alfresco in an hour

43
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Webinar presenting Alfresco ECM in an hour

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Page 1: Alfresco in an Hour

1

The Alfresco Webinar will start in a few minutes.

All lines will be on mute during the Webinar. Please use the Q&A box to submit questions.

Page 2: Alfresco in an Hour

Alfrescoin an Hour

Paul HamptonDirector of Product Marketing

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Agenda

Introduction to Alfresco

Alfresco Content Management services

Alfresco Content Management clients

Integrations

Compare Editions

What Next?

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Traditional ECM

High Cost Slow / LimitedAdoption

Complex

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Alfresco is...

Lower Cost Easier to Use Adopted FasterLower Cost Easier to Use Adopted Faster

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DocumentManagement

Collaboration

Electronic RecordsManagement

Workflow

Web Content Management

Email Archive

ImageManagement

Digital AssetManagement

Complete ECM

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Two Components

Content Services

Client Access

VersionSecurity

SearchMetadata

LifecycleWorkflow Renditions

Web Browser

Network DriveFTP

WebDAVMS Office

Kofax

Rules / Actions

IBM LotusGoogle Docs

eMail

Replication

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Document Content and Properties

• Manage any content (.doc .ppt .xls .jpg .mp3 ODF XML .mp4)

• Metatdata – information about the documento Name, Title, Who created,

When Created, When modified

• Can be extendedo I.e. Customer number and

name

• Support custom types• Support for Aspects

Document

Properties

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Alfresco Flexible Data Model

Type = Report Type = Contract Type = Issue Log Type = Case File

Aspect = CustomerCustomer NameCustomer NumberContactStatus

Aspect = SupplierSupplier NameSupplier NumberVAT numberStatus

Aspect = ProjectProject NameProject OwnerProject SponsorStatus

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Properties

Version Control

• No need to track by file nameo Alfresco –v1.ppto Alfresco – v1.2.ppto 2010-05 Alfresco.ppt

• Keep relationship between versions

• Role back• Traceability

DocumentVersion

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Access Control

• Lock file on edito Stop multiple editors

• User Roles• Security

o Control who has access

o Control the role that they have

DocumentVersion

Security

Lock Properties

Roles

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Access Control

PattiRisley

VP of HR

JenniferWatmore

CEO

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Content Storage

• Store content in a ‘Space’

• Navigate by:o Foldero Tago Categorieso Filters (i.e. favourites)

Document

Folder

Version

Security

Lock Properties

Roles

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Renditions and Comments

• Create related files• Transform to a

different formato i.e. HTML, PDF, JPG

• Allow users to comment on content

• Comments managed as separate objects

Comments

Document

Renditions

Folder

Version

Security

Lock Properties

Roles

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Other Services

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Rules and Actions

• Rules are applied to a ‘Space’

• Rules perform an action

• Rules are triggered by an evento Inbound, Outbound, Update

• Can have multiple events

• Can define the order

RulesActions

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Workflow

• Documents have a lifecycleo They are createdo They are reviewedo They are approvedo They are publishedo ...and then they are

revised and it all starts again!

RulesActions

Workflow

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“They shouldn’t have seen thatit was in review”

Workflow and Business Process Management (BPM)

• Based on embedded Jboss jBPM

• Full BPM Capabilitieso Branching, merging

and conditionso Scripting

AuthorWrite

ReviewComment

PublishRead

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Search

• Make it easy to find contento Both Simple and Advanced

search

• Can search for...o Folders / Containerso Content (all types)o Custom types (example

‘Contract’)o Aspects (example ‘customer

= ACME’)o Application specific

(example ‘Contract and customer = ACME’)

• Extensible via forms

RulesActions

Workflow Search

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Screen Shots

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Storage Policies

• AKA Information Lifecycle Management (ILM)

• Dynamic storage based on business policies / lifecycle rules

• Define business rules• Reduced cost without

impacting performance

RulesActions

Workflow Search

StoragePolicies

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Storage Policies

• Exampleso By type: Large video

files on fast expensive drives. Office documents on slower, more cost effective, drives.

o By business unit, by age, by usage, by ...

