OA办公自动化管理系统技术解决方案书二〇二〇年十一月目录第1部分OA办公管理系统解决方案总览________________________________________ 41.1需求分析________________________________________________________________ 4 1.2系统建设的总体思路_______________________________________________________ 51.3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.规性增强____________________________________________________________________ 61.3.6.实现知识管理________________________________________________________________ 61.4OA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部请示_________________________________________________________________ 112.4催办督办_______________________________________________________________ 122.4.1.催办_______________________________________________________________________ 122.4.2.督办_______________________________________________________________________ 132.5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 ____________________________________________________________ 192.5.5.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_________________________________________________________________ 252.6.6.信息订阅___________________________________________________________________ 252.6.7.转发_______________________________________________________________________ 252.6.8.发起流程___________________________________________________________________ 252.6.9.移交归档___________________________________________________________________ 252.6.11.知识目录、知识分类管理——建立各业务部门文件库___________________________ 262.7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_________________________________________________________________ 30 2.12日程管理_____________________________________________________________ 342.13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部论坛_______________________________________________________________ 40 2.16网上调查_____________________________________________________________ 412.17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________________________________________________________ 472.20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____________________________________________________ 492.21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___________________________________________________________________ 523.2系统安全解决方案________________________________________________________ 523.2.1.网络安全建议方案 __________________________________________________________ 523.2.3.OA办公管理系统的安全管理机制 _____________________________________________ 543.2.4.安全管理___________________________________________________________________ 553.3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） ______________________________________ 583.3.3.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____________________________________________________ 583.4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 ___________________________________________________ 62 4.1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 ___________________________________________________________ 634.5项目组织_______________________________________________________________ 644.5.1.项目组织___________________________________________________________________ 644.5.2.项目组织工作职责 __________________________________________________________ 644.6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___________________________________________________________________ 724.7服务介绍_______________________________________________________________ 734.7.1.服务宗旨___________________________________________________________________ 734.7.2.服务体系___________________________________________________________________ 744.7.3.服务标准___________________________________________________________________ 744.7.4.服务产品___________________________________________________________________ 754.8培训服务介绍 ___________________________________________________________ 764.8.1.产品培训的策略及方式______________________________________________________ 764.8.2.项目培训的层次与容 ________________________________________________________ 774.8.3.培训教材___________________________________________________________________ 774.8.4.用户项目小组任务 __________________________________________________________ 784.8.5.培训质量与考核 ____________________________________________________________ 784.8.6.项目培训的组织与要求______________________________________________________ 794.8.7.可以提供的其它培训 ________________________________________________________ 79第1部分O A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。