Book Image

Alfresco 3 Records Management

Book Image

Alfresco 3 Records Management

Overview of this book

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.
Table of Contents (18 chapters)
Alfresco 3 Records Management
Credits
About the Author
About the Reviewer
www.PacktPub.com
Preface
Free Chapter
1
Records Management

Creating users


Before a user is able to gain access to the records File Plan, they must have access to the Share Records Management site, and before getting access to the site, they must first become a user of the Share application. Let's look briefly at how Share users are created and how users are then able to subscribe to sites within Share.

Adding a new Share user

The tool that allows us to create a new Share user is available from the Tools area within the Admin Console. To get to this page, as a user admin, we click on the Admin Console link that can be found at the top of every Share page. After that, we can then move into the Users tool that is available from the left-hand panel navigation area:

There is a Search field at the top of the page that lets us check to see if a user that we plan to add is already in the system. Users can be searched for by full or partial matches to either their first name or their last name.

Note

There are some limitations to User Search. A search by user...