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Alfresco in an Hour
Jared Ottley
Solutions Engineer www.alfresco.com
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Agenda
● Introduction
● User Interface
● The Basics
● Spaces and Content
● Creating and Editing Content● Permissions
● Searching
● Collaboration
● Versioning
● Check in/out
● orums and !iscussions
● "utomating Tasks
● #ules and "ctions
● Simple $orkflo%
● !emonstration
● urther Information
● & and "
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What is Alfresco?
"lfresco is the 'pen Source "lternati(e to
Enterprise Content )anagement *EC)+
!ocument
)anagement
$eb
Content)anagement
Collaboration
#ecords
)anagement
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What does it do?
● acilitates the collaborati(e creation and organi,ation of all content-
● )anages content lifec.cle and track changes-
● Includes email notifications #SS personali,ed dashboards and
more0
● "ccessible 1 "lfresco $eb Client TP $eb!"V CIS *net%ork
share+ )S 'ffice "dd2in-
● "lfresco $eb Content )anagement
● "uthoring Virtualisation Staging and !eplo.ment for $eb Site
)anagement
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Feature Overview
"lfresco
Virtual )achine
3a(a and S'"P
"PI
"lfresco EC) #epositor.
Versioning
Virtual ile Ser(er
4!"P !irector. !atabase
Site 5
Site 6
Site 7
$orkflo% Securit. )odeling
Search Scripting Templates 82orms
$eb Client
●Document Management
● Multi-Channel We Content
Management
● !ilesystem "nterface
● !#$% WeDA&% C"!S
● Metadata Modeling
● '$M-'ased Wor(flow
● Multi)le A$"s
● Ja*a% JS+-, /JC+0% SOA$ /.1E#%
$H$% +uy% Ja*a0
● 'road $latform Su))ort
Transformations #ules Engine
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Community or Enterprise?
● Communit.● !e(elopment Version
● E9perimental: )inimal Testing
unctionall. E;ui(alent< Same Code Base
●=ightl. builds a(ailable-
● Support (ia $iki and orums< =o S4"
● Enterprise● unctionall. E;ui(alent
< Same Code Base
● #igorous &" and i9es
● Production &ualit.
● #egular )aintenance#eleases
● 'fficiall. Supported< >uaranteed S4"
< Telephone
< !e(eloper Support *'ptional+
< Certified SI Partners
● "lfresco Connect for
Enterprise *"CE+?
? "(ailable &7 @A
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What is a Space?● 3ust like a folder but capable of
more
● Can hold an. t.pe of content
● >i(e a description and choose an
icon
● "dd sub2spaces and content
● Vie%/)odif. details about a space
● Smart Spaces
● #ules
● $ork %ith other users )ap to
$indo%s net%ork folder
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What is Content?
● 'ften can be thought of as a file ordocument
● )ade of t%o main elements
● The content itself
● Information about the content*meta2data+
● Content
● "n.thingD documents (ideoaudio images 8)4 T)4
● Properties● ormat language creator
dates
● Classifications
● 4inks to related content<
Translations< !ifferent formats *e-g- P!
T)4 Te9t+
< 'C#Fd te9t of scanned image
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Creating and EditingContent
● T)4 or plain Te9t created and edited in2line● $GSI$G> editor in the bro%ser
● Upload content
● Select file from user computer in the bro%ser
● =et%ork folders TP and $eb!"V
● !o%nload from "lfresco to user computer
● Standard bro%ser feature choose %here to sa(e
● =et%ork folders TP and $eb!"V
● Update documents b. uploading changed file
● Edit )icrosoft 'ffice documents directl.
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Searching Content
● Combined search of both contentsand properties
● ull2te9t search
● "n. %ords in contentregardless of format
●
Best2match based on numberof matched %ords
● Propert. constraints● B. categor.
● Bet%een dates
● Custom properties
● Path constraints
● 'nl. content belo% a gi(en
space
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OpenSearch
●Standard Interface
● Client● IEA and irefo9
● Ser(er● "lfresco #epositories● 7rd Part. "pplications
● Shelf and ). "lfresco !ashlet
● 'ne Interface for all Searches● >oogle● eBa.● $ikipedia● "lfresco
● "uto2!isco(er.
● 4anguage "%are
● or setup details seeD● httpD//%iki-alfresco-com/%iki/'penSearch
Alfresco as an
O)enSearch Ser*er
Alfresco as an
O)enSearch Client
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Forums and Discussions
● orum spaces ma. be defined to contain orums● Using "d(anced Space $i,ard Hrom ScratchF
● orums ma. also be associated %ith spaces and content items
● Using the Start !iscussion action
● !iscussions mo(e %ith the item
● orums contain Topics %hich contain Posts
● Posts ma. ha(e #eplies
● Searchable
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Using ersioning
● "llo%s a histor. of pre(ious (ersions of an item to be kept
● " ne% (ersion is created %hen content is sa(ed b. default
● "n item needs to be (ersionable for (ersions to be kept
● Indi(iduall. (ia smart spaces b. t.pe or globall.
