Overview of alfresco share records management im going to demonstrate some basic alfresco records management capabilities. Alfresco 3 records management ebook por dick weisinger. Administering records management the administrator can manage alfresco records management from the management console. No matter what type of business you do, there will be a lot of information gathering and production. Use alfresco digital workspace to manage files and declare records. Alfresco records management designed as a simple to use, simple to deploy open source solution, the alfresco records. Traditional records management systems are often disconnected. Alfresco 3 records management alfresco enterprise content management ecm software provides contentcentric features in the areas of document management dm, web content management wcm, and microsoft sharepointlike collaboration. If you are a records manager, business analyst, or a softwar. The records management capabilities are accessible from all alfresco interfaces, such as the web client, virtual file system and file serving servlets, because the functionality is implemented as extensions to the core content services.
Alfresco 3 records management covers features available in both the community and enterprise versions of alfresco software. For definitions of support states and transitions, please visit the product support lifecycle page in the support handbook. We could go at it alone, but more likely, well probably choose to work directly with one of alfrescos system integration partners or. Best practice for creating the file plan alfresco 3. Alfresco 3 records management is the first book totally dedicated to the alfresco records management module. From the root level of the file plan, we are able to create new series. Alfresco 3 records management 2011 by dick weisinger. Alfresco 3 records management by dick weisinger book read.
These standards are used to evaluate the capabilities of records management applications and define the requirements for managing records within the department. This alfresco records management video shows you how to set up a records management site. In this course we will introduce you to the fundamentals of records management and end with the development of a file plan which is the foundation of a well structured records management program. The file plan a definition alfresco 3 records management. The first and only book to focus exclusively on alfresco records management. Getting started with alfresco records management formtek. This makes it easy to work with files and have them declared as records at the right time without changing the way your users work. First, we login to alfresco share, a webbased client that. Lee alfresco 3 records management por dick weisinger disponible en rakuten kobo. Alfresco 3 records managementcomply with regulations and secure your organizations records with alfresco records man. After navigating to the root, we will see the option for adding a new series across the toolbar at the top left. Getting started with alfresco records management 3. Records management functions alfresco documentation. Read alfresco 3 records management by dick weisinger for free with a 30 day.
It is an open source content management system that helps in boosting document sharing, collaboration and more. Read alfresco 3 records management by dick weisinger available from rakuten kobo. Alfresco content services is used to implement ecm solutions, such as document management and records management. This online trial is the quickest and easiest way to experience the simplicity and power of alfresco content services v6. This book is structured in a sequential way that walks you through the steps necessary to set up your alfresco records m. The high level architecture of the records management system is shown here. Getting started with the alfresco records management module. Using records management with alfresco records management you store and control all your records in a dedicated site. Getting started with alfresco web content management wcm for community edition 3. Alfresco offers an unmatched combination of simplicity and control to reduce business risk and strengthen compliance.
Chapter 3, introduction to the alfresco share records management site, describes the. The alfresco records management application is deployed using two amp files. In this video the process of onboarding of an employee is. Each function exists in the alfresco panel as an action that you can perform against your open word document. Alfresco records management is the process of handling records from creation to disposition.
This applies to the current version of the licensed program. Install and configure the alfresco records management module. Managing alfresco content from within ms office community edition 3. You dont require any prior knowledge of alfresco share software to follow this book. Search for library items search for lists search for contacts search for a library. Records management video tutorials watch these videos for tips on using alfresco records management.
Pdf download alfresco 3 records management pdf full. The alfresco records management capabilities are modeled to support the us department of defense 5015. It then discusses records management best practices and standards, and goes on to describe step by step how to identify documents that need to be managed as records, how to use alfresco records. Alfresco 3 records management dick weisinger comply with regulations and secure your organization. Alfresco is the software vendor for alfresco records management, but alfresco typically does not work directly with customers. Successfully implement your records program using alfresco records management. Log in records management functions the records management banner displays functions that relate to the storage and retrieval of records. Once a document exists in the repository, there are a number of alfresco explorer functions available to you within word. Alfresco records management functionality is split across two amp files. Alfresco in the cloud gives you enterpriselevel security and compliance all the way to your end users devices, while still maintaining the simplicity and ease of access your users need.
