(no nkag ntoo khaub lig tso tawm ntawm http://paulgalvin.spaces.live.com/blog/ thiab http://blogs.conchango.com)

Cov postings rau ntawm qhov chaw no yog kuv tus kheej thiab tsis tas sawv Conchango ntawv txaus qhia, cov tswv yim los yog tswvyim.

Txheej txheem cej luam:

No nkag piav tej ntaub ntawv keeb kwm yav dhau rau ib tug loj (3,000 cov neeg siv) Microsoft Office SharePoint Server (NTXHUAB) rollout thiab zoo li cas peb ho tau peb tes num dov tej tib hais tias tus neeg ntawd zoo siab thiab nrees mus ib txog kev uas xaus nrog lawv mus tu cov NTXHUAB feature teeb. Xws li cov ntaub ntawv ntawm lub qhov rooj, peb muaj kwv yees li 50% sau nrog tus thawj theem ntawm qhov kev tsim. Raws li tej yam kev kawm, Kuv mam li hloov no nkag teb chaws thiab sau tshiab nkag.

Nyob rau hauv cov ntaub ntawv no kev, lub tuam txhab muaj twb ntsia neeg rau zaub mov Portal SharePoint 2003. Cov pab pawg neeg uas tsis yog nws ntsia qhov khoom ntawm ib tug tsi "peb pom tias tus neeg zov" zam. Nws tau sai heev txais yuav los ntawm ntau cov neeg ua hauj lwm thiab pib nrov heev nyob rau hauv lub loj at enterprise. Thaum uas koj yuav xav txog tej yam, qhov no twb tsis tau zoo rollout zoo (uas tus neeg nkag admits) thiab thaum NTXHUAB tuaj txog rau ntawm lub scene, tus neeg zoo lawm "ua nws txoj" thiab ntiav peb pab lawv.

Yog ib cov lus nug central txojkev peb thaum peb pib siv lub qhov project no yog: Li ua peb nste NTXHUAB rau cov neeg no? Tau tias tus neeg twb muaj kev paub SharePoint, peb wondered — peb puas ua "plawg" txoj kev kawm los ua peb pib los ntawm qhov av los? Tom qab ua hauj lwm nrog cov neeg tseem ceeb, peb txiav txim tau uas kho qhov no yog ib ib qhov ntsuab teb ua kev txiav txim zoo tshaj.

Qhov kev txiav txim siab tau muab tus taw tes starting tab sis tseem tshuav peb raws li loj ntawm koj khom lub tsheb tawm ib tug zoo zoo rau dov NTXHUAB rau lub enterprise. NTXHUAB yog tej lub loj tsiaj … nws muaj xws li cov kev tswj, ntaub ntawv los xyuas dua, nrhiav, ruaj, cov neeg tuaj saib targeting, Project management, "zoo heev PLAUBCUAG" templates, workflow, ua lag ua luam cov ntaub ntawv connector, yam. Couple no nrog tus Disease fact tias nws yog ib lub koom haum loj uas tau hais tiag kom siv cov zoo txhua tus loj NTXHUAB feature thiab muaj cov makings uas yog ib qhov uas muaj ib qho kev cuag enterprise thiab ntau yam zoo uas ib yawm.

Peb nyob nraum confronted nrog cov teebmeem no ua ke thiab hawm dua … NTXHUAB muaj ib enterprise cuag nrog nws cov enterprise feature teeb, tsis tau cov neeg dog dig txawm sophisticated muaj ib zaus peb absorbing cov nta, cia nyob ib leeg incorporating ib appreciable feem cia rau hauv lawv cov sij hawm sij.

Kuv tsis muaj magic tov rau qhov teeb meem. Kuv txhais nyob xwb heev yog thawj yam uas peb tau muab rau tus neeg mus ua lawv mus rau txoj kev vam meej mus sij hawm ntev los tu.

Tau:

Ntau li ntau kuv xav pab neeg no yuav craft npaj ib qhov uas sau tej milestones li "PoepleSoft xws li ntawm BDC tiav", "Tshiab khaub lig-qho khoom Launch Workflow tag" thiab "Executive Management KPI ntawv txais", Kuv yuav tsum khom rau tej yam tsis tshua. Qhov no yog tsis tau hais tias "cua." phem. qhov tseeb, "cua." Yog tias peb txiav txim siab rau tus thawj zaug rollout mais ua ntej qhov twg lawv twb ua ntej peb yuav pib. Nyob rau hauv peb cov ntaub ntawv, "cua." txia ntshis ua:

• Tej ntaub ntawv yooj yim tswj siv daim ntawv qiv, Version tswj thiab lus qhia hom.
• Nrhiav zoo raws cov hom thiab Mekas xub nrhiav (ntawm Managed long-term zog, XSLT yuav tsim tau zoo nkauj, yam).

