Thomas Conté Ingénieur Avant-Vente Spécialiste Plate-Forme Office

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Transcription de la présentation:

Thomas Conté Ingénieur Avant-Vente Spécialiste Plate-Forme Office IT083 – Gestion de Contenu d’Entreprise avec les solutions Microsoft Office SharePoint Server 2007 Thomas Conté Ingénieur Avant-Vente Spécialiste Plate-Forme Office 1 OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Objectifs de la session, points clefs 4/12/2017 7:59 AM Objectifs de la session, points clefs Objectifs: Offrir une vue d’ensemble de la gestion de contenu d’entreprise (ECM) dans Office SharePoint Server 2007 et la suite bureautique Office 2007 Démontrer les fonctionnalités standard Introduction Gestion de documents Workflow Règles/politiques, gestion d’archives (RM) OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Infrastructure Unifiée Applications Métier

Fonctionnalités SharePoint Feuilles Excel et visualisation de données côté serveur, Centre des Rapports, Web Parts BI, KPIs/Dashboards Docs/tâches/calendriers, blogs, wikis, intégration e-mail, suivi de projets “léger”, intégration Outlook, docs/listes hors ligne Décisionnel Collaboration Plateforme Technique espaces, gestion, sécurité, stockage, topologie, modèles Formulaires riches et Web, actions métier, SSO extensible Modèle de Portail d’Entreprise, Répertoire de Sites, My Sites, réseau social, contrôle données privées Formulaires Métier Portail Gestion de Contenus Recherche Gestion de documents intégrée, gestion d’archives, gestion de contenu Web avec politiques et workflow Dimensionné pour l’entreprise, pertinence contextuelles, Recherche de personnes et de données métier

ECM: les objectifs métier 4/12/2017 7:59 AM ECM: les objectifs métier 1 2 Conformité Consolidation Les organisations réévaluent leurs processus métier ainsi que la gestion de l'information (contenu) qui supporte ces processus. 3 4 Efficacité opérationnelle Explosion du contenu OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Les fonctionnalités SharePoint 4/12/2017 7:59 AM Les fonctionnalités SharePoint Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Décisionnel Collaboration Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Rich and Web forms based front-ends, LOB actions, pluggable SSO Formulaires Métier Portail Gestion de Contenu Recherche Integrated document management, records management, and Web content management with policies and workflow Enterprise scalability, contextual relevance, rich people and business data search OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

