The records-management tag has no wiki summary.
5
votes
3answers
5k 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 ...
4
votes
3answers
512 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 ...
4
votes
3answers
218 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 ...
4
votes
2answers
1k 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 ...
3
votes
2answers
320 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 ...
3
votes
1answer
290 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
3answers
4k 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 ...
2
votes
3answers
65 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.
2
votes
1answer
123 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.
1
vote
1answer
223 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, ...
1
vote
1answer
234 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 ...
1
vote
1answer
499 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 ...
1
vote
1answer
47 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
142 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
261 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. ...
0
votes
1answer
86 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
632 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 ...
0
votes
2answers
579 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
249 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 ...
0
votes
1answer
799 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 ...
0
votes
1answer
427 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 ...
0
votes
0answers
10 views
pages library and retention action
My site is a news site , where I am using sharepoint pages in the page library as news items . recently my client requested me to implement retention policy on these pages . for instance if a page in ...
0
votes
0answers
11 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
votes
1answer
20 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 ...
0
votes
0answers
44 views
TaxonomyFieldTypeMulti, Office 2010 documents and the OfficialFile web service
I'm experiencing a very strange problem submitting files to a SharePoint document centre via the OfficialFile web service. I've got a very simple test console app that submits a set of documents in a ...
0
votes
2answers
138 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 ...
0
votes
0answers
103 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
0answers
30 views
Update Historical Items
I have created a simple survey list which has already generated some data. Now we need to extend it with some new columns. One of these columns (a person lookup) will need to have its data populated ...
0
votes
1answer
223 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 ...
0
votes
0answers
47 views
SharePoint Publishing and Records Center
Are SharePoint Publishing and Records Center functionality compatible? Any good content on Records center in combination with SharePoint publishing out there?
0
votes
1answer
158 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
444 views
Record Center: List Item is not moved to record center [closed]
I am using sharepoint 2010 record center for archiving my data and i am facing some problem with list item and document.
When i set retention policy to move list item to record center after 1 day of ...