Ntxiv rau qhov nta enterprise plawg saum toj no (qab hau lawv mus kuav los ua tiag mus saib xyuas thiab cov neeg siv), peb ntxiv tau tej yaam cov nram qab no singleton nyob rau hauv uas mini-num:

• Tej tswvyim BDC kev koom ua ke.
• Workflow tej ceg tej kauj ruam thiab cov txheej txheem tsim ntawm SPD.
• InfoPath daim ntawv txoj.
• Surfacing KPI tus rau qee cov kev ua lag ua luam (tej zaum HR txuj ci tshaaj nyob hauv peb cov ntaub ntawv, ho uas tej zaum yuav hloov).

Cov tau nov tsis yog 100% yog tiam sis tus sawv cev ntawm peb kev thiab txaus kuv lub hom phiaj ntawm no, uas yog piav dab tsi uas kuv xav kom pib ib "siv" qhia rau sawv daws uas yuav teev tus neeg nqes kev golden nrees rau tag nrho los tu NTXHUAB NTXHUAB.

Kuv yuav tsis sau ntau ntxiv txog cov singleton nyob hauv no tuaj txog. Kuv xav mus taw tes kom paub tias cov no yog cov uas zoo tshaj arching peb. Lub tswv yim no mus siv rau cov tub ntxhais daim ntawv kev tswj thiab ua nrhiav yam ntxwv rau tag nrho cov neeg tsis tau muab tej co, siab pom thiab mas sawv cev piv txwv lwm hoob NTXHUAB nta uas muaj tshaj txoj kev peev xwm feem ntau cov neeg mus ntxaum dej ntawm no thaum ntxov ib tsab. Txawm li cas los, lawv yuav tau "tawm muaj" thiab ib vam hais tias xauj lub lag luam yuav paub txog los yog paub txog lawv thiab xav cov nta rau lawv tus kheej, txoj hau kev los tu siab. Cov dab neeg singleton zoo kuj pab muab peb pab muag "mos txwv" kev ntse winning ob, tej yaam num peb thiab n-theem.

Ua kom dab tsis peb paub thiab yog vim li cas?

Muaj tswm ntawm cov ntaub ntawv los xyuas dua thiab mus nrhiav li ib tus yuav tsum tau enterprise thoob plaws lub hauv paus, peb yuav tsum tau rov mus muab kev txhawb. Thaum muaj teeb meem xwb, qhov no tig ib ncig koj to taub cov ntaub ntawv thiab uas thaum kawg mapped kom to taub cov hom.

Kuv twb nrhiav tau piav txog cov yam tsis tau kev pab tus xibfwb nyuab nyuab heev. Folk ntau kev tau mus kev deb ntawm ib sab laj txog txoj kev kawm ntawd thaum i ntawv yog nyob hauv cov lus database. "I A yog zoo li ib lub rooj database, nws tau txhua txhua yuav tsum thiab saib raws cov ntaub ntawv ntau hom, tab sis i ntau hom ntaub ntawv muaj ntau dua qhov yooj yim integer/hnub, tab sis, kuj "choice" thiab "lookup" thiab cov zoo li no." Peb yuav tham txog "extending" cov hom, npaum li ib tus inherit yuav functionality ntawm hoob kawm los luj kwv oriented lus. Tiam sis qhov no yog obviously tsis yuav pab tau rau lub tsheb thauj mus los koom admin neeg twb tsis muaj keeb kwm yav dhau kev. Xws li, yuav luag txhua uas nyob rau hauv ib lub rollout NTXHUAB matters.

Siv lub Rooj Tswjhwm Saib cov dawb yog iffy. Kuv twb nyob hauv lub tswv yim ib yam txheej thiab xis teb xis chaw ci ntsa iab (los yog vim li ntawd lawv zoo li) duab cov hom thiab lawv ua li cas rau koj ntawd nrhiav thiab seb lawv yuav tsum txhab, yam. Thaum kawg, nws hnov ib txhia cov qij teeb muaj muab, tab sis cov dawb pawg thawj coj saib duab resulting yog ib mess.

