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.

learn more… | top users | synonyms

0
votes
0answers
19 views

Can I split off a group of sharepoint pages/sections for a business line that got sold to a new company?

Recently a business line was purchased from my company and now will be spun off. The new company that bought them is smaller and does not have SharePoint (yet?). Is there a way to isolate their ...
5
votes
4answers
436 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 ...
0
votes
0answers
39 views

Is there a way to force the a retention policy defined on a content type to work again on an item if its Event is met again

I am working on SharePoint enterprise server 2013. And inside a content type I define the following retention policy stage:- If a custom site column named “contract review date” is met to call a ...
0
votes
0answers
26 views

User with full control getting Access Denied message on Information management policy settings

I'm completely stumped. The user has full control of the site (not the site collection, a subsite under a site collection) and on the specific list where he wants to apply information management ...
1
vote
0answers
26 views

How to set up recurring Retention Policies?

I need to set up a Retention Policy on a Document Library that sends an email out 12 months after the document was last modified, before sending an email out 15 months after a document was last ...
1
vote
0answers
40 views

Workflow that is started by the information management policy is not assigning task to user

Our foundation has created a record retention policy that will be implemented on our new SharePoint 2013 site. I have created custom columns for "start retention date" "review date" "data owner" and "...
0
votes
0answers
29 views

How can I add a Date Modified and Document Name to Information Management Label?

http://imgur.com/g1zZmcW Above is where I am trying to add the information. I am using sharepoint 2013 standard. We are working on a document identification solution. While I have figured out how ...
0
votes
0answers
120 views

Information Management Policy Timer not setting Expiration Date

I've setup the following Retention Policy: 1) Set the Information Management Policy (IMP) and Expiration Policy (EP) to execute daily with the IMP executing before the EP. 2) Site column to hold ...
1
vote
1answer
540 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 ...
3
votes
0answers
785 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 the content type "Folder" at "/Shared Documents" is sealed. Does this mean that it's impossible to add an information ...
1
vote
1answer
23 views

Where am I archiving my documents too?

I set up a retention policy for a document library, so that 30 days after a document is uploaded or created it moves it to a storage folder. My question is, where is this storage folder?
0
votes
1answer
237 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
votes
1answer
198 views

SharePoint 2013: Do list item retention policies update items automatically?

I was prompted with list view threshold error when testing a workflow on a SharePoint subsite. I am trying to get a workflow history list of that site to automatically delete items after 30 days by ...
1
vote
1answer
70 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
vote
2answers
1k views

Enterprise wiki site collection VS wiki library

I am in a point to decide which approach I should follow for building a wiki site for our company , the wiki need to have the following features: Create wiki pages and add related metadata info. ...
1
vote
0answers
206 views

Navigation using Managed Metadata (Term Store) OR Add metadata navigation on custom page layouts

I am working on a SharePoint 2013, where i created a new Enterprise wiki site collection. the requirement we get from our customer is as follow:- we need to add 6 metadata columns for the wiki page, ...
0
votes
1answer
175 views

Metadata Vs Dropdown Vs Lookup column

Seems that SharePoint provides multiple ways to manage information, and I am confused on when to use metadata, dropdown or lookup column. Now I have these requirements:- Inside our document library ...
1
vote
0answers
45 views

Saved form when submitted creates duplicate

Is there an easy way to prevent a form from creating a duplicate when submitting a saved form?
1
vote
4answers
2k 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 ...
0
votes
1answer
263 views

Inventory SharePoint 2010 with Site Title, URL, ID, ParentWebId, & Size

I need to inventory a web app. I have this script below that works like a charm except that I'd really like the size of each Web. Is it possible to do this using this script? Get-SpWebApplication <...
2
votes
0answers
102 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
votes
0answers
453 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 ...
1
vote
0answers
65 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
vote
1answer
34 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 ...
3
votes
1answer
2k 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
vote
1answer
883 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
votes
1answer
519 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
vote
2answers
43 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
vote
2answers
27 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
vote
1answer
1k 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
votes
1answer
1k 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
votes
1answer
624 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 ...
13
votes
2answers
3k 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 > http:///webapp/sites/sitecoll/documentlib/...
0
votes
1answer
154 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 ...
0
votes
1answer
795 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 ...
2
votes
1answer
1k 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
votes
1answer
239 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 ...
3
votes
2answers
70 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 ...
4
votes
1answer
237 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 ...
1
vote
1answer
149 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
vote
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
votes
1answer
1k 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 ...
4
votes
2answers
2k 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
votes
2answers
444 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 ...
0
votes
1answer
272 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: user@...
2
votes
2answers
110 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 ...
0
votes
4answers
913 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
votes
2answers
427 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
votes
1answer
180 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
votes
2answers
601 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 ...