Table of Contents
Preface
Chapter 1: Introduction to Alfresco
Chapter 2: Installing Alfresco
Chapter 3: Getting Started with Alfresco
Chapter 4: Implementing Membership and Security
Chapter 5: Implementing Document Management
Chapter 6: Implementing Business Rules
Chapter 7: Extending the Alfresco Content Model
Chapter 8: Implementing Workflow
Chapter 9: Integrating External Applications with Alfresco
Chapter 10: Advanced Collaboration Using Alfresco Share
Chapter 11: Customizing the User Interface
Chapter 12: Search
Chapter 13: Implementing Imaging and Forms Processing
Chapter 14: Administering and Maintaining the System
Index
- Chapter 1: Introduction to Alfresco
- An overview of Alfresco
- Leveraging the benefits of open source
- State-of-the-art content repository
- Scalable architecture
- Open standards-based underlying components
- Globalization support
- Security and access control
- Business process automation
- Enterprise integration
- Alfresco Enterprise 3.0—An overview
- Alfresco Network
- Alfresco Web Studio
- Alfresco Share
- Alfresco Surf
- Alfresco Repository Public API
- Alfresco Draft CMIS Implementation
- Microsoft SharePoint Protocol support
- How you can benefit from Alfresco
- Using Alfresco for document management
- Using Alfresco for records management
- Using Alfresco for web content management
- Using Alfresco for collaboration management
- Using Alfresco for enterprise content search
- Applications of Alfresco
- How does the future look like with Alfresco?
- Enterprise versus Community Labs
- Better support options
- Free upgrades
- Implementing an example solution using Alfresco
- Where do you get more information?
- Summary
- An overview of Alfresco
- Chapter 2: Installing Alfresco
- Installing Alfresco
- Out of the box installation architecture
- Client Applications layer
- Repository Services layer
- Data Storage layer
- The components of Alfresco applications
- Accessing the application
- Choosing the right installation option
- Enterprise and community editions
- Operating systems—Windows, Linux, UNIX, and MacOS
- Databases—MySQL, Oracle, MS SQL Server, and PostgreSQL
- Application servers—Tomcat and JBoss
- Portals (optional)—JBoss Portal and Liferay
- Choose the appropriate software for your installation
- Installing on Microsoft Windows
- Full installation
- Installation of the Alfresco Tomcat bundle
- Installation of other Alfresco Components
- Installation folder structure
- Starting and stopping Alfresco as a console application
- Configuring Alfresco as a Windows service
- Installing on Linux
- Installing extensions with AMP Install
- Out of the box installation architecture
- Summary
- Installing Alfresco
- Chapter 3: Getting Started with Alfresco
- Introduction to Alfresco Explorer
- Log in to Alfresco as an Administrator
- Screen layout
- Tool Bar
- Navigator
- Breadcrumbs
- Header
- Detail
- Administration Console
- User and groups management
- Category management
- Data management
- System information
- Getting started with content creation
- Create space
- Create content
- Create a link to content
- My Alfresco dashboards
- Choosing the My Alfresco dashboard as the start location
- Configuring personal dashboard using wizard
- Step one: Selection of layout
- Step two: Selecting components
- Start with basic configuration
- Extend Alfresco configuration
- Alfresco ConfigRoot folder
- Alfresco extension folder
- Configuration approach
- Packaging and deploying Java extensions
- Install the enterprise license file
- Change the default administrator password
- Configure the content store
- Configure the relational database
- Configure the email service and email server
- Outbound email service
- Inbound email server
- Configure the log files
- Configure the Alfresco virtual file system
- Configure the file systems
- Configure the default logos
- Customize the look and feel using CSS
- Configure multilanguage support
- Extend Alfresco configuration
- Creating a blue print for your application
- Enterprise intranet as a theme
- Features you are going to implement
- Summary
- Introduction to Alfresco Explorer
- Chapter 4: Implementing Membership and Security
- The Alfresco membership and security model
- Users and groups
- Permissions and roles
- Authentication
- How is security imposed in Alfresco?
