Alfresco Record Management (EN)
Document Management | Record Management |
File structure changes overtime, built by users | Rigid Classification scheme, defined by the organization |
Created any time for any purpose | Created as a part of a business process or transaction |
Can edited as time goes on | Once declared as a record, it must not change |
Can be deleted any time by the users | Disimpan untuk dipertahankan selama periode waktu Retained for predetermined time periods |
- Retention & Disposition
- Hold/Freeze, Transfer
- File Plan : Create any categories
- Handle electronic & non electronic Records
- Record Search & Report
- Audit Trail
- Permission Setting
- Metadata
- Declare email as record
- Integration with Alfresco Document Management System/Enterprise Content Management
- Online Preview
- User based Custom Functionality :
- Metadata
- Event
- Disposition Steps
- Search Result Fields
- Role
Alfresco Training - End User and Administrator Training, 8-9 Agustus 2011
Alfresco is web based Enterprise Content Management system, initiated by John Newton since 2005, one of the Documentum Co-founders. Alfresco has been entered into the Gartner Magic Quadrant for Enterprise Content Management category. Today Alfresco has been implemented in more than 5000 companies.
Alfresco is able to handle large-scale content management to millions of content. This training will equip participants about the concept of Enterprise Content Management, and the concept of Alfresco in particular, including the use and administration of Alfresco.
Schedule
Training will be held on : 8-9 Agutus 2011 at 8.30 AM-4 PM
Location
Training will be held at PT Softbless Solutions office, Komp Perkantoran Mitra Matraman Blok A2 no 11, Jl Matraman Raya no 148, Jakarta Timur.
Facility
Participants will get manual, dinner, and certificate from Softbless.
About trainer
- Tiur Lumban Gaol, Softbless, is a Certified Alfresco Trainer, has 3 years experience in Enterprise Content Management implementantions including ELO Document Management System and Alfresco Enterprise Content Management System..
- Togu Muara Sianturi, Softbless, has been involved in numerous projects Alfresco implementation, specializing in infrastructure configuration for Alfresco.
Investment
The training will cost Rp 2.750.000.
Early Bird Fee : Rp 2.500.000, for payment before 1st August 2011
Payment must be received 3 days before the training
Capacity
Maximum capacity : 8 persons, there is no minimum capacity.
How to register
- Fill in registration form on : https://www.softbless.com/content/Alfresco-training-registration
- Tranfer payment to :
- BCA, Account No: 342-8777877, PT Softbless Solutions
- Payment must be received 3 days before the training
- Cancellation fee :
- 100% less than 4 working days
- 50% more than 4 working days
Syllabus
Training for End User (Day 1):
- Alfresco Concept Introduction
- Space and Content Ownership & Management
- Rules, Aspect, Category Concept
- Check In-Check Out
- Versioning
- Running Workflow and Collaboration
- Simple and Advanced Searching
- Alfresco Share introduction
Administrator Training(Day 2):
- Installing and setting up Alfresco
- Configuring the repository
- Configuring the file system
- Troubleshooting the system
- Maintenance, Migration and Security
- Exporting and importing
- Backing up and restoring the system
- Security and permissions
- Bonus - Alfresco Customization for :
- Domain Model
- Web Client Configuration
Contact Person :
For more information, please contact :
- Tuti Izzati, email : tuti@softbless.com, phone : (021)85918058-59
- Tiur Lumban Gaol, email : tiur@softbless.com, phone : (021)85918058-59, HP : 0818181183
Remarks :
Participants must bring their own laptop with wireless connectivity. Softbless does not provide PC for participant
Alfresco Indonesia Expert
Alfresco Features :
- Document Repository: manages documents currently active by the user.
- Online Preview
- Versioning: each version of the document can be tracked automatically by Alfresco. There is no need to manually rename a new version of a document.
- Expired Document reminder for documents that have a validity period
- Watermark
- Multiple File Upload
- Drag and Drop Upload
- Integration with Scanner
- Search Engines: for searches by certain categories and other parameters, and searches into the contents of the document
- Discussion / Commentary: Certain documents can be a forum for discussion among users.
- Security & Permission: Can manage anyone who can access documents and space in Alfresco. Space is an Alfresco term for Folders. Access rights can be: read, edit, view, create, etc.
- Mobile apps support for iOS and Android
- Audit Log: Track all user activities in Alfresco
- Web Service: Integration with other applications via CMIS web service
- Record management: managing archived documents.
- Document categorization: Any existing document can be categorized into a document type, which will facilitate document management. For example a document can be categorized as: contract agreement, invoice, Curriculum Vitae, Minutes of Meeting (MOM), etc.
- Custom Metadata: has multiple metadata depending on the type of document you have. Custom metadata example: document number, document date, document status, etc.
- Collaboration Site: Sharing documents, Calendar, Discussion, blogs, links, Datalist
- Workflow / Collaboration: Alfresco provides document approval / review facilities by multiple users, from simple workflows to complex workflows.
- Check in & Check Out Document: Checking is the term in ECM when an Alfresco user wants to edit a document, so he / she is called checking in, storing the document in a local computer / laptop user. When a document is checked in by a user, another user can only view the document, can not edit. This is to maintain the consistency of a document. And if a user is already editing the document, then he will check out the document. Once checked out, a document can be freely edited by anyone who needs it.
- Rules: A variety of rules can be applied to documents, for example if there is a new document in this space, then send an e-mail to a specific email address.
- Ms Office / Open Office & Google Docs Integration
- Integration with LDAP, Active Directory Integration
Why Alfresco Indonesia?
