- 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
One of the most important things to configure within the File Plan is the retention schedule — the specification for how long a type of record needs to be retained before being disposed of. In the DoD 5015.2 specification, retention schedules are a key component of the disposition schedule. In this chapter, we learned how to configure the disposition schedules. We covered the following topics:
- How to configure the disposition schedule
- The types of steps that can be created in a disposition schedule
- The difference between applying the disposition at the Folder and record levels
- How to configure both time and event-based triggers
At the end of the chapter, in a 'How does it work' section, we looked, in detail, at how the Alfresco site Edit disposition web page is constructed. In particular, we covered:
- How the page was built as a Spring-Surf web page
- Some examples of YUI web client components and the use of the YUI framework to handle client-side event processing
- The relationship between the disposition schedule and its record Category in the content model
- How AJAX calls from the client can retrieve content from the Alfresco repository to populate data into the client web page
In both this chapter and the last, we covered the setup and configuration of the Records Management File Plan. With the File Plan now in place, we are ready to actually begin filing content into the plan and we will discuss some of the many ways that filing can be done within Alfresco in the next chapter.
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