● "n e9ample of an aspect
● Can look at (ersion histor. (ie% pre(ious (ersions of content 1 future re(ert
to (ersion
● Content id al%a.s points to the most recent (ersion
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Chec! "n and Chec! Out
● Check 'ut locks the item and creates a %orking cop. %hich can be edited*content and details+
● E(er.one else can ust (ie% the item
● Check In replaces the original item %ith the %orking cop. and releases thelock
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#ules and Actions $Conditions
● #ules are applied to a HSpaceF● #ules make a space HSmartF
● #ules are triggered b. an E(ent
● Inbound 2 content arri(ing intoa space
● 'utbound 1 content lea(ing aspace mo(ed deleted
● Update 1 content beingmodified
● #ules are filtered based onconditions
● "ll Items *no filter+
● Items %ith a specific )I)ET.pe *e-g- -pdf+
● Specific Content T.pe "pplied
to a specific aspect ile namepattern *e-g- ?2conte9t-9ml+
● alls %ithin a Categor. *e-g-#egion 4anguage+
● #ule filter can be applied to H='TF
● e-g- not in )I)E T.pe ?-pdf
● =o limit on the number ofconditions that can be applied toeach rule
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#ules and Actions $Actions
●Items that successfull. meet the rule conditions ha(e an H"ctionF applied to them
● "ctions can triggered to run manuall.
● =o limit on the number of "ctions per rule
● #ules are used to organise structure enrich content in the repositor.
● Used in conunction %ithD● "lfresco $eb Client
● TP
● $eb!"V
● CIS *Shared =et%ork older+
● $eb Ser(ices "PI
● Use .our imagination
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Simple Wor!%ow
●Special case of a #ule
● "pplies automated management ofdocument lifec.cles
● )o(es / Copies content based on useractions
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Space &emplates
● #e2useable templates of spaces and content
● Create a librar. of standard proects
● !ifferent t.pes of proects ha(e different structures
● Standardi,ed documents
● Standardi,ed management
● Create a template in the same %a. as a space
● "dd sub2spaces and content
● Create spaces based on other spaces
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Accessing Content Without &heAlfresco Client
●CIS● #oot U#4D JJKmachine
nameLM"J"lfresco● Same as a net%ork share folder ● Can mount as a share dri(e● !rag and !rop files into "lfresco● Edit content directl. %ith other
programs● =et%ork folders can be smart
spaces● Pro(ides user %ith a link to the
same space in the %eb client
● TP/$eb!"V/CIS
● "ll rules are applied● "ll permissions are enforced● If (ersioning is enabled then
content %ill be (ersioned
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Alfresco WC'
● "dd2on )odule to "lfresco Content #epositor.● "ll !) and $C) capabilities a(ailable %ithin a single repositor.
● Complementar. Content and $eb Content ser(ices
● Communit. and Enterprise Versions● Communit. 2 ree to use
<
4imited &"< =' support< Use at .our o%n riskN
● Enterprise 2 =o license fees annual support subscription< Production #ead.< Ser(ice 4e(el "greement< $arrant. and Indemnit.
● See "lfresco in an our in the Content Communit. for more information oncore repositor. ser(ices-
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Alfresco(s 'odel for WC'
● Content Production● Production )odel
< Sandbo9es
< Transparent 4a.ers
● $orkflo%
●
#oles● Content )odelling
● Versioning
● Virtualisation
● iles.stem Proection
● Content !eli(er.● Static (Fs !.namic #untimes
● "lfresco #untimes
● !eplo.ment
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"lfrescoFs )odel for $C)
● 4o% traffic
● #ead / %rite
● "lfresco focuses onD
● Ease of content entr.● Content &" *%orkflo% /
appro(al+
● Version control / rollback
● igh traffic
● #ead mostl.
● "lfresco focuses onD
● !eplo.ment le9ibilit.● Technolog. agnosticism
● Performance / scalabilit.
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Production )odel
P d ti ) d l
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Production )odel 1
Transparent 4a.ers
● =o changes .et made
P d ti ) d l
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Production )odel 1
Transparent 4a.ers
● "lice creates a ne% page called Oproducts-htmlO
P d ti ) d l
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Production )odel 1
Transparent 4a.ers
● "lice edits Oinde9-htmlO to add a link to her ne% page
P d ti ) d l
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Production )odel 1
Transparent 4a.ers
● "lice submits her changes *change set+ to %orkflo% the. are
appro(ed and promoted to staging
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"lfrescoFs )odel for $C)
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!eplo.ment In a =utshell
2
$hat kind of sites can
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$hat kind of sites can
"lfresco manage
● Static 1 T)4 Images
● !.namic 2 3SP "SP Coldfusion PP0--
.
