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Plan document management

Updated: February 26, 2009

Applies To: Office SharePoint Server 2007

Updated: 2009-02-26

Microsoft Office SharePoint Server 2007 includes document management features that you can use to control the life cycle of documents in your organization — how they are created, reviewed, published, and consumed, and how they are ultimately disposed of or retained. The articles in this chapter will guide you in planning the document management features of your solution based on Office SharePoint Server 2007.

The articles in this chapter include:

  • What is document management? includes an introduction to document management in the enterprise, along with a description of the document management planning process recommended in this planning guide.

  • Identify document management participants and stakeholders describes the creation of a document management planning team.

  • Analyze document usage provides guidance on determining the types of documents used in your enterprise and analyzing the stages in the documents' life cycles.

  • Plan document libraries describes using document libraries to organize documents in your enterprise.

  • Plan content types (Office SharePoint Server) describes planning content types, which are the Office SharePoint Server 2007 mechanism for defining and sharing the attributes of documents, list items, and folders.

  • Plan versioning, content approval, and check-outs provides guidance on planning content control in Office SharePoint Server 2007, such as by using versioning, check-in and check-out, and approval for publishing content.

  • Plan Information Rights Management describes how to plan Information Rights Management on documents stored in document libraries so that you can control which actions users can take on documents when they open them from libraries in Office SharePoint Server 2007.

  • Plan workflows for document management describes how to use the Office SharePoint Server 2007 workflow feature to design document-related processes.

  • Plan information management policies describes planning and implementing enterprise policies that will help your organization comply with regulatory and legal obligations, in addition to best practices such as auditing documents and retaining them properly

  • Plan enterprise content storage contains information to help solution planners and designers properly plan and configure a large-scale enterprise content management solution based on Office SharePoint Server 2007 so that it performs well while providing the features needed by site users.

  • White paper: Managing enterprise metadata with content types discusses how to implement the set of features that define the metadata properties of each type of content and promote the consistent and effective use of metadata across an enterprise's content.

  • Downloadable book: Office SharePoint Server Document Management provides a link to a Microsoft Office Word document that contains all of technical library articles about document management with Office SharePoint Server.

Download this book

This topic is included in the following downloadable book for easier reading and printing:

See the full list of available books at Downloadable content for Office SharePoint Server 2007.

See Also

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