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

learn more… | top users | synonyms

1
vote
0answers
23 views

document categories

I got a pretty generel question about documents here. Requirement: Every document has to have additional information if someone want's to upload it via a company wide content-type. The biggest issue ...
0
votes
1answer
26 views

How to submitfile and select the the sendto location?

I have 2 webapplications. One of these 2 is the record center. I created a new "send to location" connection for both webapplications. These 2 connections are both referencing to the record center. ...
0
votes
1answer
37 views

How to set parameters of a webservice call clientside in js?

I try to execute a SP OOTB webservice method clientside. This method has some parameters like "fileToSubmit, Name, DisplayName, Value, Type, Other, recordRouting, sourceUrl, username ". How can I add ...
0
votes
0answers
52 views

How to use the OOTB SubmitFile ( _vti_bin/Officialfile.aspx) functionality cientside for multiple selected documents?

I have a custom action in the ribbon which execute a javascript function. Inside this javascript I can loop into all selected documents. I would like to implement the OOTB send file functionality ...
1
vote
0answers
44 views

How to send a file to RMA (Records Management Application) to some subfolder?

I am using the OOTB SharePoint RMA (Records Management Application) functionality. I would like to create some custom action which sends the selected documents to the Records Management Application, ...
0
votes
0answers
8 views

Records Management Consequences When User Account Migrated

In SharePoint 2007, 2010 and 2013 when a user account/profile is migrated in what happens to Records that were associated or created by that account/profile? E.g. stsadm migrateuser and Move-SPUser ...
0
votes
0answers
24 views

Create Content Organizer rules using site title as a criteria

I am using record center, and I have created a few rules to route documents to different libraries in the records center based on metadata. What is the easiest way to identify the title of the ...
2
votes
2answers
69 views

Uploading a large volume of documents with metadata

I have a requirement to upload thousands of documents to SharePoint with metadata - probably using .csv that points to file location on a hard disk with the relevant metadata and destination library. ...
0
votes
1answer
114 views

Is there a way to know the source library of a record in record center

In a farm I have many site collections and I am sending documents from each site collection to a Library in Record Centre site collection. I have also enabled the Document ID Service. Now in a ...
0
votes
0answers
42 views

Issue in creating a Custom Expiration Policy

I am writing a custom expiration policy on document library and followed the approach given in this link and activated the library and list retention feature. The 2 timer jobs, responsible ran ...
0
votes
0answers
27 views

Tell if a document is a record?

Is there a way from custom ribbon button added by a provider hosted app to programmatically tell if a selected document is a record?
0
votes
0answers
53 views

Moving SharePoint folders to a records center

I have been tasked to work on a way to archive a library of folders. The library only has sharepoint folders and, inside each folder, there are some documents. I thought a good way to archive this ...
1
vote
3answers
1k views

Max number of items in a sharepoint list?

I currently have 28679 records in my sharepoint list, what is the max size with attachments a list can hold as well has max number of records in a list. Thank you
0
votes
0answers
12 views

2010 records management permissions

Backstory: Our company has a migrated 2007 to 2010 site collection. The site collection has a fair number of sites underneath it. One of the subsites is starting to use in-place records management. ...
1
vote
2answers
85 views

How to compare 2 libraries?

I have a situation with employee records. I have few libraries with active employees records. and I have 2 libraries that contain terminated employees records. The idea is when someone is terminated ...
0
votes
2answers
99 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 ...
0
votes
1answer
290 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 ...
0
votes
2answers
236 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 ...
1
vote
2answers
183 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 ...
0
votes
1answer
229 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 ...
1
vote
1answer
257 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 ...
1
vote
1answer
31 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 ...
1
vote
3answers
486 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 ...
2
votes
1answer
647 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
vote
1answer
64 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 ...
0
votes
2answers
53 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
vote
0answers
38 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
78 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 ...
0
votes
1answer
67 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
261 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 ...
1
vote
1answer
66 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 ...
0
votes
1answer
224 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
261 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
votes
1answer
109 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 ...
1
vote
1answer
340 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
416 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.
1
vote
3answers
857 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
591 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
votes
1answer
418 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 ...
3
votes
1answer
750 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
votes
2answers
743 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
3k 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
500 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
160 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
824 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
245 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
votes
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 ...
1
vote
1answer
74 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
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?
8
votes
2answers
4k 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 ...