Information management (IM) is the collection and management of information from one or more sources and the distribution of that information to one or more audiences.

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2
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0answers
85 views

Is it possible to dynamically hide specific custom retention actions in the dropdown menu?

I'm dynamically creating custom retention actions for information management policies. My problem is that in the retention action dropdown menu, I would like to show only some custom retention actions ...
0
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0answers
77 views

Information Management Policy Settings Link is Missing in Sharepoint 2013

I can't find the Information Management Policy Settings anywhere. I've found a few posts that tell me to first go to Site Collection Features and activate the Library and Folder Based Retention ...
0
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0answers
47 views

Document Set Information Management Policy

Scenario: Document set that has allowed content types. This document set has an Information Management Policy that includes a retention schedule. Some of the allowed content types also have a ...
1
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0answers
31 views

Information Management Policy Settings

I need to edit a content type for a document library more specifically the Information Management Policy. When I go to edit it I get this (see screenshot) So I'm guessing that this policy is ...
1
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1answer
25 views

IRM Prevent Old Document Versions from Opening

Is it possible to force a user to download the most up-to-date version of document when they open an old downloaded version on their local drive? I know IRM can require users to reauthenticate after ...
1
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1answer
312 views

Execute a retention stage (expiration policy) only for items that are bigger than some specified size

In Information Management Policies, one can set a retention policy for an item, e.g. if item is older than 3 years, then move it to recycle bin. You can then apply this policy to a content type in a ...
0
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1answer
105 views

How to hide the Retention Warning in Office Documents

I'd like to know how I can hide (or disable) the retention warning that appears when somebody downloads a Microsoft Office document via Sharepoint, which is about to expire in the near future. People ...
1
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2answers
37 views

How to migrate SP07 content to SP13 for our end users

I work for a law firm and we are going to be upgrading to SP13 next year, we are looking for an effective/efficient way to move our end user's content from 07 to 13. Has anyone done this recently or ...
1
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0answers
49 views

How to access Information Management Policy 'separate retention setting for records' from the object model

Part of my solution manages Information Policies. I'm trying to find out if it is possible to access a particular setting from the object model. On the Edit Policy page, you can specify a different ...
1
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1answer
579 views

Retention policy and recurrence

I'd like to set up a retention policy in a document library so that the editor of a document recieves an e-mail when the document was not modified within the last year. Then the editor of the document ...
1
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2answers
21 views

How to alter format on a single page

How can you alter a title on a single page for instance to change colour or be in bold without changing all other titles
1
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1answer
603 views

Is SharePoint Online a Complete Solution for Document Management?

Microsoft doesn't have a great deal of information or a trial for Sharepoint online (without Office 365). I want to recommend it as a solution for my customers document management, but I'm not sure on ...
0
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0answers
140 views

AD RMS using with Sharepoint 2010 and Form Based Authtication

I am working on a project, the need is that the site is for extranet and by using form based authtication the users can access the portal, I am stack at a point where I have to implement the RMS ...
0
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1answer
563 views

Running Retention Policy from Custom Calculated Column

I have a calendar list in which to post deadlines. I need a reminder to be sent out two weeks before the deadline, so I am trying to put in a retention policy. To measure the date to activate this ...
0
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1answer
402 views

find sharepoint 2010 user login status

i need to find all share point users login status. basically i need to create the basic live web chat (like Facebook chat) program with integrate with SharePoint users. so i need to display all ...
0
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1answer
134 views

How do I set up document versions in SharePoint 2013?

I want to setup document versions like this: Everytime I edit a document the version has to change and if this possible I want to turn it back to a previous version if this is needed. Can you ...
2
votes
1answer
595 views

Generate unique filenames

I was just wondering if there is a way of Generating unique filenames when uploading a new document or multiple new documents to a library. I am trying to avoid a situation where a user might ...
0
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1answer
477 views

Weekly Digest of changes to SharePoint Documents?

I want to be able to get a daily email notifying me of changes to certain libraries that I select. So what I was thinking is to set an alert for each library that I am interested in receiveing ...
0
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1answer
208 views

Information Management Policy on list to kick off workflow that sends a weekly summary email

I am using SP 2010. My assignment is to create a process that sends one weekly email for updates/additions to List A, instead of on each change. I created a workflow on list A. Any time there has ...
4
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1answer
208 views

Tracking User Activity for badges

I'm creating a QA site similar to Stack Overflow on SharePoint. I'd like to be able to integrate some badges into the System. I've thought of a few ideas, but I'd love some divergent thinking on ...
3
votes
2answers
65 views

Architecture: How do you store single pieces of information?

I am building a solution in which each Site Collection represents a single contained unit. The members of that unit will be using SharePoint to track information that describes their unit at the root ...
1
vote
1answer
396 views

How does Content Type Inheritance interact with retention policies?

Are there any issues with defining retention policies on a hierarchy of custom Content Types? I want to be able to define retention policies in a flexible manner, with a root Content Type that has the ...
1
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1answer
123 views

What's the best way to exploit a managed metadata column for document keywords?

I have a managed metadata field as a column in a document library. Users have added multiple keywords through this in some cases. What I'd like to do be able to provide a page for browsing the ...
1
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1answer
2k views

How to join lists in SP 2010 by GUI tools (visual editors)?

