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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.........................................................................................