The process of storing, organizing, retrieving and archiving documents or other objects based on a pre-defined system.

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8 views

Physical records and records centre

My client has a lot of physical records (like contracts, and thick packs of documents) that needs to be filed physically, but need a record there off in their Records Centre. What resolution can I ...
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2answers
38 views

Architecture question for record management

We are designing a contract management system in SharePoint 2013. The contracts are separated by departments and by locations. Users in a particular department/location should only have access to ...
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1answer
38 views

Is Records Management An Enterprise Feature?

How do I find out which features are Enterprise and which are standard? For example, is Records Management an enterprise feature requiring an Enterprise CAL? Also is a Document Center an ...
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2answers
64 views

Routing rule for all content types

We have about 50 content types. We want to create a routing rule that matches EVERY document. So, we've created a rule and added the alias "*". However, it doesn't work! It only works when we upload ...
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2answers
85 views

Sharepoint Standard View vs Datasheet View - Records showup

I have a weird problem. I have created 2 views, lets say ViewA and ViewB in a list with the same criteria. View A is a Standard View View B is a Datasheet View Strangely ViewA returns the records ...
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0answers
22 views

Can individual items of a content type be declared as records?

If I have a content type for 'meeting minutes' with a template being syndicated out of a content type hub, is it possible to declare some resulting documents as records without declaring it for all of ...
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1answer
64 views

DocumentSet SendToOfficialFile returns Not Found

SharePoint 2013 Enterprise, Visual Studio 2013 Premium I have a requirement to re-open a record that has been moved to a records center. In our case, records consist of a custom DocumentSet based ...
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1answer
75 views

Move and Leave a link with routing documents

We have the next scenario in Office 365: We have configured Records Management to use Send To Connections with Move and Leave a Link. We have configured a set of rules that expect the user or admin ...
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1answer
23 views

SP13: Archiving Pages

I am working in SharePoint 2013 an I have been tasked to archiving some pages that are outdated, however, cannot be deleted (eDiscovery). The organization did not purchased the Records Management ...
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3answers
448 views

Best library to store and manage 36,000 contracts

I have a client who has over 36,000 documents that he would like to move to a SharePoint library. We have moved the 5,000 list view limit, but I am wondering if perhaps another library would fit ...
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0answers
55 views

Automate weekly reports to managers

We are a couple months in to using SharePoint at my workplace and I am administering it, with as much experience. My CEO has asked me to move our weekly report system from email to SharePoint. For the ...
2
votes
1answer
159 views

Routing documents to specific folders with Metadata

I work for a local council and a particular content management system for Education Psychologists is no longer supported. We're considering using Sharepoint 2013 as an alternative. It was very easy ...
1
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1answer
43 views

Unable to Register Managed Account

When I followed http://msdn.microsoft.com/en-us/library/fp179923%28v=office.15%29 ,section Create an isolated app domain on your development computer step 5, I should create a new managerAccount. But ...
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0answers
48 views

SharePoint 2013 - Record Center

After marking a document as Record it will move to a correspond record center. Is it possible to bring back the document to regular content db from record center?.
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0answers
76 views

What to do when a zipped document set gets stuck in a record centre drop off library

Here's my problem. A document set gets sent to record centre and gets stuck in a drop off library as a single zipped file. On investigation there is nothing wrong with the content organizer rule nor ...
0
votes
2answers
42 views

Record Retention to File System

The goal is to archive records. But, in case these archived records need to be retrieved from tapes or backup systems, I want to have the ability to maintain at least some of the metadata by ...
1
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0answers
24 views

Record Center retention settings for declared records

I have a site that uses in place record management. We created a custom policy ColumnRetention that creates a record based on a value of a field. Now I want to archive all records to a seperate ...
0
votes
1answer
36 views

What is the minimum permission level needed to manage the retention schedule of a folder?

Say I have a record library that has already been set up to have a retention source of "Library and Folders". Someone adds a folder. They use the context menu to view compliance details. In the ...
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1answer
52 views

Error when updating the Record Routing list

I'm updating the Record Routing list to indicate that a new record type will be routed in certain document library. As per documentation, in step 6, I have to update the Aliases box to add the record ...
0
votes
1answer
149 views

How to configure the behavior of SendToOfficialFile.aspx

I am currently troubleshooting an issue with missing content type metadata after using Send To to publish document stored in secure subsite to top site document library. The source document library ...
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0answers
50 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 ...
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1answer
143 views

Supply default metadata to a drop off library upload form

I have created a custom page where I supply a search query string (k=Param:Value) that only have a results webpart (no search form). It is intended to be called from our CRM (Dynamics) in the form ...
0
votes
1answer
135 views

Expiration Timer Job only does half the job

I have been testing expiration policies on a library. I put in about 2 dozen documents and then run the expiration timer job in CA. What I notice is that only half of the documents get processed. ...
0
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1answer
74 views

Sharepoint 2010 OfficialFileUrl is Always NULL

I am trying to Get the RecordCenterURL from Sharepoint2010, I have created Connection to Connect RecordCenter or DocumentRepository. I used this LINK When I try to Retrieve the OfficialFileUrl ...
0
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1answer
144 views

How could this happen? Records declared without checked out user

I have a bunch of records that exist on my sharepoint site that have somehow become records without being checked out to a user.... Any idea how that could be possible? I was under the impression ...
2
votes
3answers
256 views

Is SharePoint's Record Management certified to any standard?

