解读Sharepoint技术走势及最新的工作流功能.ppt

1、解读Sharepoint技术走势及其工作流应用的前景,苏永锐IW售前技术方案专家Microsoft Corporation,Feature Areas Overview,Sharepoint 2001/2003技术,Sharepoint 2001Digital DashboardSharepoint Team ServicesSimple workflowSharepoint 2003WebpartSharepoint Portal ServerSearchSSOTemplate,Office System Feature AreasTo meet the organizational nee

2、ds for the New World of Work,Enterprise Content ManagementMake it simple to author & managecontent and documents,CollaborationKeep co-workers, partnersand customers in sync,Personal ProductivityIncrease employee self-sufficiency and effectiveness,SharePoint Feature Areas,Docs/tasks/calendars, blogs,

3、 wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists,Collaboration,BusinessIntelligence,Portal,Enterprise Portal template, Site Directory, My Sites, social networking, privacy control,Enterprise scalability,contextual relevance, rich people and business data

4、 search,Rich and Web forms based front-ends, LOB actions, pluggable SSO,Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards,Integrated document management, records management, and Web content management with policies and workflow,BusinessProcesses,Sea

5、rch,ContentManagement,PlatformServices,Workspaces, Mgmt,Security, Storage,Topology, Site Model,Operating System Services,Database Services,Search Services,Workflow Services,ASP.NET: Web Parts, Personalization, Master Pages, Provider Framework, Security, etc.,Applications & Services,CollaborationDoc

6、Collab, WikisDiscussions, BlogsContacts/Cals/TasksE-Mail IntegrationOutlook IntegrationProject Mgmt “Lite”Offline Lists/Docs,Content MgmtAuthoringWorkflowWeb PublishingDocument MgmtRecords MgmtPoliciesMulti-Language,PortalIntranet TemplateNews, Site DirMy SitesPeople FindingSocial NetworkingPrivacy,

7、SearchSearch CenterRelevanceBiz Data SearchMetadataCustomizable UXExtensibility,Biz ProcessesRich/Web FormsSelf-Service FormsReal-time Data Val.LOB IntegrationLOB ActionsPluggable SSO,BIExcel ServicesReport CenterDashboards/KPIsBiz Data WPsBiz Data in ListsSQL RS/AS Integ.,SharePoint Functional Arch

8、itecture,Platform Services,StorageRepositoryMetadataVersioningBackup/Recycle BinIndexing/Search,SecurityvServer PoliciesPluggable AuthNFolder/Item LevelRights Trimmed UI,ManagementAdmin UXDelegationProvisioningMonitoring,DeploymentMigrationConfig MgmtFarm ServicesFeature PolicyExtranet Support,Site

9、ModelTemplatesRenderingNavigationConsistent UX,ExtensibilityForms/FieldsOM and SOAPEvent HandlersMigration APIs,Shared Services (Site Model+, Indexing+/Search+, Business Data Catalog, Profile Service, Audiences, Targeting, Usage Analytics, Single Sign-on Service),Architecture,CMS 2002,.NET Framework

10、 2.0,Win2k3,ContentManagement,Sharepoint 2007新技术之十大武器,Form Service，Excel ServiceWorkflow，Content PolicyEmail AlertContent Type，Site ColumnProject View（甘特图）BI Webpart（KPI Webpart）Master PageFeature ManagementWiki/Blog SiteWeb Content Page,解读OA中所使用的武器,办公工作流表单界面Form Services工作流程设计Workflow文档权限Content Po

11、licy任务催办Email Alert档案管理档案号，条形码生成Content Policy档案借阅流程Workflow部门/办公室任务管理日常工作安排Project View人员绩效管理KPI指标KPI/BI Webpart办文效率Excel Services,武器资料解读,Forms ServicesEnables organizations to,BusinessProcesses,reach more customers, partners and suppliers with user friendly forms. accelerate form-driven business p

12、rocesses through data integration. rapidly develop and deploy sustainable form solutions.,Forms Services Investments,Reach more users with better formsBrowser enabled InfoPath formsOffline data connections, New controls, Better printingDesign & Compatibility CheckerIntranet, Extranet, InternetAutoma

13、te form-driven business processesForms in Outlook, including Property PromotionWorkflow, Archiving, Information Rights ManagementIntegration with Property Panel & Workflow TasksTemplate Parts, Data Connection Library, Programmability Pane, Add-InsRapidly develop and deploy form solutions in the ente

14、rpriseCommon development platform (OM, data connectivity)ActiveX, Windows Form and ASPX controlVisual Studio Tools for Office, Tools for ApplicationsImporter/Exporter Framework,BusinessProcesses,Reach more users with better formsvia Browser enabled InfoPath Forms,Designed once!Same experience inInte

