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Installing Records Management

ru73

I downloaded and installed the Records Management per the instructions. Restarted the server, and do not see the Records Management dashlet. Any help would be appreciated. Is there a log file I can look at? Latest edition of Alfresco Community.

Thanks

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ru73

Got it to work by using -force, even though DOC says you do not have to.

ru73

Can now add Records Management Dashlet, but when I select "upload content", I get the RM navigation on the left side of screen, but the middle of screen is empty. Nowhere to upload content. Anyone have an answer?

thanks

thebossa

I have a perhaps similar issue, when i go to the file plan link i only see the transfer and hold but I dont have an option to create my own heirarchy or series as some tutorials on alfresco101 utube channel has. How do i make a file plan ? that's the main question because w/o it I cannot use the features of RM and not even documentation or tutorials have info on this they just say create a file plan and that's it 😕 assistance is really appreciated.

P.S saw the wiki and tried to follow the create a fileplan v2.0 in this link http://wiki.alfresco.com/wiki/Records_Management_User_Guide#Records_Folders

Creating a File Plan v 2.0

The way to create a file plan has changed from v 2.0

To create a file plan follow these steps:

    Click the Create menu
    Select "Advanced Space Wizard"
    Select "From scratch" and press "Next"
    Select the "File Plan" space option and press "Next"
    Fill in the name, title and description of the file plan using a name and description that helps navigation between many file plans
    Select "Next" then "Finish" to create the file plan
    On the new file plan, choose "View Details"
    Click the "Edit" button on the Properties
    Enter the metadata according to the requirements of the file plan
    Click "OK" and the file plan is ready to process records
Thing is the Select the File plan space option does not appear on the advanced wizard

so still on square 1

ru73

That's the exact same problem I am having. I can do the same things you are referring to. I am thinking about doing a complete reinstall of Alfresco and Records Management, using the -force option in RM, unless someone knows an easy way to get around this problem.

mikeh

In case it's not clear, the Records Management module is for the Share web interface only, NOT the Explorer interface.

Thanks,
Mike

ru73

I am attempting to run it under /share. Looks like other people have had the same problem. Are there specific files that need to be deleted, or would it be easier to reinstall Alfresco and RM?

thebossa

Dear Mike H so its share only for RM? then they should modify that entry on the wiki since those steps are on the alfresco wiki and can be misleading to noob users like me. Still haven't found a way to start a file plan and hence no RM since w/o a file plan, you cannot begin to store records. Ive uninstalled and re-installed the module and no avail sadly. Since I can't start a file plan via /share 's GUI on the RM site. is there a way to force one via code? like an XML file since GUI actions turn to XML entries on alfresco most of the time. Assistance is very appreciated.

Edit*
Forgot to add the version of alfresco and RM my bad

alfresco community-4.2.c and rm-2.0.1-147

opnek

Dear all,

I have the same Problems you describe. Installing Alfresco 4.2c + RM 2.0.1-147 worked pretty well.

I can add the RM Dashlet to my Dashboard and create the RM Site and import Test Data.

The Test Data are there. If you are in the RM Site and search, you can find it.

I guess there is just a Problem to display that files, maybe caused by the RM.amp files, becuase other Document Libarys in other sites works fine.

It would be great, if anybody could give me an advice.

Thanks in Advance.

Kind Regards

Opnek

thebossa

Ive uninstalled ver 4.2.c and installed an much older version of alfresco ver 3.4.d and the record management works there. What ive realized is that the navigation :arrow: tab is empty in 4.2.c ( where the main fileplan folder should be)
and probably why nothing can be done. when i installed the rm-2.0.1-147. amp and the share version in their respective amps and amps_share folders and ran the apply_amps.sh with the – nobackup and –force parameters. I hope this helps asset the situation because my current last resort idea is to start upgrading from 3.4.d to 4.2.c and see if can get the record management working this way since it does have the fileplan defined ( that's how desperate I am ) so i can then tackle the task of defining aspects for custom record types.

again the issue occurs on alfresco 4.2.c installed on a CentOS 6.3 server and RM is ver 2.0.1-147

as soon as i can i will show some images to illustrate how the alfresco RM site file plan is looking on 4.2.c and 3.4.d version for contrast

thebossa

For those who still have this problem, go to the file plan tab in the RM site and use your browser tools to see if there are JavaScript Errors, this was suggested by the Lead Dev.
I do have one in that page which may be the cause that the navigation tab doesn't show the File Plan folder and thus no access to the RM features. I reported this issue to the jira site https://issues.alfresco.com/jira/browse/RM-586 so I suggest you check your browser tools ( example use google chrome javascript console found in the tools ) on the file plan tab in the RM site and report it in the issue i provided a link for, to try and nail the common denominator for this issue. Hopefully this will get resolved soon and we can all use the awesomeness of RM 2.0 Feats and try to tag in harder features such as custom record types.

rwetherall

Hi All,

Firstly, thanks for all the feedback.

It looks like there are some compatibility issues between 4.2.c and the last 2.0.1 release. I will take a look into it and get back to you.

If you have successfully installed RM 2.0.1 and are having issues being able to create the file plan artifacts (for example record category, etc) .. then the first stop is to check that he user is a member of the RM Admin role .. by default the user who creates the RM site should be an RM admin user … check the RM groups for membership and add if necessary.

I've been heads down trying to get RM up to speed so sorry for not being around here to pick up questions. Now we have some momentum I'll try and be more responsive.

