Alfresco 4.2.2 Training

Lotus Notes Plugin for Alfresco

Fabian Fritz

Jeddah, February 2015

Lotus Notes Plugin

Alfresco

Store to Alfresco

Email documents

Search & Workflows

Startup View

View Sidebar Panel

Show plugin panel

If you do not see the Lotus Notes E-Mail Manager forAlfresco, please choose: ViewRight Sidebar Panels Lotus Notes E-Mail-

Manager for Alfresco

Information

Online Documentation

Logging Information

Preferences

Preferences

Email Manager for Alfresco is configured in the Preferences dialog.

Usually your Administration team is setting the authentication details.

Preferences

You can check, ifyou are pointingthe right server. Usually yourAdministration team is setting theserver URL.

Preferences

You can set yourlanguage here

Preferences

Target when openingAlfresco from Lotus Notes: - Web client:

Alfresco Explorer - Share:

Alfresco Share

Preferences

Priority for Drag & Drop fromAlfresco: - Document: Documents are

attached to the email asattachments. If the Ctrl key ispressed, a link is added tothe email.

- Link: A link is inserted intothe email for eachdocument. Using the Ctrl keyallows to attach thedocument.

- PDF document- Link to PDF document

Preferences

Context to browse as default, changable during usage:- All Sites - My Sites - Favorite Sites

Preferences

Show preview on hover:Hover mouse overdocument to see a previewof a document.

Preferences

No visual effect for the user.If it checked, the email is sent to the server in a compressed way. This means the email is transferred faster.

Preferences

Depending on the setting, attachments are either extracted or not upon dragging and dropping an email with attachments into the Alfresco Email Manager panel.

Main Window

Plugin layout

1. Content tree in Alfresco2. Context to browse3. Filter shown content4. Search tab: simple and

advanced search5. Workflow tab: Start Alfresco

workflows6. Status border

1

54

32

6

Site Folder Actions

12

1. Refresh folder content2. Create a new folder

Site Folder Actions

Site Folder Actions

Site Folder Actions

Site Folder Actions

Site Folder Actions

Site Folder Actions

Site Folder Actions

Folder Actions

Site Folder Actions

1. Create a new folder Memos inside of Email

Manager

2. Upload a new document from your harddrive

into that folder via Email Manager

3. Edit the document online and save the changes

4. Open the Details of that document and view

them in Alfresco Share

Tasks

Document Actions

Document Actions

Document Actions

Drag & Drop Documents as Email Attachments

Drag & Drop Documents as Email Attachments

Drag & Drop Documents as Email Attachments

Press and hold Ctrl keyand drag & drop a document fromAlfresco, then youattach just a link to thisdocument.

Drag & Drop Documents as Email Attachments

Press and hold Ctrl+Shift keysand drag & drop a documentfrom Alfresco, then yourattachment will be transformedto an pdf document.

Drag & Drop Documents as Email Attachments

You can drag & drop multiple selected documents at once

Drag & Drop Email to Alfresco

Drag & Drop Email to Alfresco

Drag & Drop Email to Alfresco

Drag & drop also allows you totransfer an attachement to Alfresco

Edit a document

You can start edit onlinedocumentsfrom within Lotus Notes.Double clicking start online editing too.

1. Send a link to a document to your neighbor

2. Create a new email to your neighbor and add

the document as an attachment

3. The receipient of the email should store the

email including the attachment to Alfresco

(note: drag&drop with attachment extraction

enabled)

4. View the email with attachment in Alfresco

Share

Tasks

Simple Search

1. Search query2. Show only documents3. Show documents and folders4. Show only email documents5. Search results

1

2 3 4

5

Simple Search Result

1. Bookmark:Mark entry as a favourite

2. Open:Open result

3. Email attachement:Create new email and use the document as attachment

4. Email link:Create new email and insert link to document

1 2

3 4

Starting a workflow

Workflows

Same UI as in Alfresco Share

Workflows

1

2

3

1. Filters2. Workflow list3. Switch between:

Own tasks Initiated workflows

1. Search one of the documents that you placed

into Alfresco before

2. Start a workflow to ask your neigbour to review

the document

3. Your neigbour should do some changes and

return the review workflow task

4. Send the edited document as a PDF to

e10151@isdb.org (note: use the PDF

conversion method while dragging&dropping

the document)

Tasks

Westernacher Products & Services AG

Knigstrae 26

70173 Stuttgart

Telefon: 07 11/72 25 95 0

Fax: 07 11/72 25 95 99

E-Mail: alfresco@westernacher.com

Thanks for your attention