La gestion de contenu en

Présentation au sujet: "La gestion de contenu en"— Transcription de la présentation:

1 La gestion de contenu en
3/26/2017 3:54 PM La gestion de contenu en entreprise Stéphane FUSELLIER Architecte – Plateforme Office System Microsoft France SEARCH: what is, why, how, who, which way, what to © Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

2 Agenda Les enjeux de la gestion de contenu en entreprise
Les clés d’une implémentation réussie Solutions de gestion de contenu Microsoft Gestion documentaire Règles de gestion de l’information Confidentialité Archivage Questions & réponses

3 Les enjeux de la gestion de contenu
Explosion du contenu numérique 2 fois plus de contenu sur les 2 années à venir que durant toute l’histoire de l’humanité (*) 93% sera au format numérique (*) Les employés peuvent passer 25% de leur temps à rechercher de l’information (**) Une institution financière importante a perdu un procès de $1.5B pour ne pas avoir pu montrer des documents requis Nouvelles réglementations imposées aux sociétés : Sarbanes-Oxley (*) Etude Accenture – (**) Etude IDC

4 Les enjeux de la gestion de contenu
Besoin de contrôler les volumes croissants d’information structurée et non structurée Supporter la dématérialisation accélérée des processus Besoin de rationaliser les plateformes de gestion de contenu (Intranet, Extranet, Internet) Plateforme évolutive en fonction des besoins

5 Les facteurs de réussite
Adoption des utilisateurs Convaincus d’un gain de productivité et d’efficacité Nécessite une formation minimale et une prise en main rapide Outils de publication simples et intégrés aux outils du poste de travail Limitation de la dépendance des équipes IT Interopérabilité avec des systèmes externes existants en supportant des standards Evolutifs pour répondre à des besoins spécifiques Définir des règles de gouvernance

6 ECM: les objectifs métier
3/26/2017 3:54 PM 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.

7 La gestion de contenu dans SharePoint Server 2007
3/26/2017 3:54 PM La gestion de contenu dans SharePoint Server 2007 Interface utilisateur Microsoft Office Navigateurs 3rd party apps Composants de gestion de contenu Document Management Records Management Web Content Management Forms Management Services Unifiés Workflow Metadata Policies Library Svcs. Search Security IRM Collab Architecture de stockage unifiée 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.

8 Architecture Fonctionnelle
SQL Server 2005 Windows SharePoint Services v3 Office SharePoint Server SharePoint Designer 2007 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.

9 3/26/2017 3:54 PM 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.

10 Cycle de vie du contenu Edition / révision
3/26/2017 3:54 PM 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.

11 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.

12 Gestion de Documents 3/26/2017 3:54 PM
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.

13 Comportements liés aux types de contenus
3/26/2017 3:54 PM 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 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.

14 Expérience Utilisateur
3/26/2017 3:54 PM 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.

15 Gestion documentaire 3/26/2017 3:54 PM
© Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

16 Workflow dans Office SharePoint Server
3/26/2017 3:54 PM 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.

17 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.

18 3/26/2017 3:54 PM Workflow © Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

19 Qu’est-ce qu’une stratégie de gestion du contenu?
3/26/2017 3:54 PM Qu’est-ce qu’une stratégie 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 / politiques 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.

20 Règles de contenus: fonctionnalités
3/26/2017 3:54 PM Règles de contenus: fonctionnalités Fonctionnalités standard + extensibilité Expiration: permet de paramétrer périodes et actions. Une action d’expiration peut démarrer un workflow. Audit: le 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. 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.

21 Référentiel d’Archivage
3/26/2017 3:54 PM Référentiel d’Archivage “Livre” à Archives physiques Archiviste “classique” Numérisation (partenaires) Records Manager Exchange Server Envoie vers SharePoint Documents Knowledge Worker Poste de travail Organise, gère et dispose Service juridique SMTP & SOAP 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.

22 Règles de gestion d’information Confidentialité, Archivage
3/26/2017 3:54 PM Règles de gestion d’information Confidentialité, Archivage © Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

23 Certifications Records Management
3/26/2017 3:54 PM Certifications Records Management S’appliqueront à Microsoft Office SharePoint Server 2007 Department of Defense (DoD) Prévu pour Mai 2007 Pack additionnel “Records Center” pour Office SharePoint Server Fournira les fonctionnalités additionnelles permettant de respecter les critères DoD Membre du comité MoReq2 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

24 Renee Lo & Tim McConnell
3/26/2017 3:54 PM Synthèse SharePoint Server 2007 comme solution de gestion de contenu Infrastructure unifiée Documents, Formulaires, Web, Archives centralisés Sécurité, Confidentialité de l’information à tous les niveaux Conformité et Audit renforcés Intégrés aux applications Office pour plus d’efficacité Plateforme extensible par les développeurs Solution Interopérable © 2006 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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26 © 2006 Microsoft Corporation. All rights reserved.
3/26/2017 3:54 PM © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.