15、rnet Explorer,Firefox,Safari,Netscapeand theInfoPath rich client,BusinessProcesses,Automate form-driven business processesthrough Property Panel, Workflow and Outlook integration,BusinessProcesses,Rapidly develop scalable form solutionsusing Visual Studio Integration,BusinessProcesses,View allat onc

16、e!,Portal(Office “12” SharePoint Servers),Data Warehouse(SQL RDBMS),Integrate(SSIS),Analyze(SSAS),Report(SSRS),Business Scorecarding(Business Scorecard Manager),End User Analysis(Excel),BIPlatform,AnalyticApplications,Microsoft: Complete BI Offering,BusinessIntelligence,Server InvestmentsSharePoint

17、is the “BI Portal and Report Center” for end users,Excel Services Share spreadsheets via zero-footprint browser experienceLive, interactive Excel 12 spreadsheets in SharePointOnly publish what you want, control versionsUse Excel models in custom applications via programmatic access Dashboards & Web

18、componentsCommon filtering (“slicing”) across web partsKPIs, Excel workbooks, and SQL Reporting Services reportsEasy to create and personalize dashboardsReport Center WebsitesOut of the box website optimized for report access and managementConsistent management of reports, spreadsheets, and data con

19、nectionSupports integration with SQL Server 2005 Reporting ServicesData Connection Libraries & Business Data CatalogCentralize storage of important data connectionsEasily discover new sources of dataUpdate many spreadsheets, solutions with 1 central updateMaintain 1 version of the truth,BusinessInte

20、lligence,Excel “12”,Design and authorBI AbilitiesVisualization,Browser,High quality web rendingZero-footprintInteractive,View and Interact,Customapplications,Set & get spreadsheet valuesPerform calculationsRetrieve full workbook file,Programmatic Access,Open snapshotsOpen full spreadsheet,Excel “12”

21、,Export/Snapshot into Excel,Spreadsheets stored in document librariesServer calculation and rendering External data retrieval and cachingChoose the parts you want to publish,Protect, Share & Reuse Spreadsheets,Publish Spreadsheets,Excel ServicesOverview,Office “12” SharePoint Servers,BusinessIntelli

22、gence,Excel ServicesArchitecture,Web front-endSharePoint UIHTML rendering + web servicesApplication serverLoads spreadsheets, refreshes data, calculatesMaintains state for interactivityFile + query caches for performance Single box or multi-tier Independent scale-out,External data sources,Flexible T

23、opology,Independent Scale-Out,Application Server,Web front end,BusinessIntelligence,Excel ServicesZero-footprint, interactive, browser access to spreadsheets,BusinessIntelligence,Table Formatting,Knowledge Discovery and Insight Business Intelligence Dashboards,Common Filters,Report CenterCentralize

24、storage of business reports,Personalized report delivery,BusinessIntelligence,Business Data in Lists,BusinessIntelligence,Define strategy with scorecardsIdentify and map to KPIsLeverage hidden BIMake adaptable to business concepts (e.g. balanced scorecard),Use business analysis to gain insightDrill

25、down within context Examine data for deep insightPerform group analysis,Share strategy Use collaborative group analysisAssign and monitor tasks,Business Scorecard Manager 2005,Aligning action with strategy to improve performance by enabling every employee, process, and system to understand business

26、drivers, shape solutions, and execute shared plans.,Business performance and KPI monitoringDetailed views of performance and accountabilityCustomized, role- based scorecardsPersonalized notification,Monitor Metrics,Analyze Issues,Collaborate and Act,Articulate Goals,BusinessIntelligence,Rapidly disp

27、lay and share scorecards on Web pagesGain immediate access to analysis and unstructured data functionality Drill down through KPIs for deeper transactional insightGet all-on-one-page interaction,MapPoint / Visio / OWC / Reporting Services Integration,Charting andAnalysis,Documents & Spreadsheets,Sco

28、recard,Report,Business Scorecard Manager 2005,BusinessIntelligence,Document Management,Scalable Document Libraries and RepositoriesExtensible content types with rich metadataCheck-in/check-out with comprehensive versioningLarge document repositories and specialized library templatesWorkflow and Appr

29、ovalCustomizable workflows built on the Windows Workflow FoundationOut of the box, serial and parallel workflows (e.g.“Document review/approval” and “Signature collection”)Participate & initiate workflows from within preferred applicationSecurity and TrackingPer item security and access controlOut-o

30、f-the-box support for labeling, barcodes, electronic signaturesDeep integration with Information Rights Management (IRM),ContentManagement,Scalable Document Repositories,Search for documents through metadata,ContentManagement,Easy Workflow,ContentManagement,Customizable Workflowusing FrontPage “12”,

31、ContentManagement,Integrated with Outlook!,ContentManagement,Rich Office Integration,Document Information Panel for MetadataOffline document libraries via Outlook “12” Workflow can be initiated from within the documentCompare document versions in a library from within Office “12” Action bar displays