Is there any possibility to join Sharepoint 2010 internal data sources (like lists) in "out-of-the-box" Sharepoint 2010 tools or SPD without using programming tools? "Join" and "merge" queries ...
0
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1answer
709 views

How to create an Information Management Policy Setting in Office365 SharePoint Online

I have setup the public-facing website and created a document library in Office365 SharePoint Online. I would like to configure an Information Management Policy Setting for the document library that ...
0
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2answers
284 views

How To Delete a Document Using a Workflow Defined in Information Management Policy

Wondering if someone can help point me to any posts that talk about how to create a Workflow that emails a person asking if a document can be deleted. I am looking for the Workflow to generate the ...
2
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0answers
641 views

SharePoint 2010 auditing policy for folder content type causes error

if I want to add an auditing policy on a folder content type I get an error that the content type "Folder" at "/Shared Documents" is sealed. Does this mean that it's impossible to add an information ...
0
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4answers
571 views

File Retention Strategies

I'm doing some research into retention strategies on SP2010. As it stands there seems to be enough functionality here to do what we would like to on our intranet of approx. 1700 users across 40 sites ...
0
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1answer
256 views

Dicussion Board alerts on lists when deleted?

I'm recieving alerts from the list that has the expiration policy on it. Not sure if that has anything to do with why it's sending out alerts... From: Site Collection server@domain.com To: ...
13
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2answers
2k views

Error computing the expiration data for item

EventID 7972 Task Category: Information Policy Management Source: Document Management Server > > Error computing the expiration date for item > ...
4
votes
2answers
1k views

Why can't I attach my AD RMS server to my SharePoint 2010 server? [closed]

In my SharePoint 2010 installation when I go to Central Administration -> Security -> Configure information rights management, select Use the default RMS server specified in Active Directory and ...
0
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2answers
237 views

Using Information Management Policies to prevent users from downloading videos from a document library

I have a basic SharePoint 2007 document library which contains a number of videos (.wmv files). This list is lives within our company's intranet and so is accessible only by authorised users. We want ...
0
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1answer
173 views

Differences between out-of-the-box SharePoint Document Retention and 3rd Party solutions

Can someone help me by telling me what is the major gain(s) by using a 3rd party document retention/records management solution over what SharePoint 2010 offers?
0
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2answers
431 views

What to put onto sharepoint?

I am employed by a medium size company in financial the area with approx 10 areas.. Compliance, IT, Sales.. I've built around 14 subsites to allow document storage and each subsite has 6 indentical ...
2
votes
2answers
98 views

Collection of Teamsites within a Business - what is the ideal structure?

Our company wants to allows business units and departments to ask for Teamsites to be created for them in a special WebApp we've provisioned. Question is ... what is the recommended approach for ...
4
votes
2answers
961 views

Get the check out file based on users Name

My environment is SharePoint 2007. I have write a Power shell script to get the file names and checked out by username and their email id. I am successfully able to get these details. Now I want to ...
0
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1answer
242 views

Run parallel Retention Policy Stages

I have a document library with a property that can be set to three different values: Pending - > Delete after 90 days Delete - > Delete immediately Completed - > fire a workflow that moves items to a ...
0
votes
1answer
582 views

Remove a Policy Resource with Powershell

I am having trouble deploying a Custom Retention Policy, and have ended up with a hanging policy resource that is keeping me from activating the retention policy. I was wondering if there was a way ...
4
votes
3answers
293 views

Is there a way to refire a retention policy after a document has been updated.

Scenario: Retention policy set on "Expiry Date" column. Starts a workflow that notifies a user. User updates the document (and expiry date) Retention policy no longer fires when the new expiry ...
1
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3answers
1k views

Why is the Information Management Policy Settings link missing in blank sites?

In SharePoint Server 2010, when I create a new "Blank Site" site collection, I don't have the Information Management Policy Settings link on the Document content type setting page. The only way I can ...
3
votes
1answer
386 views

Retention period for Document, List and Forms for SharePoint 2007

May I know if it is possible to set the retention period for documents in document library, items in SharePoint list and form in Form library without using the 'Information Management Policy Settings' ...
1
vote
1answer
56 views

Users Creating Web Sites - How many Pages are Too Many to Effectively Manage?

I know that in part, the answer is "it depends." But are hundreds manageable? Thousands? Yes, space is cheap. But what are the drawbacks to letting users create new webs sites that could result in ...
1
vote
1answer
140 views

Is it possible to create per-document information management policies (either with native SharePoint or 3rd-party addons)

Is there a way to code/configure or utilise a 3rd-party solution that will enable per-document information management policies? I have a client requirement whereby they require separate policies "per ...
0
votes
1answer
190 views

Get the Information Management Policy schedule

I know the stsadm -o setpolicyschedule command, but I have to get/read the current schedule instead of changing it. Is there a stsadm command or PowerShell cmdlet I can use? Or another way to see ...
0
votes
1answer
66 views

Custom policy preventing site template creation

If I apply a custom policy to a Document Library, I can no longer save that site as a template - any ideas why? Incase it's relevant, I'm defining a label "Version: {Version}" which I later use to ...
0
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0answers
247 views

Hiding document label placeholders

I'm using Labels as part of an information management policy, to display fields in Microsoft Office documents. The fields used are: Protection Level (required choice field with values "Not ...
3
votes
2answers
975 views

Creating custom Actions within an Retention Policy

Does anyone know, either via the object model or through xml, if you can create custom actions for a retention policy, which is defined as part of an Information Management Policy? I know that you ...