Alfresco 3 Enterprise Content Management Implementation. How to customize, use, and administer this powerful, Open Source Java-based Enterprise CMS Vinita Choudhary, Pallika Majmudar, Munwar Shariff, Amita Bhandari, Alfresco.com, Pallika Majumdar

Spis treści książki

• Alfresco 3 Enterprise Content Management Implementation
  • Table of Contents
  • Alfresco 3 Enterprise Content Management Implementation
  • Credits
  • About the Author
  • About the Co-Authors
  • Acknowledgements
  • About the Reviewers
  • Preface
    • What this book covers
    • What you need for this book
    • Who this book is for
    • Conventions
    • Reader feedback
    • Customer support
      • Downloading the example code for the book
      • Errata
      • Piracy
      • Questions
  • 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
      • Essential library services
      • Business process automation
      • Enterprise integration
    • Alfresco Enterprise 3.0An 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
  • 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 systemsWindows, Linux, UNIX, and MacOS
        • DatabasesMySQL, Oracle, MS SQL Server, and PostgreSQL
        • Application serversTomcat 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
          • Installing Java SE Developer Kit
          • Installing Alfresco bundled with Tomcat
        • Installation of other Alfresco Components
          • Installing SharePoint Protocol Support
          • Installing the Alfresco license file
          • Installing and configuring the MySQL database
          • Installing OpenOffice
          • Installing Image Magick and CIFS
            • Installing Image Magick
            • Installing CIFS
            • Installing WCM
          • Installing Microsoft Office Add-ins
          • Installing Flash player
          • Installing SWFTools
        • 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
    • Summary
  • 3. Getting Started with Alfresco
    • Introduction to Alfresco Explorer
      • Log in to Alfresco as an Administrator
      • Screen layout
        • Tool Bar
        • Navigator
          • Navigator Tree View
          • Shelf
          • OpenSearch
          • Categories logical view
        • 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
    • Creating a blue print for your application
      • Enterprise intranet as a theme
      • Features you are going to implement
    • Summary
  • 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 Alfrescos 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
  • 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
    • 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
    • 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
    • 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
    • RSS syndication
      • Using RSS feeds
      • RSS templates
    • 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
  • 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
  • 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
    • 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
    • Summary
  • 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
          • The dynamic deployment of task models
        • Step 2: Create and deploy the workflow resource bundles
          • The dynamic deployment of resource bundles
        • Step 3: Create and deploy the process definition
          • The dynamic deployment of process definitions
          • Using the workflow console
          • Manual Deployment of Workflow
            • The first option: Creating a jPDL XML by hand
            • The second option: Using the JBoss jBPM process designer
        • Step 4: Display the workflow images
        • Step 5: Create and deploy the Alfresco Explorer task dialogs
          • Dynamic Alfresco Explorer
        • 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
          • Workflow information in the Document Details page
      • Integration with rules
    • Summary
  • 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
          • Using the Web Script Container
          • Using the CMIS proposed standard
          • Other REST APIs
        • 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
    • CMIS
      • Scope of CMIS
      • Alfresco CMIS implementation
        • Sample Alfresco CMIS dashlet
    • Summary
  • 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
          • Accessing the Wiki page
          • Browse the Wiki pages
          • Creating the Wiki main page
          • Creating a new Wiki page
          • Editing a Wiki page
          • Renaming a Wiki page
          • Deleting a Wiki page
          • Viewing a Wiki page's details
        • The Document Library page
          • Accessing the Document Library page
          • Browsing the library
          • Creating a folder structure
          • Adding items to the library
          • Working with individual library items
          • Viewing an item
          • Add a comment to a library item
          • Editing a library item comment
          • Deleting a library item comment
          • Editing an item
          • Downloading an item
          • Upload updated content
          • Deleting an item
          • Editing item details
          • Copying an item
          • Moving an item
          • Assigning workflow to an item
          • Managing permissions for an item
        • Working with multiple library items
          • Selecting multiple items
          • Performing actions on multiple items and folders
        • The Calendar page
          • Accessing the Calendar page
          • Browsing the calendar
          • Viewing an event
          • Adding an event
          • Editing an event
          • Deleting an event
          • Browsing the site's events
        • The Blog page
          • Accessing the Blog page
          • Browsing the blog
          • Creating a Blog post
          • Editing a Blog post
          • Viewing a blog post
          • Deleting a blog post
          • Configuring the external blog
          • Publishing a post to an external Blog
          • Working with comments
            • Adding a comment to a post
            • Editing a comment
            • Deleting a comment
        • The Discussions page
          • Accessing the Discussions page
          • Browsing the topics
          • Viewing a topic
          • Creating a new topic
          • Editing a topic
          • Deleting a topic
          • Creating a reply
            • Editing a reply
        • Managing site users
          • Accessing the Members page
          • Invite users to a site
          • Viewing the site members
            • Changing a site member's role
            • Removing a site member
          • Viewing and managing the invited users
      • Benefits of using Alfresco Share
    • SharePoint protocol support with Alfresco Enterprise 3.0
      • Handling documents within Microsoft Office
        • Creating a Document Workspace
        • Editing a document
          • Checking out the document
          • Checking in the document
        • Document Versions
          • Viewing a previous document version and then restoring the document to that version
          • Managing the document versions
        • Adding content to a document library
      • Collaborating on a document
        • Saving a document to the Document Workspace
        • Customize the Document Workspace
          • Editing the site name
          • Changing the site settings
        • Manage the Document Workspace membership
          • Adding members to the site
          • Viewing and editing user profiles
          • Changing a member's role
          • Removing a site member
        • Working with a Document Workspace document locally
          • Downloading document updates from the site
            • Updating the site copy
            • Saving an updatable copy locally
            • Managing document updates
        • Deleting the Document Workspace
          • Document Workspace dashlet in Share
      • Summary
  • 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
          • Create a custom dashlet script
          • Create a custom dashlet JSP
          • Configure custom dashlet JSP in Alfresco Explorer
          • Restart Alfresco
          • Use the Custom Dashlet in the My Alfresco Dashboard
        • Using webscripts as dashlets
          • Create a custom dashlet JSP
          • Configure the custom dashlet JSP
          • Configure the My Spaces dashlet
          • Custom dashlet
      • 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
        • Alfresco foundation APIs:
    • Various user interface options
    • Summary
  • 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
    • 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
    • Configuring the Alfresco search engine
      • The theory behind the search engine
      • Limit search results
      • Indexing properties
      • Configuring Lucene in Alfresco
    • Summary
  • 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
  • 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
    • 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
  • Index

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