Gestión de contenidos empresariales y gestión de registros

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Records Management Guide for Microsoft Office SharePoint Server

Abstract

This guide covers general records management planning considerations, guidelines for configuring Microsoft Office SharePoint Server 2007 enterprise content management features for records management, guidelines for planning server farm topology for records management, and guidelines for organizing the logicalcomponents of a records management system based on Office SharePoint Server 2007. The audiences for this guide include records managers, information architects, IT generalists, and program managers who are planning a records management solution based on Office SharePoint Server 2007.
The content in this book is a copy of selected content in the Office SharePoint Server technical library(http://go.microsoft.com/fwlink/?LinkId=84739) as of the publication date. For the most current content, see the technical library on the Web.

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The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be acommitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.
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Contents

Introduction to the records management guide 1
Related topics 2

What is records management? 3Elements of a records management system 3
Overview of records management planning 5

Identify records management roles (Office SharePoint Server) 7
Worksheet 8

Develop the file plan (Office SharePoint Server) 9
About records, active documents, and archived documents 9
Determine what is a record 10
Complete the file plan 12
Worksheet 14

Design the Records Center site (OfficeSharePoint Server) 15
About the Records Center site 15
Planning document libraries for records retention 17
Planning metadata 18
Planning records metadata 18
Planning additional metadata 19
Planning policies 19
Planning the record routing table 20
Worksheets 22

Plan how records are collected (Office SharePoint Server) 23
Techniques for moving files into the Records Center site...