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

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

3. How Did We Get Here?
A Brief History and Compatibility

4. 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?)

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

6. 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

7. Pick.. Your Compliance
DOD or Not?

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

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

10. Selecting Compliance

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

12. File Plan Upgrades
Folders and Links

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

14. Linking a Record to a Folder

15. Linking a Record to a Folder

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

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

18. Unfiled SubFolders

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

20. How to Use It

21. 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

22. Rule Improvements
Help for Your Memory

23. Building Rules

24. The Interactive Rule Builder

25. The Interactive Rule Builder

26. The Interactive Rule Builder

27. The Interactive Rule Builder

28. Hold It!
Here is the cool stuff!

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

30. Holding a Record – Hold Folder

31. Holding a Record

32. Holding a Record

33. Holding a Record – Already Held

34. Holding a Record - Search

35. Editing Holds

36. Hold Report - Generation

37. Hold Report

38. 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

39. In Place Improvements
Because you asked for it!

40. Meanwhile, On the Client Side…

41. What the User Sees

42. What the User Sees

43. Q&A
Thank you for attending!