Step | Reference | |
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Apply the needs of your organization for content information to document class features and design. Determine which users and groups will have access and the levels of access these users and groups will have. Create these users and groups in your authentication provider (Directory Server) if they do not yet exist. | ||
Based on estimate of additional throughput from the new documents that will be assigned to the new document class, decide whether additional disk space is needed. | ||
Plan the security, default instance security, and reservation security of the document class. | Document access rights | |
Plan and create any document lifecycle policies that the class will assign to the documents based on it. | Document lifecycles | |
Plan and create any properties the class will need. | Properties | |
Plan and create the events and subscriptions the class will need. | Event actions and subscriptions | |
If the document class is going to be automatically assigned, plan and create the automatic classification environment to perform the classification. | Automatic document classification |
Step | Reference | |
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Plan and implement new file server if required by expected volume and storage throughput created by documents being assigned to the new document class. | ||
Create the document class. | Checklist: creating a document class |