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OA software technology of office automation

1. "Feasibility and adaptability"

The so-called feasibility is to meet the core requirements and main functions when refining the requirements, rather than putting the satellite outside the current technical level!

The so-called adaptability refers to the implementation conditions and application conditions of products. It is doomed to be unable to adapt to the current environment of enterprises and to go beyond the environment to carry out the Great Leap Forward of producing 10,000 kilograms of grain per mu.

The consistency of core requirements is the guarantee of OA value realization, and the satisfaction of users' core requirements in workflow and document management is the foundation of project success.

2. "Forward-looking and practical"

The development and design of OA system should consider maximizing the value of the system, meeting the needs of all users to the greatest extent, and fully considering the multi-level expansion of the system in the future. The implementation process should always implement the policy of application-oriented, application-oriented, application-oriented, and pragmatic. At the same time, we should also consider factors such as cost control and project cycle control, so we should also follow pragmatism in function deployment.

3. "Advanced and mature"

Advanced management concepts, technologies and methods can enhance the competitiveness of enterprises and extend the life cycle of the system. However, at the same time, any innovation means white rabbit experiment, which is risky. Therefore, we should pay attention to the maturity of software systems, hardware equipment, development tools and software products, and find a balance between advancement and maturity, which becomes the key to maximize value.

4. "Openness and standardization"

Data islands, information islands and application islands have become the sequela of years of information construction, and the key factor to solve these islands lies in openness, and the efficiency to solve these islands depends on standardization.

Just like the relationship between our sockets and plugs, just like the relationship between our peripherals and usb ports, whether OA system is open and standardized enough has become the primary consideration in architecture design.

At present and in the future, OA system needs to be smoothly connected with various operating systems, middleware, databases, business systems and tool software. At present, mainstream manufacturers have fully considered this aspect.

5. "Reliability and stability"

A large amount of management data flows in OA system, so it must be reliable, and ordinary human activities and external abnormal events should not lead to system collapse; When the system has problems, it can be recovered in a short time, and the data of the system is complete, which will not cause data inconsistency.

6. "Security and confidentiality"

The development and design of OA system should not only consider the full sharing of information resources, but also pay attention to the protection and isolation of information. Therefore, the system should take different measures for different applications, different network communication environments and different storage devices, including system security mechanism and data access control, to ensure the security of the system.

Among them, the measures taken include but are not limited to the following

Platform security: The security requirements are considered in the architecture design, and the platform software meets the security design standards.

Application security: measures such as authority control, supporting identity authentication interface, anti-tampering, anti-violent cracking, etc. It is perfect and can be used in combination with various security measures such as USBkey, CA and IP address restriction.

Data security: Support document security software integration technology to realize data transmission encryption, remote security access and data storage encryption, and can be bound with VPN and other security methods to support the application of intrusion detection and defense systems and firewalls.

Disaster recovery backup: Support the use of various disaster recovery software and hardware devices.

Management security: provide perfect log function, which can record the key operations of system users and ensure the security of system applications.

Password strategy: changing the initial password, enabling graphic verification code, supporting USBkey interface, password expiration control, password error frequency control, password strength setting, etc. , thus preventing violent cracking and malicious attacks.

Binding of MAC and IP of system network card; Support CA authentication and digital signature encryption technology; Support electronic key (Ukey) technology and fingerprint Ukey technology; Support secure socket (SSL) technology; Strict and flexible access security control of software system, combining function authorization with data scope authorization;

The system has an integrated user/permission management system, which can manage users/permissions in a unified way and realize field-level query, modification and management permission control; The system provides user authentication, data transmission, data storage, digital signature and other security means interfaces, which can provide all-round support for the third-party security authentication system.

7. "Scalability and Maintainability"

In order to adapt to the future business expansion and function expansion of the project, we must fully consider the simplest method and the lowest investment to realize the expansion and maintenance of the software system.

Therefore, in the development and design of OA software system, it is necessary to consider the requirements of the continuous expansion of applications and systems, thus forming a framework that is easy to manage and sustainable. Future business expansion only needs to add new application and service modules on the basis of existing mechanisms. On the one hand, when the number of applications and users increases, the system can steadily increase the number of servers to support the new pressure requirements; On the one hand, when new technologies and products are upgraded, the system can make a smooth transition without affecting users' use; On the other hand, when new functions are added to products, business expansion can be easily realized through plug-ins and module customization platforms.

