This is a series of tutorial video’s that were recorded for the Alfresco Records Management Cloud trial. These video’s guide the viewer through the features of Alfresco Record Management system. Based on a fictitious company ‘Green Energy’, the videos cover the following:
Introduction to Fileplan
Filing and Declaring Records
Running through a Transfer Disposition Cycle
Setting up a Disposition Schedule
Creating and Modifying a Fileplan
Try – Create Record Categories, Set Security and Configure Disposition Schedules
Installing Alfresco and Configuring Records Management
After watching these videos you can take the Alfresco Records Management challenge here.
Introduction to Fileplan
This video reviews the Fileplan within the Alfresco Records Management solution. It shows how multiple users will be presented with different views of the Fileplan based on their security setting and role.
Filing and Declaring Records
This video shows you haw users can use a 3 step process to:
File a new document
Complete the metadata
Declare as a new record
The video will show how different records (document, images, etc.) can be file either from the user’s desktop or from within an existing Alfresco collaboration site.
Running through a Transfer Disposition Cycle
Here you can see a record folder manually put through its disposition schedule.
Setting up a Disposition Schedule
This video will show it is easy to setup and configure new disposition schedules with Alfresco records Management
Creating and Modifying a Fileplan
This video will show how to create and modify the Records Management fileplan.
Try – Create Record Categories, Set Security and Configure Disposition Schedules
This video shows how to create new record categories and then set the required security. New Disposition Schedules can be configured to these new record categories allowing you to process records through their lifecycle.
Installing Alfresco and Configuring Records Management
This video walks you through the process of installing Alfresco Enterprise Edition 3.2r and setting up the Alfresco Records Management module.
Alfresco recently announced a technology preview of integration between Google Docs and Alfresco. This integration, due to be release as part of Alfresco 3.3g, will allow users to ‘check out’ documents from the Alfresco repository to Google Docs. Users can make change, collaborating with colleagues, and then ‘check in’ the revised copy to Alfresco. Using Google Docs removes the need for users to download to their desktop, edit with MS Office tools and helps facilitates online, real-time collaboration.
Council’s within the UK are required to make information available to the general public. These two videos show how Camden Council are using Alfresco to manage the content creation and publish process for all council information and how Alfresco then delivers this to the public via the Internet.
Overview
Alasdair Mangham, Head of Information Systems and Development at the London Borough of Camden, presents an overview of the requirements and why they chose Alfresco.
Demonstration
Chris Burnett, Lead Developer at the London Borough of Camden, provides a demonstration of the Alfresco system used to manage the delivery of Council and Democracy information to the Camden Council web site.
Contact
To discuss more about the Council & Democracy solution as well as other ways in which Alfresco is being used at Camden you can email Alasdair Mangham – Head of Information Systems and Development : email hidden; JavaScript is required
To discuss how Alfresco can provide management of all electronic content across your organisation (Records Management, Document Management, Web Content Management and more) you can email email hidden; JavaScript is required
This is a series of tutorial video’s that were recorded for the Alfresco Cloud trial. The video’s guide the viewer through the features of Alfresco Share. Based on a fictitious company ‘Green Energy’, the video’s cover the following:
Introduction to the Alfresco Cloud trial
Alfresco Dashboards
Project based dashboards
User based dashboards
Extended User Profiles
Project Library
Browsing a project library
Project document management
Project Based Links
Project Based Discussion Threads
Project Based Blogs
Finding and Creating New Collaboration Project Sites
Administering Users and Groups
After watching the videos you can try Alfresco Share running in the Cloud for yourself here.
Introduction to the Alfresco Cloud Trial
Alfresco Dashboards
Alfresco Share provides users with two types of dashboard, or landing page. There is one for each project and one for each user. Project Managers can configure project dashboards, to include project based ‘Dashlets’, while the user can configure their own dashboard to support their personal needs.
Project Dashboards
This video tutorial shows how to configure the project dashboard.
Personal Alfresco Share Dashboard
This video tutorial shows how to configure a personal dashboard.
Extended User Profiles
Alfresco Share manages a profile for each user. With the introduction of Alfresco Share 3.2 these have been extended to include extra information about each user. Two new tabs have been added:
Sites – Provides a list of all of the projects or sites that the user has access to or is working on
Content – Provides a snap shot of the content that the user has either created or has recently modified
Project Library
Alfresco Share provides users with an area for storing, managing and sharing project related content. The two videos on this page show how to browse the Document Library; to review content and then Document Management capabilities, to show project team members can add content, edit document attributes etc.
Browse the Project Library
This video shows you how to browse a project document library.
Project Document Management
This video shows you some of the document management capability available within Alfresco Share.
Project Based Links
Team members may find interesting Internet sites that they want to share with other project team members. With Alfresco Share they can simply add them to the Project Links area. Individual links can be tagged to make it easy to sort large lists of links. This video tutorial shows how we have added some branding related sites to our branding project.
