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Alfresco Share 4.1
Custom Metadata
and Actions

Mike Farman
Objectives


•  Extend Share without deep knowledge of
   how Share is built
•  Avoid copy-paste of existing code
•  Simplify ungraded – avoid diff/merge
•  Easier Deployment
Customizing the Document Library


•  Metadata
•  Actions

… with configuration - no code
Custom Metadata Display


•  Control the metadata that is displayed in
 the Document List
  o    e.g. Title, Status, EXIF Props etc
•  Supports OOTB and custom model
   properties
•  Config driven, no coding required
  o    Optional Label
  o    Property only displayed if present on node
  o    Can use client-side JS for advanced rendering
Out-of-the-box Configuration
•  webapps/share/WEB-INF/classes/alfresco/
   share-documentlibrary-config.xml
     •  Templates




•  webapps/share/WEB-INF/classes/alfresco/
   slingshot-documentlibrary-context.xml
       •  Evaluators
Extend/Override

•  shared/classes/alfresco/web-extension
   share-config-custom.xml
   o  Override existing
   o  Add new templates

•  shared/classes/alfresco/web-extension
   custom-slingshot-context.xml
     •  Custom evaluators
Example Metadata Template

•  Config: shared/classes/alfresco/web-extension/
     share-config-custom.xml
•    Template ID: exif
•    Add line index 60 – exif_model with label




•  Evaluator
     o    Reusing evaluator.doclib.indicator.exifMetadata from the core
Document Library Actions


•  Simplified & consolidated config for actions
   available on the DocLib, DocDetails and
   FolderDetails pages
•  Single Configuration File for OOTB Actions
  o    share-documentlibrary-config.xml
•  Can be overridden via extensions
  o    Add New, Remove Existing, Change Order of UI Actions
  o    share-config-custom.xml
•  Actions Groups and Actions
  o    Similar approach to Explorer
Out-of-the-Box Actions & ActionGroups


•  Like metadata, OOTB Actions defined in:
  o    share/WEB-INF/classes/alfresco/share-documentlibrary-config.xml
•  <actions> section defines the individual actions
•  <actionGroups> defines where and the order in
  which they appear
  o    Note: Action must be in an ActionGroup to appear
•  Extend/Override in share-config-custom.xml i.e.:
  o    shared/classes/alfresco/web-extensions/share-config-custom.xml
  o    No need to copy full OOTB Action/ActionGroup definitions
Example: Removing Existing Actions


•  share-config-custom.xml                    Config applies to DocLibActions


                                               Start Workflow Action ID



                                                       disableAction Evaluator




     Upload New Version Action ID




                                              After:
                                    Before:
Adding New Actions

•  Configuration only, no coding required
•  2 types of action: Simple and Advanced
•  Simple Action: No user input (i.e. dialog)
   o    e.g. Extract Metadata
   o    Returns success or failure message
•  Advanced Action: User provides parameters for
  action
   o    e.g. Transform – Need to select target format and output location
   o    Uses Forms service define dialogs
         •  see share-form-config.xml for OOTB definitions
   o    Can plug in your own actions and forms
•  Can be used to execute the OOTB Actions or your
  own custom actions
Example New Action: Import ACP/ZIP

•  share-config-custom.xml   Action Definition




                               Form Definition
                               - Select destination for extracted files
Controlling when actions are available


•  Evaluators
  o    Control display of actions based on context e.g.
        •  Type, Aspect, Property, Site, Mimetype etc
•  Can use OOTB evaluators or define your
   own
•  Chain them together, all need to evaluate
   to true
•  See slingshot-documentlibrary-context.xml
   for OOTB evaluators
Action Types


•  Three main action types:
  o    “link” – external link or link to content
  o    “pagelink” – to another Share page (e.g. details)
  o    “javascript” – client-side action
        •  onActionSimpleRepoAction
           e.g. Simple Workflow approve/reject
        •  onActionFormDialog
           e.g. Transform (to image), Run Action
Example: Mimetype Evaluator


•  Only show Import for ACP/ZIP files
  o    share-config-custom.xml




  o    custom-slingshot-context.xml
Further Reading


•  Mike Hatfield's blog: Share Document
 Library Extensions in v4.0:
  http://blogs.alfresco.com/wp/developer/2011/09/26/share-document-
  library-extensions-in-v4-0/

•  Forms:
  http://wiki.alfresco.com/wiki/Forms

•  Forms Developer Kit:
  http://wiki.alfresco.com/wiki/Forms_Development_Kit#Form_Console

