Kevin Dorr Sr. Solutions Engineer Alfresco Channel Americas What’s New in RM 2.2? Kevin Dorr Sr. Solutions Engineer Alfresco Channel Americas

Agenda Version History New Compliance Features New Linking and File Plan Features Rule Improvements New Legal Hold Features In Place Client Improvements

How Did We Get Here? A Brief History and Compatibility

The RM Story so Far 2009 2012 2013 2014 2015 DOD 5015.2 RM 1.0 RM 2.0 (Perpetual) RM 2.1 2013 RM 2.2 2014 RM 2.3 2015 (Classified?)

Alfresco Records Management Share Sites Engineering Marketing Contracts Human Resources Records Management Central Site with Special Properties

Version Compatibility Status Version Release Build Availible From Depends On Release Type Available 2.1.1 02/28/2014 4.2.1 Maintenance 2.2 07/09/2014 4.2.2 Feature In Development 2.3 Calendar Q1 2015 5.0 2.2.1 TBD

Pick.. Your Compliance DOD or Not?

Contains Disposition Schedules What is DOD 5015.2? Records Management DOD 5015.2 Series Category Folder File Plan Contains Disposition Schedules Category Folder

How is DOD 5015.2 Implemented? DOD 5015.2 DOD record metadata Originator Publication date etc. Series Category Folder

Selecting Compliance

What the Compliance Setting Does Content Object Original Object Metadata DOD 5015.2 Metadata Record Custom Optional Additional Record Metadata PDF Custom Scanned Custom Digital Photo Custom Web Record Standard Metadata DOD 5015.2 Extended Metadata

File Plan Upgrades Folders and Links

Filing a Record to Multiple Locations Employee Folder Employee Contract Legal Contracts Folder

Linking a Record to a Folder

Linking a Record to a Folder

What Linking Does Content Node CM Folder RM Primary Folder Linked RM Folder Associated parent Primary parent Primary parent Associated parent Content Node

Which Disposition Wins? Disposition Schedules Employee Hold for 6 Years then Destroy Employee Contract Legal Hold for 4 Years, Archive, then Destroy

Unfiled SubFolders

Unfiled Folder Organization Engineering Marketing Unfiled Records SubFolder 1 Contracts SubFolder 2 SubFolder N Human Resources SubFolder 3 Records Management

How to Use It

What it Does Marketing Image Filing Rules External Tweet Filing Rules Unfiled Records SubFolder 1 External Tweet Filing Rules SubFolder 2 SubFolder N SubFolder 3 Engineering Document Filing Rules Records Management

Rule Improvements Help for Your Memory

Building Rules

The Interactive Rule Builder

The Interactive Rule Builder

The Interactive Rule Builder

The Interactive Rule Builder

Hold It! Here is the cool stuff!

New Legal Hold Mechanisms New: “Hold” Select one or more holds Also, Direct from Search O’Leery Case Previously: “Freeze” Hold Giant Corp Case

Holding a Record – Hold Folder

Holding a Record

Holding a Record

Holding a Record – Already Held

Holding a Record - Search

Editing Holds

Hold Report - Generation

Hold Report

Suspends Disposition Schedule until Hold is Lifted What it Does Suspends Disposition Schedule until Hold is Lifted Content Node Security Hold A Hold B Reports

In Place Improvements Because you asked for it!

Meanwhile, On the Client Side…

What the User Sees

What the User Sees

Q&A Thank you for attending!