Document management planning (SharePoint Server 2010)

Published: May 12, 2010

These articles will guide you in planning the document management features of your solution that is based on Microsoft SharePoint Server.

SharePoint Server includes document management features that you can use to control the life cycle of documents in your organization — how they are created, reviewed, and published, and how they are ultimately disposed of or retained.

The articles in this chapter include the following:

• Document management overview (SharePoint Server 2010) includes an introduction to document management in the enterprise and a description of the document management planning process that is recommended in this planning guide.

• Identify users and analyze document usage (SharePoint Server 2010) describes how to create a document management planning team. It also provides guidance on how to determine the kinds of documents used in your enterprise and how to analyze the stages in the life cycle of these documents.

• Metadata-based routing and storage overview (SharePoint Server 2010) provides information to help solution planners and designers use the Content Organizer feature to implement metadata-based routing and storage as part of a comprehensive document management solution.

• Metadata-based routing and storage planning (SharePoint Server 2010) contains information to help IT Pros plan how to use the Content Organizer to route and store content based on metadata.

• Metadata navigation overview (SharePoint Server 2010) provides information to help solution planners and designers use the Metadata Navigation and Filtering feature to locate content in document libraries.

• Document library planning (SharePoint Server 2010) describes how to use document libraries to organize documents in your enterprise.

• Enterprise content storage planning (SharePoint Server 2010) contains information to help solution planners and designers plan enterprise content management solutions, from small scale to large scale.

• Document Sets planning (SharePoint Server 2010) describes how to use document sets to organize a collection of documents as a single project or work product.

• Content type and workflow planning (SharePoint Server 2010) describes how to plan content types, which are the SharePoint Server mechanism to define and share the attributes of documents, list items, and folders. This article also describes how to use the SharePoint Server workflow feature to design document-related processes.

• Information management policy planning (SharePoint Server 2010) describes how to plan enterprise-wide policies that will help your organization comply with regulatory and legal obligations, in addition to best practices such as document audits and suitable document retention.

• Versioning, content approval, and check-out planning (SharePoint Server 2010) describes how to plan content governance by using versioning, check-in and check-out, and approval for publishing content.

• Co-authoring overview (SharePoint Server 2010) describes the feature and provides administrators an understanding of the settings that can be used to manage co-authoring.

• Plan Information Rights Management (SharePoint Server 2010) describes Information Rights Management (IRM) and how SharePoint Server permissions relate to IRM permissions.