Adhere to the principle of openness in equipment selection and network scheme, so that the system can interconnect various hardware devices; The software supports cross-platform and open data interface, which is convenient for integration with other system software. In the future, it will support single sign-on integration with business systems, portals and other systems, and realize seamless connection with these systems at all levels such as application, portal and data when the data structure of the corresponding systems can be obtained.

The management and maintenance of the system should adopt the idea of balance, centralization and decentralization. For example, OA products set up system management, application management and personal management to authorize and maintain the system at different levels.

Using the tools provided by the system, it is convenient for users to customize their own functions and customize the display of interface data items without coding; At the same time, when the network or system has problems, it can restore the normal operation of the system in time and quickly, ensure the recoverability of the system, and has high anti-interference ability of the network system.

8. "Beautiful and easy to use"

The user interface design of the system adopts Web2.0 user interface design technology, and the interface can be changed flexibly according to the user's needs (enhancing the label classification characteristics), paying attention to the user experience, making the functions of the system easy to view, learn, use, maintain and manage.

As a full-time application system, ease of use and user experience are the key elements of the success or failure of the project. The products provided adopt B/S login mode, which can be logged in by computer, mobile phone and other means, and adopt AJAX, graphic editor and other new technologies, which are easy to read, understand and operate, and the user interface is concise, beautiful and friendly, which is convenient for users to master, operate and use; The use and management of system management is also based on simplicity, operability and convenience.

Strictly follow the six principles of ease of use to achieve all-round ease of use from product deployment, login, use, maintenance, upgrade and expansion, thus improving the adhesion of the system; Provide users with a unified access address. The login page provides users with operations such as adding favorites and setting as home page, which is convenient for users to access the system quickly in the future; Have a consistent friendly user interface, intuitive graphical display and graphical workflow from design to use;

Compared with ease of use, beauty is not very important. Like a beautiful girl. It may be that the appearance touched you at first sight, and then it is often her inner nature that constantly touched you.

9. "Large concurrent capacity support"

As a group, multi-organization and large user unit, the development and design of OA software system should support various load balancing capabilities such as applications and databases, and support the separation technology of attachment server and database server, so as to support the ability of tens of thousands of users to operate online at the same time, and the system response capability will not be reduced because of the increase of users or information.

Concurrency ability of the system: there is no upper limit of concurrency through clustering, so it can fully guarantee the future expansion needs of users. The full English name of OA system is: Office Automation System, which means Office Automation System.

With the continuous expansion of OA application content, OA technology is also developing, from the past BASIC+ file system to VB+ACCESS, DELPHI+ORACLE, etc.;

1.。 Network+RDB technology

Office platform. Net+RDB has gained a wide market because of its simplicity, flexibility and ease of use.

2.SUN's JAVA+RDB technology

JAVA(J2EE standard) leads the development direction of technology with its openness and platform independence, and has been widely used and popularized in various application systems, and has been expanding in the field of office automation market.

3.IBM Lotus Domino technology

Lotus was introduced from 1989. It is good at e-mail, collaboration, unstructured document processing and security mechanism. However, with the continuous enrichment of OA application connotation, Domino has also exposed some obvious weaknesses. We might as well make a simple comparison. Net/JAVA adopts the same technical principle as Domino (on the premise of OA application):

Net/JAVA is more similar to 3GL tools, the realization of application functions needs more development or integration, and the maturity of applications needs constant function precipitation and accumulation. Domino is more like a 4GL tool, which provides industry-leading collaboration tools, enterprise-level document processing, document-level security control mechanism and a large number of application templates, which makes it better at supporting office applications, but it is obviously insufficient when dealing with a large number of structured business information.

