Alfresco DMS for Comm IT Group

Post on 18-Dec-2014

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Transcript of Alfresco DMS for Comm IT Group

Securely Store, Track and Share Electronic Document in a centralized location.

Why Document Management System ?

Most widely used Open Source DMS

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

• As a Reliable Backup location

• Search and Find All Documents Easily

• Share document • Colleagues• Customer

• Track modification to documents• Facilitates in version control of documents

• Work remotely with team

Objective of implementing DMSAlfresco DMS

COMM-IT Consultancy Services Sdn Bhd

• Improves productivity and work efficiently as a team

• Facilitates Knowledge Sharing

• Improves Customer support efficiency• Reduce time spent on issues• Solve repeated issues quickly

Benefit of implementing DMSAlfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Accessing DMS

http://54.204.9.96

Using Google Chrome Brower access the following URL

This is temporary url, soon it will be https://intranet.comm-it.com.myAccess via IP address will be still possible after that. Page will be redirected

Click here for login screen

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

DMS Dashboard

Top menu bar, use it for navigation, change password, log out etc

Sites you belong to will be listed here. Click the “Projects” link to open the project site.

Search entire system

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Sites roles

Manager

Contributor

Consumer

Users added to Site can be one of these 3 roles

Read only access. Can only view and download documents. Cannot upload, create, edit or delete document.

Contribute to the document repository. Allowed to upload, create, edit and delete document. However limited to documented owned only.

Manage user accessibility. Has complete control over the document repository.

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Sites created in DMS for COMM - IT

Sites Purpose

Projects All project related files are stores here. Includes from requirement gathering, implementation, training and support.

Knowledge Base This is a knowledge library to share documentation that are helpful in improving proficiency in Maximo and other related technologies.

Sales and Marketing

Repository for use by sales and marketing personnel. Documents Includes product presentation slides, Company profile documents, Client List etc.

HR Site created for future use by HR department

Finance Site created for future use by Finance department

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Site Home Page

Click here to access document folder for the site

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Site – Accessing Documents

Folder navigation

Action buttons

Folders

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Sites – Accessing DocumentsPreview and Download Document

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Sites – Uploading new Documents

Upload documents to current folder.

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Sites – Uploading new Documents

Multiple files upload supported.

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Sites – Uploading new DocumentsAlfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Revising document

Click here to revise document

Sites – Uploading new DocumentsAlfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Revising document

Select revised file a set version number

Sites – Creating Files using Google DocsAlfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Create new Google Docs

Sites – Creating Files using Google DocsAlfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Click here to save the document

Sites – Creating Files using Google DocsAlfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Set revision number after re-editing

Create New Project from Template

Step 2 of 3 – From template, Select all subfolder & “Copy To” action

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Step 1 of 3 – Create a new project folder

Create New Project from TemplateStep 3 of 3 – Select the new project folder as destination

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Project TemplateClient Information

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Project TemplateInitial Phase

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Project TemplateProject Initiation

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Project TemplateProject execution

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Project TemplateTesting and User acceptance

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Project TemplateTraining

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Project TemplateHandover documents

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Project TemplateAdditional enhancement

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Project TemplateTechnical Support

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Knowledge Base SiteAlfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Alfresco DMS

COMM-IT Consultancy Services Sdn Bhd

Thank You