•  Custom Models:
  http://wiki.alfresco.com/wiki/
  Data_Dictionary_Guide#Step_by_Step_Model_Definition

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Alfresco tech talk live share extensibility metadata and actions for 4.1

  • 1. Alfresco Share 4.1 Custom Metadata and Actions Mike Farman
  • 2. Objectives •  Extend Share without deep knowledge of how Share is built •  Avoid copy-paste of existing code •  Simplify ungraded – avoid diff/merge •  Easier Deployment
  • 3. Customizing the Document Library •  Metadata •  Actions … with configuration - no code
  • 4. Custom Metadata Display •  Control the metadata that is displayed in the Document List o  e.g. Title, Status, EXIF Props etc •  Supports OOTB and custom model properties •  Config driven, no coding required o  Optional Label o  Property only displayed if present on node o  Can use client-side JS for advanced rendering
  • 5. Out-of-the-box Configuration •  webapps/share/WEB-INF/classes/alfresco/ share-documentlibrary-config.xml •  Templates •  webapps/share/WEB-INF/classes/alfresco/ slingshot-documentlibrary-context.xml •  Evaluators
  • 6. Extend/Override •  shared/classes/alfresco/web-extension share-config-custom.xml o  Override existing o  Add new templates •  shared/classes/alfresco/web-extension custom-slingshot-context.xml •  Custom evaluators
  • 7. Example Metadata Template •  Config: shared/classes/alfresco/web-extension/ share-config-custom.xml •  Template ID: exif •  Add line index 60 – exif_model with label •  Evaluator o  Reusing evaluator.doclib.indicator.exifMetadata from the core
  • 8. Document Library Actions •  Simplified & consolidated config for actions available on the DocLib, DocDetails and FolderDetails pages •  Single Configuration File for OOTB Actions o  share-documentlibrary-config.xml •  Can be overridden via extensions o  Add New, Remove Existing, Change Order of UI Actions o  share-config-custom.xml •  Actions Groups and Actions o  Similar approach to Explorer
  • 9. Out-of-the-Box Actions & ActionGroups •  Like metadata, OOTB Actions defined in: o  share/WEB-INF/classes/alfresco/share-documentlibrary-config.xml •  <actions> section defines the individual actions •  <actionGroups> defines where and the order in which they appear o  Note: Action must be in an ActionGroup to appear •  Extend/Override in share-config-custom.xml i.e.: o  shared/classes/alfresco/web-extensions/share-config-custom.xml o  No need to copy full OOTB Action/ActionGroup definitions
  • 10. Example: Removing Existing Actions •  share-config-custom.xml Config applies to DocLibActions Start Workflow Action ID disableAction Evaluator Upload New Version Action ID After: Before:
  • 11. Adding New Actions •  Configuration only, no coding required •  2 types of action: Simple and Advanced •  Simple Action: No user input (i.e. dialog) o  e.g. Extract Metadata o  Returns success or failure message •  Advanced Action: User provides parameters for action o  e.g. Transform – Need to select target format and output location o  Uses Forms service define dialogs •  see share-form-config.xml for OOTB definitions o  Can plug in your own actions and forms •  Can be used to execute the OOTB Actions or your own custom actions
  • 12. Example New Action: Import ACP/ZIP •  share-config-custom.xml Action Definition Form Definition - Select destination for extracted files
  • 13. Controlling when actions are available •  Evaluators o  Control display of actions based on context e.g. •  Type, Aspect, Property, Site, Mimetype etc •  Can use OOTB evaluators or define your own •  Chain them together, all need to evaluate to true •  See slingshot-documentlibrary-context.xml for OOTB evaluators
  • 14. Action Types •  Three main action types: o  “link” – external link or link to content o  “pagelink” – to another Share page (e.g. details) o  “javascript” – client-side action •  onActionSimpleRepoAction e.g. Simple Workflow approve/reject •  onActionFormDialog e.g. Transform (to image), Run Action
  • 15. Example: Mimetype Evaluator •  Only show Import for ACP/ZIP files o  share-config-custom.xml o  custom-slingshot-context.xml
  • 16. Further Reading •  Mike Hatfield's blog: Share Document Library Extensions in v4.0: http://blogs.alfresco.com/wp/developer/2011/09/26/share-document- library-extensions-in-v4-0/ •  Forms: http://wiki.alfresco.com/wiki/Forms •  Forms Developer Kit: http://wiki.alfresco.com/wiki/Forms_Development_Kit#Form_Console •  Custom Models: http://wiki.alfresco.com/wiki/ Data_Dictionary_Guide#Step_by_Step_Model_Definition