replacing your shared drive with alfresco - open source ecm
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AlfrescoReplacing your Shared Drive
MichaelFarman
www.alfresco.com
The Worlds Most Popular CMS
● is.....The Shared Drive● Familiar to users - just another Windows Explorer drive● “It's on the shared drive”
● Shared drive challenges● Difficult to find – no search● Difficult to capture context
• Project_Deathstar_Functional_Specification_V0.2_Draft_02-08-2008-MF.doc
● It's it the right version?• No version control or history
● Security suits a filesystem not how people work with documents● I want to collaborate on this
• Lock and update• Review and approve• Comments and Discussions• Reuse
• Publish on intranet, website ....
Alfresco Architecture
● It's all about choice...
Striving for Simplicityrather than Complexity
● Address the paradigms that users know best
● Replace shared file drives with Virtual File System
● Office Integration
● Simple rules automate manual processing
● Portal Integration
● Google-like search, Yahoo-like browsing
● Templates to encourage reuse, simplifies use and provides web access
1) File System Emulation
2) Rules Engine
3) Web Client
Simplying Document Management – Mass Deployment
● Replace shared file drives with Virtual File System
● Automatic Metadata Extraction
● Simple Rules Automate Manual Processing
● Folder or task based Workflow
● SmartSpaces● Folders, Content, Rules
● Zero Footprint Client
Smart Spaces -Rules
● Rules are applied to a 'Space'
● Rules make a space 'Smart'
● Rules are triggered by an Event● Inbound – content arriving into a
space● Outbound – content leaving a
space, moved, deleted● Update – content being
modified
● Rules are filtered based on conditions
● All Items (no filter)● Items with a specific MIME
Type (e.g. PDF)● Specific Content Type Applied
to a specific aspect File name pattern (e.g. *-context.xml)
● Falls within a Category (e.g. Region, Language)
● Rule filter can be applied to 'NOT'
● e.g. Not in MIME ype *.pdf
● No limit on the number of conditions that can be applied to each rule
Smart Spaces -Actions
● Items that successfully meet the rule conditions have an 'Action' applied to them
● Actions can be run manually
● No limit on the number of actions per rule
● Rules are used to organise, structure, enrich content in the repository
● Used in conjunction with:● Alfresco Web Client● FTP● WebDAV● CIFS (Shared Network Folder)● Web Services API● Use your imagination!
The Alfresco Virtual File Systems
● Common Internet Filesystem (CIFS)● Also know as Server Message Block (SMB)
● WebDAV● HTTP based file editing and management on
remote servers
● FTP● File Transfer protocol
● NFS● Commonly used with Unix systems
Alfresco CIFS File System
● Provides true file system based access to Alfresco repository● Root path: \\<machinename>A\Alfresco● Can mount as shared drive● Alfresco or NTLM with Passthrough (SSO)● Drag n' drop files into Alfresco● Edit content directly with other applications● Network folders can be Smart Spaces● Virtual Desktop Actions
• Trigger Alfresco actions our launch Web Client
● Supports both DM store and WCM AVM Stores
Alfresco CIFS -The Technology
● 2 Types of Implementations:
● Java – Any platform● Java socket based implementations of the SMB/CIFS protocol that can be
used on any platform
● NetBIOS – Windows Only● Windows specific interface that uses Win32 NetBIOS API calls via JNI
code
● The default configuration will use the NetBIOS based code under Windows and the Java socket based code on other platforms.
CIFS Virtual Desktop Actions
● How can I control behavior if there's no client install?
● Automatic Versioning (optional)
● Trigger server side actions via the client
● Standard Actions● Checkin/Checkout● Display Details● Web Client Browse
● Configured using:● file-servers-custom.xml● file-servers.xml commented out sample actions
● Extended using:● JavaScript● Java – Provides access to the full Alfresco Java API● Desktop Executables
Configuring your File Systems
● Standard config in:● ..WEB-INF/classes/alfresco/file-servers.xml
● Override (always!) using:● ..WEB-INF/classes/alfresco/file-servers-custom.xml● Used to add to or replace config from file-severs.xml● e.g. To replace use replace=”true” in xml tag
• <config evaluator="string-compare" condition="Filesystems" replace="true">
● Supports both:● Protocol specific configuration● Shared configuration
● Troubleshooting● Privileged ports on non Windows platforms● No-network – Install Loopback Adapter● See wiki and forums
Virtual File System
Demonstration
Further Information
● Content Community● http://www.alfresco.com
● Alfresco Wiki● Technical information on configuration, administration and customisation● http://wiki.alfresco.com/wiki/File_Server_Configuration
● Alfresco Forums● Community Postings● Alfresco Staff● http://forums.alfresco.com
● Alfresco Forge● Contributions from the community
• E.g. Metadata extractors, transformations …. ● http://forge.alfresco.com
AlfrescoReplacing your shared drive
Questions?MichaelFarman
www.alfresco.com