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 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.