A协同管理系统解决方案措施P1 OA办公自动化管理系统技术解决方案书二〇一九年十一月目录第1部分OA办公管理系统解决方案总览_______________________________________ 4 1.1需求分析_______________________________________________________ __________ 4 1.2系统建设的总体思路_______________________________________________________ _ 4 1.3客户价值体现_______________________________________________________ _______ 61.3.1. 形成、传播、发展组织机构习惯的好工具______________________________________ 61.3.2. 让管理工作变得轻轻松松_____________________________________________________ 61.3.3. 协作性、灵活性显著提高_____________________________________________________ 61.3.4. 管理效率提高________________________________________________________________ 61.3.5. 规范性增强_______________________________________________________ ___________ 61.3.6. 实现知识管理_______________________________________________________ _________ 6 1.4OA办公管理系统的特点____________________________________________________ 71.4.1. 灵活的个性设置_______________________________________________________ ______ 71.4.2. 统一的沟通平台_______________________________________________________ ______ 71.4.3. 在线表单设计器_______________________________________________________ ______ 71.4.4. 在线流程设计器_______________________________________________________ ______ 71.4.5. 支持在线模板引用_______________________________________________________ ____ 71.4.6. 修订、清稿及用印_______________________________________________________ ____ 71.4.7. 先进的技术架构_______________________________________________________ ______ 7第2部分OA办公管理系统解决方案__________________________________________ 8(一) 公文管理平台_______________________________________________________ _______ 82.1发文管理_______________________________________________________ __________ 8 2.2收文管理_______________________________________________________ _________ 10 2.3内部请示_______________________________________________________ _________ 11 2.4催办督办_______________________________________________________ _________ 122.4.1. 催办_______________________________________________________ ________________ 122.4.2. 督办_______________________________________________________ ________________ 13 2.5公文管理的主要功能_______________________________________________________ 162.5.1. 收文/发文流程自定义_______________________________________________________ _ 162.5.2. 公文模板自定义_______________________________________________________ _____ 162.5.3. 手写签名、审批意见、公章盖章______________________________________________ 172.5.4. 分类及综合查询_______________________________________________________ _____ 182.5.5. 监控/协办/缓办/取回/转流程等功能____________________________________________ 19(二) 知识管理平台_______________________________________________________ ______ 222.6知识文档_______________________________________________________ _________ 222.6.1. 知识发布与审核_______________________________________________________ _____ 232.6.2. 知识展现_______________________________________________________ ____________ 232.6.3. 借阅与授权_______________________________________________________ __________ 242.6.4. 推荐与收藏_______________________________________________________ __________ 242.6.5. 评分与评论_______________________________________________________ __________ 242.6.6. 信息订阅_______________________________________________________ ____________ 252.6.7. 转发邮件_______________________________________________________ ____________ 252.6.8. 发起流程_______________________________________________________ ____________ 252.6.9. 移交归档_______________________________________________________ ____________ 252.6.10. 信息安全控制机制_______________________________________________________ ___ 252.6.11. 知识目录、知识分类管理——建立各业务部门文件库___________________________ 26 2.7通知公告_______________________________________________________ _________ 272.8会议管理_______________________________________________________ _________ 27(四) 个人事务管理平台_______________________________________________________ __ 292.9待办事宜_______________________________________________________ _________ 29 2.10名片夹_______________________________________________________ __________ 29 2.11电子邮件_______________________________________________________ ________ 30 2.12日程管理_______________________________________________________ ________ 34 2.13短信及音视频沟通_______________________________________________________ 362.13.1. 手机短信_______________________________________________________ ____________ 362.13.2. 在线消息_______________________________________________________ ____________ 362.13.3. RTX即时通讯（需另购插件支持）___________________________________________ 38 2.14文件传阅_______________________________________________________________ 39 2.15内部论坛_______________________________________________________ ________ 40 2.16网上调查_______________________________________________________ ________ 41 2.17个性化设置_______________________________________________________ ______ 422.17.1. 待办提醒方式设置_______________________________________________________ ___ 422.17.2. 个人签名设置_______________________________________________________ ________ 432.17.3. 