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Build a Hybrid Cloud-Based Document Management System

Combine the flexibility of public cloud and the security of private infrastructure to create a reliable and scalable document management system for enterprise use.

Why Hybrid Cloud for Document Management?

Enterprises often need to balance cost efficiency and data privacy. A hybrid cloud solution enables storing sensitive documents on private infrastructure while using public cloud for scalability, backups, and accessibility — all managed through a unified interface.

Project Objectives

Design a file management platform where users can upload, tag, retrieve, and securely share documents. The system should decide whether to store files on private servers or public cloud based on sensitivity and storage rules.

Core Features to Implement

Smart Storage Routing

Classify files during upload and route them to either public (AWS S3, GCP) or private (on-prem/local server) storage based on access levels.

Secure File Upload and Access

Encrypt files during transit and at rest, enforce role-based access, and track access logs.

Metadata Tagging & Search

Allow tagging of documents with type, department, and confidentiality level. Enable full-text search and filters.

Hybrid Sync and Backup

Ensure data is backed up between private and public cloud. Sync documents or share via signed links.

Architecture Overview

The frontend allows users to upload or request documents. A backend microservice classifies and stores files either in private servers or public cloud buckets. Metadata is saved in a central database, and a search engine indexes all content for discovery.

  • Frontend: React.js/Next.js file upload UI
  • Backend: Node.js or Flask API for file routing and metadata handling
  • Storage: AWS S3 / Azure Blob (public) + local server / NAS (private)
  • Database: MongoDB or PostgreSQL for user profiles and file metadata
  • Search: ElasticSearch or MeiliSearch for fast document retrieval
Recommended Tech Stack

Frontend

React.js or Next.js with drag-and-drop file upload and tagging interface

Backend

Node.js + Express / Python Flask API with authentication and storage logic

Storage & Sync

AWS S3 / Azure + rsync/NFS for private, or MinIO as self-hosted S3-compatible storage

Search & Metadata

ElasticSearch or MeiliSearch with MongoDB/PostgreSQL

Development Roadmap

1. Design Storage Rules

Create policies that define which files go to public or private storage based on tags or user roles.

2. Implement Upload & Classification

Build an upload form with tagging and classification logic that sends files to the correct backend.

3. Set Up Storage Connectors

Integrate S3 APIs and private file server protocols (NFS, MinIO, or local disk access).

4. Enable Search and Access Control

Securely fetch files and search through metadata or content using full-text engines.

5. Add Sync, Backup & Audit Logs

Automate backup jobs, file sync across environments, and maintain logs for compliance.

Helpful Resources

Balance Security and Scalability with Hybrid Storage

Empower your users with secure, flexible, and scalable access to documents through a hybrid cloud-powered file management solution.

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