best practices for i w d ocument m anagement with sharepoint 2007
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Best Practices for I W D ocument M anagement with SharePoint 2007. IW 310 Ágnes Molnár, MOSS MVP. About me. Ágnes Molnár , MOSS MVP, MCS D , MCT Senior Consultant, R&D Director L&M Solutions, Budapest, HUNGARY http://aghy.dotneteers.net [email protected]

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Presentation Transcript
about me
About me
  • Ágnes Molnár, MOSS MVP, MCSD, MCT
    • Senior Consultant, R&D Director

L&M Solutions, Budapest, HUNGARY

what is the document
What is the document?
  • the file?
  • the format?
  • the information inside?
  • or anything else?...
document management system
Document Management System

„ A document management system (DMS) is a computer system (or set of computer programs) used to track and storeelectronic documents and/or images of paper documents.”

(Wikipedia)

dms related terms
DMS – Related terms
  • content management
  • digital asset management
  • document imaging
  • workflow
  • records management
  • etc.
sharepoint and document management
SharePoint and Document Management
  • document libraries
  • content types
  • version management
  • workflows
  • permission management
  • records management
  • ...
scaling out
Scaling out
  • Mythical „2000 limit”
scaling out1
Scaling out
  • Mythical „2000 limit”
    • You can store millions of documents per library
    • Don’t manage >2000 at the same time
      • Use folders
      • Create filtered views
      • Create
      • Avoid huge lookups
scaling out2
Scaling out
  • <100 content database per Web Application
  • <100 GB per content database
  • Create site collections using their own content databases

STSADM –o createsiteinnewdb

document content types
Document Content Types
  • Reusable collection of settings:
    • metadata (columns)
    • document templates
    • workflows
    • custom Document Information Panel
    • information management settings
content types planning
Content Types – Planning
  • WHY?
  • WHEN?
  • WHERE?

... do you need Content Types?

content types planning1
Content Types – Planning
  • Define on the proper site
  • Define metadata and force the users to use them
  • Define custom document template
  • Force to use Document Information Panel
  • Make a clear content type hierarchy in a clear site hierarchy
  • New button order
  • Train the users
searching for documents
Searching for Documents
  • WHY?
    • >1 working day / week / information worker
  • WHERE?
    • document library
    • file share
    • web site
  • WHAT?
    • document content types
    • metadata management
searching for documents summary
Searching for Documents – Summary
  • Content Types have very big power
  • Metadata management is very important part of the DMS
  • Create a good search infrastructure
online document management
Online Document Management
  • Blog, Wiki – What is a document?...
  • Office Web Applications
    • Lightweight versions of Word, Excel, PowerPoint and OneNote
  • SharePoint Online
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