- Manage system users
- Creating new users
- Search for existing users in Alfresco Explorer
- Modify user details
- Deleting a user
- Individual user access
- New user log in and my homepage
- Update personal details and password
- Search for existing users in Alfresco share
- Modify user details using share
- Manage user groups
- Create groups and subgroups
- Add users to a group
- Remove users from a group
- Extend security permissions and roles
- Default permissions
- Default roles
- Create a custom role
- Secure your spaces
- User roles on a space
- Invite users to your space
- Define and secure your spaces
- Secure your content
- User roles for content
- Invite users to your content
- Choosing the correct security model for you
- Use Alfresco's out of the box membership system
- Configuring LDAP for centralized identity management
- LDAP configuration with active directory
- LDAP synchronisation
- Daisy chaining
- Configuring NTLM for Single sign-on
- SSO with active directory
- SSO with CAS
- Migrate existing users to Alfresco
- Using command-line scripts for the bulk uploading of users
- Bootstrapping the Alfresco repository with predefined user data
- Using web services API to create users
- Summary
- The Alfresco membership and security model
- Chapter 5: Implementing Document Management
- Managing spaces
- Space is a smart folder
- Why space hierarchy is important
- Editing a space
- Editing space properties
- Deleting space and its contents
- Moving or copying space by using the clipboard
- Creating a shortcut to a space for quick access
- Choosing a default view for your space
- Sample space structure for marketing project
- Managing content
- Creating content
- Creating text documents
- Uploading binary files such as Word, PDF, Flash, Image, Media
- Editing content
- Online editing of HTML, text, and XML
- Offline editing of files
- Uploading updated content
- Content actions
- Deleting content
- Moving or copying content using the clipboard
- Creating a shortcut to the content for quick access
- Managing content properties
- What is Content Metadata?
- Metadata extractors
- Editing metadata
- Adding additional properties
- Creating content
- Library services
- Versioning
- Auto Versioning
- Check In and Check Out
- Checking out documents
- Checking in the working copy
- Undo Check Out to unlock a document
- Versioning
- Categorizing content
- Managing categories
- Adding categories to content
- Search content by category
- Managing multilingual content
- Versions of Multilingual Content
- Deleting Multilingual Content
- Using network drives to manage content
- CIFS
- Mapping the drive
- Drag-and-drop documents in Alfresco through CIFS
- Check Out and Check In documents in CIFS
- File Transfer Protocol
- WebDAV
- CIFS
- Microsoft Office 2003 add-ins
- Support for Microsoft Office 2007
- Installation
- Configuration
- Features of MS Word add-in
- Editing a file in Word
- Recovering deleted content
- The Data Dictionary and space templates
- The Data Dictionary space
- Space templates for a reusable space structure
- Creating a new space template for reuse
- Using an existing space template to create a new space
- Discussions on spaces and documents
- Discussion forums for collaboration
- Forum space
- Creating discussion forums in the forum space
- Creating topics in the forum
- Replying to topics
- Departmental forums and security
- Defining forums for groups within a department
- Inter-department collaboration through spaces
- Managing space users
- Space collaboration through email
- Starting a discussion on a specific space
- Content collaboration
- Owner invites individuals to collaborate on content
- Discussion forums for collaboration
- RSS syndication
- Using RSS feeds
- RSS templates
- Managing spaces
- Migrating existing content into Alfresco
- Drag-and-drop content to the network drive
- Using web services to migrate content
- The ACP Generator's bulk upload utility
- Summary
- Chapter 6: Implementing Business Rules
- Using business rules on spaces
- Organize documents automatically
- Run rules in the background
- Dynamically add properties to a document
- Automatic versioning of documents
- Send notifications to specific people
- Chaining all of the business rules
- Built-in business rules
- How these business rules work
- Checking the conditions
- What are the actions that are executed?
- When are these rules triggered?
- Applying actions to individual content
- Removing an aspect from a content
- Handling content transformations
- Transforming a Word document to PDF
- Resizing and transforming images
- OpenDocument Format
- Converting Microsoft Office documents to ODF
- Built-in transformations
- Executing JavaScript as business rules
- Use built-in JavaScript as actions
- Extend business rules with custom JavaScript
- Set up the Corporate Forms space
- Create custom JavaScript
- Execute custom JavaScript as an action
- JavaScript API
- Scheduled actions
- Example of archiving expired content
- XML configuration file for scheduled actions
- The cron expression
- Summary
- Using business rules on spaces
- Chapter 7: Extending the Alfresco Content Model
- Custom configuration
- Configuration files for the default content model
- Configuration files for custom content model
- Custom model context file
- Custom model file
- Custom web client configuration file
- Hierarchy of configuration files
- Custom aspect
- The need for a custom aspect
- Steps for adding a custom aspect
- Define a custom aspect
- Extend the content model with the custom aspect
- Configure the web client for the custom aspect
- Use custom aspect as a business rule
- Constraints
- Constraint types
- REGEX
- LIST
- MINMAX
- LENGTH
- Applying a constraint
- Constraint types
- Advanced property sheet configuration
- Display labels
- Conditional display of properties
- Converters
- Component generators
- Custom content type
- When do you need a custom content type
- Steps to add a custom content type
- Define the custom content type
- Extend the content model with the custom content type
- Configure the web client for the custom content type
- Add custom content type
- Create a Press Release as HTML content
- Create business rules targeting the custom content type
- Custom associations
- When do you need an association?
