1. Best Practices for IW Document Management with SharePoint 2007 IW 310 Ágnes Molnár, MOSS MVP

2. About me Ágnes Molnár, MOSS MVP, MCSD, MCT Senior Consultant, R&D Director L&M Solutions, Budapest, HUNGARY http://aghy.dotneteers.net molnar.agnes@lmsolutions.hu

3. Best Practices for IW Document Management

4. What is the document? the file? the format? the information inside? or anything else?...

5. Document Management System A document management system (DMS) is a computer system (or set of computer programs) used to track and store electronic documents and/or images of paper documents. (Wikipedia)

6. DMS – Related terms content management digital asset management document imaging workflow records management etc.

7. SharePoint and Document Management document libraries content types version management workflows permission management records management...

8. Scaling out Mythical 2000 limit

9. Scaling out Mythical 2000 limit You can store millions of documents per library Dont manage >2000 at the same time –Use folders –Create filtered views –Create –Avoid huge lookups

10. Scaling out <100 content database per Web Application <100 GB per content database Create site collections using their own content databases STSADM –o createsiteinnewdb

11. Document Content Types Reusable collection of settings: metadata (columns) document templates workflows custom Document Information Panel information management settings

12. Content Types – Planning WHY? WHEN? WHERE?... do you need Content Types?

13. 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

14. Content Types – Document Templates

15. Content Types – Document Template Library

16. DOCUMENT TEMPLATE LIBRARY

17. Version Management

18. Searching for Documents WHY? >1 working day / week / information worker WHERE? document library file share web site WHAT? document content types metadata management

19. Searching for Documents

20. Searching for Documents – Summary Content Types have very big power Metadata management is very important part of the DMS Create a good search infrastructure

21. Integration with External Systems

22. Stored in SharePoint AdvantagesDisadvantages Frame integration -- Easy to implement - More different systems to maintain Lists with external documents metadata- Leaving old DMS - Easy to implement - More different systems to maintain Libraries with external metadata document- SharePoint is good in document management - Good metadata management performance - Custom development

23. 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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