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
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Unpublished Items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
16.
17.
18. Document Administración Pains
The Core Platform
Document Libraries
Tipos de Contenido
Site Columns
Document Centers
Demos & Scenario
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
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
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”
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
45.
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
48.
49. Fabián Imaz, Director MOSSCA.org; CUMUY
Juan Andrés Valenzuela; MVP MOSS, MOSSCA.org