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Alfresco 3 Records Management
Alfresco 3 Records Management

Alfresco 3 Records Management: Comply with regulations and secure your organization's records with Alfresco Records Management

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Alfresco 3 Records Management

Chapter 2. Getting Started with the Alfresco Records Management Module

Before we get started with discussing the details of the Records Management software implementation, it is important to point out that the software implementation is only one element of a successful Records Management program. People, process, and culture often are as big, if not bigger, components than the software. With that in mind, let's now shift gears and begin our discussion of Alfresco Records Management software.

In this chapter, we will describe:

  • How to acquire and install Alfresco Records Management software

  • How to set up the Records Management site within Alfresco Share

  • Some of the internal workings of Alfresco Share involved in creating the Records Management site

The Alfresco stack


Alfresco software was designed for enterprise, and as such, supports a variety of different stack elements. Supported Alfresco stack elements include some of the most widely used operating systems, relational databases, and application servers.

The core infrastructure of Alfresco is built on Java. This core provides the flexibility for the server to run on a variety of operating systems, like Microsoft Windows, Linux, Mac OS, and Sun Solaris. The use of Hibernate allows Alfresco to map objects and data from Java into almost any relational database. The databases that the Enterprise version of Alfresco software is certified to work with include Oracle, Microsoft SQL Server, MySQL, PostgresSQL, and DB2. Alfresco also runs on a variety of Application Servers that include Tomcat, JBoss, WebLogic, and WebSphere. Other relational databases and application servers may work as well, although they have not been explicitly tested and are also not supported.

Note

Details of which...

Alfresco software


As a first step to getting Alfresco Records Management up and running, we need to first acquire the software. Whether you plan to use either the Enterprise or the Community version of Alfresco, you should note that the Records Management module was not available until late 2009. The Records Management module was first certified with the 3.2 release of Alfresco Share. The first Enterprise version of Alfresco that supported Records Management was version 3.2R, which was released in February 2010.

Make sure the software versions are compatible

It is important to note that there was an early version of Records Management that was built for the Alfresco JSF-based Explorer client. That version was not certified for DoD 5015.2 compliance and is no longer supported by Alfresco. In fact, the Alfresco Explorer version of Records Management is not compatible with the Share version of Records Management, and trying to use the two implementations together can result in corrupt data....

How does it work?


Let's dig in a bit deeper to get a better understanding of how Records Management has been integrated into Alfresco Share. To do that, let's look in more detail at how the Records Management dashlet is built.

The Records Management AMP Files

The Alfresco Records Management application is deployed using two AMP files. 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 Records Management functionality is split across two AMP files. One of the AMP files is applied to the Alfresco WAR, extending basic Repository services, and the other AMP file is applied to the Share WAR, defining the Share Records Management site.

AMP files are ZIP files that are packaged and arranged in a folder structure that mirrors the directory structure of the WAR files that they are being deployed into. While we may be adding only Records Management, a single new Alfresco module...

Summary


In this chapter, we learned how to install Alfresco Records Management software. We covered the following topics:

  • How to install the base Alfresco software and the Records Management modules

  • How to add the Records Management console dashlet to the dashboard

  • How to create the Records Management site

  • How to create a Records Manager administrator

At the end of the chapter, in a 'How does it work?' section, we looked in detail at how the Records Management console dashlet in the Alfresco Share dashboard is constructed. In particular, we covered:

  • The MVC design pattern as used by the Spring Surf web framework within Alfresco Share

  • How Alfresco webscripts work

  • How the Records Management dashlet works

  • How the Records Management site is created internally

With Alfresco Records Management software now up and running, in the next chapter, we will begin looking at how to effectively configure Alfresco software to match our Records Management Program's requirements.

