Using Plone as a Document Management System for a Quality Management Program (capitalized buzzwords for added effect...), we are looking for "Reading list" functionality.
This should provide two functions:
Show the end-users which new documents have been updated that they haven't read yet
Show the Quality manager who hasn't read certain updated documents
Added thoughts, preferably the status of the document in the workflow should stay the same (we thought about adding a "pending reading"-state but decided against it).
Together with some of my previous questions answered here of Stackoverflow, we would then be just about ready to roll out what seems to be a ISO9001-compliant document management system, in Plone, open-source, practically all through the web - I can't say I expected this three weeks ago...
Does anybody know of such a product?
I think this can only be done with a custom product.
The way I would do this is by registering a viewlet (or a portlet) associated with the content-type of the document, providing a button.
The button, when clicked, will write the user-id and the content-id somewhere, perhaps in an annotation or in an external database (Redis, MySQL). Additional views, viewlets, and portlets will be needed to provide information to End-users and Managers about what has been read or not.
Related
We are studying the possibility of changing our current website to the AEM platform and i have some general questions that i couldn't find on Google.
1) We are a language school and we offer several courses, we have all the website data on SQL Server. I saw that i can create components on AEM to use on the visual editor, would i be able to, let's say create a component to display the HTML from my DB on a page or create a component to create the HTML i have on the DB ? Would i be able to create an component to show my last news automatically ? To show all my news on a pagination page ?
2) We also have registration pages where you can enroll and get some discount, we have this as an form that will post this information to an third part API and receive a return, redirect the page and go to the second step. Would i be able to reproduce this with AEM ?
3) How components are created ? I don't need an 101, just the basics so i can understand how it works and how can i use it to solve my problems.
I have tried almost everything on the web, there aren't many courses, tutorials and trainings and the manual isn't really friendly.
Do you know any good course besides Adobe ? It's really expensive and they aren't available on my country.
I am not sure if you have considered all options before choosing AEM. AEM is an enterprise web cms and comes with a price. The consulting and training services are also expensive.
Other than Adobe, there are several sites that has loads of information and resources on AEM. I tried to compile them here http://www.practicalaem.com/category/references/
On youtube you can find several sessions on using AEM.
I'd like to add Google Analytics tracking script to all page loads in Dynamics CRM - so I can track and analyze how people work in the app and find pain-points with our processes.
I modified the tracking script to pull the userID (GUID) and entity ID (GUID) and put them into custom dimensions. I expect to use that to determine the user viewing the site, form name, entity name, etc. in my reports. I also set it up to
However, our developer says the best way to do this is to manually add the script to every entity (or something like that - but it's a manual thing done to every single entity). I feel like it's a web page... so it should be able to just have some javascript in the header like anything else.
Is there a better way? Any ideas? I don't want it to be hacky - this is for a production/enterprise system... Obviously I'm not very familiar with Dynamics in this light... Just looking for some ideas.
Assuming that the script is a piece of JavaScript you want to run on page load. Then adding the script to every page isn't just the best way to do this, but the only supported way to do this. Microsoft make available a number of ways to extend and customise CRM, unfortunately they don't just allow you to do anything you like.
So whilst CRM is just a bunch of web pages, they aren't your web pages to edit freely. Microsoft provide a number of extensible points but direct editing of the DOM isn't one of them.
I suppose a good simile here is that StackOverflow allow me to type any answer I like, but then don't allow me to change the font. Whilst this is a web page I can edit, it's not my web page.
That all said its worth bearing in mind what supported actually means. Something which is unsupported typically means:
What you want to do probably won't work easily.
If you do get it to work, the next update of CRM will probably break it.
Microsoft might not feel so obliged to help when it does break.
You may find Supported extensions for Microsoft Dynamics CRM useful.
In terms of what you do to make this work:
You could try hacking open the installed server files to find somewhere to add your script. However I would advise against this as its not supported (I advise against anything unsupported).
Your you can write the script once in a web resource, and use on every page. The only duplication required is to add the event handlers to each form, which is relatively quick for a single form.
Your users probably aren't using every page (and you can't add script to every page anyway, only forms) so just target the pages you need rather than trying to get 100% coverage.
CRM has a set of meta data web services you can use to create fields and entities. Perhaps you could use it to perform form edits and automate the process.
If you are looking to analyse system performance then perhaps adding form script isn't the best way to do it anyway. Tracking client form interactions only really scratches the surface of CRM usage anyway. What about plugins, workflows, data base, and web services which all execute server side but affect client performance?
Perhaps broaden your searches to include topics such as CRM monitoring, optimization and management. For example; Optimizing and Maintaining Client Performance for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online.
I am trying to figure out what is the exact difference between a document management system and archives management system? For example, what is the difference between Alfresco and Archivesspace (http://www.archivesspace.org/)?
Can Alfresco function as an archives management tool? What is the difference between the two? I read there is a record management module in Alfresco, is this what is meant by archives management?
Can Alfresco be used as an Archives Management System? Yes, of course. One real world example of this is the New York Philharmonic. They digitized their musical scores and associated artifacts going back to 1842 and then made them available online for researchers. Here is a video about it.
At its heart, Alfresco is a repository that allows you to capture any type of file, secure those files, route those files through workflows, search across the files, and associate metadata with each file. What I've just described are what most people would consider the basic set of functionality present in any worthwhile document management system.
