Document Management Planning for MOSS

A lot of my friends and MOSS consultants ask for the steps needed to create an enterprise level document management site. Most of them do not agree when I ask them to start thinking about content types first. This sounds weird for them as the normal roadmap of creating a doc management site would be to create  document libraries and then to add documents to those libraries but for me that’s just ordinary.

Even before the introduction of content types by MOSS, it was obvious that you must first analyze the type, content and behavior of your documents and data before even starting to get your feet wet with a DMS. After the implementation of content-types and the incorporation of workflows and metadata with those content types, life is a bit easier for system analysts and consultants who are in the process of DMS analysis. I would recommend the following sequence of steps for you and please comment if there is a disagreement 🙂

  • Think of the content types
  • Think of the broad document document categories
  • Think of the metadata and behavior of each document category
  • Think of possible content in each category
  • Think of permissions and policies in each category.

It is obvious that once you are done with this planning and the document management plan is ready, you can easily map these to MOSS content types, document libraries, versioning strategies, information rights management policies and workflow.

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