- Alfresco 3 Records Management
- Alfresco 3 Records Management
- Credits
- About the Author
- About the Reviewer
- www.PacktPub.com
- Preface
- 1. Records Management
- What is a record?
- What is Records Management?
- Record lifecycles
- Benefits of Records Management
- Records Management is about complying with legal requirements
- 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
- What is a record?
- 2. Getting Started with the Alfresco Records Management Module
- The Alfresco stack
- Alfresco software
- 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
- The Records Management site
- How does it work?
- Share configuration files
- Dashboards
- Creating a new Share theme
- Share site top navigation toolbar
- Summary
- 4. Metadata and the Alfresco Content Model
- 5. Creating the File Plan
- The File Plan — a definition
- Best practice for creating the File Plan
- Creating the File Plan
- File Plan container metadata
- Copy and move of File Plan containers
- How does it work?
- Summary
- 6. Creating Disposition Schedules
- 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
- Filing from an e-mail client with IMAP
- Filing to Alfresco via FTP
- Bulk import
- Filing by scanning
- Other ways to file
- How does it work?
- Summary
- 8. Managing Records
- Records Details
- How does it work?
- The Details page
- The JavaScript controller for the Details page
- The FreeMarker template for the Details page
- The Details page
- 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
- The File Plan report
- How does it work?
- Summary
- 10. Searching Records and Running Audits
- 11. Configuring Security and Permissions
- 12. Configuring Records Management Parameters
Dick Weisinger is Vice President and Chief Technologist at Formtek, Inc. and has more than 20 years of experience in the area of Enterprise Content Management especially Content, Document, and Image Management. His career spans many projects and organizations and he has contributed to software solutions used for health care, finance, engineering, discrete manufacturing, and aerospace and defense applications. Dick is a regular contributor to the Formtek blog at http://www.formtek.com/blog on topics that include ECM, SaaS, Open Source, SOA, and New Technology.
Dick earned a Masters in Engineering Science in Operations Research from the University of California at Berkeley and a Masters in Engineering Science from the Johns Hopkins University. Dick is an AIIM-certified Records Management Specialist.
I would like to thank everyone who helped make this book a reality, including Rakesh Shejwal, the development editor; Shubhanjan Chatterjee, the project coordinator; Dayan Hyames, the technical editor, and Sherwin John Calleja-Tragura, the book's technical reviewer.
Special thanks to Dennis Scanlon and to team members at Formtek for providing support and the necessary time needed to work on this book, and also thanks to my wife and son for their support and understanding.
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