• Leverage Rules and Actions to drive location

SSD$$$

FC Drives

$$

SATADrive

$

SSD = Solid State DrivesFC = Fibre Channel

Policy Rules

Policy Rules

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Content Replication

• Selective replication of content

• Can be scheduled, run manually or based on a rule

• Support for full, incremental and delete replication

• One source – multiple destinations

Head Office Regional Offices

Remote DrillingOffice

Remote DrillingOffice

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SMTP Listener

Shared Drive

Web

Email

SharePoint / Office

Access Content From...

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The Most Used ECM

• The Network Drive• Why?

o Easy to useo No Trainingo Low cost

● Hard to find files

● No Context

● No Version Control

● Inappropriate Security

Issues...

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Shared Network Drive

• CIFS / FTP / WebDAVo Same as a network

share foldero Can mount as a share

driveo Drag and Drop files

into Alfrescoo Edit content directly

with other applications

o Network folders can be smart spaces

o All rules are appliedo All permissions are

enforcedo If versioning is

enabled, then content will be versioned

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Document Management

1

23

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Document Details

1 2 3

4 5

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Project / Team Collaboration

• Customisable dashboard • Each project Includes:

o Document Libraryo Calendaro WIKIo Blogso Discussion forumso External linkso Data lists

• IMAP enabled

Alfresco Share

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Open Source Records Management

• First ...o DoD Certified Open Source RM

Solutiono CMIS-enabled RM Solution

• Designed for ‘Ease of Use’ o Rules processing for auto-filing,

metadata collection and rendition generation

• File records from o Web (In RM Site or from other Share

Sites)o Email – IMAP Supporto CIFS – Shared Network Drive

Supporting Governance, Retention and Compliance

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Records Management

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Web Content Management

• Rich collaboration environment

• Office–to–Web• Web Editor• Workflow• Production ready templates• WCM Development

o Standard Tools (Spring, Spring Surf, CMIS, Java, Rest)

o Lightweight scripting speeds development

o Extensible platform

• Multiple deployment options

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Alfresco Web Editor

ComponentEditing

Alfresco Web Editor Framework

Edit from selection list

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Edit Content

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IMAP Integration

• Virtualised IMAP Server • Browse and access repository

contento Open Alfresco from within email

cliento Navigate spaces and Share sites

as virtual email folderso View metadata, Links to content

• Drag and Drop for email archiving

• Configurable attachment handling

• Works with IMAP compliant clients – No plug-in required

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Complete Content Management

DocumentManagement

One RepositoryBuilt on Modern

Technology Stack

RecordsManagement

Collaboration Web ContentManagement

EmailArchive

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Content Services For...

Shared Drive

WEB

SAP

MS Office

SharePoint

Email

Google Docs

IBM Lotus

Drupal

Kofax

Any CMIS Client

FTP

WebDAV

Joomla

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Compare Editions

Alfresco Enterprise

• Extensive QAo Support for both OS and

proprietary platforms

• Easy to configure clustering

• JMX Monitoring• Alfresco Subsystems• Storage Policies

Alfresco Community

• Automated QA on a single OS stacko Limited platform support

• Need to restart servers

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Compare Services

Enterprise Subscription

• Lower cost than traditional solutions

• Alfresco Technical Supporto Agreed SLA’so Support portal

• Maintenanceo Upgrade, Updates, Hot

Fixes and Back porting

• Indemnity and Warranty

Community

• Free (but hidden support and deployment costs)

• No support

o No SLA’so Community / Wiki

• None providedo Fix yourself, rely on

community

• None

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What Next?

• Try Alfresco...• 24 Hour trial in the Cloud

o http://www.alfresco.com/try/

• Download 30 day trialo http://www.alfresco.com/try/

• YouTube videoso http://www.youtube.com/alfresco101

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Summary

• Alfresco Open Source is a fraction of the cost of traditional solutions

• Alfresco has be designed and built as a complete ECM solution

• Alfresco provide extensive Content Services

• Alfresco Content Services can be access from multiple clients

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Questions?

Paul HamptonEmail: [email protected]: @pauldhampton

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The open platform forsocial content management.