- Define a custom association
- Use a custom association
- Presentation Template for custom content types
- Association example
- Dynamic models
- Dynamic custom model
- Deploying a custom model
- Activating and deactivating a custom model
- Updating a custom model
- Dynamic web client
- Deploying web client customizations
- Reloading web client customizations
- Dynamic models in a multi-tenancy environment
- Dynamic custom model
- Summary
- Custom configuration
- Chapter 8: Implementing Workflow
- Introduction to the Alfresco workflow process
- Simple Workflow
- Out of the box features
- Define and use Simple Workflow
- Identify spaces and security
- Defining the workflow process
- Adding simple workflow to items
- Sending a notification for approval to the Manager
- Test your simple workflow
- Email notification templates
- Implementing complex workflows
- The workflow process
- Advanced workflows
- Workflow user interactions
- Out of the box features
- Creating custom advanced workflows
- Defining the workflow process
- Step 1: Create and deploy the task model
- Step 2: Create and deploy the workflow resource bundles
- Step 3: Create and deploy the process definition
- Step 4: Display the workflow images
- Step 5: Create and deploy the Alfresco Explorer task dialogs
- Step 6: Test the workflow
- Track the status of this workflow through a customized dashlet
- Out of the box features of the workflow task list's dashboards
- List of My Tasks To Do
- Reassign Adhoc Task
- Manage Adhoc tasks
- List of My Completed Tasks
- View the Status of or Cancel a Workflow
- Integration with rules
- Summary
- Chapter 9: Integrating External Applications with Alfresco
- The Alfresco content platform
- Embeddable enterprise content management system
- Integrated enterprise content management system
- Various protocols for integration
- Using web service as an integration solution
- Using FTP, WebDAV, and CIFS protocols for integration
- RESTful web services
- Web Scripts
- What is a Web Script
- How to implement Web Scripts
- Hello World example
- Sample out of the box portlet Web Scripts
- Myspaces portlet
- Document list portlet Web Script
- Web Script to list the latest documents
- Daily dose integration Web Script in detail
- Integrating Web Script with an external Java application
- Web Script to integrate document search
- Document search Web Script in detail
- Calling the Web Script from external application
- Various application integration examples
- Integrating with Liferay
- Various available options
- Liferay built-in Portlet for Alfresco
- Using your own API
- Integrating with Drupal
- Integrating with Joomla!
- Integrating with Adobe Flex
- Email integration: MS Outlook, Lotus Notes, Novell, and Thunderbird
- Integrating with iPhone
- Integrating with iGoogle
- Steps to integrate iGoogle Gadgets with Alfresco
- Using iGoogle Gadgets
- Integrating with FFMPEG video transcoder
- Various options for video transcoding
- Various options for audio transcoding
- Integrating transformation as an action in Alfresco
- Integrating with ViewOnePro image viewer
- Integrating with the Facebook social network application
- Creating a new Facebook application
- Registering the Facebook application with Alfresco
- Integrating with Liferay
- CMIS
- Scope of CMIS
- Alfresco CMIS implementation
- Sample Alfresco CMIS dashlet
- Summary
- The Alfresco content platform
- Chapter 10: Advanced Collaboration Using Alfresco Share
- Alfresco Share
- My Dashboard
- Customize your dashboard
- My Profile
- Viewing your full profile
- Editing your profile
- Changing your password
- Sites
- Creating a site
- Searching for a site
- Managing your site membership
- Deleting a site
- People
- Searching for a user
- Using your personal dashboard
- Entering a site
- Configure the personal dashboard RSS feed
- View scheduled events
- Using the Alfresco Network
- Using a site
- Getting Started
- Site Profile
- Site Colleagues
- Site Calendar
- Site Activities
- Recently Modified Documents
- Wiki
- RSS Feed
- Customize a site
- Customizing a site's dashboard
- Editing the site details
- Configuring the site dashboard RSS feed
- Configuring the Wiki site dashlet
- Subscribing to an RSS feed
- Tagging site content
- Selecting a page
- The Wiki page
- The Document Library page
- Working with multiple library items
- The Calendar page
- The Blog page
- The Discussions page
- Managing site users
- Benefits of using Alfresco Share
- My Dashboard
- SharePoint protocol support with Alfresco Enterprise 3.0
