Microsoft Office SharePoint Server Document ManagementMicrosoft CorporationPublished: December 2008Author: Office IT and Servers User Assistance (o12ITdxmicrosoft.com)AbstractMicrosoft Office SharePoint Server 2007 includes document management features that you can use to control the lifecycles of documents in your organization how they are created, reviewed, published, and consumed, and how they are ultimately disposed of or retained. This guide provides information architects, enterprise solution planners and designers, program managers, and information technology specialists with the information that they need to plan a document management solution based on Office SharePoint Server 2007.The content in this book is a copy of selected content in the Office SharePoint Server technical library (http:/go.microsoft.com/fwlink/?LinkId=84739) as of the publication date. For the most current content, see the technical library on the Web.2The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, email address, logo, person, place or event is intended or should be inferred. 2008 Microsoft Corporation. All rights reserved.Microsoft, Access, Active Directory, Excel, Groove, InfoPath, Internet Explorer, OneNote, Outlook, PerformancePoint, PowerPoint, SharePoint, SQL Server, Visio, Windows, Windows Server, and Windows Vista are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.The names of actual companies and products mentioned herein may be the trademarks of their respective owners.ContentsIntroduction to the document management planning guide1Related topics2What is document management?3The elements of a document management system3The planning process4Identify document management participants and stakeholders6Worksheet7Analyze document usage8Worksheet10Plan document libraries11Plan document libraries11Plan the flow of content15Promoting document libraries from Office client programs16Plan content types (Office SharePoint Server)18What are content types?18Properties integration with the 2007 Office release19About column templates20About folder content types20Planning document content types21Planning list content types23Planning document conversions24After planning content types: next steps24Worksheets25Plan workflows for document management26Worksheet27Plan versioning, content approval, and check-outs28Plan versioning28Plan content approval29Plan check-in and check-out31Worksheet31Plan Information Rights Management32Information Rights Management in Office SharePoint Server 200732Worksheet33Plan information management policies34About information management policies and policy features34About information management policy reporting36About information management policy integration with the 2007 Office system applications36Policy features available in Office SharePoint Server 200737Plan information management policies37Worksheet38Plan enterprise content storage39Typical large-scale content management scenarios40Large-scale authoring environment40Large-scale content archive40Extremely large-scale content archive41Site collections: content storage benefits and limitations41Benefits of storing content in the same site collection41Limits on storing content in the same site collection42