1. 敦群數位科技有限公司(vanGene Digital Inc.) 游家德(Jade Yu.) jiade@vangene.com

2. Challenges about ECM Solution

3. Microsoft ECM Vision

5. What will We show up today ?
視覺化的伺服器端EXCEL試算表級及圖形呈現,
報表中心
內建BI網頁組件,
KPIs數位儀表版
文件/工作/行事曆, 部落格, 維基, 電子郵件整合, 專案管理 “lite”, Outlook 整合,
Business
Intelligence
Collaboration
Platform Services
企業網站範本, 網站架構,個人網站,企業安控整合
同時支援應用程式及網頁前端介面, 整合企業既有系統, 支援SSO
/ InfoPath Form Services
Business Processes
Workspaces, Mgmt,
Security, Storage,
Topology, Site Model
Portal
Content
Management
Search
企業級的延展性,
文件關聯性
多樣的人員和企業資料的檢索
整合企業各式內容
提供自訂的存取記錄監控
結合Workflow
整合IRM

6. Search Search Architecture What Are Content Sources? What Is Crawling?
What Are Crawl Rules?
What Is Propagation?
What Is the Search Schema?
What Are Search Scopes?
What Is Query Reporting?

7. Search Center (load balanced) Query Service (load balanced)
Search Architecture
Search Center (load balanced)
Query Service (load balanced)
Index Service
Content Sources

8. What Are Content Sources?
A data location to be indexed
Web sites
Servers running Sharepoint
File shares
Exchange public folders
Business data
Lotus Notes databases

9. What Is Crawling? The process used to index content sources
Crawl settings
Crawl schedules
Start a full crawl
The crawl log:
Tracks status information about crawled content
Can be filtered

10. What Are Crawl Rules? Rules to control how content is indexed
Exclude content within a particular path
Include content within a particular path
Include complex URLs
Specify authentication credentials
Applies the first matching rule
File type inclusions:
Specify document types to be indexed

11. What Is Propagation? Copying the index catalog to the query server
Required when the index service and query service are separated
Staged propagation
Continuous propagation

12. What Is the Search Schema?
Controls which properties are available for searching
Crawled properties
Managed properties

13. What Are Search Scopes? Control what content in an index is searched
Are independent of content sources
Can be based on:
Web address
Property query
Content source
All content

14. What Is Query Reporting?
A built-in function to determine how search is being used
Volume trends
Top queries
Click-through rates
Queries with zero results

15. Search Syntax
What Are Search Keywords?
What Are Property Filters?

16. What Are Search Keywords?
The most common way users search for information
A word
A phrase
A prefix
Force inclusion or exclusion
Plus (+)
Minus (-)

17. What Are Property Filters?
A way to narrow search results based on:
Managed properties
Search scopes
Collapsed results
Example:
author:"John Smith"

18. Business Solutions Using Office SharePoint Server 2007
Using the Business Data Catalog
Using Forms Server
Using Excel Services
Creating Report Center Sites

19. Using the Business Data Catalog
What Is the Business Data Catalog?
Business Data Web Parts
Ways to Use Business Data
Defining a Business Data Catalog Application
What Is Single Sign-On?
Trusted Subsystem Authentication Model
Impersonation and Delegation Authentication Model
Business Data Catalog Authorization

20. What Is the Business Data Catalog?
Allows you to interact with and display business data
Requires no coding
Retrieves data from databases
Retrieves data from Web services

21. Business Data Web Parts
Display business data without writing any code
Business Data List
Business Data Item
Business Data Related List
Business Data Actions

22. Ways to Use Business Data
Business data in lists
Business data actions
Business data search
Business data in user profiles

23. Defining a Business Data Catalog Application
To define an application:
Define metadata by using XML
Import the XML file

24. Using Forms Server What Is Microsoft Office InfoPath?
What Are Browser-Enabled Forms?
What Is Design Checker?
Customizing Form Views
Form Data Connectivity
The Form Deployment Process
Accessing Forms

25. What Is Microsoft Office Infopath?
An application for designing and filling out forms
Reusable data
Accurate data
Low overhead
Offline support
Multiple views
Flexible controls

26. What Are Browser-Enabled Forms?
Forms that can be accessed and filled out in a Web browser
Support most Office InfoPath features
Must be designed as browser enabled
Must be deployed to Office SharePoint Server 2007
Support multiple browsers and platforms
Support mobile devices
Use server toolbars

27. What Is Design Checker? A task pane that reports compatibility issues
Runtime compatibility
Backward compatibility
Import
Template Parts
Binding

28. Customizing Form Views
Each view can have a different layout or display different controls
Use Office InfoPath 2007 client views for required features
Optimize form views for mobile devices
Display different versions for users with different needs

29. The Form Deployment Process
Administrators verify a form template, upload it, and activate it
Form templates are .xsn files
Deployment converts .xsn file to
Dynamic Web pages
Cascading style sheets
JavaScript

30. Accessing Forms
You can customize form access when opening a form in a Web browser
Achieve a custom user experience
Place other controls around the form
Provide additional functionality
Dynamically load forms or change form data
Show a customized message after form submission

31. Using Excel Services What Is Excel Services?
What Is Excel Web Services?
What Excel Services Is Not
Excel Services Architecture
What Is a Published Spreadsheet?
What Is the Excel Web Access Web Part?

32. What Is Excel Services?
An Office SharePoint Server 2007 shared service
View and interact with spreadsheets in a browser
Control spreadsheet access and viewing
Integrate with portal reporting features
Support custom application by using Excel Web Services

33. What Is Excel Web Services?
A Web service that exposes Excel functionality to custom applications
Server-side Office Excel calculation
Server-side spreadsheet automation

34. What Excel Services Is Not
Excel Services does not:
Allow spreadsheet authoring in the browser
Solve multi-user authoring
Support all Excel spreadsheets

35. Excel Services Architecture
Separating the Web front end and application server enhances scalability
Web front end
Excel Web access
Excel Web services
ECS Proxy
Application server
Excel Calculation Service Interface
Excel Calculation Services

36. What Is a Published Spreadsheet?
An Office Excel spreadsheet that is available through Excel Services
Spreadsheet is stored in a document library
Spreadsheet location must be a trusted location
Show tab controls spreadsheet visibility
Parameters control which cells are editable

37. What Is the Excel Web Access Web Part?
Allows you to embed Office Excel spreadsheets in a SharePoint page
Workbook configuration controls which spreadsheet to display and which ranges to use
Interactivity controls how users can work with the spreadsheet

38. What Are Key Performance Indicators?
An objective and quantifiable measurement of organizational success
Do not require coding
Created in KPI lists
Can specify status values
Can be pulled from multiple sources