Documents/Records Management sa SharePoint 2013


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  • ECM has played a central role in Microsoft’s Business Productivity infrastructure. The promise that SharePoint has delivered over the years has been about bringing ECM to the masses, or bringing organizational content to everyone. The traditional approach to content management was one where it lived in its own unique silo, and didn’t really connect or talk to anything else. Independent apps with different user experiences handled social networking and collaboration. And enterprise search would be a different experience as well. Our Approach has been fundamentally different. In SharePoint 2010, we really brought these things together into a unified user experience that gives you the social networking and collaboration in the context of the content that is being managed. As a result, SharePoint 2010 provided the core capabilities required by most businesses with a standard platform at a reasonable cost.In SharePoint 2013, we take these core capabilities even further with following key areas.Create: The content lifecycle begins with its creation, and it is rarely created in a silo. With SharePoint 2013, content creation is easier because you have the tools to find other relevant information or people to help. You can collaborate with colleagues to build content together, search for related content, and share your own work to facilitate collaborative work. In short, SharePoint 2013 delivers capabilities to make it even easier for individuals, teams and organizations to ideate, create, collaborate on, share and discover content.Control: We also continue to deliver rich content organization capabilities (e.g. , leaving organizations in control of the policies and processes that govern content management. Protect: Finally SharePoint 2013 delivers additional features that enable organizations to better meet compliance demands with eDiscovery capabilities that span the Office platform.
  • What is Document Management?Approach to and practice of tracking and storing editable electronic documents throughout their lifecycle
  • What Is Records Management?Discipline of identifying, classifying, archiving, preserving, and destroying records according to a set of pre-defined standards
  • Content types provide organizations with a way to manage and organize content consistently across different lists and libraries in a site collection (site collection: A set of Web sites on a virtual server that have the same owner and share administration settings. Each site collection contains a top-level Web site and can contain one or more subsites.), and they also make it possible for a single list or library to contain multiple item types or document types.
  • Documents/Records Management sa SharePoint 2013

    1. 1. Documents/Records Management sa SharePoint 2013 DRAGAN PANJKOV, PLANB. B: WWW.DRAGAN-PANJKOV.COM T: @PANJKOV
    2. 2. O meni • Dragan Panjkov • Radim sa SharePoint-om još od 2007 godine i verzije 2007 • • • PlanB. d.o.o. • • SharePoint user grupa u BiH •
    3. 3. Sadržaj • ECM • Content Types • Content Type Publishing, Content Type Hub • Information Management Policies • Site Policies • In-place Records Management
    4. 4. Enterprise Content Management Create Create and organize content easily with the help of relevant discovered information Control Protect Manage content policy, information architecture and taxonomy Reduce risk and manage compliance with centralized eDiscovery tools
    5. 5. SP2013 Document Management Document IDs Version Management Document Sets Content Types Managed Metadata Service Content Type Hub Content Organizer Term Sets & Keywords MetaData Navigation Drag-Drop SkyDrive Pro Share&Follow
    6. 6. SP2013 Records Management In-Place Record Management Centralised Record Management Generate File Plans Information Management Policies Content Type Hub Content Organizer Multi-Stage Retention eDiscovery Team Folders Site Policies
    8. 8. Content Types • Definišu tip sadržaja, i to: • • • • Kolone (polja) Šablon za nove dokumente (ako se radi o Document tipu sadržaja) PrilagoĎene forme za unos i prikaz sadržaja Workflowi • Hijerararhijska arhitektura • UgraĎeni i korisnički-definisani
    10. 10. Content Type Publishing • Content Type Hub • • • • Centralizovano skladište za Content Type-s Radi na Publish-Subscribe principu Content Type Hub vezan je za Managed Metadata Service App Timer Job-ovi: • Content Type Hub • Content Type Hub Subscriber • Content Type se mora objaviti (Publish) da bi bio dostupan za korištenje
    11. 11. Content Type Binding • Omogućava naknadno povezivanje Content Type-a sa listamabibliotekama • Mogući scenariji • Content Type Hub • Naknadno dodavanje novih Content Type-ova na postojeće liste
    12. 12. CONTENT TYPE HUB
    13. 13. Information Management Policies • Skup pravila povezanih sa sadržajem • Moguće kreirati na listama, bibliotekama, Content Type-ovima • Definišu • • • • Auditing (praćenje korištenja sadržaja) Retention (tok i trajanje životnog ciklusa) Označavanje (labeling) Barcode (praćenje fizičkih dokumenata putem bar koda) •
    14. 14. Site Policy • Definišu tok i trajanje životnog ciklusa na SharePoint Web-u • Kreiraju se na nivou Site Collection-a ili u Content Type Hub-u • Moguće konfigurisati • Trajanje životnog ciklusa • Automatsko „zaključavanje“ • Automatsko brisanje • Primjeri: • Blog postovi na
    15. 15. SITE POLICY
    16. 16. In-Place Records Management • Mogućnost da se Record deklariše bez prebacivanja u Records Center • Dokument ostaje u istoj biblioteci, samo se mijenja u Record • Konfiguriše se na nivou web-a i biblioteke • PoreĎenje sa Records Centrom
    18. 18. pitanja? WWW.DRAGAN-PANJKOV.COM @PANJKOV
    19. 19. hvala na pažnji!