Now, what makes that specific to archival purposes? I'm not an archivist. That's a highly-specialized field. One thing that is missing from my list of functionality above is "capture" or how the artifacts you are archiving will get into the system. This depends on exactly what it is you are archiving. One might use document scanners or high-end photography equipment, for example. None of that is addressed by Alfresco. You'll have to use third-party hardware and software and then integrate it, although many integrations exist between Alfresco and third-party capture vendors.
So I would say, yes, Alfresco can be used for archives management. But perhaps more importantly than considering whether or not a piece of software can be given a label, you should be thinking about how your users will use the software and what it is they need to get done. Then focus on how each of the packages you are evaluating can be used to achieve those goals to try to figure out whether or not each package will be a fit.
The difference is that ArchivesSpace is an 'archives information management system', whereas Alfresco is a full 'content management system', which means that it can manage any type of content.
What ArchivesSpace is:
ArchivesSpace Version 1.0 was completed in August 2013. It includes basic functionality for accessioning, processing, description, digital object description, and authority control workflows for archival material, as well as for searching descriptions and exporting metadata objects such as EAD, MARCXML, MODS, Dublin Core, METS, and CSV.
http://www.archivesspace.org/developmentplan
As for Alfresco:
The Alfresco One platform allows organizations to fully manage any type of content from simple office documents to scanned images, photographs, engineering drawings and even large video files.
http://www.alfresco.com/products/one/aws?utm_expid=11184972-12.IcCW-3j6RMavigPGfjODyw.1&utm_referrer=http%3A%2F%2Fwww.alfresco.com%2F
What the difference ultimately comes down to is not what it can store but what functionality you get in addition. ArchivesSpace seems to be a simple implementation of a document storage system that stores documents in collections with associated metadata. Alfresco also offers workflows, custom actions, previews, sites, wikis etc.
If your specific use case is related to archiving off documents specifically and you want something that will already be good at this then go ahead and use ArchivesSpace, if not, or if you want to expand the system out in future, then Alfresco will likely be able to do more but will likely take more effort to configure to your specific use case as you will have to create a custom content model and such.
Alfresco Records Management is for managing documents that will likely have some legal significance, such as court papers, official government department responses etc, and as such their creation and destruction need to be closely managed. As far as I can see this is not something ArchivesSpace can do.
(Full disclosure: I work for an Alfresco partner)
I'm looking to develop a website that collects information that a user provides about their company, analyzes it based on industry trends I've saved into the system, and does something based on the information received (i.e. make recommendations, creates reports, sends out emails, and/or asks the user additional questions) using my industry knowledge. In addition to needing a rule engine to to provide information back to a user, I also will need to initiate workflow tasks that are assigned to my employees, vendors, or back to the user based on the rule engine logic.
I understand the business logic behind my idea, and how to use content management systems such as drupal. However, I'm not sure how to integrate my business logic, rules based on external market trends, and workflow technology into a content management system I can update as things change. I am looking for a solution that has a user interface to allow me to update the questions required (such as editing content types in Drupal), update my consultative knowledge database, and update the rules on how to apply them without having to hire a programmer when the business landscape changes.
In my research, I understand drupal rules module is not a true rete rules engine - so I don't believe I can use.
The concept of combining Drupal's content types (for collecting user information and editing fields), Jboss Drools' rule engine (for creating rules), and salesforce.com's workflow editor (for creating and assigning workflow tasks) is what I'm looking for. Is there anything out there that brings all of this together, in one web based user/admin solution that can be set up and used similar to Drupal's UI experience? In addition, am I even on the right track as far as the best way accomplish?
The Rules module is the de-facto standard Drupal rule engine. Could you elaborate about how it is not fit for your tasks.
A lot of contrib module supports it out of the box (ie. they provide new actions, event types, etc.). The Maestro module provides a generic workflow engine, with support for various tasks.
This is a repeat of a question in the (restricted) Tridion Forum about the inability to delete a structure group. However, since it didn't get a proper answer or solution by the person reporting the question I am re-asking it here.
I am stuck with a structure group, which I can't delete either. It is not localized, only blueprinted to one other Publication and does not have any pages in it. The contents have been migrated from a presentation environment, perhaps an old target stuck somewhere?
Deleting it directly in the database is not an option. Any other solutions?
It is possible you have multimedia components rendered using that Structure Group? This may cause some kind of lock. You might try changing the Set Publish States PowerTool for 2009 to set everything to UnPublished in that pub and see if it helps.
Brute force: Start a DB trace, try and delete the Structure Group via the GUI, look for the items it is finding when checking for dependencies.
Or
Open a support ticket, send them the DB, let them take a look at it.
We came across similar issues at a customer. Our initial analysis was to examine the stored procedures that do the delete, and to see what constraints were enforced. On examining the data, we could see records that would not show up in the user interface, but which would prevent the deletion.
We raised a ticket with SDL Tridion customer support, and were able to agree with them which records should be modified in the database.
So that's the take-away from this: you aren't allowed to modify the database, but SDL Tridion customer support can sanction it, but only once they have checked that the changes are correct and necessary. Obviously, if you were to attempt to do such things without the co-operation of support, you'd end up with an unsupported system.