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Getting Started Guide Copyright (C) 2007 by Alfresco and Others

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Getting Started Guide Copyright (C) 2007 by Alfresco and Others Getting Started Guide Copyright (c) 2007 by Alfresco and others. Information in this document is subject to change without notice. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Alfresco. The trademarks, service marks, logos or other intellectual property rights of Alfresco and others used in this documentation ("Trademarks") are the property of Alfresco and their respective owners. The furnishing of this document does not give you license to these patents, trademarks, copyrights or other intellectual property except as expressly provided in any written agreement from Alfresco. The United States export control laws and regulations, including the Export Administration Regulations of the U.S. Department of Commerce, and other applicable laws and regulations apply to this documentation which prohibit the export or re-export of content, products, services, and technology to certain countries and persons. You agree to comply with all export laws, regulations and restrictions of the United States and any foreign agency or authority and assume sole responsibility for any such unauthorized exportation. You may not use this documentation if you are a competitor of Alfresco, except with Alfresco's prior written consent. In addition, you may not use the documentation for purposes of evaluating its functionality, or for any other competitive purposes. If you need technical support for this product, contact Customer Support by email at [email protected] . If you have comments or suggestions about this documentation, contact us at [email protected]. This edition applies to version 2.0.x of the licensed program. ii Contents Before you start.............................................................................................. v Introduction.................................................................................................................................................. v Typographic conventions............................................................................................................................. v Command conventions............................................................................................................................... vi System paths.............................................................................................................................................. vi 1Setting up Alfresco...................................................................................... 1 Logging in to Alfresco as user “admin”........................................................................................................ 1 Logging in............................................................................................................................................... 1 Adding users to a space.............................................................................................................................. 2 2Using Alfresco.............................................................................................. 6 Logging in to Alfresco as a normal user....................................................................................................... 6 Looking around the user interface............................................................................................................... 8 Toolbar................................................................................................................................................... 8 Navigator................................................................................................................................................ 8 Shelf....................................................................................................................................................... 8 Clipboard........................................................................................................................................... 8 Recent Spaces.................................................................................................................................. 9 Shortcuts........................................................................................................................................... 9 Spaces.................................................................................................................................................... 9 Changing the space appearance.......................................................................................................... 10 About clickable icons................................................................................................................................. 11 About breadcrumbs................................................................................................................................... 11 The next steps........................................................................................................................................... 11 Creating a new space................................................................................................................................ 13 Navigating around Alfresco........................................................................................................................ 14 Creating shortcuts................................................................................................................................. 14 Adding content to the space...................................................................................................................... 15 Launching a content file............................................................................................................................. 18 Using the clipboard.................................................................................................................................... 19 Uploading content from your hard drive..................................................................................................... 20 Editing a document inline........................................................................................................................... 21 Downloading a file for editing..................................................................................................................... 22 Summary of different ways of editing in Alfresco....................................................................................... 23 Editing content offline................................................................................................................................ 24 Updating the file in Alfresco....................................................................................................................... 24 Adding versioning to a file manually.......................................................................................................... 25 About checking out and checking in files................................................................................................... 25 Checking out content................................................................................................................................. 26 About document properties after check out............................................................................................... 27 Checking in content................................................................................................................................... 28 About workflow.......................................................................................................................................... 30 About content rules.................................................................................................................................... 30 Creating a content rule.............................................................................................................................. 30 Using the Conditions pane of the Create Rule Wizard.......................................................................... 32 Using the Actions pane of the Create Rule Wizard............................................................................... 33 Using the Details pane of the Create Rule Wizard................................................................................ 35 Using the Summary pane of the Create Rule Wizard........................................................................... 36 Activating content rules.............................................................................................................................. 36 Moving content for approval....................................................................................................................... 37 Searching spaces and content................................................................................................................... 38 About space templates.............................................................................................................................. 39 Creating a space based on an existing template....................................................................................... 40 Collaboration with your colleagues............................................................................................................ 41 Mapping an Alfresco space to a network drive.........................................................................................
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