Project Based Discussion Threads
Alfresco Share provides team members with a place to discuss project topics. Team members can raise issues, post questions or just start a discussion thread. Other project members can post replies, sharing their ideas and views with all of the project team. Unlike email, these discussion threads are managed as part of the project, allowing people to understand the rational for key decisions.
Project Based Blogs
The Project Blog area allows team members to create Blog items. This could be used just to share ideas and thoughts with other project team members. It could also be used to develop Blog content that eventually gets posted on a public Blog site. Team members can collaborate around the blog entry before it finally goes live. This video tutorial will review some of the blog pages for Green Energy.
Finding and Creating New Collaboration Project Sites
Alfresco Share makes it easy to search and find project collaboration sites. Users can also create new sites to start collaborating with other users. This video tutorial shows how users can quickly and easily find existing projects and how to create a new project collaboration site.
Administering Users and Groups
This video tutorial will demonstrate some of the new administration features that have been added in Alfresco Enterprise Edition 3.2. It will show how an administrator can:
Create a new user
Change a user
Administer Groups
If you have found this videos interesting and would like to try Alfresco yourself then register for a free Alfresco Cloud trial.
This series of videos show various aspects of the Alfresco Records Management Solution. All of these were recorded using the Alfresco Community Edition. The supported Alfresco Enterprise Edition will be available in February 2010.
Introduction to Alfresco Records Management
This video introduces the Alfresco Records Management solution. It shows how an Alfresco Share like interface allows users to file and declare new documents as corporate records.
Filing and Declaring a New Record
This short video shows how a user can:
File a new document into the Record Management solution
Complete the required information (metadata)
Declare it as a new corporate record
Filing an Existing Document from Within Alfresco Share
Not all content exists outside of Alfresco. What happens if you have used Alfresco Share to manage the creation, review and approval process for important business documents? Well this video shows how you can easily file the approved document directly into the Alfresco Records Management solution from within Alfresco Share.
Filing Emails as Corporate Records Using IMAP Clients
This video shows how, by supporting the IMAP protocol, Alfresco enables users to file emails into the Records Management application directly from their IMAP compliant email clients. Simple drag n’ drop makes it easy to file important emails and have them managed as vital corporate records.
Setting up a Disposition Schedule
It is important to be able to manage the lifecycle of corporate records. Understanding how long records should be managed, if they should be deleted or transferred and when. This video shows how companies can set up their own disposition schedule to correctly manage corporate records.
This video will show how easy it is to publish content from Lotus Quickr to Alfresco. Using the ‘Publish to External Location’ menu command the user can select the location to publish to. Three options are available:
Publish to Alfresco and keep a link in Lotus Quickr
Create a copy
Move the document to Alfresco
Project sites within Alfresco Share can be browsed to review the documents, alternatively links can be followed directly from within Lotus Quickr to find the latest version of a document.
Enterprise Library Viewer
Alfresco can be mapped to the Lotus Quickr Enterprise Library Viewer. After entering a valid User ID and Password, users can browse the various project based document libraries managed by Alfresco. Documents can be previewed using the integrated flash viewer.
Integration with SharePoint
Support for the Microsoft SharePoint protocol enables users to access Alfresco directly from Microsoft Office products (MS Word, MS PowerPoint, MS Excel, etc.). Users can upload documents, review document versions, and share documents with other users. Documents added will automatically be available within Lotus Quickr in the Enterprise Library Viewer.
Support for Records Management
The Alfresco Records Management module extends Records Management support to Lotus Quickr. An integrated virtualised IMAP server provides support for IMAP email clients and allows users to Drag n’ Drop emails and documents into the Records Management repository. A multi stage declaration process allows important information (metadata) to be added after filing and then the documents t be declared as vital records. Context sensitive menus allow users, with the right security levels, to run RM functions (i.e. freeze a document).
Lotus Notes Connector
Integration with Lotus Notes allows content stored inside Alfresco to be accessible within Lotus Notes. Users can check out, open, edit content and check in documents. Simple drag and drop allows users to forward documents stored and managed by Alfresco from within the Lotus Notes client.
Check the Technical Preview page for more information about the Alfresco Content Services for IBM Lotus
This year at Lotusphere, Alfresco Software is demonstrating the technical preview of Alfresco Content Services for IBM Lotus®. The integration between the Alfresco open source enterprise content management (ECM) system and IBM Lotus social collaboration products extends to Lotus Quickr, Lotus Notes, Lotus Connections and WebSphere Portal.
The video below shows the integration between IBM Lotus and Alfresco
This video shows the how to get started with Alfresco Share. It covers how to create and use project collaboration sites within Alfresco Share – Learn how to combine traditional ECM with new Web 2.0 collaboration services.
This demo shows you how to install Open Source Alfresco ECM on a Windows PC and get started with Alfresco Document Management, Web Content Management and Collaboration. Based on version 3.1 of Alfresco this short YouTube video walks you through the steps needed to install Alfresco ECM.