4. Suo j2ee service based on saas

Suo was established in Shanghai in 2006. With the true technical concept of software as a service, business processes and approval processes have truly become a process automation platform that changes according to requirements. He is good at business process and approval process, and pays most attention to the integration with third-party ERP. The goal is to get through the approval process and business process of the enterprise, and finally form a report system to serve the decision-making. The architecture of OA platform is based on layers, standards and components. OA platform is based on the leading four-tier technical architecture, and follows J2EE standard, SOA standard, WFMC standard, W3C xForm standard, JSR 168, WSRP and other standards. A large number of components are deployed in OA platform, written in JAVA language and presented in the form of multi-dimensional portal. OA platform supports various deployment modes, various operating systems, various databases and middleware.

Because of the openness of J2EE, OA platform supports various servers, operating systems, databases, middleware and application software.

OA platform adopts standard J2EE structure, is developed by Java language, and the system configuration is completed by XML technology. The database adopts the technology of separating relational database from non-relational database. At the same time, OA platform supports various relational databases. The system connects to the database through JDBC service and uses connection pool to improve the system performance. The communication protocol adopts HTTP, TCP/IP.

The whole application of OA platform is divided into three relatively independent logical layers, and each layer has a set of defined interfaces. The first layer is the presentation layer, which is a graphical interface for employees and related users. It includes any system that can display data, such as HTML forms, Java Applet and JSPs. The interface completes daily transaction processing and business processes through the specified workflow and interface.

The middle layer (application logic layer) of OA platform is the code that users need to call (through the presentation layer) in order to obtain data. The presentation layer formats and displays the data after receiving it. The separation of application logic and user interface of OA platform greatly improves the flexibility of application design. OA platform can adopt different graphical user interfaces without changing the application logic, as long as the application logic layer provides a clearly defined interface for the presentation layer.

The middle layer of OA platform is realized by Java language, Servlet and Beans, and its expression form is component package, that is, class library form. It encapsulates the functions with abstract adaptability, such as user management, bottom data access, data transmission and data analysis, and defines several component packages according to different aspects such as function, logic and use, which are unified and standardized as API (core API), providing a clear interface for upper transparent access.

In the whole OA platform application, the middle layer plays a very important role, mainly including security system, application system and technical platform. Together with the data layer introduced below, it forms the basis of office system work.

The bottom layer of OA platform is data layer, namely data center. Used to realize unified data management and data exchange interface. It mainly includes the functions of office information and data management and maintenance, data exchange, data extraction and data filtering.

In the whole OA platform, data engine, message engine, portal engine and workflow engine are deployed, and the system is opened and infiltrated in multiple dimensions horizontally and vertically, so that isolated components and modules become an organic ecosystem. For users in the initial stage of informatization, single-system application is enough, but for high-end OA users who already have considerable informatization foundation, how to integrate data, information and portals with ERP system, how to integrate organizations and users with HR system, how to integrate messages with even messages, and even how to split and reconstruct data has become one of the factors to be considered.

However, integration is a double-edged sword. The integration of fully customized development without standard interface may bring risks and hidden dangers to upgrade, system performance and project cycle. Therefore, it is very important to focus on standard interface capability and productization mechanism when studying OA system. Often cheap OA office systems can't stand the test of long-term application of enterprises. Cheap in CIO's eyes is only the judgment of OA manufacturer's quotation. In order to fully and successfully apply OA office system, it needs to include the cost of OA deployment of software and hardware environment, the time cost of participants in the software implementation process, the training cost, the future maintenance difficulty and service cost, the development cost of data integration, the upgrade cost and the data migration cost.

What kind of OA office system does CIO like? According to interviews with many CIOs and OA manufacturers, we know that OA office systems with five characteristics are more popular: 1, flexible customization; 2. Stupid operation; 3. Performance requirements; 4, easy to maintain; 5, cost-effective. Efficient project implementation team

Perfect implementation tools

In the daily management process, many rules and regulations will gradually settle down, including various paper forms, processes, data specifications, job descriptions, permissions and so on. The process of forming, promoting and optimizing the system is also a process of standardizing employee behavior, realizing effective internal division of labor, standardizing post operation, and gradually moving from rule by man to legal system.

