Document Management User's Guide
http://doc.nuxeo.com/display/USERDOC56/Document+Management
- Content Application Platform - naked platform, doc types, tree structure, workspaces, sections
- Document Management module (DM) - rich doc types, tags, virtual navigation, faceted search, doc preview, annotation
- Social Collaboration module - sharing, community, project, event, theme, social network, activity stream, mini messages. Requires DM.
- Digital Asset Management module (SAM) - multimedia content support
- Domain - sections, workspaces, templates are grouped as domain
- domain quite unlike other "folder-like" things such as workspace
- every time user work on one single domain...
- for example, search by dir - single domain listed...
- according to documentation, domain can be used to "open the application to two or more very different populations of users"...
- although user can use more than one domains, better not to use this way
- Workspace - where collaboration took place, and documents can be created, shared, viewed, published; then they can be published in Sections; when obsolete, unpublished from sections; unlike traditional file system, files with same name may exist under the same folder.
- Sections - space devoted to content distribution
- Template - workspace template defines workspace structure
- Section - where document publish to wider audience and freeze; docs cannot be changed here;
Refers to http://doc.nuxeo.com/display/USERDOC56/Document+Management+concepts
- Folder Navigation - just like file system
- Virtual Navigation - based on metadata and customizable vocabulary
- Tag Cloud - user can attach tags which can be displayed as tag, bigger means more frequent
- Searching - simple, advanced search, filter (revise search), customize result display, change order by, faceted search, saved search, share a search, export search result, see http://doc.nuxeo.com/display/USERDOC56/Searching+the+Nuxeo+Platform
- Tip: NOT to use browser "back"; use "breadcrumbs"; use the icon besides the title to "open in a new tab"; right click the icon to access "contextual menu"
- Full-text search: search by keywords but no partial search: for example, if a workspace is titled "13PI3344-5566-7788", searching "3344" or "*3344*" etc. will not find it.
- NXQL search: like a SQL search and can search partial information in document fields, very powerful and not difficult to use. Example: "select * from Document where dc:title like '13PI%'"
- Can be created from scratch or a template; create from template inherits content not access right;
- Operation - setting publication target makes sure user publish document in right place; if not defined, user can publish to any section as they want. [Only administrator may do this?]
- Limitation for publication: not suitable for large folder structure
- Local configurations - theme; bind content type and view; bind workspace with customized type of search; and some advanced configuration to the workspace
- May be used to create many workspaces with same structure of folders, files or other type of documents
- Don't try to manage workspace's access right with Templates
- Publication means publishing the version of the document - document can still be modified in workspace but not modified in section; document can be republished in section
- Section manager (that is person with management privilege on the section) can approve or reject a request for publication
- If publisher has management privilege no approval is further needed
- Status (published or pending) can be found at the document page under section
- Type: different configuration supports various types of documents; without support any document can be stored as "file"
- Life cycle: project (working) <-> approved; obsolete; deleted
- Document holder - workspace, folder, template
- Edit: can only be done in workspace; to update published document, edit and republish
- Notes: rich document edited in place
- Document name: may be different than the file name
- Relation: relation may link documents with some relation (replaced, etc.)
- Comment: comment, reply to comment
- Annotations: on preview of document may add annotations
- Tags: may attach one or more tags to a doc; workspace tags not published to section
- History: automatically kept / at version change; may decide increment of version number (major / minor); may restore / delete a historical version
- Alert: email alert whenever activity occurs in a doc or work space
- Regular and Ordered: documents in both can be sorted; only ordered keep the order of their appearance
http://www.nuxeo.com/en/downloads/desktop-integration
- Drag & drop to browser: Based on HTML5, some browser (IE) needs plug-in installed; only files (may be multiple) can be dropped; drop of folder tree is only supported by plugin
- Smart drop: hold for a moment before releasing the file, able to import meta data while dropping
- Live Edit: able to direct edit MS Office, LibreOffice and OpenOffice document without download/edit/upload
- Extension installation: choose 32 / 64 bit based on version of OFFICE (not OS)
- Windows XP needs to install everything mentioned on the page (.NET, PAI)
- WSS / WebDav: export as folder to supported systems
- Test - retrieve email from POP3 ok, will delete after retrieval, attachment can be downloaded but cannot be easily saved into a work space or folder
- Workflow execution is recorded in history
- Default flow states: project / approved / obsolete / deleted
- Simple review - no change of state / Validation review - change state to Approved (can change doc before approve / reject)
- Workflow & administrator initiator can abandon a flow; modifications during workflow are kept;
- Forum - for discussion; if moderator exists, posts is not available before approval of the moderator
- Picture book
- Website & Blogs
- Worklist & clipboard - to organize a list of working documents; to copy and move documents
- Worklist vs. clipboard - documents always added into worklist and survive log off and back in; documents added into clipboard replaces prior contents in clipboard;
- Move doc - use worklist / clipboard or drag the document icon to workspace (a little difficult to use)
- Formats:
- zip - contents in zip package
- XML - low level export, not for common users and mainly for administrators
- PDF - main information view
- Exvel - table displays the content
- Export available from:
- worklist
- the export button of folder, workspace, etc