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Model Management
Tech Talk Live
Ole Hejlskov, Mike Farman
16/12/2015
Content Models - Background
Background
• Metadata is key to providing context around content…
Capture the business data around your content to drive your content
workflows and discovery
• Alfresco already offers an extremely rich and flexible metadata modelling
capability (based around Types & Aspects)
• Models are key differentiator between content management applications and
file sharing type apps
however…
But don’t we have Dynamic Models already?
• Dynamic Models is an existing capability where XML model definitions can be
stored in the repository Data Dictionary/Models folder (as opposed to the
filesystem)
• Limited changes can be made at runtime
– Typically Additive i.e. add new property to existing model
• XML based - no tool to edit/verify
• Share XML form definitions are *still* required to support the model also need
manual deployment and server restarts
DynamicModels
Solution Description
• Allow Business Analyst level of user
to define and manage models via
Share UI
• Hide the technical details & protect
the user from errors
– UI constrains the user to what is
possible
– Users cannot make changes that
will break the server
• Remove the need for IT involvement
– No file system based deployment
required
– Deployment Lifecycle managed
via the property groups feature
set
• Designed to address most common
modelling use cases
– Targeted at business analyst –
not Java developer
– Does not expose 100% of the
modelling capabilities
• Includes Types and Aspects
• Builds on the existing Dynamic
Modelling capability
– Primarily UI on top of existing
capabilities
– Does not require major re-
architecture/refactor of modelling
capabilities
SolutionDescription
Model Management
Items Value
Support Types and Aspects Flexible options for defining hierarchal (Type) and cross-cutting (Aspect)
content models
Define different property datatypes Capture different content types such as text, dates, booleans and more
Property Value Constraints Restrict the values users can enter to ensure metadata is applicable for
intended usage
Search Indexing Controls Allow users to search and find content effectively and ensuring efficient
storage
Model Lifecycles Allow business analyst to ensure models are only available to users as
appropriate
Valid Models Ensure that a model is well specified before making the model live
Property Form Designer Control the UX for end users by allowing design of forms via simple, drag n’
drop style design
Export/Import Model Easily move models between dev/test/production environments
ValueBundle
UI Driven model creation, management and deployment tools
Which allows customers to define application specific content models via simple UI without hand coding or configuration
Modelling Lifecycle
Create Model
Create
Type/Aspect
Add
Properties
Layout Form Activate
Change
Type/Manage
Aspects
Lifecycle
Namespace
Prefix
Name
Status: Inactive
Name
Parent Type
Name
Type
Automatic
or
Manual
Status: Active
Business Analyst End User
DEMO
Indexing Options - Non-Text Fields
int, long, float, double, date, datetime
Indexing Option Searchable Wildcard Facetable Model XML
None No <index enabled="false"> </index>
Basic Yes Yes No <index enabled="true"> <tokenised>TRUE</tokenised> </index>
Enhanced Search Yes Yes Yes <index enabled="true"> <tokenised>TRUE</tokenised>
<facetable>true</facetable> </index>
IndexingOptions
Indexing Options – Text Fields
text, mltext, content
IndexingOptions
Indexing Option Searchable Wildcard Facetable Model XML
None No n/a n/a <index enabled="false"> </index>
Free Text Yes Yes No <index enabled="true"> <tokenised>TRUE</tokenised> </index>
List of Values – Whole Match
e.g. Country Code
Yes No Yes <index enabled="true"> <tokenised>FALSE</tokenised>
<facetable>true</facetable> </index>
List of Values – Partial Match
e.g. Locale, Keywords
Yes Yes Yes <index enabled="true"> <tokenised>BOTH</tokenised>
<facetable>true</facetable> </index>
Pattern – Unique Matches
e.g. Social Security Number,
ISBN
Yes No No <index enabled="true"> <tokenised>FALSE</tokenised>
<facetable>false</facetable> </index>
Pattern – Many Matches
e.g. Filename, zip/post code
Yes Yes No <index enabled="true"> <tokenised>BOTH</tokenised>
<facetable>false</facetable> </index>
Changing Active Models
• Restrictions on changing properties for active models
ActiveModels
Properties Changeable
Name 
Display Label 
Description 
Data Type 
Requirement 
Multiple 
Default Value 
Constraint 
Indexing 
Types/Aspects Changeable
Name 
Parent Type/Aspect 
Display Label 
Description 
Form Layout can be
changed at any time
Troubleshooting
Symptom Cause Resolution
Model Manager tool is missing from Share
Admin Console
User is not a member of the
ALFRESCO_MODEL_ADMINISTRATORS
group
Add user to
ALFRESCO_MODEL_ADMINISTRATORS
Cannot deactivate an Active model Model in use Use “Find Where Used” action to locate
nodes using model. Remove Aspects or for
Types, delete nodes including purge from
Trashcan
Custom Type/Aspect not visible to Share
end users
Model is inactive Activate model via Model Manager
Model has no layout form Models only available to end users if they
have a form. Add layout using Layout
Designer
Share extension module for model not
deployed
Deploy using Module Deployment page
/share/page/modules/deploy
Form for Type is missing standard
properties (e.g. name, title, description,
created…)
Standard properties have not been included
in Share Form
Add missing properties to form using Layout
Designer
Questions?