However, there are too many accumulated systems and norms for employees to learn and master completely; The optimization and adjustment of rules and regulations are also difficult to convey the latest version to every employee in real time, so the difficulties in the formation, promotion and optimization of the system make the system unable to land effectively. Therefore, it is of great significance to construct the process approval subsystem of collaborative office system for system landing and standardized management.

Process approval includes data table definition, form definition, process definition (graphical process definition tool of B/S architecture) and workflow engine. The system adopts WFMC process standard to realize the electronic circulation of various complex processes, and uses plug-in design method to make the workflow module be called by other functional modules to complete related business processes.

OA system provides all-round graphical customization from design, application, optimization to portal display, and realizes the design of enterprise flow chart through customized specifications, forms and processes. Through personalized authorization, common processes can be pushed to personal portal for easy calling; Through the integration of specifications, forms and processes, employees can avoid learning when using systems and processes; In addition, the module follows the PDCA management rules of enterprise process management, and carries out closed-loop management from process startup to monitoring, consulting and efficiency analysis.

The main functions of process approval are as follows:

1. process portal: provides a unified interface for calling the classification process.

2. Initiation process: select the workflow form to be initiated and developed.

3. Pending process: After filling in the process form, save the workflow to be sent.

4. Process monitoring: refers to monitoring the working process being processed.

5. Closing query: users can query the closed, cancelled or returned processes.

6. Process transfer: the current user can transfer the process stuck in a node to others for processing.

7. Process agent: refers to the agent designated by the user to assist him in his work when he is on a business trip.

The technical features of process approval are as follows:

1. Process numbering: the system can automatically number and check duplicate, allowing users to customize the numbering rules;

2. Signature and seal: support electronic signature and electronic seal technology;

3. Complex processes: conditional routing, sequential processes, branching processes and concurrent processes are supported; Support countersignature, withdrawal, cancellation and distribution. ;

4. File upload: circulation and approval with attachments are allowed;

5. Graphical B/S process editor: you can customize the process flexibly and freely, and the customized process is dragged in the whole B/S graphical way, and it is equipped with the node's process and form processing authority.

6. Process monitoring: all processes are provided with a monitoring interface with authority control.

7. Common marker words: allow users to customize common marker words for quick input;

8. Process query: provides the query of processed and pending approval processes;

9. Trace retention: support text modification and trace retention;

10. Time limit reminder: according to the time limit set by the process, the reminder function is automatically completed by email.

1 1. Process form customization: You can customize the form in a WYSIWYG way without writing code.

12, SMS supervision reminder can be carried out in the process.

13, which provides automatic forwarding between processes, process tracking and supervision.

14. Support the combined approval mode of single approval, multi-person parallel approval, multi-person sequential approval, multi-person one-person approval and sponsor/co-sponsor reading approval.

15, the text is edited by online office, which fully adapts to the customer's operating habits.

16, which provides the software and hardware solution of electronic signature/electronic signature function.

17. Message reminder and view tracking: the system provides SMS, instant message and other means to remind the next manager during the approval process.

18, process engine: independent process engine design, other functional modules can flexibly call the workflow engine to realize the business flow of each functional module, such as information management, official document management, comprehensive office, business card ordering, etc. As an independent service, workflow can be referenced by each module, and the combination of process engine and form definition produces an independent application "workflow" module of workflow.

19, the ability to build a complex process model: intelligent workflow engine, providing standard activities, sub-activities, virtual activities, automatic return and other types of activities; The predecessor and successor mode can be used to establish any model process, and at the same time, it supports the process processor to select the next link and conditionally judge the form content to realize process routing, and supports the judgment of the relationship with the fields in the form and the job level with the process initiator or previous processor during conditional routing.

20. Process Handler (Participant): There are many ways to select process participants, which can be calculated according to the combination of roles and organizations or positions or the same office location of sponsors, or the current handler can select from the specified range, all users, the previous handler's own department, sponsors, leaders of sponsors and designated groups to meet the selection requirements for process handlers in daily office.

2 1. Processing type: the system supports the modes that only one person can process transactions, any one person can process transactions from multiple people, multiple people take turns to process transactions, multiple people process transactions at the same time, others can process transactions during processing, and reading transactions does not affect the process.