- Robust, web based document management system. Because it's web-based, no installation required when users want to access Alfresco.
- Easy to Use. Alfresco is very user friendly which encourages users to more quickly adapt to our system.
- Built by the people who invented the concept of document management. One of the founders of Alfresco is John Newton, senior of Dokumentum, the first content management applications on the market. John Newton has a lot of experience in dealing with content management projects for large-scale companies.
- Open source, open standards. Alfresco open licensed, which means no need to buy to try it, and a company can not be bound by any single vendor, and unlimited users.
- a lower deployment cost. Open source licenses owned by Alfresco does not require Licensee fee.
- Adaptable to the needs that are often changed. Over time, the requirements of an enterprise content management systems, frequently changing. With open source licenses, allows Alfresco to anyone in the company's customized to meet current needs.
- Gartner Magic Quadrant 2009 for Enterprise Content Management, positioned in Visionaries Quadrant
- EContent 100 Awards
- Audemars Piguet and the European Tech Tour Association: Alfresco the "Next Gem Award", award for best new company
- Linux Magazine (2008), one of Top 20 Companies to Watch
- Business Computing Magazine: Editor's Choice Award
- InfoWorld Bossie Award: Best of Open Source in Enterprise Applications
The Benefit from ECM Implementation
What are the benefits for implementing Enterprise Content Management (ECM)?
Efficiency
- Reduce the amount of paper used will reduce storage needs, and reduce the cost space, printing, copying, filing and distribution.
- The number of documents that are exchanged will decrease, and eventually can increase the speed of business processes.
- A centralized document storage will allow a user to perform collaboration, reduce copies of documents, and reduce kebutuhand disk space.
- The ability to have easy search and speed up document searches.
Reduce Storage
Scanning of documents in the form of paper, can reduce the need for storage space.
Document retrieval is more flexible
The time required to retrieve documents would be less, without leaving the desk. And storing the documents in electronic form would reduce the risk of data loss.
Flexible Indexing
Document and image content can be stored in the ECM and can be full text indexed for searching.
Search functions more complete, fast and flexible
ECM can search for content or documents by using the word or phrase in the document or the content (better known as full text search). ECM can also do the classification for every content and documents.
Controlling Documents Distribution
Document Imaging facilitate electronic distribution of documents with colleagues and clients through a network. In document imaging, the cost can be reduced because the distribution of documents need not be done with paper, and reducing office activities such as printing and shipping paper documents.
Improve Security
ECM provides flexible control and better, especially for confidential documents. ECM provides access rights that can be arranged at the folder level, document level, group level, divisional level and individual level.
Disaster Recovery
ECM provides an easy way to backup documents in off site storage. Using ECM also reduce the risk caused by natural disasters that may occur.
No Lost Files
Loss of important documents could have a major impact and can spend lots of time to replace it. With ECM, the document remains stored centrally, so nothing is lost or misplaced. Even if one puts in the ECM, the document can still be found quickly and easily through full text searching mechanism.
Digital Archiving
Sumber :
www.contentmanager.eu.com/dmsbens.htm
What is ECM (Enterprise Content Management)?
Enterprise Content Management (ECM)? is a set of tools and methods that allows a corporation, agency or organization to obtain, organize, store and deliver information crucial to its operation. The fundamental objectives of Enterprise Content Management (ECM) are to streamline access, eliminate bottlenecks, optimize security, maintain integrity and minimize overhead.
According to the Association for Information and Image Management (AIIM), ECM can be broken down into five major components called capture, manage, store, preserve and deliver. The purpose of each component can be briefly defined as follows:
- Capture: Create, obtain and organize information.
- Manage: Process, modify and employ information.
- Store: Temporarily back up frequently changing information in the short term.
- Preserve: Back up infrequently changing information in the medium and long term.
- Deliver: Provide clients and end users with requested information.
Reference : http://www.aiim.org
ECM (Enteprise Content Management) Functionalities
Some functionalities that ECM covers :
- Document management - check-in/checkout control, version control, security and library services for business documents
- Web Content Management - ability to remove the webmaster bottleneck, managing dynamic content and content authoring, general ease of use
- Records management - ability to comply with legal or regulatory purposes, long-term archiving and automation of retention and compliance policies such as admissibility
- Document capture and document imaging for capturing and managing paper documents - entire scanning process from paper to electronic format
- Document Centric collaboration for document sharing and supporting project teams - including permissions
- Workflow for supporting business processes and routing content, assigning work tasks and states, and creating audit trails of who did what, why, when and how
Sumber : http://www.contentmanager.eu.com/ecmq.htm
Do We Actually Need to Implement ECM
Larry Oliver of FileHold Systems give some hints to find out whether ECM
will suits our need or not. If these questions often appear in your mind, that mean you need enterprise content management system :
- "How can we get rid of all this paper and reduce our filing cabinets and offsite storage costs?"
- "Every version of this contract is different: which is the most recent version? Who was working on it last?"
- "I can find anything on Google but I can't find the proposal I wrote last month - we need search!"
- "I need a system that sends me a reminder and gives me access to contracts up for renewal."
- "Why can't we have electronic workflow to share our work and avoid duplication of effort?"
- "Everyone has access to my files. I want to restrict documents to only people I want to see them?"
- "Why does it take forever to get 5 different approvals on a revised policy document?"
- "How do we stay in compliance with rules regarding record retention?"
- "Each branch office has their own files on all of the same topic - needless duplication!"
Sumber : http://www.bstormweb.com/fileholdprofile.html