Delivery technology
)age compositing
Deployment mechanism
)ersonali*ation
)erformance
Application developers!ill$sets
Static
We+ servers
Su+mission time
Filesystem
,imited
Ultimate
Freemar!er- .S,&- .S,&$FO
Dynamic
Application servers
#e/uest time
Alfresco #untime
Unlimited
,ess than static
Any we+ technology
● Static or !.namic or Both
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Alfresco #untimes
#untime #epositor. *inproduction+ Can be usedD
"s the search engine for
the %eb site *applicable for
both d.namic and static
%eb sites+
"s a runtime content store
that can be ;ueried b. a
d.namic %eb application-
$eb Scripts #EST *TTP+ Based 1
Technolog. Independent
!ata "ccess "PI
T)4 8)4 Te9t 3S'=
"tom #SS----- Supports cached results
"uthentication
● Can be used to pro(ideD
< Search
< =a(igation
< !.namic Page "ssembl.
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" .brid )odel
.brid 1 )i9 Static and !.namic
Page Composition 'ptions
Inside 'ut
< Each page is d.namic and includes all page components d.namicall.
*regardless of %hether those components are static or d.namic+
'utside In
< Each page is static T)4 %ith static components alread. embedded but
d.namic components included (ia an inclusion mechanism *eg- ser(er side
includes+
=oteD The tradeoff bet%een these t%o models is management comple9it. (s runtime
performance-
Sh
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ShareCore Concepts
● =e% Collaboration "pplication● !ocument )anagement● Collaboration● Social =et%orking
● Sites● Teams or proects maintain their o%n collaboration site● Collaboration sites are %ebsites
< Sites and site pages are bookmarkable< Configurable b. business users from a librar. of UI components
● Site Components● Site !ashboards !oc4ibrar. $iki Blog !iscussions *orums+
Calendar
● "cti(ities Ser(ice● Personal !ashboards
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Share Sites
● Sites
● Collaboration areas for e9tranets ne% products communities ofinterest/practice and more0● Set of themed templated collaboration sites
● Site !ashboard● Configurable b. Site )anager ● 4a.out Templates●
!ashlets● Site Components
● 4ibrar. of $eb2script2based >UI components● "dd/remo(e components
● Personal !ashboard● "cti(ities● #ich profile management 1 a(atars contact info
Sh
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Share)age Components
● !oc4ibrar.
● )ulti2file upload● )ulti2select operations
< e-g cop./mo(e
● Commenting
● Social Tagging
● ilters
● Thumbnails
● lash Pre(ie%s
● $iki
● $GSI$G> editing and Simple $iki )arkup
● Version istor.
● Comments
● Publish )edia$iki
● Blog
● $GSI$G> editing
● Publish to $ordPress Q T.pePad
● !iscussions
● Threaded
● Commenting
● Calendar
● !a./$eek/)onth and "genda (ie%s
● iCal support
Share
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ShareSite and )ersonal
Dash+oards● !rag nF !rop Configuration
● !ashlets● Calendar
< Site and Personal< #ollups 1 consolidate (ie% from all m. calendars
● "cti(ities<
E(ents automaticall. posted b. actions in other components< E-g add document edit document ne% calendar e(ent etc● People inder ● Site inder ● #SS eeds
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Flash Document iewer
● "utomatic >eneration of
lash #enditions includingD
● $ord Po%erPoint E9cel
● 'pen'ffice
● "nd more 0
● Pluggable #endition Engine
● lash Video/"udio
● #educed Band%idth
● igh Performance Vie%ing
● #emo(e Client "pplication
!ependencies 54
Share
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ShareServices
● "cti(ities
● E9posed (ia !ashlets and eeds
● Tagging
● Searching iltering
● Thumbnail● "utomatic Pre(ie%s
● Site
● Creating in(ites membership management
Share
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Share A)"s
● Standardised Public "PI● #EST based● 4anguage independent● !e(eloper producti(it.
● E9amplesD●
Create site● In(ite )embers● Create blog post● Create calendar e(ent● ---
● See httpD//%iki-alfresco-com/%iki/7-@M#ESTM"PI for full details
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Further "nformation
● Content Communit.● httpD//%%%-alfresco-com● ")Ps !ocumentation Tutorial Tech Tips
● "lfresco $iki● Technical information on configuration administration and customisation● httpD//%iki-alfresco-com
● "lfresco orums● Communit. Postings● "lfresco Staff ● httpD//forums-alfresco-com
● "lfresco orge● Contributions from the communit.
< E-g- )etadata e9tractors transformations 0-
< httpD//forge-alfresco-com
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Alfresco in an Hour
Jared Ottley
Solutions Engineer www.alfresco.com
Thank .ou for "ttending
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