Managing Knowledge with Site Server

1
Managing Knowledge with Site Server

• Craig McQueen
• Sage Information Consultants Inc.

2
Managing Knowledge Overview

• The Intelligence Pyramid
• WroxShop
• Planning
• Implementation

3
Managing Knowledge Goals

• Build and deploy web applications quickly
• Employees control their own content
• Standard repository for files
• Context-sensitive searches
• Extend Reach to partners
• Personalize Content
• Restrict Content

4
The Intelligence Pyramid Introduction
5
The Intelligence Pyramid Data
Wisdom
Knowledge
Information
Data
6
The Intelligence Pyramid Information
Wisdom
Knowledge
Information
Data
7
The Intelligence Pyramid Knowledge
Wisdom
Knowledge
Information
Data
8
The Intelligence Pyramid Wisdom
Wisdom
Knowledge
Information
Data
9
The Intelligence Pyramid Without Knowledge
Management
People Work
Automation
10
The Intelligence Pyramid With Knowledge
Management
People Work
Automation
11
Sharing KnowledgeWithout Knowledge Management
12
Sharing KnowledgeWith Knowledge Management
13
Sharing Knowledge Interacting with People
14
Sharing Knowledge Site Server
15
The WroxShop Overview

• Completely virtual on-line computer sales
• Operations manuals available for customers
• Suppliers provide manuals and technical updates
  for servicers
• Marketing group provides sales information
• Files include images, Word documents, pdf files

16
The WroxShop Overview
Video card supplier
Customer
Marketing
Sales
Servicer
Technician
Hard Disk Supplier
Press/Media
WroxShop
17
PlanningSteps

• Define the content
• Identify Content Producers
• Identify Content Editors
• Identify Content Consumers
• Design views
• Design searches

18
Planning Defining Content Types

• Content Type - categories of content published at
  your site
• Each Content Type stored in a sub-directory off
  the Content Store sub-directory

19
Planning Defining Content Attributes

• Define some aspect or property of the content
  type
• Attributes stored in PM membership directory
• Gives context to documents
• Changes data to information!

20
Planning Defining Content Attributes
21
PlanningWroxShop Users

• Customer
• Technical Staff
• Sales
• Marketing
• Media
• Service
• Supplier

Need to define the work flow between users.
22
PlanningWorkflow
Content Producers
Content Store
Content Consumers
Content Editors
23
Planning Identifying Content Producers
Content Producer - someone who creates and
publishes content to the web site
24
Planning Identifying Content Editors
Content Editor - someone who controls the
publication of content to a web site
25
Planning Identifying Content Consumers
Content Consumer - reads the content published on
a web site
26
Planning Designing Content Views

• Decide condition for content to be viewed
• Can be based on content attributes or user
  attributes
• Can be based on external conditions (e.g. should
  list of documents published in the last week)

27
Planning Designing Content Searches

• Search is a tool for helping people get
  information quickly for solving problems
• Design search mechanism to provide flexibility
  yet yield appropriate results
• Choice of searching attributes or full-text of
  documents

28
ImplementationSteps

• Create the Content Store
• Create Groups
• Create Users
• Implement publishing and approval pages
• Implement Views
• Implement Searches

29
Implementation Creating the Content Store
JWootton Note - META data is still compatible
with Search Server.

• Microsoft Index Server index used to store
  information about site content
• Storage facilities for all the content that is
  submitted and published at your site
• Manifest themselves as directories on your server

30
Implementation Creating the Content Store
JWootton Or by editing the makecm.vbs and
running again. But it will not delete existing
ones.

