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

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....