- Handling documents within Microsoft Office
- Creating a Document Workspace
- Editing a document
- Document Versions
- Adding content to a document library
- Collaborating on a document
- Saving a document to the Document Workspace
- Customize the Document Workspace
- Manage the Document Workspace membership
- Working with a Document Workspace document locally
- Deleting the Document Workspace
- Document Workspace dashlet in Share
- Handling documents within Microsoft Office
- Summary
- Alfresco Share
- Chapter 11: Customizing the User Interface
- Configuring Alfresco Explorer
- Configuring views
- Configuring space views
- Applying a Custom View to a space
- Configuring forum topics sort direction
- Adding a custom icon to a space
- Configuring HTML links to appear in Alfresco Explorer
- User configurable dashboards
- Writing custom dashlets
- Using webscripts as dashlets
- Using a FreeMarker dashlet from the repository
- Presentation templates
- The FreeMarker template engine within Alfresco
- The Alfresco objects available to FreeMarker
- FreeMarker template node model API
- FreeMarker directives
- Custom template to preview web pages
- Custom template for XML content
- Custom templates for custom space view
- Customizing Alfresco Share
- Presentation templates
- Custom template
- Configure custom webscripts
- Configure custom dashlets
- Configure custom components in Alfresco Share
- Rich user interface using Flex
- Alfresco Share 3.0 Integration support
- Customizing JSP Client
- Configuring views
- Various user interface options
- Summary
- Configuring Alfresco Explorer
- Chapter 12: Search
- Overview
- Search using Alfresco Explorer
- Simple search
- Search file names only
- Advanced search
- Search by content location
- Search by content category
- Search by content properties
- Extending the search form
- Configure the web client user interface
- Search custom content and properties
- Save a search as a report
- Define complex search criteria
- Save search criteria as public or private report
- Reuse a saved search
- Simple search
- OpenSearch
- Alfresco's open search engines
- Keyword search description
- Sample keyword search in HTML
- Sample keyword search in RSS
- Alfresco Explorer as an OpenSearch aggregator
- Registering new search engines
- Federated search
- Alfresco's open search engines
- Configuring the Alfresco search engine
- The theory behind the search engine
- Limit search results
- Indexing properties
- Configuring Lucene in Alfresco
- Summary
- Chapter 13: Implementing Imaging and Forms Processing
- Electronic imaging and the paperless office
- Forms processing
- Alfresco for imaging and forms processing
- Sample imaging solution with workflow
- Setting up space and security
- Business rule to extract important metadata
- Transform documents into the required format
- Define the workflow process
- Connecting the scanner to network folder
- Bulk upload scanned documents into the repository
- OCR integration
- Intelliant OCR-Alfresco bundle
- Integration with Kofax Ascent Capture
- Kofax release script configuration
- Release script functionality
- Integration with an eCopy-enabled scanner
- Summary
- Chapter 14: Administering and Maintaining the System
- Exporting and importing content
- Alfresco Content Package (ACP)
- Exporting and importing space content
- Export of a department space using Alfresco Explorer
- Importing a department space using Alfresco Explorer
- Using business rules to import data
- Using command line tools
- The export tool
- The import tool
- Data backup
- List of items to backup
- The content stored in the filesystem
- The metadata stored in the relational database
- Customization files
- Membership data
- Log files
- Backup frequency
- Backing up based on the Alfresco deployment
- Alfresco deployed as a repository application server
- Alfresco deployed as a Clustered Repository Server
- Alfresco deployed as hot backup
- List of items to backup
- Upgrading to newer versions of Alfresco
- Upgrading to a minor release
- Upgrading to a major release
- General maintenance tips
- Regular maintenance of deleted items
- Examining log files
- Resetting the administrator password
- Resetting the complete repository data
- Migrating servers
- User quota system
- Multi-Tenancy
- Enabling Multi-Tenancy
- Creating tenants
- Tenant use case
- Managing tenants
- Exporting and importing tenant data
- Full auditing
- Controlling audit information
- Simple audit template for displaying auditing information
- Summary
- Exporting and importing content
