Summary of document management tasks

The ODM administrator must perform the following tasks related to Document Management:

Miscellaneous document management tasks
  • Specify whether parallel development is permitted.
  • Perform general transaction recovery.
To define document types and setup document libraries
  • Define document types.
  • Specify the type of files that can be attached to various types of documents.
  • Create document libraries and set up document library hierarchies.
To set up data related to hard copies
  • Register all storage locations that must be used for hard copies.
  • Define all storage mediums that must be used for hard copies.
  • Define all page sizes that must used for hard copies.
Tasks related to file and area management
  • Define file types.
  • Set up defaults to determine the files that must be operated, if a file operation, such as view or print, is applied to a document revision with multiple attached files.
  • Register all network nodes that must be accessed from Document Management as ODM hosts.
  • Register all directories that must be accessed from Document Management as Object Data Management areas.
  • Register the path of mounted areas for each customer from which the areas are mounted.
  • Assign work areas and default work areas to users.
  • Assign vault areas to document libraries.