(27.05) MOSSCA Invita - Búsqueda empresarial 2
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This document discusses key features in SharePoint Server 2007 related to document management, records management, and web content management. It describes document libraries, content types, templates, and policies that allow organizations to control the lifecycle of documents. Records management concepts like routing records, holds, and DoD 5015.2 compliance are also summarized. The document aims to explain how these features can help organizations address challenges in managing documents and records.
(27.05) MOSSCA Invita - Búsqueda empresarial 2
- 2. Fabián Imaz, Director MOSSCA.org; CUMUY Juan Andrés Valenzuela; MVP MOSS, MOSSCA.org
- 3. SharePoint Server 2007 Feature Areas Web Content Administración ECM Fundamentos: Document Administración Records Administración
- 4. •Herrameintas del Usuario Trabajo individual Collaboration Content • Servidores La Organización Administraci ón Portals Serv Search ers Streamlined Business processes intelligence Word Business processing modelling Clients Data Presentations management Information management
- 5. Administración de Documentos “La administración de documentos controla el ciclo de vida de los documentos de la organización, es decir, cómo se crean, revisan, publican y usan, además de cómo se eliminan o conservan al final del ciclo. Aunque el término "administración" implica el control completo de la información, un sistema de administración de documentos eficaz debe reflejar la referencia cultural de la organización que vaya a usarlo”
- 6. Records Administración “Records Management es una disciplina que estudia el tratamiento adecuado en las organizaciones a ciertos activos de información denominados registros” Wikipedia.
- 7. Web Content Administración “Sistema que permite la administración, creación, manejo, eliminación de páginas web y los contenidos vinculados a éstos.” Wikipedia
- 9. Publicación de Sitios Tipos de Contenido y Layouts de Páginas Administrando contenido web
- 10. Tipos de Contenidos de Páginas Plantillas de Páginas Páginas de Contenido Bibliotecas de Páginas
- 11. Out-of-the-box Tipos de Contenido for Publishing Article Page Redirect Page Welcome Page
- 12. Web page templates that define the content layout Created in SharePoint Designer (optional) “Married” to the page layout content type Field and Content Controls = Metadata from Content Type
- 13. Content Page = Document in a Library Instance of a page layout WYSIWYG
- 14. Check In / Checkout and Publish Spell Check Workflow Unpublished Items
- 15. Storage for content pages Page content is metadata on the page! Familiar document management concepts apply
- 18. Document Administración Pains The Core Platform Document Libraries Tipos de Contenido Site Columns Document Centers Demos & Scenario
- 20. Document Libraries Document storage Security Library-level Security Folder and Item-level Security Require Content Approval Draft Item Security
- 21. Document Libraries Versioning Check-in / Checkout Major and Minor Versioning Version Administración Require Checkout
- 22. Document Libraries Workflows Approval Collect Feedback Collect Signatures Disposition Approval Custom…
- 23. Document Libraries Metadata (a.k.a. Columns) Provide context Options: Text Lookups Dates Boolean Custom
- 24. Document Libraries Views Provide different display based on metadata captured Options: Filtering Sorting Grouping
- 25. Document Libraries Capabilities Upload single / multiple Datasheet Mode Explorer View Outlook 2007 Integration RSS / Alerts Recycle Bin Send To
- 27. Una analogía
- 28. Una Analogía Etiqueta= Content Type (Metadata, Template) Fecha de Vencimiento= Retention / Disposition Políticas Fecha de Manufactura= Auditing Cómo se fabricó = Workflow Quien puede disponer de este producto en la despensa= Security
- 29. Tipos de Contenido Beneficios Centralized Administración Organization of Metadata and Behavior Control and Governance Reuse Inheritance Definiciones Metadata / Document Information Panel Document Template Workflow Políticas
- 30. Tipos de Contenido: Administración Top-level site “gallery” Child sites inherit
- 31. Tipos de Contenido: Administración Name / Description Parent Content Type Group
- 32. Tipos de Contenido: Metadata Existing “Site Columns” New “Site Column”
- 33. Tipos de Contenido: Plantillas de Documentos Use Plantillas de Documentos to avoid “Copy Document Syndrome”
- 34. Tipos de Contenido: Políticas Políticas enforcement Capabilities Labels Auditing Expiration Barcodes Custom
- 35. Tipos de Contenido: The DIP Document Information Panel InfoPath 2007 Form Requiere Office 2007
- 36. Document Center Site Template Site template dedicated to document management Tipos de Contenido enabled Versioning Settings enabled Tree View enabled Relevant Documents Web Part
- 39. Conceptos de Administración de Registros Records Center Site Template DoD 5015.2
- 40. Documents authored and initially managed in a “collaboration” space “Official” documents must be retained to comply with legislation Logically categorized and organized Available Immutable Auditable Disposable Suspend Disposition
- 41. Site template dedicated to records management Record Routing Hold Administración Unclassified Records Administración Owned by “Records Managers”
- 42. SharePoint provides one record center per Farm Configured in Central Administration
- 43. Define a “route” for records based on content type Checks content type of incoming document and “routes” to defined document library.
- 44. Corresponding Document Library is configured in Records Repository Define required metadata columns / associate content type Define auditing Define policies Checks content type of incoming document and “routes” it to defined document library. Deposits document and metadata in corresponding library. Metadata stored in XML and promoted to available columns Version history Unique document name generated to avoid overwrite
- 46. Holds created to: Identify documents that are being reviewed for legal reasons Ensure that document cannot be deleted or expired by policies
- 47. US Department of Defense Standard Available for companies that must comply to these standards Deployed as a set of “Features” that provide enhanced capabilities to the default records center site. Additional Information: http://www.microsoft.com/sharepoint/capabilities/ecm/dod5015.mspx
- 49. Fabián Imaz, Director MOSSCA.org; CUMUY Juan Andrés Valenzuela; MVP MOSS, MOSSCA.org