Cheers,
Roy

thebossa

I will paste here the fix for this issue posted by Tuna Aksoy in the jira site. Again thanks to the whole team for the swift response to the issue !

add the following lines

<@script type="text/javascript" src="${url.context}/res/components/documentlibrary/documentlist-view-detailed.js"></@script>
<@script type="text/javascript" src="${url.context}/res/components/documentlibrary/documentlist-view-simple.js"></@script>
<@script type="text/javascript" src="${url.context}/res/components/documentlibrary/documentlist-view-gallery.js"></@script>
<@script type="text/javascript" src="${url.context}/res/yui/slider/slider.js"></@script>

to ( aka the directory where the tomcat server files are if you installed using the wizard it's /opt/alfresco-4.2.c/tomcat)
<TOMCAT>\webapps\share\WEB-INF\classes\alfresco\site-webscripts\org\alfresco\rm\components\documentlibrary\documentlist.get.head.ftl using your editor of choice.

after this restart the server and it should work , and I verified the fix works so enjoy RM ! and looking forward to that RM 2.1 ! hope it comes out soon.

Disclaimer:

this fix is for ver 4.2.c if you have an older version and have issues this probably won't fix it. RM 2.0.1-147 was tested against ver 4.2.b and some changes in 4.2.c's HEAD configuration lead to this issue.

Enjoy !

rwetherall

Glad we where able to get to the bottom of the issue for you.

If you see any other issues using RM 2.0.1 with 4.2.c please do let us know.

zmsil

Hie Everyone, i am currently trying to enable RM2.0.1-147 on alfresco 4.2.c and i am having troubles. i went to alfresco bin in command prompt and ran the java -jar alfresco-mmt.jar install \Alfresco\amps\alfresco-rm-share-2.0.1-147.amp \tomcat\webapps\share.war -force command but then i received an error 00300000 An IO error was encountered during deployment of the AMP file into the WAR. When i go to webapps, the .War files have been backed up but there are also .tmp files. Oh, i also tried running apply_amps batch

Does anyone know how i can fix this.

Thanks in advance

Zee

jkonar

your answers are helpful, I try them

bkalbfus

I tried adding the script references you mentioned, both in the header.ftl file and (by suggestion of the deprecation comment in that file) in the main html.ftl file. Still have no view of file plan. I'll follow the JIRA mentioned earlier for when a fix has been released.

But thank you so much for dropping the hint that it was tested with 4.2b. I installed that and I see the file plan just fine now. I really didn't want to go back to alfresco 3 for this to work because I was never there to begin with.

By the way, why do we have to do "-force" for the share amp to install? That's not in the documentation. Is that planned to be fixed as well?

Thanks so much. I'm glad to be on the road to putting RM through its runs now!

-Brian

I was glad finding this posts and luckily the first hint to use „-force“ within the installation helped a lot, thanks a lot.

But unfortunately I tried the hint to fix the script-errors to be able to use the Fileplan functions and it doesn’t work. I’m using:
alfresco-community-4.2c
alfresco-rm-2.0.1-147
I added the mentioned lines above to ..\webapps\share\WEB-INF\classes\alfresco\site-webscripts\org\alfresco\rm\components\documentlibrary\documentlist.get.head.ftl

doesn't help, can't see any fileplan functionality..
Anybody any help?!?!?

THX
db

sqrl00

Have been wrestling with this for a month now am trying to install alfresco-rm-2.0.1-147.amp and alfresco-rm-share-2.0.1-147.amp into an Alfresco 4.2c community rollout on ubuntu 12.04.

apply_amps.sh -force works and I can see the directory named records management under the repository however the rm dashlet does not appear.

I cannot see any errors in alfresco.log or share.log

Any help here is most appreciate.

sqrl00

Found this post http://forums.alfresco.com/forum/end-user-discussions/records-management/community-32-rm-installation-problems-11052009-2021#p79218

It states that you add the dashlet from your dashboard not from a share site which was not something I had read or identified in any other documentation.

Hope that helps someone else

sqrl00

in the previous comment

<@script type="text/javascript" src="${url.context}/res/components/documentlibrary/documentlist-view-detailed.js">
<@script type="text/javascript" src="${url.context}/res/components/documentlibrary/documentlist-view-simple.js">
<@script type="text/javascript" src="${url.context}/res/components/documentlibrary/documentlist-view-gallery.js">
<@script type="text/javascript" src="${url.context}/res/yui/slider/slider.js">

should actually be

<@script type="text/javascript" src="${url.context}/res/components/documentlibrary/documentlist-view-detailed.js"></@script>
<@script type="text/javascript" src="${url.context}/res/components/documentlibrary/documentlist-view-simple.js"> </@script>
<@script type="text/javascript" src="${url.context}/res/components/documentlibrary/documentlist-view-gallery.js"></@script>
<@script type="text/javascript" src="${url.context}/res/yui/slider/slider.js"></@script>

then should be all working

clopes

Hi,

i've done updated the documentlist.get.head.ftl file as you said but the problem persists.

still can't ciew fileplan, create new series, etc.

can you help me please.

i'm using Alfresco CE 4.2C and alfresco-rm-2.0.1-147

i'm also having some javascript exception on the file plan page

Can someone help me please?

I've Solved based on https://issues.alfresco.com/jira/browse/RM-586
Regards

jabo25

I did everything as mentioned in this thread but file plan still doesn't work. I have a clean install of 4.2c Community together with rm 2.0.147.