Alfresco 3 Business Solutions

Alfresco 3 Business SolutionsPracticalimplementation techniques and guidance fordelivering business solutions with AlfrescoMartinBergljung[I openIPUBLISHINGBIRMINGHAM-MUMBAIsourcecommunity experiencedistilled

Table of ContentsPreface1Chapter 1: The Alfresco Platform7Platform overviewRepository concepts and definitionsRepositoryStores8101012The Content Store12The AVM Store14Store reference15Nodes16Root node17Node reference17Node propertiesNode property sheets18Node associations19QName19Permissions20User groupsRoles2021Permission groupsOwner Open19source2223232323libraries24Services and components25Content rules26Event model27Metadata extraction35Content transformation36Alfresco39Management Beans (JMX)

Table of ContentsApplication Programming Interfaces 1Extension modules42Third-party extension modules42User interface clients43Alfresco Explorer43Alfresco Share43Alfresco SharePoint43Alfresco Mobile45Alfresco CIFS45The Alfresco installationThedirectorystructurealf data directory4646The contentstore directoryThe contentstore.deleted directory47The audit.contentstore48The lucene-indexes4847directoryand backup-lucene-indexes directoriesThemysql directoryThe oouser directory4848The amps directories48The tomcat directory49Gettingthe Alfresco source code50The Alfresco database50DB schema51Significant51tablesALF NODEALF NODE PROPERTIESALF NODE ASPECTSALF QNAMEALF APPLIED PATCHExample queries and update statementsQuerying for number of nodes of a certain typeQuerying for number of nodes stored in a particularRunning a patch againSummaryChapter 2: The Alfresco APIsApplication Programming Interfaces (APIs)In-process APIsThe Java Foundation Services APIEvent management APIMetadata Extraction APIContent Transformation API51525253535353month54545457595959778186

TableTheJavaScript API88Client-server APIs94CMIS API94Repository APICustom Chapteraof Contents100Setting Up3:aDevelopment Environment andRelease ProcessSetting103environmentdevelopmentAlfresco Extension onsAlfresco Share Ul extensionsProject /sourceshare/config110114115Building and deploying118The Build file118Using the build file to deployDebugging uousSetting uparelease process120122solutionRelease notes124130templateUpdating Change Log133Training135SummaryChapter 4: Authentication and Synchronization SolutionsAuthentication andsynchronization concepts135136137138Basic authentication138NTLM authentication139Alfresco CIFS and NTLM authenticationAlfresco NTLM passthru authenticationKerberos authenticationUser and serviceloginvia KDC ASAccessing Alfresco via KDC TGSLDAP authenticationCheckingLDAPwhat SASL mechanisms the LDAP server supportssynchronizationAlfresco authentication andsynchronization subsystemsAlfresco authentication and application zones141141142144145147149150150151

Tableof ContentsSetting up authentication and synchronization withRemote Directory serversConfiguring authentication and synchronization against OpenLDAPConfiguringConfiguringauthentication with OpenLDAP153userand group155synchronizingauthentication andMicrosoft Activewith OpenLDAPsynchronization against159DirectoryConfiguring multiple LDAP authentication subsystemsMoving OpenLDAP subsystem configuration to its own directoryConfiguring authentication and synchronization with Active DirectoryCustomizing group importsAccessing via the CIFS interfaceImplementingacustom authenticator for CIFS authenticationMaking authenticationmore secure andagainst159160161163163anLDAPusing SSOTroubleshooting NTLM authentication and SSOUsing directory servers in a Development EnvironmentSummaryChapter 5: File System Access Solutionsconceptsprotocol T)service173174175177179180183transport—TCP/IP (Native SMB)CIFS dialect165172178Communication ile152negotiation185187CIFS authentication and security189Next190generationCIFS—SMB2Alfresco CIFS server191Alfresco CI FSserver on WindowsAlfresco CIFSserver onAlfresco esco file server195Windows Vista server, Windows 7, and XP clients configurationWindows 2003 Server and Windows 7 client configurationWindows 2008 Server, Active Directory, and Windows 7 client200configuration202Linux208and Windows 7 client configurationAlfresco WebDAVserver195210WebDAV clients212Windows built-in WebDAV clientsWeb Folders (XP only)214WebDAV Mini Redirector (XP, Vista, and214Win7)[iv]214

Table of ContentsTroubleshootingAlfresco CIFS215General215Nothing happensin Alfresco whentryingtologin via CIFS215Server says NTLMv2 is not valid for authenticationSMBException: invalid parameter and access denied216NetBIOS DLL is not accessible217Turning on debug logging for SMBChecking ports from serverChecking ports from clientChecking that CIFS server NetBIOS name is okChecking that CIFS server NetBIOS name is resolvable from clientDoes any debug logging show up during connection attempts?217Does the client219Are youthe correct authentication method?userunninginCitrix environment?aThe DataDictionarydocumentDesigningDocument FolderFolder217218218219219220SummaryChapter 6: Document and Records Management SolutionsOut of the box folder216hierarchy220223225top older the BestMoneyand Press folderMeetingsdocument management solution236hierarchy236folderThe Press folder236hierarchyhierarchy240Meeting folder/space hierarchy templateImplementing the Best Money document management solutionsSetting up users and groupsUsingascript to set upusers and groupsSetting up the folder hierarchyUsing CIFS to set up foldersUsing the Alfresco user interfaces toUsing scripts to set up foldersSetting up folder permissionsSetting up business rules for foldersSetting up documentAddingreview246246250set up folderssearchthe reviewable aspect246249Setting up space templatesConfiguring details list view for folder and file displayConfiguring Google-Like242periods250251257258269271271272272

