Resources from AUTechEd Talk: Designing for Enterprise Grade Document Management Systems using SharePoint

I attended this great talk on using SharePoint for designing a enterprise wide document management system at recent Microsoft Tech-Ed in Gold Coast, Australia. The Speaker (John Wise) shared huge number of resources with the audience. I think it you gone through this path of implementing DMS using SharePoint, then you might have known the path involved! The resources below should shed some light for us in implementing better SharePoint DMS solutions and/or maintain the existing ones.

More Information about Document Management:

TechNet: Plan document management

TechNet Presentation: Microsoft Office SharePoint Server 2007: Document Management

MSDN: Enterprise Document Management Overview

MSDN: Document Management Overview

Managing the Full Lifecycle of Documents:

ECM Team Blog: Walkthrough – Using the SharePoint Server 2007 Approval Workflow

TechNet Presentation: Designing, Deploying, and Managing Workflow in SharePoint Sites

TechNet: Understanding Workflow

MSDN: Workflow Information Center

MSDN: Workflows in Office SharePoint Server 2007

Increasing IT Manageability and Efficiency:

MSDN: Information Rights Management Overview

MSDN Blog: MOSS Architecture and Shared Services

TechNet: Plan Shared Services Providers

TechNet: Analyze document usage

MSDN: Item-Level Auditing with SharePoint Server 2007

Increased Adoption through Usability:

MSDN: Document Information Panel and Document Properties

Microsoft SharePoint Technologies Blog: Getting Started with Personalization in MOSS 2007 (Audience Targeting)

MSDN: User Profiles and Audience Targeting Overview

TechNet: Plan versioning, content approval, and check-outs

Integrating and Extending Your Document Management Capabilities:

MSDN: Document Information Panel

TechNet Presentation: Content Types and Metadata

Video: Extending the Document and Records Management Features of SharePoint Server 2007

MSDN Blog: InfoPath Forms in Office SharePoint Server 2007

MSDN: What Are Composite Applications?

Interoperability TechCenter

Customizing the Document Information Management Panel

Customizing the Document Information Panel – Presentation

Customizing the Document Information Panel – Script

Program Governance

Governance Resource Center for SharePoint Server 2007

Microsoft Whitepaper – Information Worker Competence Center

Microsoft Australia – Information Management home page

Microsoft Australia – Information Management home page

SharePoint out of the box answers many of the DMS requirements. But when it comes to compliance it take a step back. It is a good idea to checkout the partner solutions to enhance the SharePoint functionality in order to get compliant! The image below summarises different partner solutions for DMS requirements.

Links to partner sites

AvePoint

K2

Metalogix

OBS

Quest

SchemaLogic

SeeUnity

Unique World

Note: if you happen to know of any better third party solution for SharePoint DMS please feel free to share!

SharePoint Cascaded Lookup Field

SharePoint Cascaded Lookup column is one of the most asked for column type which is not available in SharePoint Out of Box. Every second client I work for says for this. SharePointBoost has come up with this and is selling it for very minimal charge. For large clients I work for this is peanuts!

In their words,

“SharePoint Cascaded Lookup introduces Filter Column and Parent Column to filter field values to narrow the range of choices. As a result, users can lookup field values more quickly and accurately. Filter Column is in the same list with the looked-up column. If users set a column as Filter column for the looked-up column, when edit/create an item, the choice of the cascaded lookup column will be filtered according to the value of the Filter Column. Parent Column, which is also used to filter looked-up values, is in the same list with the Cascaded Lookup column. When users set a column as Parent Column of a cascaded lookup column, in the edit/new form of an item, the choices of Cascaded lookup column in dropdown list will be different according to the value of Parent Column” 

It is now available for 30 days free trial, and users can download it from SharePointBoost web site:
http://sharepointboost.com/cascaded-lookupdownload.html

While you are at it, don’t forget to check out their other products @ http://sharepointboost.com/products.html . I like the idea of building something which is not available out of the box and sell it for less then a price of single consultant day.

Disclaimer: I don’t work for SharePointBoost and hence cannot support any of the products. I am just like anyother SharePoint consultant who happen to stumble upon this amazing product line.

Good work SharePointBoost