hold Items
        • Finding transfer items
        • Finding hold items
      • Transfer report
    • Summary
  • 10. Searching Records and Running Audits
    • Search and Records Management
    • Authorization and search
    • Records Search page
      • Single-field search form
      • The Search form
        • Basic search
        • Property search
        • Date search
        • Search filters
        • Restricted File Plan search
        • Search result columns
        • Result list search order
        • Clearing the search criteria
        • The Results tab
        • Syntax errors
    • FTS-Alfresco query language
      • Searching for a term
      • Searching for a phrase
      • Wildcard search
      • Conjunctive search
      • Disjunctive search
      • Negation
      • Properties
      • Special fields
        • Escaping QNames
        • Escaping characters not in a QName
      • Grouping
      • Boolean
      • Dates
      • Ranges
      • Proximity searches
      • Mandatory elements
      • Optional elements
      • Operator precedence
    • Example searches
    • Saved searches
      • Creating a saved search
      • Editing a saved search
      • Deleting a saved search
    • Records Management audits
      • Purpose of the records audit
      • Planning for the audit
      • Things to look for in the audit
      • Deliverables from the records audit
    • The Audit tool
      • Accessing the Audit tool
      • Using the Audit tool
        • Running an Audit report
        • Filtering the report by event
        • Filtering the report by property
        • Filtering the report by user
        • Filtering the report by date
        • Audit log viewing options
        • Viewing the full log
        • Filing the Audit log report
        • Export the Audit log report
        • Stopping, starting, and clearing the Audit log
    • How does it work?
      • The Records Search page
      • DataSource and data webscript
      • Saved searches
      • Custom properties
      • The Audit tool
    • Summary
  • 11. Configuring Security and Permissions
    • Creating users
      • Adding a new Share user
      • New user access to Share
      • User admin
    • Groups and Records Management
      • Browsing groups
      • Adding a new group
      • Deleting a group
      • Editing groups
      • Adding members to a group
    • Member access to the Records Management site
      • Subscribing to the Records Management site
      • Requesting access to the moderated Records Management site
      • Access to a private Records Management site
    • Creating Records Management roles
      • Roles and permissions
      • Access controls applied to the File Plan
      • Viewing and editing the Records Management roles
        • Browsing role permissions
        • Editing role permissions
        • Creating a new role
        • Deleting a role
    • Read and file permissions
    • The User Rights Report
    • How does it work?
      • Admin console users
      • Users in the repository
        • Users as usr:users
        • Users as cm:persons
      • Access to roles via webscripts
      • Permissions
    • Summary
  • 12. Configuring Records Management Parameters
    • The Records Management Console
    • List of Values
      • Supplemental Markings
      • Transfer Locations
      • Creating a new List of Values
      • Deleting the List of Values
    • Custom Metadata
      • E-mail Mappings
        • E-mail metadata
        • Creating an e-mail mapping
      • Events
      • Relationships
    • How does it work?
      • The Management Console page
      • Rendering of Management Console tools
      • The Console page layout
    • The tools navigation region
    • Custom Records Management metadata
      • Custom Records Management namespace
      • Custom aspects for record objects
      • List of Values
      • Events
      • WebScript calls for Management Console information
    • Summary
  • Index

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