Is SharePoint's Record Management certified to any standard? Standards like the U.S. Department of Defense (DoD) 5015.02.
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vote
3answers
584 views

Most Efficient Way to Scan Large Volume of Records/Documents into SharePoint

What is the most efficient method you used to scan and upload large volume (> 10 TB) of records and documents into SharePoint? The things I am interested in are: Speed Ability to add metadata and ...
1
vote
0answers
413 views

Set Record Declaration Settings programmatically

I created a feature receiver whereby on activation will activate and set certain features and its properties. One of that feature is InPlaceRecords. Below is my code in the FeatureActivated method:- ...
0
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1answer
371 views

Sandboxed Solution to create a Document Library and enabling manual declartion as record

I need to create a SharePoint Feature, when activated needs to create a Document Library and then enable the manual declaration as record. Following is the code which is working fine in a Console ...
1
vote
1answer
457 views

Issue with Content Organizer Rule for Document Sets in SharePoint 2010

I have created a new custom content type for document sets in SharePoint 2010. This content type is published via a Content Syndication Hub. I have also created a Record Centre site on the same web ...
0
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2answers
570 views

Route a document to a Record Center using Client Object Model

I need to programatically upload a document and route to the record center with all content organizer rules. This should be a Client Object Model Solution. I have a solution in Server Object Model. ...
2
votes
2answers
2k views

Adding Document to a record library programmatically

I have a requirement, where I need to upload a document like invoice report to a record library programatic. I have used the same code as uploading document to a normal document library. Now the ...
3
votes
1answer
405 views

No change in v4.master or css but still getting error

Getting this error "Code blocks are not allowed in this file" when accessing http://portal.company.com/companyErecord/rcconsole.aspx This is a brand new site collection created with Record Template. ...
2
votes
1answer
152 views

TIFF IRM Protector

I know by default, SP 2010 does not have a TIFF IRM protector. Before trying to write a TIFF protector, if such a protector is already available could someone point me to it.
0
votes
1answer
536 views

Why can I delete records in folders inside a records library?

I have create a new site collection based on the records center template. In this site collection I have a records library "records" which has automatic record declaration turned on (so all files are ...
0
votes
1answer
151 views

Detect when an item is declared as record?

This is a weird scenario. user needs to create a document library when a calendar event is created, and show in the calendar event a link to the document library. My solution: create a feature ...
0
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1answer
1k views

Archive a document library after 30 days?

I am very new to this concept of archiving and record management. I have the following requirements: Create a document library when a new event is added. I can do this with an event receiver. The ...
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vote
1answer
62 views

Record Center Resources

I am looking at using the Record Center site collection type in an upcoming project. What resources would you recommend to learn Record Center and what it can do?
0
votes
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?
7
votes
2answers
3k views

How to configure a SPD Workflow to start using an account different from the System Account

We have created a group of SPD workflows that are associated to different document libraries in a Record Center. The workflow themselves work great, but right now (after installing the latest CU ...
1
vote
2answers
1k views

SharePoint Record Center not routing documents

We are working with a Record Center configured to route documents to different libraries depending on the associated content type. The rules are created without any particular customization. The only ...
0
votes
1answer
600 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
301 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
vote
1answer
314 views

Is there a way to automatically send major document versions to a Records Center while keeping the primary document active?

I'm working on a project in SP Server 2010 that requires strong record keeping. We have living documents that are constantly being updated, but we also have strict documentation requirements. Ideally, ...
10
votes
4answers
15k views

What's the difference between a document center and a records center?

I'm not clear on the differences between sharepoint's built-in templates for ECM. Document Center A site to centrally manage documents in your enterprise. Records Center This template creates a ...
3
votes
2answers
612 views

Barcoding in Sharepoint

I enabled Barcoding on one of the list in Sharepoint by going to Settings> Information Management Policy Settings > .. . There were already some list items in the list and as soon as I enabled ...
0
votes
1answer
1k views

Updating a record from an event receiver and a workflow

In my situation, I have records being added to a record center that are immediately declared as a record. There are some fields that are associated with these list items that I need to be able to ...
2
votes
3answers
7k views

Sharepoint Asset Management

My Question is simple: asset management system Does sharepoint have asset management integrated ? We have 2,000 Computers,Printers and we looking for a new way to centralize the management. We ...
0
votes
1answer
645 views

Configuring Record Centre Drop Off Library for multiple document uploads

The situation is that users will be uploading documents from CD (third party document scanning) with 100 or so documents per CD. I hope to be able to let the users do one or two multiple document ...
4
votes
3answers
879 views

Content Organizer in a Records Management Scenario for multiple Content Types

We are currently doing a POC for a client to use SharePoint 2010 for Records Managment. The client has around 200 content types, and a deep nested file plan of around 500 potential nodes. In order to ...