常用意见设置_______________________________________________________ ________ 43(五) 工作流管理平台_______________________________________________________ ____ 432.18图形化的表单及工作流设计_______________________________________________ 442.18.1. 图形化的工作流设计器______________________________________________________ 442.18.2. 表单设计器_______________________________________________________ __________ 442.18.3. 报表设计器_______________________________________________________ __________ 452.18.4. 流程发起及监控权限控制____________________________________________________ 462.18.5. 批阅模式、操作按钮、消息提醒控制__________________________________________ 46 2.19工作流处理方式_______________________________________________________ __ 47 2.20事务委托与移交_______________________________________________________ __ 482.20.1. 事前委托_______________________________________________________ ____________ 482.20.2. 事中委托___________________________________________________________________ 482.20.3. 撤消委托及代项事项查询____________________________________________________ 49 2.21提醒与催办_______________________________________________________ ______ 492.21.1. 提醒_______________________________________________________ ________________ 492.21.2. 催办_______________________________________________________ ________________ 50 2.22流程归档_______________________________________________________ ________ 50第3部分技术体系与安全解决方案___________________________________________ 513.1技术体系_______________________________________________________ _________ 513.1.1. 全面支持J2EE技术架构_____________________________________________________ 513.1.2. 技术保障_______________________________________________________ ____________ 52 3.2系统安全解决方案_______________________________________________________ __ 523.2.1. 网络安全建议方案_______________________________________________________ ___ 523.2.2. 信息传递的安全解决方案____________________________________________________ 533.2.3. OA办公管理系统的安全管理机制____________________________________________ 543.2.4.安全管理_______________________________________________________ ____________ 55 3.3网络配置方案_______________________________________________________ ______ 573.3.1. 经济部署方案（Scale In one）________________________________________________ 573.3.2. 标准部署方案（Scale Out –Tier 3）___________________________________________ 573.3.3. 网络负载平衡应用方案（Network Loading Balance）____________________________ 583.3.4. OA办公管理系统网络设计___________________________________________________ 58 3.4硬件配置方案_______________________________________________________ ______ 593.4.1. 服务器选型建议_______________________________________________________ _____ 59 3）针对对单体公司应用，可以使用PC服务器，推荐使用：___________________ 593.4.2. 数据库选型建议_______________________________________________________ _____ 603.4.3. 应用服务选型建议_______________________________________________________ ___ 603.4.4. 配置清单_______________________________________________________ ____________ 60 OA用户服务器配置简易参照表________________________________________________ 60第4部分项目实施方案____________________________________________________ 624.1项目实施策略_______________________________________________________ ______ 62 4.2对软件实施的理解_______________________________________________________ __ 62 4.3项目实施方法论_______________________________________________________ ____ 63 4.4实施服务理念_______________________________________________________ ______ 63 4.5项目组织_______________________________________________________ _________ 644.5.1.项目组织_______________________________________________________ ____________ 644.5.2.项目组织工作职责_______________________________________________________ ___ 64 4.6项目实施流程_______________________________________________________ ______ 664.6.1. 项目启动_______________________________________________________ ____________ 664.6.2. 蓝图设计___________________________________________________________________ 684.6.3. 系统实现_______________________________________________________ ____________ 704.6.4. 系统完成_______________________________________________________ ____________ 72 4.7服务介绍_______________________________________________________ _________ 734.7.1.服务宗旨_______________________________________________________ ____________ 734.7.2.服务体系_______________________________________________________ ____________ 734.7.3.服务标准_______________________________________________________ ____________ 744.7.4.服务产品_______________________________________________________ ____________ 75 4.8培训服务介绍_______________________________________________________ ______ 764.8.1. 产品培训的策略及方式______________________________________________________ 764.8.2. 项目培训的层次与内容______________________________________________________ 764.8.3.培训教材_______________________________________________________ ____________ 774.8.4.用户项目小组任务_______________________________________________________ ___ 774.8.5. 培训质量与考核_______________________________________________________ _____ 784.8.6. 项目培训的组织与要求______________________________________________________ 784.8.7. 可以提供的其它培训_______________________________________________________ _ 79第1部分OA办公管理系统解决方案总览1.1需求分析组织机构在日常管理中经常会遇到以下问题：组织机构分支机构分散：各地拥有多个分支机构，迫切需要摆脱时间和地域限制，实现协同办公、分布式办公和移动办公。