After you've installed the Records Management AMP files, you're ready to go ahead and
create a Records Management site.
- Start Alfresco, and then login using your administrator credentials.
-
Open the Sites menu and click Create
Site.
Tip: You can also click Create Site on the My Sites dashlet.
-
Select Records Management Site as the Type.
The Name, URL Name and Description will be completed for you automatically. You can edit the Description if needed. The URL name is used as part of the site URL.
Note: The site visibility can't be changed as only public sites are available for Records Management. - Click OK.
You'll see the dashboard for the new Records Management site which you can now
customize. Sites that you create are automatically added to your
Favorites list. Now you can:
- Load Test Data by adding the Import Data Set dashlet for an example of how to structure a File Plan
- Use the Records Management Console on the Records Management dashboard More menu to access the administration features
Note: The user who created the Records Management site is automatically made a member of
the Records Management Administrator role. Other users can access different areas of the
Records Management Console depending on the capabilities given to
the role that they're in.
The user rmadmin is also created. This is a system user that is used for background system processes such as running rules.