Alfresco Records Management:  Import a dataset

Alfresco Records Management: Import a dataset

August 11, 2019 1 By Kailee Schamberger


You can load Records Management test data, which creates a sample File Plan that you can use to get started. The test data is intended to give you an idea of how the File Plan is structured; you don’t need to load it if you don’t want to. Click the tools icon on the Record Management site dashboard to customize the dashboard. Click Add Dashlets and drag and drop the RM Data Set Import dashlet onto the columns below. Now click OK to save the dashboard configuration. The Import Data Set dashlet is added to the site dashboard. Select DOD515 Example data from the Data set menu on the new dashlet, and click Import. A sample File Plan and associated data is imported to your Records Managment site. You can explore and edit the File Plan as you would a plan you created from scratch.