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1、Microsoft Office SharePoint Server 2007,北京一正启源科技发展有限公司,Agenda,企业面临挑战与冲击 SharePoint 平台愿景 知识文件的处理与应用 如何应用MOSS2007实现企业内部知识管理平台,企业面临挑战与冲击,知识凌乱不堪散布各地,知识分享封闭,Employee Self Service Portal,Project “X” Site,Business Intelligence Dashboard,Extranet Collaboration Site,Custom SAP Front-End,Geneva Office Site,Kn

2、owledge Management Portal,B2B Supply Chain News/Alerts,R&D Community,Customer Service Site,Regulatory Compliance Repository,Corporate Web Presence,Team “ABC” Site,Sales Division Portal,Weekly Issue Tracking Meeting,人员流动率高,内隐知识难以取,内隐知识 使用者在工作期间所获取之处理问题方式与经验,知识存活在于用户的大脑中,价值性高。 外显知识 企业内部文件管理中心所储存的相关文章与

3、基本技能知识,价值性低,人人可取得。,异质性平台过多,异质性平台过多,无法统整相关信息 (报表) 异质性平台过多,管理上对于管理人员极为不便 异质性平台过多,账号密码多数企业并未确实使用单一登录功能,用户须记取多组织账号密码,用户操作极为不便 导入新平台则使用者将须熟悉新工具,SharePoint平台的愿景,愿景,知识文件的处理与应用,处理后而应用,如何应用MOSS 2007实现企业内部知识管理平台,做什么? 如何做?,Office 2007 Server Investments,Unified ASP.NET 2.0 workspace foundation for scalability

4、and extensibility,Windows SharePoint Services,Site Provisioning, Storage, Security, Management, APIs,内容管理(Content Manager),内容管理,使用这些新功能,提升管理文件的效率:企业规模的存放库、项目层级安全性、整合式信息许可证管理保护,以及简化的文件工作流程。新的文件信息面板及文件动作列可以让您直接在Office Word 2007文件中整合内容管理功能。 使用Microsoft Office SharePoint Server 2007取得企业内容保留、封存及审核策略等进阶控制

5、,满足目前对于储存机制及遵守法规的需求。Office SharePoint Server 2007也支持增强型内容原则及稽核、直接上载到记录存放库,以及更丰富的电子邮件保留及封存选项。,文档库(Document Liabrary),Collect And Organize Information,Document Repository,Sales,Asia Pacific Region,Employment,Claims,Contracts,Document property panel in Office 2007,XML based Metadata Management,Check-in

6、/Check-out, Major/Minor Versioning, Roles,Scalable Document Repositories,Enable Check-in, Check-out and Versioning,Manage large document sets,Define rich metadata for easy filing and search,Rich Metadata Capture In Office 2007 Client,Customizable Document Information panel based on InfoPath technolo

7、gy,Capture meta data as part of authoring process,Define required metadata in content type definition,Structured Document Collaboration,Author,Reviewer,Author,Approve from within Office client,Start workflow within Office client,Document Repository,Sales,Employment,Claims,Asia Pacific Region,Contrac

8、ts,Central IT,Office Open XML based document templates,商业流程(Business Process),商业流程整合,使用Office SharePoint Server 2007的检阅和核准工作流程功能让工作流程自动化,这些功能包括立即可用的模板,可供您和使用者轻松地决定要套用到内容中的工作流程。完整的工作流程历程记录可让您和IT管理员对应过去和未来的工作流程步骤。 使用InfoPath Forms Services的服务器端窗体新功能,简化以窗体为基础的程序,您建立丰富而动态的窗体,供小组和组织收集、共享、重复使用及管理信息。,Forms

9、 In The 2007 Office SystemApplying InfoPath to business process management solutions,ERP,CRM,SAP/SIEBEL,LOB System,Business Processes / Workflow,Pre-built template parts and data connections Design a single form for browser and clients Apply IRM permissions to InfoPath client forms Develop forms sol

10、utions using Visual Studio 2005,Complete forms with browsers and mobile devices Internet Explorer, Netscape, Mozilla, FireFox, Safari supported Zero client footprint browser and mobile forms Complete InfoPath forms inside Outlook 2007,Integrated workflow management Automatic form template version ma

11、nagement Centralized administration and deployment of form templates Scalable InfoPath Forms Services architecture,InfoPath Integration to LOB Applications,Form Design,Form Fill-in,Office SharePoint Server 2007,Find live examples,Forms Based Processes With Office InfoPath 2007,Integrated information

12、 gathering solution to aid in the streamlining and automation of business processes Extend the reach of your business processes Integrated workflow with Office SharePoint Server 2007 Simplified deployment and administration of forms solutions,Example ScenarioExtending and Automating Business Process

13、es,Web entry,With Office 2007 and Office SharePoint Server 2007,1 application =1 automated form workflow Office SharePoint Server 2007 uses built in workflow capability to orchestrate workflow in conjunction with BizTalk, SQL, other LOB systems via integration.,Processing,Underwriting,1 application

14、=4 different processes,many people to traffic Disconnected systems requires additional processing and manual intervention,Office SharePoint Server 2007,Automated Customer Service Reply,Automate Business Processes,Document Repository,Sales,Employment,Claims,Asia Pacific Region,Contracts,Workflow engi

15、ne and tools,Content/ Process integration thru repository,Forms,Office SharePoint Designer,Document Review/Approval Workflow,Workflow history tracking,Workflow tasks assigned to users,Capture And Categorize BusinessRecords,纪录管理(Record Manager),Records Manager,Configure repository as per file plan,SO

16、AP/SMTP Interface,Records Repository template,Transfers document context,Records Repository,Official Record Storage,Hold Lists,Record Routing,Declaring E-mail as Records,Managed E-mail Folders,Folder Policy Statement,Policy Based Records Retention,Records Manager,Records Repository,Contracts,Asia Pa

17、cific Region,Financials,Mortgages,Expiration action,Retention policy defined by regulations or business policies,Expired,Expired,Archive,Dispose,Information Management Policies,Track audit and expire content,Configurable expiration action,文件生命周期变长了,搜寻,新搜寻功能来查询文件以外的地方及寻找您需要的信息,这些新的搜寻功能可让您索引化及开放位于同事和工

18、作伙伴以及组织内的SharePoint网站中及特定业务之系统和报表内的信息。,网站内容管理(Web Content Manager),Author Web Content,Web Content Repository,Library Functions, Policies, Search,In-contextediting,Office Word,Reusable HTML fragments,PRManager,WYSIWYG Web editor,Authoring Capabilities,In Place Authoring And Approval,Editable fields,Approval Workflow,WYSIWYG DHTML Editor,Publish Web Content,PRDirector,Built in review/approval workflow,Content,Press Release,Production S

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