• Change makecm.vbs to reflect your content design
• Run makecm.vbs
• Additional content types and attributes can be
  added later via WebAdmin or MMC or running
  makecm.vbs again

Make sure the content store is created for the
Membership Server used for PM!
31
Implementation Creating the Content Store -
Sample
'
Set DocList.ComputerOI.Fields
CreateObject(DictionaryProgId) DocList.ComputerOI.
Fields.Title "Yes" DocList.ComputerOI.Fields.Mo
delNumber "Yes" Set DocList.ComputerOI.Fields.To
pic CreateObject(DictionaryProgId) Doclist.
ComputerOI.Fields.Topic.Type "Vocabulary" DocLi
st.ComputerOI.Directory "ComputerOI" DocList.C
omputerOI.HTMLFile "ComputerOI.asp" DocList.C
omputerOI.Description "Computer Operating
Instructions" DocList.ComputerOI.Approve 0
32
Implementation Creating Users and Groups

• Choice of Membership Directory or Windows NT
  directory database
• Windows NT - best for Intranet and users and
  groups already exist
• Membership Directory - best for Internet and for
  scaling to large number of users

33
Implementation Creating Groups

• Use Personalization and Membership (PM) with
  either WebAdmin or MMC for Site Server
• Authentication Service automatically creates a
  Windows NT group for a new group in the
  Membership Directory
• Site_DirectoryName_ prefix added for Windows NT
  group name

34
Implementation Creating Users
JWootton Using ADSI

• Use Personalization and Membership (PM) with
  either WebAdmin or MMC for Site Server
• Can also use DTCs or programatically create users
  with ADSI
• Users inherit rights given of groups they belong
  to
• maintaining Users should be part of your
  application

35
Implementation Creating Users with WebAdmin
Demo
36
Implementation Creating Users with Membership
DTCs

• Membership Design Time Controls (DTCs) allow you
  to drag and drop code
• Creates user, sets attributes and assign to
  groups
• Validation code done for you
• Modify code if setting attributes via another
  mechanism

37
Implementation Creating Users with Membership
DTCs
Demo
38
Implementation Implementing Workflow

• Modify submission, content provider and approval
  pages
• May want to implement multiple approval or
  version control
• May want to implement automated document
  generation and submission
• Extend workflow

39
Implementation Implementing View Pages

• View page and rule file automatically generated
• Customize rule file to get your own view
• Need to modify rule file to perform a
  parameterized query

40
Implementation Restricting Content

• Assign group permission to Content Type
  directories
• Search results will automatically use NTFS
  permissions
• Programatically restrict access (personalize
  menus)

41
Implementation Restricting Content
Programmatically
Function IsMemberOf( strCNMember, testGroup
) Dim objIADsContainer Dim objIADs Dim
strGroups Dim nLoopArray IsMemberOf
false Set objIADsContainerGetObject(MEMBERSHIP_M
EMBERS_PATH) Set objIADsobjIADsContainer.getobje
ct("member", "cn" strCNMember) strGroupsobjIA
Ds.getex("groups") ' Check to see if the value
in the groups property is an array if IsArray
(strGroups) then for nLoopArray
lbound(strGroups) to Ubound(strGroups) If
testGroup strGroups(nLoopArray)
then IsMemberOf true exit
function end if next else If strGroups
testGroup then IsMemberOf true end if
end if End Function
42
Implementation Implementing Searches
JWootton Why? Because it allows users to find
content according to logical categorizations of
content not just throwing caution to the wind.

• Search is a tool to enable people to do their job
  more effectively
• Allows users to search based on logical
  categorizations
• Can search on attributes or full text
• Using Search Server can index other types of
  content

43
Implementation Saving Searches

• Search criteria itself is a form a knowledge
• Want capability of saving search criteria for
  quick recall later
• Also want to be able to share saved searches

44
Implementation Saving Searches - Knowledge
Manager

• Site Server Knowledge Manager has capability of
  saving and sharing searches
• Searches stored as Briefs
• Both private and shared Briefs
• Briefs can be also me mailed out or sent by
  channel

45
Managing Knowledge Call to Action

• Create a Knowledge Management plan
• Give your content meaning
• Put content in the control of the author
• Make organizational information available to
  customers/partners
• Make it easy for partners to give you information

46
Managing Knowledge Questions?