22. Interface: A wealth of extended interfaces are reserved for data interaction with other business management systems, so as to realize the smooth connection between workflow and business systems.

23. Process exception handling: the current handler of the process can return to the process, the supervisor can cancel the process and take it back, the administrator can hand over the process to other personnel for handling, and the parties can set a work agent in advance to designate the process agent.

24. Handwritten annotations: Use the process of handwriting and keyboard approval and flexible selection to write annotations, and you can edit various forms of documents such as WORD and excel online, keep traces, and sign electronically.

25. Process Association: You can associate processes through subprocesses, which can be linked to the main process and all related subprocesses in the main process.

26. Work agent: You can authorize others to handle process approval through a work agent. Work agents can be assigned to processes, and agents can be assigned to a range of processes.

27. Form compatibility: a flexible form definition tool, which can define various process forms, define the form style required by workflow from word/excle, and combine the form content with a custom database; In order to realize powerful form definition ability, the custom database not only defines the form elements, but also defines the expression forms of these elements in the interface, and can be associated with the database; Master-slave table can be realized; Recognize that the forms in different process links are different, and that the displayed forms are inconsistent with the printed forms.

28. Process processing: Process processing can be classified as to-do, ongoing and completed. , and can be classified according to time, priority, type and other modes, so that users can choose processes with higher priority. Media industry collaborative management solutions, starting from the collaborative relationship among "people, things and resources" in the organization, take the "execution" information in the organization as the object, and effectively help media enterprises solve the problems they face.

Industry coverage: TV media, online media, broadcasting, newspapers and other sub-industries.

Industry characteristics

Media industry is a marginal industry where information service industry and cultural industry intersect. There is a huge amount of information, and one of the important tasks of media enterprises is to identify the true and false information, and realize information integration, information retrieval, and eliminating the false and retaining the true.

The media industry is relatively monopolized, with a unique profit model and good profitability, and there are significant economies of scale and diversification. Media enterprises are usually large in scale, and their personnel are diversified in employment methods, management methods and working methods.

Compared with other industries, the media industry emphasizes integration and intensive resource sharing, which is mainly realized in the following three aspects: 1. Cross-media resource sharing; 2. Intensive ways to promote changes within the organization; 3. Localization strategy to expand combat power.

The problems faced include:

Flexible production mode, man-machine integration. The quality and quantity of product production are not easy to be managed and monitored in the production process, and the controllability of the production process is low, but the result has a great influence.

The span of production management is very large. Media enterprises usually have many independent subsystems with the same workflow, but the work content is different, the production management span is large, and the personnel assessment and salary are very complicated.

The background of employees is very different, so it is necessary to realize social coexistence, value recognition and coordination quickly.

The loosening of production organization, the transformation of production process from display to virtual, the transformation of production line from tangible to intangible, and the transformation of production posts from fixed to mobile have reduced costs, but increased the difficulty of enterprise management.

solution

Collaborative management solutions for media industry. In view of the trend of media industry collectivization, collaborative platform can realize group control from cross-organizational collaboration to cross-organizational industrial chain and group collaboration through collectivization application.

Through multi-dimensional information space, build an organizational information resource management and control platform to facilitate cross-media resource sharing; The agile organization, quick response and visual control of the production process in the media industry are realized through the collaborative management center; Through the mobile application platform, front-end personnel can quickly collect and report information, and information can be edited, edited and published without time and space constraints, thus helping media enterprises improve their core competitiveness.

Application value

Realize the visual control of the production process; Improve the efficiency of cooperation; Realize the accumulation and precipitation of knowledge-based products. With the arrival of the new knowledge economy era, the informatization construction of education OA management in China has begun to develop in the direction of standardization, which puts forward higher requirements for strengthening university management, improving education and teaching level, talent training quality and office efficiency on the original basis.

Computer information technology is the most dynamic and creative technology in contemporary times. Practice has proved that only by combining computer information technology with school teaching and management, vigorously developing online teaching applications, building digital libraries and building comprehensive online community services. So as to form a first-class digital network environment, teaching resources, teaching environment, management methods and logistics services, provide a strong guarantee for the school to implement modern teaching methods and management models, and build a modern information platform for teaching research and personnel training.