Tableof ContentsSetting a review period for a folderCreating script to check folder review periodsSetting up a scheduler that runs review folderandExporting274275contentscriptimporting folders, users, and groupsCopying folder hierarchies between Alfresco boxesCopying users and groups between Alfresco boxesIntroduction to Records ManagementAlfresco records278280280281281282managementSummaryChapter 7: Content Model Definition Solutions284285287Meta Model XML ssociations298301Type definition examplesmodel.aspectsModeling tips andNot304306trickschanging the out of the box tyChangeability307Defininga newWhen touse a307custom type fortype and when toDesign patternsDomain document root typeadomainuse finition example310Composite xampletypes ample315

TableConfiguration Code exampleDefiningof Contentsa new316custom content model320The model definition320Registering the model with the repositoryConfiguring property sheets for Ul display325326Alfresco Explorer326Alfresco share330Summary344Chapter 8: Document Migration SolutionsDocumentGeneral345migration strategiesmigration strategiesDocumentstaging346346areaPreserving Modified Date on importedPost migration processing scriptsImporting documents via CIFSPros and cons with ts via external tool355Pros and cons with toolImporting356importdocuments via ACP file357Commonsteps during document migrationdocumentPlanningmigrationImplementing document migration358Using Alfresco bulk filesystem import tool359RunningRunning359Alfresco bulkAlfrescoimport toolbulk import tool358360andapplyingextra metadataACP Generator toolUsingSummaryChapter 9: Business Process Design SolutionsanDesigningbusiness processes with SwimlaneIntroduction to ssesTask metadata373Process376phasesTask naming conventionDesigning the material375377production processJob process Swimlane diagram378Sign-off process Swimlane diagram379378

Tableof Contents380Studio process Swimlane diagramWork process Swimlane diagram381382SummaryChapter 10: Business Process Implementation Solutions: Part 1Implementing the marketing production workflowImplementing the Work subprocessprocess—workflowWork tent modelWork process—property files for Ul labelsWork process—using dynamic descriptions and394401settingtask due dateWorkprocess—defining the job dataWork process-—task property sheetsWork process—bootstrapping Ul property files and propertyWork process—testing itRunning the work process from the Alfresco Share hapter 11: Business383ProcessImplementationSolutions: Part 2Completing the implementation of the marketingproduction workflowImplementing the Studio subprocessStudio427427428process—workflow definition (jPDL)Studio process—workflow content modelStudio process—property files for Ul labelsStudio process—task property sheets428Studio process—bootstrapping Ul property files and property sheets configurationStudio process—testing it438Implementing the Sign-off subprocessSign-off process—workflow definition (jPDL)Sign-off process—workflow content modelSign-off process—create and bootstrap the e-mail templateSign-off process—property files for Ul labelsSign-off process—task property sheetsSign-off—bootstrapping Ul property files and property sheets configurationSign-off process—testing itImplementing the Job processJob process—workflow definition (jPDL)Job process—workflow content modelJob process—property file, property sheets, and bootstrappingJob process—testing itExtending the workflow solutionAdding e-mail notificationUsing customized task 467468469469470471

TableManagement dashletsAllAll471assigned tasks for all jobsjob workflows dashletdashlet472473Exporting the task summary list inanExcelspreadsheetMaterial folder link475476SummaryChapter 12: Enterprise Application Integration (EAI) SolutionsIntroducingof Contentsportlets478479480Portlet standards480Portlet480lifecyclePortlet modes and window ementing portlets that display Alfresco content483Portal architecture483Alfresco portlet484implementation approachesImplementing the "recently added documents" portletImplementing the "recently added documents" web XT-based "recently added documents" portlet"recentlyadded documents"portletSummaryintegration solutionsdirectly to AlfrescoE-mail clientWebtalkingto Alfrescovia the IMAPthroughcustom builtprotocolplugin andservertalkingto Alfrescothrough512Implementing e-mail management solutionsImplementing e-mail management solutions with Alfresco IMAPConfigure Alfresco to enablethe IMAP serverOutlook 2007Drag-and-drop e-mail into Alfresco folder in Outlook 2007Viewing the e-mail from Alfresco Exploreran IMAP account inE-mail attachment extractionViewing document metadata from the e-mailDragging-and-dropping e-mails into AlfrescoHow touseSummary508custom module andScriptsSetting up507510ScriptsE-mail497508E-mail client talkingWeb490506Chapter 13: Types of E-mail Integration SolutionsE-mail486Mount Points514514514515517518520client520Share site522523525

Table of ContentsChapter 14: Mobile Phone Access SolutionsAlfresco mobile webapplicationfor iPhoneInstalling the Alfresco mobile web applicationAccessing the Alfresco mobile web applicationA custom mobileMobileMobileapplicationsolution forsmartphonesapplication architecture overviewapplication feature overview527528528528533534535User authentication535Folder and document browsingDocument search536537Setting up the mobile Grails applicationConfiguring the mobile Grails application538Implementing540Fetchingthe CMIS servicethe folder root node reference from the CMIS service documentAuthenticating theuserwith AlfrescoFetching child content for a folder viaSearching the Alfresco repository viaImplementing the helper methods forImplementing Ul controllersImplementingImplementingthean545the CMIS service547Content creation with MobileXIndex544CMISGroovy Server Pages (GSP)authentication filterUsingApache chemistrySummary541543CMISRunning the mobile applicationthe539API551555558559559559560561

Alfresco 3 BusinessSolutions Practical implementation techniques and guidance for delivering businesssolutions with Alfresco Martin Bergljung [I opensource I community experience distilled PUBLISHING BIRMINGHAM-MUMBAI. Table ofContents Pre