(this entry cross posted between http://paulgalvin.spaces.live.com/blog/ و http://blogs.conchango.com)

The postings on this site are my own and don’t necessarily represent Conchango’s positions, strategies or opinions.

بررسی اجمالی:

This entry describes some background information on a large (3,000 کاربران) مایکروسافت آفیس شیرپوینت سرور (خزه) rollout and what we did to get the project rolling in such a way that the client is happy and firmly down a path that ends with full adoption of the MOSS feature set. As of the writing of the entry, we are approximately 50% complete with the first phase of the project. As things progress, I’ll update this entry and/or write new entries.

In this specific case, the company had already installed SharePoint Portal Server 2003. The IT group installed the product in a sort of "let’s see if anyone cares" fashion. It was quickly adopted by many business users and became quite popular in the enterprise at large. As you can imagine, این بود که بهترین استراتژی rollout برروی (که مشتری به راحتی می پذیرد) و هنگامی که MOSS وارد در صحنه, the client resolved to "do it right" تماس با ما استخدام و به آنها کمک کند.

یکی از پرسش های اصلی پیش روی ما هنگامی که ما شروع به اجرای این پروژه بود: چگونه می توانم به MOSS معرفی ما به این مشتری? Given that the client already had experience with SharePoint, ما تعجب — do we need to do "differential" آموزش و یا ما از زمین تا شروع? After working with key users, we determined that treating this as a green field project made more sense.

That decision gave a starting point but still left us with the major requirement of figuring out a good strategy for rolling MOSS out to the enterprise. MOSS is such a big animal … it includes content management, مدیریت اسناد, جستجو, امنیت, مخاطبان هدف قرار دادن, مدیریت پروژه, "fabulous forty" قالب, گردش کار, کسب و کار اطلاعات اتصال, غیره. Couple this with the fact that it’s a large organization that قوطی واقعا استفاده از تقریبا هر ویژگی عمده خزه و شما را گیری از یک پروژه بزرگ با رسیدن به سازمانی است و بسیاری از چیزهای خوب اتفاق می افتد.

ما با شماره این زمان و زمان رو به رو دوباره … MOSS رسیدن به سازمانی با سرمایه گذاری مجموعه ای از ویژگی های آن, هنوز حتی تا حدودی پیچیده مشتریان سخت ذهنی با جذب به ویژگی های آن, چه رسد به ترکیب بخش قابل ملاحظه ای از آنها را در زندگی روزمره خود را.

I don’t have a magic solution to the problem. I instead address just the very first steps that we’ve taken with the client to lead them down the path to successful long-term adoption.

حوزه:

As much as I wanted the team to craft a project plan that included such milestones as "PoepleSoft Integration via BDC Completed", "New Cross-Departmental Product Launch Workflow Complete" and "Executive Management KPI’s Accepted", I had to settle for something less. This is not to say that "less" بد است. در واقع, the "less" that we decided for the initial rollout was miles ahead of where they were before we started. In our case, the "less" turned into:

• Simple document management using document libraries, version control and content types.
• Effective search based on content types and customized advance search (via managed properties, XSLT to produce pretty results, غیره).

In addition to the above enterprise-wide features (meaning that they were to be rolled out to all departments and users), we added the following singleton in-scope mini-projects:

• Proof of concept BDC integration.
• Multi-step and multi-branch workflow process created via SPD.
• Complex InfoPath form.
• Surfacing KPI’s for some business process (probably HR talent acquisition in our case, though that may change).

The scope here is not 100% accurate but representative of our approach and sufficient for my purpose here, which is to explain what I consider to be an "effective" introduction of MOSS that will set the client firmly down the golden path to full MOSS adoption.

I won’t write much more about the singleton in this entry. I do want to point out that these are part of our over-arching strategy. The idea is to implement the core document management and search features to all users yet provide highly functional, high visible and highly representative examples of other core MOSS features which are simply beyond the ability of most users to absorb at this early stage. اما, they will be "out there" و امیدوار است که واحدهای کسب و کار های دیگر از دانش و یا یادگیری در مورد آنها و می خواهید ویژگی های آن را برای خود, leading to greater adoption. These singleton success stories also serve to provide our sales team "ammunition" برای موفقیت برنده 2, third and n-phase projects.

معرفی ما بود و به همین دلیل?

بر مدیریت اسناد و جستجو به عنوان پایه مورد نیاز سرمایه گذاری گسترده ای حل و فصل, we needed to start gathering details. As a practical matter, در اطراف درک اسناد خود را در آنزمان و در نهایت به درک نوع محتوا نقشه برداری.

I’ve found it’s difficult to explain content types without visual aides. More technical folk can walk away from a discussion about content types when CT’s are described in database terms. "A CT is similar to a database table, ستون ها و ستون ها در انواع داده تعریف شده, اما انواع داده های CT شامل بیش از عدد صحیح ساده / تاریخ, but also "choice" and "lookup" and the like." We can talk about "extending" نوع محتوا, much like one can inherit functionality from a base class in object oriented languages. However this is obviously not helpful for the transportation department admin person who has no technical background. I.e., تقریبا همه مهم که در rollout برروی MOSS.