1, Campus Information Portal Management

The OA solution of campus information portal provides a personalized window for schools to display their contents, which can provide users with information collection, classification, search and release. Provide personalized information display service for all kinds of users at different stages, realize the establishment of cooperation mechanism for important news, internal notices, rules and regulations of the school, and realize information sharing among users.

Through the portal setting of OA office system, different information portals can be built according to different stages of the development of the unit, and the personalized and phased application of portals can be realized, such as personal portal, departmental portal, school portal, education commission portal, leadership portal, related portal, knowledge portal, system portal, news portal and so on. , so as to automatically push useful information to useful people; Information with permission requirements will be automatically pushed to those with permission. Push the content that users care most about to users, so that users can see the information they want at a glance on an interface, and improve work efficiency.

2. Daily collaborative management

Instant messaging and collaborative work solve all communication problems in daily work, and the communication content is easy to accumulate and trace. Information can be obtained through SMS reminder box, email reminder and SMS reminder. Arrange and query daily work plans, schedules and meetings reasonably, and standardize and optimize work processes. Through the powerful customized design function of forms and processes, users can design complex business processes and forms according to their own business characteristics, and use the existing sql input retrieval function to capture data in this system and other systems and realize data integration with other systems.

3, file management

The OA solution system of official document file management realizes the automation of receipt management and post management, and its functions include my receipt, draft post, draft post, post consultation, post setting, document signing, post consultation and post setting. Moreover, the text of official documents supports various applications, such as modifying tags, handwritten signatures, red titles and signatures. It can flexibly set up official document flow, automatically track, supervise and investigate, and can classify, file and retrieve.

4. Public information management

Public information includes the latest development of organizations, rules and regulations, policies and regulations, work guides, engineering construction, information release and other functions. Internal users can query relevant information and dynamic information within the government through this system platform.

5. Forum management

This forum provides an informal communication platform for internal staff. Users can make better use of modern network resources through forum management, and realize the functions of discussion and release, information exchange, information sharing and reaching consensus.

6. Meeting management

The collaborative office platform can manage various resources related to video and non-video conferences through the conference management module.

7. Task management

Task management includes tasks assigned by myself and tasks assigned by leaders. The purpose of task management subsystem is to standardize work objectives, and leaders can control tasks in real time.

8. Knowledge management

The knowledge management solution can realize the following functions: file and directory operation, data sharing and publishing, file retrieval, log management, file recycling station and so on.

9. Mail management

Individuals may send or receive emails from outsiders in their daily work. The mail management subsystem provides Web-based mail sending, reading, storing and searching functions, and supports mail-to-collaboration.

10 personnel management

It mainly includes organizational management and departmental management, internal personnel transfer, vacation, business trip, resignation and other personnel-related processes, assessment and contract management.

12 vehicle management

There are a certain number of vehicles in institutions and subordinate units, and vehicle management has become an important work in daily life. The system should realize centralized management of basic information, operation, maintenance, accidents, violations and other information of vehicles, effectively track and manage the use of each vehicle, improve work efficiency, and make enterprise vehicle management more scientific and standardized.

13, cargo management

Goods management mainly manages the procurement and acquisition of office supplies in each unit, and counts the expense distribution and the number of office supplies in branches and departments.

14 equipment management

The main function of equipment management is to complete the accounting and management of the company's daily equipment business, and realize the management of basic information entry, inquiry, purchase, allocation, allocation, maintenance and depreciation of equipment assets according to departments and units.

15 supervision and management

Various tasks (including document processing, personal tasks, departmental tasks, etc. ) Generally, there is a standard processing time, even down to the processing time of processing nodes in each process. Therefore, the collaborative office system sets the standard processing time for each processing node of each task flow. If this time is exceeded, it can remind the processor to handle it by urging, supervising and reminding.

16, mobile OA office management

Mobile office is a set of online office communication tools that organically combines mobile communication elements with collaborative office system and integrates daily office, information viewing, internal communication and other functions. In order to realize information communication and resource sharing, and save investment as much as possible, terminal mobile phones should be highly compatible, and mobile phones with different platforms and intelligence levels can achieve the same function.