ECM in Microsoft Office SharePoint Server 2007 4/12/2017 7:59 AM ECM in Microsoft Office SharePoint Server 2007 User Interface Microsoft Office Web browsers 3rd party apps ECM Components Document Management Records Management Web Content Management Forms Management Unified Services Workflow Metadata Policies Library Svcs. Search Security IRM Collab Unified Storage Architecture OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/12/2017 7:59 AM Gestion de Contenu d’Entreprise Gérer le cycle de vie complet du contenu, avec des outils simples d’emploi Intégration de tout le cycle de vie De la création à l’expiration du contenu Gère un vaste spectre de types de contenus Forte intégration avec recherche, workflow Exemples de Scénarios Création et approbation collaborative d'une note de recherche, avec politique de rétention et publication Web Conçu pour une large adoption Architecture unifiée construite sur WSS Simple d’emploi avec MS Office et navigateurs Outils IT connus pour déploiement/administration Création d'un nouveau document Word à partir d'un référentiel central et accès aux métadonnées, workflow et règles de rétention Extensible et Interopérable Support de XML, SOAP, SMTP, Web Services API/OM bien défini pour accès au référentiel Intégration avec SharePoint Designer et Visual Studio Les ISV/SI pourront créer une application pour supporter un processus de gestion de réclamations OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Cycle de vie du contenu Edition / révision 4/12/2017 7:59 AM Cycle de vie du contenu Edition / révision Prêt à publier / approuver / signer Création Publication Archivage OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Architecture Fonctionnelle SQL Server Windows SharePoint Services v3 Office SharePoint Server SharePoint Designer Visual Studio 2005 Workflow templates Office Policies Records Management Web Content Management Workflow integration with Office client Audit Policies and Reporting Content Types Document libraries & Lists Rights Trimmed UI Single Item Permissions Storage Check-in/Check-out Major/Minor versioning Revision History Event handlers Office client Browser Custom Apps XML Web Services OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Policy and Records Management En détail Document Management Workflow Policy and Records Management OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Gestion de Documents 4/12/2017 7:59 AM Meilleur contrôle des mises à jour Sécurité fine avec héritage des droits Sur une bibliothèque, un dossier, un objet individuel Imposer le check-in / check-out (emprunt/restitution, extraction/archivage) Prise en charge des versions majeures et mineures Gestion de l’historique des versions Sites et librairies spécialisés Modèles de site “référentiel documentaire” Bibliothèque de diapositives Organisation et classification des contenus Types de Contenus Métadonnées partagées avec les propriétés du document Suivi des copies, transformations de formats OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Comportements liés aux types de contenus 4/12/2017 7:59 AM Types de Contenus Métadonnées Métadonnées hétérogènes Types réutilisables à différents endroits de l’arborescence Géré via une hiérarchie avec héritage Applicables sur éléments, documents et dossiers Comportements liés aux types de contenus Métadonnées obligatoires, validation Modèle de document Workflows autorisés Réglages des règles et politiques de gestion Extensibilité Modification des formulaires d’édition/affichage Evènements par type Modèle XML pour définir des comportements spécifiques OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Expérience Utilisateur 4/12/2017 7:59 AM Expérience Utilisateur Client de gestion documentaire Panneau de propriétés InfoPath modifiable Barre contextuelle pour exposer les règles et processus métier Documents dans Outlook Documents hors ligne avec Outlook Prévisualisation des documents “Finalisation” des documents Inspecteur de documents (extensible) Finalisation Collaboration Amélioration de la comparaison de documents (Word 2007) Signature de documents OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Démo Gestion de Documents 4/12/2017 7:59 AM © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Workflow dans Office SharePoint Server 4/12/2017 7:59 AM Workflow dans Office SharePoint Server Suite Office Outlook Navigateur Office SharePoint Server Visual Studio SharePoint Designer OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Création de Workflows Configurer les Workflows standard Créer des Workflows spécifiques SharePoint Designer Les Workflows s’appliquent à une liste ou une bibliothèque Orientés règles Visual Studio Pour les développeurs ECM starter Kit Exemples de codes pour extensions des fonctionnalités ECM Livres blancs additionnels pour les développeurs Modèles de projets Visual Studio pour les Workflows dans Office SharePoint Server 2007 OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/12/2017 7:59 AM Démo Workflow © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Qu’est-ce qu’une règle de gestion du contenu? 4/12/2017 7:59 AM Qu’est-ce qu’une règle de gestion du contenu? Définition standard et imposition du traitement à appliquer au contenu Applicable selon Types de contenu L’emplacement où se situe le contenu Exemples de règles / politiqes Expiration Format du contenu Identifiants de contenu OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Règles de contenus: fonctionnalités 4/12/2017 7:59 AM Règles de contenus: fonctionnalités Fonctionnalités standard + extensibilité Expiration: permet de paramétrer périodes et actions. Une action d’expiration peut démarrer un workflow. Audit: notre journal d’audit est conçu pour être étendu; les rapports traitent les audits spécifiques comme les standards. Etiquettes/Codes barres: vous pouvez créer vos propres schémas, numérotations, textes ou images à attacher à un objet du référentiel. Ce sont des champs SharePoint standard et sont indexés pour la recherche. L’on peut construire ou remplacer ces fonctions Exemples de nouvelles fonctionnalités possibles: Dé-duplication Intégrité du document via signature / hash (non-répudiation) “Nettoyage” du document Conversion en format fixé OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Référentiel d’Archivage 4/12/2017 7:59 AM Référentiel d’Archivage “Livre” à Archives physiques Archiviste “classique” Numérisation (partenaires) Records Manager Exchange Server Envoie vers SharePoint Documents E-mail Knowledge Worker Poste de travail Organise, gère et dispose Service juridique SMTP & SOAP OFI Référentiel d’Archivage Hold Cherche, gèle et trie Windows SharePoint Services Règles, politiques Coffre- fort OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Certifications Records Management 4/12/2017 7:59 AM Certifications Records Management S’appliqueront à Microsoft Office SharePoint Server 2007 Department of Defense (DoD) 5015.2 Prévu pour Mai 2007 Pack additionnel “Records Center” pour Office SharePoint Server Fournira les fonctionnalités additionnelles permettant de respecter les critères DoD 5015.2 Membre du comité MoReq2 http://www.moreq2.eu/ © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Démo Règles et Conformité 4/12/2017 7:59 AM © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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Votre potentiel, notre passion TM 4/12/2017 7:59 AM Votre potentiel, notre passion TM © 2007 Microsoft France © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Approbation & Signature 4/12/2017 7:59 AM Approbation & Signature OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Available Features For Document Approvals & Content Management 4/12/2017 7:59 AM Available Features For Document Approvals & Content Management Windows SharePoint Services V3 Office SharePoint Server 2007 Content types X Document Labels & Barcodes Information Rights Management Information Management Policies for retention, expiration, legal holds Windows Workflow Foundation Out-of-the box workflow templates Team Sites for storing documents Managed, large-scale Document Repositories Audit policies, audit history and reporting Use Document Information Panel to collect advanced Metadata from Office Professional Plus or Enterprise 2007 OFF204© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.