Qhov no coj peb mus rau peb lub chaw tam sim no thiab kom deb tshaj plaws zoo landing: ib tug NTXHUAB sandbox site configured qhia cov nta.

Siv lub sandbox site, peb paub:

• Cov hom:
  • Tsim muaj cov i uas muaj ntau hom ntaub ntawv (ntawv nyeem, hnub tim, xaiv, boolean, lookup, yam).
  • Extending ib i tsim ib tug tshiab i raws li ib tug niam txiv.
  • Searching rau tej ntaub ntawv uas siv i metadata.
• Daim ntawv qiv:
  • Associating ib tus hluas i nrog rau lub tsev qiv ntawv.
  • Ua li cas thaum peb upload ib tsab ntawv rau tus ntawd lub tsev qiv ntawv?
  • Associating ntau i nrog ib tug doc qiv.
  • Ua li cas thaum peb upload ib tsab ntawv rau tus ntawd lub tsev qiv ntawv?
  • Filtering thiab sorting ntawm kem daim ntawv koom tswj rau ib tug doc lib.
  • Daim ntawv qiv views:
    • Sorting
    • Grouping
    • "Hluav taws nkag" (tej ntaub ntawv saib)
    • "Untagged ntaub" (pab nrog migration rau NTXHUAB los ntawm lwm qhov chaw kawm ntawd; ntxiv rau qhov hauv qab).

Lub Sandbox Site:

Peb tsim peb cov sandbox ntawm yuav tsum feature ruaj khov nyob rau ntawm tej kev siv rau kev kawm thiab ntev tom qab lub project tag peb thiab nrog ntau artifacts nej:

Cov hom:

Peb txhais cov yam nram qab no: Invoice, Yuav yuam kom them, Kev pab cuam Invoice.

Peb xaiv Invoice thiab Purchase yuam vim lawv tseem los universally
sawv chaw. Txhua tus neeg hauv cov lag luam nkag siab tias ib invoice yog ib kev thov rau cov nyiaj them poob ib neeg rau ib tug nqi tawm nyob ib certain hnub tim kom tau nyiaj as per rau tej cov ntsiab lus uas them. Qhov no ua rau yus ib yam lus txhais ntawm ib i uas peb hu ua "kev kawm Invoice" (kom paub qhov txawv ntawm lwm hom invoice). Qhov kev txiav txim purchase mob(nurses) yooj yim txhais. Peb yuav tsim ib tug "cob qhia kev Invoice" tsim ib tug tshiab i raws li cov "Training Invoice" I thiab nws qhia kiag ib tug, "kev pab cuam mus".

Nrog cov saum no, peb tau tam sim no yuav qha cov ib nta i tus tseem ceeb tsis tau bogged rau nram sim piav ib tug paub daws teeb tswvyim ua ntej; to sawv daws twb taub peb txhais li cas los ntawm "invoice" thiab "yuav yuam kom them" thiab txhais tau siab rau ntawm qhov i mechanics xwb.

Kev cai npe:

I nrog txhua yam "lookup" taw tes rau ib tug kev cai sau los yog tsab ntawv qiv. Peb siv feem thiab cov sandbox, peb yuav tsim ib tug txhawb kev cai teev uas muaj cov neeg muas zaub. Peb khaws cov qhua tuaj noj vim nws yog ib qhov tswvyim yooj yim to taub thiab yooj yim rau kev. Tus Invoice i muaj ib sab, "neeg" uas txhais yam "lookup" uas ntxiv rau daim ntawv.

Peb tsim tau ib tug zoo xws li cov kev cai teev uas tswj "cov neeg muag khoom" rau qhov "Purchase yuam" I.

Daim ntawv qiv:

Peb tsim tau ob daim ntawv qiv: "Txib" thiab "Sib xyaw cov ntaub ntawv".

Peb configured lub txib ntawv qiv los tswj ntaub ntawv xwb i yam "Invoice".

Cov "Mixed ntawv configured peb" tsev qiv ntawv uas tswj tas nrho peb i lub.

Tsim ntau views qhia tias sorting, filtering, tej ntaub ntawv thiab cov grouping.

Nrhiav:

Peb yuav txhais ob Managed long-term khoom tshiab thiab mapped Invoice tooj thiab cov neeg.

Peb yuav tsim ib tug tshiab customized xub nrhiav chaw thiab hloov nws yuav pab tau cov neeg mus nrhiav "txib" siv cov ob mapped zog.