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Alfresco Tech Talk Live #92 - Model Management

  • 1. Model Management Tech Talk Live Ole Hejlskov, Mike Farman 16/12/2015
  • 2. Content Models - Background Background • Metadata is key to providing context around content… Capture the business data around your content to drive your content workflows and discovery • Alfresco already offers an extremely rich and flexible metadata modelling capability (based around Types & Aspects) • Models are key differentiator between content management applications and file sharing type apps however…
  • 3. But don’t we have Dynamic Models already? • Dynamic Models is an existing capability where XML model definitions can be stored in the repository Data Dictionary/Models folder (as opposed to the filesystem) • Limited changes can be made at runtime – Typically Additive i.e. add new property to existing model • XML based - no tool to edit/verify • Share XML form definitions are *still* required to support the model also need manual deployment and server restarts DynamicModels
  • 4. Solution Description • Allow Business Analyst level of user to define and manage models via Share UI • Hide the technical details & protect the user from errors – UI constrains the user to what is possible – Users cannot make changes that will break the server • Remove the need for IT involvement – No file system based deployment required – Deployment Lifecycle managed via the property groups feature set • Designed to address most common modelling use cases – Targeted at business analyst – not Java developer – Does not expose 100% of the modelling capabilities • Includes Types and Aspects • Builds on the existing Dynamic Modelling capability – Primarily UI on top of existing capabilities – Does not require major re- architecture/refactor of modelling capabilities SolutionDescription
  • 5. Model Management Items Value Support Types and Aspects Flexible options for defining hierarchal (Type) and cross-cutting (Aspect) content models Define different property datatypes Capture different content types such as text, dates, booleans and more Property Value Constraints Restrict the values users can enter to ensure metadata is applicable for intended usage Search Indexing Controls Allow users to search and find content effectively and ensuring efficient storage Model Lifecycles Allow business analyst to ensure models are only available to users as appropriate Valid Models Ensure that a model is well specified before making the model live Property Form Designer Control the UX for end users by allowing design of forms via simple, drag n’ drop style design Export/Import Model Easily move models between dev/test/production environments ValueBundle UI Driven model creation, management and deployment tools Which allows customers to define application specific content models via simple UI without hand coding or configuration
  • 6. Modelling Lifecycle Create Model Create Type/Aspect Add Properties Layout Form Activate Change Type/Manage Aspects Lifecycle Namespace Prefix Name Status: Inactive Name Parent Type Name Type Automatic or Manual Status: Active Business Analyst End User
  • 8. Indexing Options - Non-Text Fields int, long, float, double, date, datetime Indexing Option Searchable Wildcard Facetable Model XML None No <index enabled="false"> </index> Basic Yes Yes No <index enabled="true"> <tokenised>TRUE</tokenised> </index> Enhanced Search Yes Yes Yes <index enabled="true"> <tokenised>TRUE</tokenised> <facetable>true</facetable> </index> IndexingOptions
  • 9. Indexing Options – Text Fields text, mltext, content IndexingOptions Indexing Option Searchable Wildcard Facetable Model XML None No n/a n/a <index enabled="false"> </index> Free Text Yes Yes No <index enabled="true"> <tokenised>TRUE</tokenised> </index> List of Values – Whole Match e.g. Country Code Yes No Yes <index enabled="true"> <tokenised>FALSE</tokenised> <facetable>true</facetable> </index> List of Values – Partial Match e.g. Locale, Keywords Yes Yes Yes <index enabled="true"> <tokenised>BOTH</tokenised> <facetable>true</facetable> </index> Pattern – Unique Matches e.g. Social Security Number, ISBN Yes No No <index enabled="true"> <tokenised>FALSE</tokenised> <facetable>false</facetable> </index> Pattern – Many Matches e.g. Filename, zip/post code Yes Yes No <index enabled="true"> <tokenised>BOTH</tokenised> <facetable>false</facetable> </index>
  • 10. Changing Active Models • Restrictions on changing properties for active models ActiveModels Properties Changeable Name  Display Label  Description  Data Type  Requirement  Multiple  Default Value  Constraint  Indexing  Types/Aspects Changeable Name  Parent Type/Aspect  Display Label  Description  Form Layout can be changed at any time
  • 11. Troubleshooting Symptom Cause Resolution Model Manager tool is missing from Share Admin Console User is not a member of the ALFRESCO_MODEL_ADMINISTRATORS group Add user to ALFRESCO_MODEL_ADMINISTRATORS Cannot deactivate an Active model Model in use Use “Find Where Used” action to locate nodes using model. Remove Aspects or for Types, delete nodes including purge from Trashcan Custom Type/Aspect not visible to Share end users Model is inactive Activate model via Model Manager Model has no layout form Models only available to end users if they have a form. Add layout using Layout Designer Share extension module for model not deployed Deploy using Module Deployment page /share/page/modules/deploy Form for Type is missing standard properties (e.g. name, title, description, created…) Standard properties have not been included in Share Form Add missing properties to form using Layout Designer