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Key benefits

  • Successfully implement your records program using Alfresco Records Management, fully certified for DoD-5015.2 compliance
  • The first and only book to focus exclusively on Alfresco Records Management
  • Step-by-step instructions describe how to identify records, organize records, and manage records to comply with regulatory requirements
  • Learn in detail about the software internals to get a jump-start on performing customizations

Description

The Alfresco Records Management feature set is so complete that it is one of the very limited number of systems, and the only Open Source solution, that has been fully certified for Records Management use by the US Department of Defense. Record keeping is important because accurate records are really the only way that organizations can demonstrate compliance with regulatory requirements. The amount of regulation that organizations must comply with has gone up dramatically over the last decade, and the complexity of record management has increased proportionally.Alfresco 3 Records Management is a complete guide for setting up records programs within organizations. The book is the first and only one that describes Alfresco's implementation of Records Management. It not only teaches the technology for implementing Records Management, but also discusses the important roles that both processes and people play in the building of a successful records program.Alfresco 3 Records Management starts with a description of the importance of record keeping, especially from a regulatory compliance perspective. 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 Management software to set up the File Plan structure for organizing the storage of records, and then how to manage the lifecycle of the records.The book provides detailed instructions for installing and configuring Alfresco Records Management. The topics covered include setting up a record File Plan, filing records, establishing record retention schedules, setting up security and permissions, assigning metadata, extending the content model, using advanced search techniques, and creating system activity audit reports. The book also provides "deep-dive" information from a developer's perspective about how the Records Management module was implemented within the Alfresco Share platform.Alfresco 3 Records Management covers features available in both the Community and Enterprise versions of Alfresco software. By the end of this book, you will be able to successfully develop a records policy and implement it within Alfresco Records Management.

Who is this book for?

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. You don't require any prior knowledge of Alfresco Share software to follow this book.

What you will learn

  • Install and configure the Alfresco Records Management module
  • Identify the right team members from your organization for planning, implementing, and maintaining an effective records management strategy
  • Learn the key elements of best-practice Records Management standards, such as ISO-15489 and DoD 5015.2
  • Effectively organize records into a File Plan structure and control record lifecycles, including the ultimate destruction of records
  • File records not only from the Alfresco Share web interface, but also from the desktop, e-mail clients, FTP, and batch processing
  • Extend the Content Model of the Alfresco base records to include user-defined searchable metadata properties
  • Use the Records Search tool to pinpoint the location of records that you are looking for and run audit reports to monitor system activities
  • Understand role creation and the granular Records Management permission model to effectively secure your Records Management installation
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Publication date, Length, Edition, Language, ISBN-13
Publication date : Jan 14, 2011
Length: 488 pages
Edition : 1st
Language : English
ISBN-13 : 9781849514361
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ISBN-13 : 9781849514361
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Table of Contents

12 Chapters
Records Management Chevron down icon Chevron up icon
Getting Started with the Alfresco Records Management Module Chevron down icon Chevron up icon
Introduction to the Alfresco Share Records Management Site Chevron down icon Chevron up icon
Metadata and the Alfresco Content Model Chevron down icon Chevron up icon
Creating the File Plan Chevron down icon Chevron up icon
Creating Disposition Schedules Chevron down icon Chevron up icon
Filing Records Chevron down icon Chevron up icon
Managing Records Chevron down icon Chevron up icon
Following the Lifecycle of a Record Chevron down icon Chevron up icon
Searching Records and Running Audits Chevron down icon Chevron up icon
Configuring Security and Permissions Chevron down icon Chevron up icon
Configuring Records Management Parameters Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.5
(2 Ratings)
5 star 50%
4 star 50%
3 star 0%
2 star 0%
1 star 0%
Johnny Gee Mar 07, 2011
Full star icon Full star icon Full star icon Full star icon Full star icon 5
My first impression of the book was that the author did an excellent job in presenting RM concepts, describing how Alfresco implemented the RM features in Share, and how you could customize this features if necessary. The author also included "How does it work?" section at the end of most of the chapters and I found it very helpful if I was interested in the technical details of how the feature was implemented.Chapter 9 is the BEST chapter in the book. If you only have time to read one chapter, this is one that you need to read. The author reviews various RM concepts and then describes various scenarios and what-if situations that a record can be in. Other topics include: freeze/hold, unique record ID that Alfresco creates for each record, and the two cron jobs that the RM module uses to support RM functionality.I really liked this book compared to other Alfresco books I have read. It provides a good mix of records management concepts and technical details for developers. My only suggestion for the author is that it would have been nice if he provided a fictitious use case that could be referenced throughout the book. Other Alfresco books that I have reviewed include such samples and I feel that it can be very helpful to readers who are trying to pick up a new concept.
Amazon Verified review Amazon
Norbert May 31, 2014
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
The book is ok. Kindle version does not display source code properly ie without proper indentation. More technical than business oriented.
Amazon Verified review Amazon
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