32、 Tasks, Actions and Policies displayed in Office “12” authoring applications,ContentManagement,Capturing Rich Metadata,Confidential Microsoft Corporation,ContentManagement,Policy and Compliance,Centrally controlled auditing, expiration & retention policiesAuditing of user actions and document histor

33、yExcel based policy usage reportsArchival, retention and regulatory compliance “Approve this item for destruction” action to manage expirationAbility to manage “physical” records stored outside the repositoryPursuing DoD 5015.2 certification E-mail content as recordsOffice “12” Outlook provides acce

34、ss to parts of the Record Repository alongside mail folders Enables drag and drop of e-mails from Outlook into the Repository,ContentManagement,Centrally Administered Policy Templates,ContentManagement,Information Rights Management Policy,ContentManagement,信息管理,Recycle binEnd users can easily restor

35、e items accidentally deletedManagement experience to control lifecycle of items in the binPer-item permissionsAccessibilitySection 508 compliance, W3C compliance,Collaboration,Tracking and Project Management,“Tracking” scenariosVersion history for all SharePoint itemsShows changes to the item for ea

36、ch version“Append-only” comment fields Updated Issue tracking template Project Tasks ListLightweight project management functionality Gantt charts for visualization,Collaboration,Project Management “Lite”,Project Task List in SharePoint sites for ad-hoc projects,Promote to Project Professional,Easy

37、GanttCharting,Simple List of Tasks and Dependencies,Collaboration,Document Library Improvements,Check-out documents locallyOffline document libraries in OutlookMajor/Minor version trackingVersion managementMultiple content type supportPolicy, auditing, workflow, and more.Tree view support,Collaborat

38、ion,Keeping Informed,AlertsFilters for more relevant alerts Richer information about item that has changed in the alert Platform for custom formatting, events, and alertsTask notificationsE-mail sent to user on assignment. No need to even sign up for an alert.Unified view of Tasks across sites (and

39、personal tasks) in Outlook.RSSAll SharePoint lists provide RSS feeds,Collaboration,Wikis and Blogs,WikisNew Wiki template in SharePointEasy to create, edit, link, and restore pages.Key FeaturesFast and easy page creationEasy and automatic linkingVersion differencingWYSIWYG editingBuilt on core Share

40、Point platform E.g. search, navigation, alerts, custom fields, etc. all work with the WikiBlogsBlog template provides a publishing oriented experienceSupport core blog features:PostsComments (including count)RSS feedArchive views,Collaboration,Wiki,Collaboration,Wiki (Edit Mode),Collaboration,Blog,C

41、ollaboration,E-mail Integration,SharePoint sites become the place where team email is archived, shared, organizedSend Email to SharePoint listsEmailed discussions, meetings and documents are archived in a SharePoint discussion boardSend Email from SharePoint sitesPost a new announcement, optionally

42、send it in email to your fellow team membersView archived email in OutlookYour discussion board shows up as an email folder in Outlook,Collaboration,E-mail Integration for Site,Collaboration,Create Security Group in Active Directory,Create e-mail Distribution List in Active Directory,E-mail Integrat

43、ion for Discussions,Collaboration,Route e-mails into a Discussion List; potential replacement for Exchange Public Folders,People and Groups,People and Groups ListUnified place to find, communicate with, and manage people and their permissionsSupports addition of custom fields such as Department, Off

44、ice#, and Area of FocusPerson field typeShow rich displays of people in lists Browse for people with the People PickerMember GroupRollup of sites Im a member ofRe-use group across sitesDL for site members,Collaboration,Records Repository,ContentManagement,Web Content Management,Designed for Internet

45、 and Published Sites OOB site templates with flexible site navigation controls Web based site manager for managing site structure & contentCustomizable workflow and support for multilingual sitesNew Web and Word Authoring capabilitiesNew web author HTML editor enables in context editingImage asset b

46、rowser for rich web page developmentServerside Word to HTML conversion New Content Deployment and Publishing toolsAutomated content deployment console with “quick deploy” overridePage scheduling and page expiry notificationsExtensible, pluggable framework for document conversions,ContentManagement,N

47、ew Web Authoring Console,ContentManagement,Automated Content Stagingand Deployment,ContentManagement,Search,Search,Search Investments,Integral part of Portal and Content ManagementInvestmentsRelevance rankingEnd user search experienceAcross repositoriesManageability and deployment flexibilityRevampe

48、d platform and infrastructure,Search,Relevance,Top results on first page, every timeEnterprise Search different from Internet SearchLack of rich linkingLots of non-web content Office docs, line-of-business data, etc.Security is paramountRevamped ranking engineExtensive collaboration with Microsoft R

49、esearch and MSNNew ingredients tuned for the enterprise,Search,End User Experience,Search CenterStandard tabbed interfaceSearch BasicsQuery hit highlightingSearch syntax matching de facto standardsDuplicate collapsing“Did you mean” query correctionEditorial results (Best Bets) and definitionsAlertsMore,