Alfresco governance services combines alfresco records management with security controls and classification fully compliant with dod 5015. This book is structured in a sequential way that walks you through the steps necessary to set up your alfresco records. The benefits of records management are many, but one of the most compelling reasons for implementing records management is that its simply good business. If you are a records manager, business analyst, or a software developer, and want to implement the alfresco records management program for your organization, then this book is for you. Groups and records management groups provide a way to aggregate users and other groups into a single logical entity that can be used when performing operations like assigning permissions. Be the first to find out about the latest alfresco vide. Getting started with alfresco records management for community edition 3. By the end of this book, you will be able to successfully develop a records policy and implement it within alfresco records management. Design and implementation of a records management system at. Alfresco hub forums a place for enterprise content management software and business process management software discussions. Alfresco is particularly strong in handling the storage of large amounts of content and in enabling collaboration. Getting started with alfresco explorer document management for community edition 3. In the latter part of this chapter, we discuss technical details of alfresco webscripts and some of the underlying implementation of the records management dashlet. Records management rm solutions can help capture, control and manage vital corporate information, much of which resides in business documents, emails.
An amp file, or an alfresco module package, is a bundled collection of files that together extend the alfresco platform to provide a new set of related functionality. Alfresco governance services provides records management fully integrated into alfresco content services. The file plan, also sometimes known as the records classification scheme, is the basic structure in records management that classifies and groups records together with similar characteristics. A records management site is like other alfresco sites, but with additional controls placed on its content. Comply with regulations and secure your organizations records with alfresco records management. Getting started with records management although alfresco records management has a huge amount of functionality available, its actually pretty easy to learn the essentials and get up. Alfresco pdf toolkit adds additional functionality to alfresco, enabling the manipulation of pdf files. There can also be elements of collaboration and search across these solutions. Alfresco 3 records management starts with a description of the importance of record keeping, especially from a regulatory compliance perspective. In alfresco, there is a default user group called everyone. Introduction to alfresco share records management formtek. Managing documents once a document exists in the repository, there are a number of alfresco explorer functions available to you within word.
Alfresco governance services automates the information lifecycle from capture through retention to final destruction or archive, and works with little to no intervention by users. You can search for categories, series, and folders separately. On top of this security controls and classification give you. Append append pdf to another pdf, generating a new pdf split splits a pdf at a specified interval, ex. Searching records the records search functionality allows you to search the records in the alfresco repository, and to save the results in a saved search area. This table describes the current support status for alfresco products, versions and components. Download full alfresco 3 records management book in pdf, epub, mobi and all ebook format. Download alfresco 3 records management pdf search engine. Getting started with records management although alfresco records management has a huge amount of functionality available, its actually pretty easy to learn the essentials and get up and running. International standard iso 15489 describes the file plan as an essential component of any records management program. Alfresco is an enterprise content management ecm, web content management and digital image management tool. Note that there are no other options available here for creating other types of containers like categories or folders, nor is there an option to file any records here. In conjunction with the rm model there are a number of records management services which will allow other systems to easily integrate into an alfresco rm repository, for example case management systems.
Simple, automated records management strengthens and demonstrates compliance with information governance policies for the entire document lifecycle. It then discusses records management best practices and standards, and goes on to describe step by step how to identify documents that need to be managed as records. Open document format odf and portable document format pdf. Having separate systems to manage different types of information that needs to be synchronized with records management system increases the complexity and cost. In that chapter, we will see how to install both alfresco and the records management module. Only these three levels in the folder hierarchy are allowed in 5015. Alfresco governance services records management or rm. This alfresco records management video shows you how to process a record. Successfully implement your records program using alfresco records management, fully certified for dod5015. Pdf download alfresco 3 records management pdf full ebook. The book is written by dick weisinger and published by packt publishing the alfresco records management module is a specific plugin of alfresco that allows you to manage documents, images and other contents using an unique platform that is certified for the dod 5015. In the next chapter, we will start looking at alfresco in detail.
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