Storage-and transport-independent collaborative document-management system

• US 7,908,247 B2
• Filed: 12/21/2004
• Issued: 03/15/2011
• Est. Priority Date: 12/21/2004
• Status: Active Grant

• Current Assignee: Proofpoint Incorporated
• Original Assignee: NextPage, Inc. (Proofpoint Incorporated)
• Inventors: Webb, J. Todd, Ngo, J. Thomas
• Primary Examiner(s): Vy; Hung T
• Assistant Examiner(s): HO, BINH VAN
• Application Number:
  US11/017,097
• Publication Number:
  US 20060136511A1
• Time in Patent Office: 2,275 Days
• Field of Search: 707/203, 707/638
• US Class Current: 707/638
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 40/197 Version control for software G06F8/71
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A document management system enables multiple users to collaboratively contribute to the contents of a document via any suitable medium for transporting and storing documents, including email, shared drives, replicated work spaces and centralized storage systems. A tracking strategy is employed, in lieu of a central repository, that is based upon medium-independent versioning. Each version of a document that is created and saved by a user is given a unique identifier. The versions are submitted to a global service for ratification as the next authoritative version of a document. A submitted version that forms the next step in a linear sequence is ratified as the authoritative version of the document, whereas the version which does not meet this criterion becomes identified as a new document. Support is provided for users who create versions off-line, as well as users who are not subscribers to the system.

Claims

1. A system for managing documents, comprising:

a client service that executes on a user'"'"'s computer, which assigns a unique version identifier to a version of a document; and

a ratification server which executes a global service that communicates with the client service to receive the version identifier and the document, and if the version of the document is a linear descendant of a latest ratified version of the document, ratifies the version of the document identified by its associated unique version identifier as a new authoritative version of the document, and if the version of the document is not a linear descendant of the latest ratified version of the document, saves the version of the document identified by its associated unique version identifier as a version of a new document that is related to the document;

wherein each of the unique version identifiers is globally unique in the system;

wherein the global service determines whether the author of a version has a right to control the document, and does not ratify a version as a new authoritative version of the document if the author of the version lacks control of the document; and

wherein the global service determines whether the author of a version has a right to control the document by detecting whether the author of a version is named on a list of authors who have control of the document.

2. The system of claim 1, wherein said client service stores the identity of the user in connection with the version identifier.

3. The system of claim 2, wherein the global service stores the identity of the user who created the authoritative version, and provides said identity to client services in communication therewith.

4. The system of claim 1, wherein said client service examines a document received at the user'"'"'s computer to determine whether it contains a version identifier, and automatically assigns a version identifier if it does not contain one.

5. The system of claim 1, wherein said client service examines a document received at the user'"'"'s computer to determine whether it is a more recent authoritative version of a document stored on the user'"'"'s computer, and automatically replaces the version of the document on the user'"'"'s computer with the received version if the received version is a more recent authoritative version.

6. The system of claim 1, wherein said client service assigns said version identifier regardless of whether it is in communication with said global service.

7. The system of claim 1 wherein said global service communicates the identification of the current authoritative version of the document to the client service, and the client service displays a notice if the user edits a version other than the current authoritative version of the document.

8. The system of claim 1 wherein said global service provides a notification to each client service that is in communication with the global service when a user is editing the authoritative version of a document, and the client services display notices to inform their respective users that another user is editing the current authoritative version of the document.

9. The system of claim 1, wherein documents are furnished to the user'"'"'s computer by means of any one or more of a shared drive, a document management system, an electronic mail message, or a local storage medium.

10. The system of claim 1, wherein the assigned version identifier is stored as metadata in a file containing its associated version of the document.

11. The system of claim 1, wherein said global service executes on a server that is accessible via a public network.

12. The system of claim 1, wherein said global service receives version identifiers from a plurality of client services, and ratifies the first received version that is a linear descendant from the current authoritative version as the new authoritative version.

13. The system of claim 1, wherein said global service stores an identification of the location of the current authoritative version of the document, and wherein a copy of the document on a user'"'"'s computer includes a hyperlink that retrieves the current version of the document from the stored location.

14. The system of claim 1, wherein the user'"'"'s computer which executes the client service assigns the unique version identifier to the version of the document when the user saves the document.

15. The system of claim 1, wherein each of ratified versions of the documents resides in a separate file.

16. A system for managing documents, comprising:

a user'"'"'s computer which executes a client service that assigns respective unique version identifiers to a plurality of versions of a document, and maintains a local history of the plurality of versions of the document; and

a ratification server which executes a global service that communicates with the client service to receive the version identifiers, the plurality of versions of the document and the local history, and maintains a history of ratified versions of the document;

wherein each of the unique version identifiers is globally unique in the system;

wherein the ratification server selectively ratifies the received versions identified by their respective unique version identifiers based on the local history and the history of ratified versions of the document;

wherein the global service determines whether an author of a version has a right to control the document, and does not ratify a version as a new authoritative version of the document if the author of the version lacks control of the document; and

wherein the global service determines whether the author of a version has a right to control the document by detecting whether the author of a version is named on a list of authors who have control of the document.

17. The system of claim 16, wherein each version of a document resides in a separate file in the user'"'"'s computer, and each version of a document resides in a separate file in the ratification server.