- 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
We covered the following concepts in this chapter:
- How lifecycle steps like record declaration, cutoff, retention, transfer, and destruction work
- How to create an export package to respond to a legal request
- How transfer and hold packages are accessed directly from File Plan links
- How to create a File Plan Report
- What various status icons, including cutoff, transfer, and destruction mean
In the "How does it work?" section, we dug into the internals of some items that included the following:
- How and where the unique record ID is created when a record is filed
- How Review Notifications are configured and what the process is for sending them
- How the Lifecycle cron job is configured and how it automatically updates records and Folders based on their disposition schedules
- How transfer packages are tracked within Records Management
- How hold packages are tracked within Records Management
- How transfer reports are generated and sent
In this chapter, we discussed in detail the different steps that make up record lifecycles. In the next chapter, we will look at the search capabilities of Alfresco Share and at a special Records Search feature that was specifically built around the special requirements for locating records.
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