Fabián Imaz, Director MOSSCA.org; CUMUY

Juan Andrés Valenzuela; MVP MOSS, MOSSCA.org

SharePoint Server 2007 Feature Areas

Web Content Administración

ECM Fundamentos: Document

Administración

Records Administración

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

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”

Records Administración“Records Management es una disciplina que

estudia el tratamiento adecuado en las

organizaciones a ciertos activos de

información denominados registros”

Wikipedia.

Web Content Administración“Sistema que permite la administración,

creación, manejo, eliminación de páginas web

y los contenidos vinculados a éstos.”

Wikipedia

Publicación de Sitios

Tipos de Contenido y Layouts de Páginas

Administrando contenido web

Tipos de Contenidos de Páginas

Plantillas de Páginas

Páginas de Contenido

Bibliotecas de Páginas

Out-of-the-box Tipos de Contenido for

PublishingArticle Page

Redirect Page

Welcome Page

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

Content Page = Document in a Library

Instance of a page layout

WYSIWYG

Check In / Checkout and Publish

Spell Check

Workflow

Unpublished Items

Storage for content pages

Page content is metadata on the page!

Familiar document management concepts apply

Document Administración Pains

The Core PlatformDocument Libraries

Tipos de Contenido

Site Columns

Document Centers

Demos & Scenario

Document Administración Pains

Document LibrariesDocument storage

SecurityLibrary-level Security

Folder and Item-level

Security

Require Content

Approval

Draft Item Security

Document LibrariesVersioning

Check-in / Checkout

Major and Minor Versioning

Version Administración

Require Checkout

Document LibrariesWorkflows

Approval

Collect Feedback

Collect Signatures

Disposition Approval

Custom…

Document LibrariesMetadata (a.k.a. Columns)

Provide context

Options:Text

Lookups

Dates

Boolean

Custom

Document LibrariesViews

Provide different display based on metadata captured

Options:Filtering

Sorting

Grouping

Document LibrariesCapabilities

Upload single / multiple

Datasheet Mode

Explorer View

Outlook 2007 Integration

RSS / Alerts

Recycle Bin

Send To

Una analogía

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

Tipos de ContenidoBeneficios

Centralized Administración

Organization of Metadata and Behavior

Control and Governance

Reuse

Inheritance

DefinicionesMetadata / Document Information Panel

Document Template

Workflow

Políticas

Tipos de Contenido: AdministraciónTop-level site “gallery”

Child sites inherit

Tipos de Contenido: AdministraciónName / Description

Parent Content

Type

Group

Tipos de Contenido: MetadataExisting “Site Columns”

New “Site Column”

Tipos de Contenido: Plantillas de

DocumentosUse Plantillas de Documentos to avoid “Copy

Document Syndrome”

Tipos de Contenido: PolíticasPolíticas enforcement

CapabilitiesLabels

Auditing

Expiration

Barcodes

Custom

Tipos de Contenido: The DIPDocument

Information

Panel

InfoPath 2007

Form

Requiere Office

2007

Document Center Site TemplateSite template dedicated to document management

Tipos de Contenido enabled

Versioning Settings enabled

Tree View enabled

Relevant Documents Web Part

Conceptos de Administración de Registros

Records Center Site Template

DoD 5015.2

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

Site template dedicated to records managementRecord Routing

Hold Administración

Unclassified Records Administración

Owned by “Records Managers”

SharePoint provides one record center per

Farm

Configured in Central Administration

Define a “route” for records based on content type

Checks content type of incoming document and “routes”

to defined document library.

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

Holds created to:Identify documents that are being reviewed for legal reasons

Ensure that document cannot be deleted or expired by policies

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

Fabián Imaz, Director MOSSCA.org; CUMUY

Juan Andrés Valenzuela; MVP MOSS, MOSSCA.org