(27.05) mossca invita - búsqueda empresarial 2
DESCRIPTION
(27.05) MOSSCA Invita - Búsqueda empresarial 2TRANSCRIPT
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Fabián Imaz, Director MOSSCA.org; CUMUY
Juan Andrés Valenzuela; MVP MOSS, MOSSCA.org
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SharePoint Server 2007 Feature Areas
Web Content Administración
ECM Fundamentos: Document
Administración
Records Administración
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Business intelligence
Collaboration Content Administraci
ón
Streamlined processes
PortalsSearch
Word processing
Business modelling
PresentationsData
management
Informationmanagement
Clients
Serv
ers
•Herrameintas del Usuario Trabajo individual
• Servidores La Organización
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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”
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Records Administración“Records Management es una disciplina que
estudia el tratamiento adecuado en las
organizaciones a ciertos activos de
información denominados registros”
Wikipedia.
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Web Content Administración“Sistema que permite la administración,
creación, manejo, eliminación de páginas web
y los contenidos vinculados a éstos.”
Wikipedia
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Publicación de Sitios
Tipos de Contenido y Layouts de Páginas
Administrando contenido web
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Tipos de Contenidos de Páginas
Plantillas de Páginas
Páginas de Contenido
Bibliotecas de Páginas
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Out-of-the-box Tipos de Contenido for
PublishingArticle Page
Redirect Page
Welcome Page
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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
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Content Page = Document in a Library
Instance of a page layout
WYSIWYG
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Check In / Checkout and Publish
Spell Check
Workflow
Unpublished Items
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Storage for content pages
Page content is metadata on the page!
Familiar document management concepts apply
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Document Administración Pains
The Core PlatformDocument Libraries
Tipos de Contenido
Site Columns
Document Centers
Demos & Scenario
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Document LibrariesDocument storage
SecurityLibrary-level Security
Folder and Item-level
Security
Require Content
Approval
Draft Item Security
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Document LibrariesVersioning
Check-in / Checkout
Major and Minor Versioning
Version Administración
Require Checkout
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Document LibrariesWorkflows
Approval
Collect Feedback
Collect Signatures
Disposition Approval
Custom…
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Document LibrariesMetadata (a.k.a. Columns)
Provide context
Options:Text
Lookups
Dates
Boolean
Custom
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Document LibrariesViews
Provide different display based on metadata captured
Options:Filtering
Sorting
Grouping
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Document LibrariesCapabilities
Upload single / multiple
Datasheet Mode
Explorer View
Outlook 2007 Integration
RSS / Alerts
Recycle Bin
Send To
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Una analogía
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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
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Tipos de ContenidoBeneficios
Centralized Administración
Organization of Metadata and Behavior
Control and Governance
Reuse
Inheritance
DefinicionesMetadata / Document Information Panel
Document Template
Workflow
Políticas
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Tipos de Contenido: AdministraciónTop-level site “gallery”
Child sites inherit
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Tipos de Contenido: AdministraciónName / Description
Parent Content
Type
Group
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Tipos de Contenido: MetadataExisting “Site Columns”
New “Site Column”
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Tipos de Contenido: Plantillas de
DocumentosUse Plantillas de Documentos to avoid “Copy
Document Syndrome”
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Tipos de Contenido: PolíticasPolíticas enforcement
CapabilitiesLabels
Auditing
Expiration
Barcodes
Custom
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Tipos de Contenido: The DIPDocument
Information
Panel
InfoPath 2007
Form
Requiere Office
2007
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Document Center Site TemplateSite template dedicated to document management
Tipos de Contenido enabled
Versioning Settings enabled
Tree View enabled
Relevant Documents Web Part
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Conceptos de Administración de Registros
Records Center Site Template
DoD 5015.2
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Documents authored and initially managed
in a “collaboration” space
“Official” documents must be retained to
comply with legislationLogically categorized and organized
Available
Immutable
Auditable
Disposable
Suspend Disposition
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Site template dedicated to records managementRecord Routing
Hold Administración
Unclassified Records Administración
Owned by “Records Managers”
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SharePoint provides one record center per
Farm
Configured in Central Administration
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Define a “route” for records based on content type
Checks content type of incoming document and “routes”
to defined document library.
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Corresponding Document Library is configured in Records
RepositoryDefine 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
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Holds created to:Identify documents that are being reviewed for legal reasons
Ensure that document cannot be deleted or expired by policies
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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
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Fabián Imaz, Director MOSSCA.org; CUMUY
Juan Andrés Valenzuela; MVP MOSS, MOSSCA.org