在 SharePoint Server 2013 中規劃文件集Plan document sets in SharePoint Server 2013

摘要:了解 SharePoint Server 中的文件組功能如何管理文件組,以及規劃文件組內容類型。Summary: Learn about the Document Set feature in SharePoint Server, how to administer Document Sets, and plan for Document Set content types.

本文說明 「 文件組並提供如何整合它們與 SharePoint Server 文件管理解決方案的指導。This article describes Documents Sets and provides guidance on how you can integrate them with your SharePoint Server document management solution.

關於文件組About Document Sets

文件組為 SharePoint Server 可讓管理單一交付項目、 組織或工作產品,可以包含多個文件或檔案的功能。文件組是一種特殊資料夾的結合唯一文件組屬性、 屬性和行為的資料夾和文件,並提供使用者介面 (UI)、 中繼資料、 及物件模型元素來協助管理各方面的工作產品。Document Sets are a feature in SharePoint Server that enables an organization to manage a single deliverable, or work product, which can include multiple documents or files. A Document Set is a special kind of folder that combines unique Document Set attributes, the attributes and behavior of folders and documents, and provides a user interface (UI), metadata, and object model elements to help manage all aspects of the work product.

對於許多組織中的團隊和使用者而言,他們需要有一組文件 (或稱一份工作產品),才能更妥善管理某個專案或交付項目。例如,法律團隊可能需要針對某個案件來收集、建立與管理各種相關文件、相片和音訊檔案。或者,銷售團隊可能需要彙整各種來源的文件,以建立並管理要提供給潛在客戶的需求建議書 (RFP)。有了文件組,這些團隊和使用者便能夠將這麼多的文件當成單一集合、交付項目或工作產品來管理。然後,文件組擁有者可以建立自訂的歡迎頁面,以顯示工作產品的內含項目和相關重要資訊。For teams and users in many organizations, a set of documents, or a work product, is needed to better manage a project or deliverable. For example, a legal team might need to collect, create, and manage various documents, photos, and audio files that are related to a particular case. Or, a sales team might need to compile documents from various sources to create and manage a request for proposal (RFP) for a potential client. Documents Sets provide those teams and users with the ability to manage those sets of documents as a single collection, deliverable, or work product. Document Set owners can then create a custom Welcome Page that can display the items included and important information about the work product.

在 SharePoint Server 中想要建立及管理文件組一致的組織可以設定他們通常是建立每個工作產品文件組內容類型。文件組內容類型則可以定義核准內容類型、 屬性、 預設的項目、 欄、 工作流程與原則。然後可以從上層內容類型、 每個繼承屬性與設定從上層文件組內容類型建立其他自訂文件組內容類型。內容類型新增至文件庫之後,使用者可以再建立使用 [新增]命令繼承的文件組內容類型屬性 「 文件組。文件組內容類型提供可讓您指定的其他設定允許內容類型、 預設的內容、 共用的欄、 歡迎頁面欄及預設歡迎頁面檢視。In SharePoint Server, organizations that want to create and manage Document Sets consistently can configure a Document Set content type for each work product they typically create. A Document Set content type can then define approved content types, attributes, default items, columns, workflows, and policies. Additional customized Document Set content types can then be created from the parent content type, each inheriting properties and settings from the parent Document Set content type. After the content type is added to a library, users can then create a Document Set that inherits the attributes of the Document Set content type by using the New command. A Document Set content type provides additional settings that enable you to specify allowed content types, default content, shared columns, Welcome Page columns, and default Welcome Page view.

如需內容類型的詳細資訊,請參閱<在 SharePoint 2013 中規劃內容類型和工作流程>。For more information about content types, see Plan content types and workflows in SharePoint 2013.

如需如何建立和管理SharePoint Server 2013中的文件組的詳細資訊,請參閱 <建立和設定新的文件組內容類型中SharePoint Server 2013說明。For more information about how to create and manage Document Sets in SharePoint Server 2013, see Create and configure a new document set content type in SharePoint Server 2013 Help.

管理文件組Administering Document Sets

SharePoint Server 中的文件組會共用相同的屬性及內容的許多為資料夾。不過有一些您應該注意的規劃文件組解決方案時的重要考量。Document Sets in SharePoint Server share many of the same attributes and properties as folders. However there are some important considerations you should be aware of when planning a Document Set solution.

  • 文件組中可以存在的文件並無數目上的限制。不過,顯示載入時間可能會受限於清單檢視臨界值 (預設為 5,000 個項目)。文件組中可以有資料夾,但文件組中無法使用中繼資料導覽。因此,在決定文件組中應該要存在多少項目時,請務必留意超過清單檢視臨界值的可能性以及導覽設計上的限制。此外,當您對文件組使用 [傳送至] 功能時,文件組中所有文件的大小加起來不能大於 50MB。如果集合或工作產品中含有大量項目,在文件庫中使用資料夾結構可能是較理想的解決方式。There is no limit on the number of documents that can exist in a Document Set. However, display load times may be limited by the list view threshold which by default is set at 5,000 items. Folders are allowed in document sets, but metadata navigation cannot be used in a Document Set. Therefore, it is important to consider the possibility of exceeding list view thresholds and navigation design concerns when you determine how many items should exist in a Document Set. In addition, when you use the Send to feature with a Document Set, the sum for all documents in a Document Set cannot be larger than 50MB. For a collection or work product with a very large number of items, a folder structure in a document library may be a better solution.

  • 文件庫中可以存在的文件組並無數目上的限制。不過,清單中可顯示的文件組數目會受限於清單檢視臨界值。There is no limit on the number of Document Sets that can exist in a document library. However, the number of Document Sets that can appear in lists will be limited by the list view threshold.

  • 使用共用中繼資料時,如果文件組中有 10 個以上的項目使用共用中繼資料,則計時器工作會每隔 15 分鐘執行一次中繼資料更新。例如,如果文件庫最上層有 10 份文件,而且具有共用中繼資料的文件組中有單一文件,則不會執行計時器工作。但是,如果您新增具有 9 份以上文件的另一個文件組,則會執行計時器工作。When using shared metadata, if there are more than 10 items that are using shared metadata in a Document Set, metadata updates will be run by a timer job every 15 minutes. For example, if you have 10 documents in the top level of the library, and a single document in a Document Set with shared metadata, the time job will not run. But if you add another Document Set with 9 more documents, the timer job will run.

  • 使用文件組路由時,傳送給內容組合管理的文件組會先留在暫時擱置的文件庫中,再由內容組合管理處理計時器工作 (預設為每天執行一次) 移至適當位置。When using Document Set routing, Document Sets that are sent to a content organizer will remain in the drop-off library and be moved to the appropriate location by the content organizer processing timer job, which by default runs daily.

若要在網站集合中使用文件組,必須先啟用文件組功能。To use Document Sets in a site collection, the Document Sets feature must be enabled.

若要啟用網站集合的文件組功能To enable Document Sets feature for a site collection

  1. 在 [網站設定] 頁面的 [網站集合管理] 下,按一下 [網站集合功能]。On the Site Settings page, under Site Collection Administration, click Site collection features.

  2. 在 [功能] 頁面,針對 [文件組] 按一下 [啟動]。On the Features page, for Document Sets, click Activate.

啟用文件組功能後,您就能建立「文件組」內容類型。After the Document Sets feature is enabled, you can create Document Set content types.