Welcome to Alfresco Records Management

[carlos_miguens]

Welcome to this new forum for Records Management. If you are interested in using Alfresco for records management and want to share your views, questions and burning issues this is the place for you. We have created this with the advent of the Alfresco 3.2 Records Management solution, this has just been certified as compliant with DoD 5015.2 Chapter 2 and will become available within the next few weeks.

[carlos_miguens]

Dip, I can't understand your post. Please can you be more specific about the problem you are experiencing.
Thanks

[ati_dip1982]

Hi Carlos,
I am unable to use the record management module. What i mean to say that when i have installed the record management module, and try to replicate the same through share, under the file plan tab there are two folder one is  Transfer and another one is Hold, I am unable to import anything under this category.. Can you please guide me how to use this feature?.

Thanks,
Atish

[carlos_miguens]

The Transfer and Holds collections are specially collections of objects. Namely transfers which are lists of records that have been transferred and holds which are groups of frozen records.

These are used for system management and you cannot file records here. You need to create your own file plan, under the File Plan nav item and file your records there.

[ati_dip1982]

Hi ,
But i am unable to see the file plan dashlets in my Alfresco-Web Client. I sthere is any mechanism to activate the same.
Thanks.
Atish

[carlos_miguens]

Hi Atish

I'm afraid I don't understand your problem, there are no file-plan dashlets. In order to help you I need more information from you.

Please can you tell me exactly where you are in Share when you experience difficulty and the steps are have gone through or are going through. The more detail the better.

Thanks
Carlos

[chandu7ee]

Hi ,
But i am unable to see the file plan dashlets in my Alfresco-Web Client. I sthere is any mechanism to activate the same.
Thanks.
Atish

hi ati_dip1982.,
there is problem in enterprise dod amp., if u r using alfresco community edition
u can find filepaln link., in the rm management console.,  its not a dashlet.

if u can import  data.,  u will get some military and civilian files. in that u can add new file plan with new series.

[itbeb]

Hi Mike or anyone

We are currently on Enterprise 3.1.2 using Alfresco Explorer, upgrading to 3.3.2 or 3 in Jan 2011 (mind you, why is there not a 3.3.3 to download for Linux on your networks site? The 3.3.3.7 looks fishy ….  :wink: It has a lot of files in extension folders etc - looks dangerous to deploy). We would like to have a look at the new DOD certified RM which is only available in Alfresco Share. We will still be using Explorer for a while because we have also implemented some extensive business processes which we will not be able to convert so quickly.

1. How easy would it be to 'get/ move' a document from an Explorer space to the new RM site in a fileplan - how should one attempt it - with rules? Workflow?
2. Do you really foresee a stage where all DM functionalities in Explorer will be available in Share as well?
3. Can we evaluate the certified RM without purchasing it?

If I should direct my questions to someone/ somewhere else - please advise ..

Regards
Elsabé Botha
North-West University
South Africa

[mrogers]

Yes, since you are an enterprise customer you should be directing your queries to Alfresco support.

Do you really foresee a stage where all DM functionalities in Explorer will be available in Share as well?
- No not all.  However I think its fair to say that "most" of the functionaility is already available on 3.4.  And of course Share has its own bits of functionaility now.
We would like to have a look at the new DOD certified RM which is only available in Alfresco Share.
- I suggest you set up a trial version so you can play with it.
Can we evaluate the certified RM without purchasing it?
- Yes of course.   You can arrange for an enterprise trial or have a go with the community version.

[itbeb]

Thanks - could you please answer this question as well:

1. How easy would it be to 'get/ move' a document from an Explorer space to the new RM site in a fileplan - how should one attempt it - with rules? Workflow?

regards
EB

[n_pancholi87]

Hi, I need to know if it is possible to use RM features on Alfresco share itself, and not switching to RM site separately for the task??

Thanks,
Nidhi