Chapter 8. Basic Document Manager implementation 241
8.1 Basic implementation road map
In Chapter 3, “Document Manager solution design and planning” on page 47, we
show you the basic Document Manager solution planning process, which
consists of the following steps:
1. Identify document types.
2. Identify producers, approvers, and consumers of documents.
3. Identify document characteristics and document life cycles.
4. Define documents that should be records.
In addition, we describe the tasks you should perform to design the solution:
1. Define the users, groups, and roles.
2. Define the data model.
3. Define the life cycle processes.
4. Design the Document Manager user interface.
For records management-related planning and design, we also provide a general
guideline, which consists of the following steps:
1. Identify corporate records.
2. Review or define records retention rules.
3. Identify how documents are organized.
4. Define the file plan.
5. Define the records’ life cycle.
6. Define the users and security.
7. Plan for records destruction.
In this section, we lay out the approach to implement a Document Manager
solution. Figure 8-1 shows the core Document Manager objects and how they
relate to each other as well as a guideline in the order of their creation.
According to Figure 8-1:
The Storage Collection (A), ACL (B), and Users/Groups (C) are to be created
in Content Manager.
Attributes (1) and Item types (2) can be created in either Content Manager or
The shared objects in Document Manager are: Classes (3), Actions and
Dialogs (4), CVL List (4a), CVL Links (4b), New Item Templates, Property
Modification, Roles (9), States (10), Lifecycle Map (11), and Notifications.
Note: Storage collection is beyond the scope of this redbook. We do not
address this topic in this chapter.