Hloov cov XSLT kom invoice thiab neeg coob, Thaum twg tuaj, tshwm sim nyob rau hauv lub rooj HTML rau ib tug twg kaj. Lub hom phiaj ntawm no yog nqai uas tej formatting puas yuav tau.

Sau ua ke:

Peb npaj rau cov neeg tseem ceeb tuaj koom rau hauv ib qhov demo.

Peb ua raws li hauv tsab ntawv no yooj yim:

1. Piav lub ntsiab lus thiab hom phiaj ntawm ib i, siv txib thiab purchase txiav txim raws li cov qauv no.
2. Qhia cov invoice i txhais thaum ib txhij qhia lawv tias lawv tsis tau siv cov ntxaij vab tshaus lawv tus kheej, cia li khaws lub tswvyim.
3. Mus rau lub tsev qiv ntawv daim ntawv txib.
4. Upload tau ib qho ntaub ntawv.
5. Paub tias tus neeg muas zaub nco-down yog tiag sourced ntawm ib daim ntawv teev kev cai.
6. Ntxiv cov neeg tuaj noj tshiab rau cov neeg teev thiab ces hloov rau tus nyuam qhuav uploaded invoice meta tej ntaub ntawv uas muaj xim tshiab khiv created.
7. Hloov tau mus rau qhov "mixed ntawv" tsev qiv ntawv thiab upload ib tsab ntawv. Piav li cas rau prompts rau ib daim ntawv ntaus.
8. Mus rov qab rau cov tsev qiv ntawv daim ntawv txib thiab qhia tau tias cas txhaj rau hauv ib kem npe hloov tsi yuam.
9. Paub cov theem sab filtering.
10. Qhia txawv views pev ntau theem sorting, filtering thiab grouping.
11. Qhia tau cov ntaub ntawv saib.
12. Piav txog lub hom phiaj ntawm lub "untagged ntawv" saib.
13. Hloov tau mus siab heev tshawb customized.
14. Lawm los, daim ntawv uas koj nyuam qhuav uploaded yuav tsum tau nkag thiab indexed, yog li ua ib tug tshawb fawb qha tau muaj peev xwm nrhiav tau ntawd invoice ntawm cov cuab yeej mapped.
15. Peb paub qhov txawv ntawm searching ntawm mapped zog vs. yog ib phau ntawv nrhiav.

Thaum no tus taw tes, peb los ua tas nrog cov demo. Nkawd mus txog 30 mus 45 feeb, nyob ntawm seb muaj pes tsawg tus neeg nug nug.

Peb mam li xa lawv rov qab mus rau lawv cov desks uas muaj "ua". Qhov no muaj ib tug leb mus zoo spreadsheet uas peb hais kom lawv txhais rau peb seb lawv xav li cas lawv xav tau ntawd tus i, ob leeg rau siab npaum li (lub hom phiaj yog npe thiab ua luam) as Well as txhua thiab hom ntaub ntawv lawv yuav muab khaws cia rau sab. Peb tsis txhob hais kom lawv txhais tau ntau hom ntaub ntawv qhia kiag rau hauv cov lus sib NTXHUAB, tab sis cov ntsiab lus uas ua lag ua luam.

Nyob hauv txoj kev:

Peb thiaj tau tsim ib sandbox ib puag ncig uas peb siv tau los ua ib co tub ntxhais NTXHUAB nta uas nyom xub ntxiv no enterprise thoob plaws.

Peb muaj caum tus qauv yooj yim to taub thiab hom lag luam chaw kom cov neeg siv yuav tsom rau NTXHUAB thiab tsis tau bogged rau lub chaw / Piv txwv lawv tus kheej.

Cov neeg siv kev ua lag ua luam mus kev deb ntawm theses zaug uas "cov ntawv ua tom tsev" nyob rau hauv daim ntawv ntawm excel tej ntaub ntawv uas lawv muaj tam sim no competent tau sau thiab siv tau rau koj vim lawv tus kheej ua ntej muab cov hom.

Thaum kawg, raws li peb ua tau demos thaum lub sij hawm, tus neeg pab neeg kom lawv ua tau lub neej rau pem hauv ntej, ua qhov demo ntawv lawv tus kheej thiab feem dawb tuaj so hauv peb tuaj ua hauj lwm nyob rau cov teeb meem ntau, xws li lub ntiaj teb no taxonomy, txoj kev workflows, BDC thiab cov zoo li.