Using a white board is iffy. I’ve presented the idea of a content type and drawn brilliant (و یا به طوری که آنها به نظر می رسد) عکس از انواع محتوا و آنچه را که آنها را برای شما در شرایط استفاده از جستجو انجام دهند و چگونه می توان آنها را گسترش یافته است, غیره. در پایان, آن را احساس مانند برخی از لامپ های روشن, but the resulting white board picture is a mess.

این ما را به ما و تا کنون موثر ترین محل فرود: سایت MOSS گودال ماسهبازی برای نشان دادن این ویژگی های پیکربندی.

با استفاده از گودال ماسهبازی سایت, ما نشان:

• نوع مطلب:
  • ایجاد یک CT با انواع داده های متعدد (متن, تاریخ, انتخاب, بولی, مراجعه, غیره).
  • گسترش CT با ایجاد یک CT جدید بر اساس یک پدر و مادر.
  • جستجو برای اسناد با استفاده از ابرداده CT.
• کتابخانه های سند:
  • ارتباط CT تنها با یک کتابخانه.
  • چه اتفاقی می افتد وقتی که یک سند که به کتابخانه ما آپلود?
  • Associating multiple CT’s with a doc library.
  • چه اتفاقی می افتد وقتی که یک سند که به کتابخانه ما آپلود?
  • Filtering and sorting via column headings in a doc lib.
  • Document library views:
    • Sorting
    • Grouping
    • "Quick entry" (data sheet view)
    • "Untagged data" (to assist with migration to MOSS from other content sources; more on this below).

The Sandbox Site:

We designed our sandbox site to be a permanent feature in the development environment to be used for training purposes long after we finish the project and included several artifacts as described:

نوع محتوا:

We defined the following content types: Invoice, Purchase Order, Services Invoice.

We selected Invoice and Purchase order because they are more or less universally under
stood entities. Everyone in business understands that an invoice is a demand for payment to a customer for an amount issued on a certain تاریخ to be paid as per some payment terms. This leads to a natural definition of a CT which we called "Training Invoice" (to distinguish it from any other kind of invoice). The purchase order is similarly easily defined. We also created a "Training Services Invoice" by creating a new CT based upon the "Training Invoice" CT and added just one column, "services rendered".

With the above, we can now demonstrate some key features of CT’s without getting bogged down trying to explain an abstract concept first; everyone already understands what we mean by "invoice" and "purchase order" and are instead able to focus on mechanics of the CT itself.

لیست سفارشی:

CT with columns of type "lookup" point to a custom list or document library. We use this extensively and for the sandbox, we created one supporting custom list that contains customers. We picked customers because it’s an easy concept to understand and easy to demonstrate. The Invoice CT has a column, "customer" that is defined of type "lookup" that points at this list.

We created a similar custom list to manage "vendors" for the "Purchase Order" CT.

کتابخانه های سند:

We created two document libraries: "Invoices" and "Mixed Documents".

We configured the invoices document library to manage only documents of CT type "Invoice".

We configured the "Mixed Documents" library to manage all three CT’s.

Create several views that show sorting, filtering, data sheet and grouping.

جستجو:

We defined two new managed properties and mapped them to Invoice Number and Customer.

We created a new customized advance search site and modified it to enable users to search for "invoices" using those two mapped properties.

Modify the XSLT so that the invoice and customer number, when present, appear in an HTML table in a bright color. The objective here is to demonstrate that such formatting is possible.

Putting it all together:

We arrange for key users to participate in a demo.

We follow this simple script:

1. Describe the meaning and purpose of a CT, using invoices and purchase orders as examples.
2. Show the invoice CT definition while simultaneously assuring them that they don’t need to use those screens themselves, just pick up the concepts.
3. Go to the invoices document library.
4. Upload a document.
5. Demonstrate that the customer drop-down is really sourced from a custom list.
6. Add a new customer to the customer list and then update the recently uploaded invoice’s meta data with the newly created customer.
7. Switch to the "mixed documents" library and upload a document. Explain how the system prompts for a document type.
8. Go back to invoices document library and show how clicking on a column name changes sort order.
9. Demonstrate column-level filtering.
10. Show different views that demonstrate multi-level sorting, filtering and grouping.
11. Show the data sheet view.
12. Explain the purpose of a "untagged documents" دیدن.
13. Switch to the customized advanced search.
14. By now, the recently uploaded document should have been crawled and indexed, so perform a search that demonstrates ability to locate that invoice via the mapped property.
15. We demonstrate the difference between searching via mapped properties vs. just a text search.

در این مرحله, we are more or less done with the demo. It seems to take about 30 به 45 دقیقه, depending on how many questions people ask.

We then send them back to their desks with "homework". This consists of a simple excel spreadsheet where we ask them to define for us what they think they need in terms of CT’s, both at a high level (just name and business purpose) as well as columns and type of data they would store in the column. We don’t ask them to define column data types in MOSS terms, but business terms.

In Summary:

We’ve created a sandbox environment that we can use to demonstrate some core MOSS features whose appeal are enterprise-wide.

We have modeled easily understood and common business entities so that users can focus on MOSS and not get bogged down on the entities / examples themselves.

Business users walk away from theses sessions with "homework" in the form of excel documents which they are now competent to fill out and use for designing their own first-cut content types.

سرانجام, as we perform demos over time, the client’s team members themselves become more able to carry forward, do the demo’s themselves and generally free up the rest of us up to work on more complex issues, such as global taxonomy, complex workflows, BDC and the like.