PacktLib: Alfresco 3 Records Management

Alfresco 3 Records Management

Credits

About the Author

About the Reviewer

www.PacktPub.com

Preface

Records Management

What is a record?

Summary

Getting Started with the Alfresco Records Management Module

The Alfresco stack

Alfresco software

How does it work?

Summary

Introduction to the Alfresco Share Records Management Site

The Share environment

The Records Management site

How does it work?

Summary

Metadata and the Alfresco Content Model

The Alfresco Content Model

Creating a new model

The Records Management Content Model

Extending the Alfresco Content Model

Summary

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

Creating Disposition Schedules

What is the disposition schedule?

Creating the disposition schedule

Making changes to the disposition schedule

Importing and exporting File Plan data

How does it work?

Summary

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

Managing Records

Records Details

How does it work?

Summary

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

Searching Records and Running Audits

Search and Records Management

Authorization and search

Records Search page

FTS-Alfresco query language

Example searches

Saved searches

Records Management audits

The Audit tool

How does it work?

Summary

Configuring Security and Permissions

Creating users

Groups and Records Management

Member access to the Records Management site

Creating Records Management roles

Read and file permissions

The User Rights Report

How does it work?

Summary

Configuring Records Management Parameters

The Records Management Console

List of Values

Custom Metadata

How does it work?

The tools navigation region

Custom Records Management metadata

Summary