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

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11
votes
4answers
19k 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 ...
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 ...
5
votes
3answers
1k 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
334 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 ...
3
votes
2answers
746 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
464 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
8k 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
2answers
43 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. ...
2
votes
3answers
343 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
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 ...
2
votes
1answer
504 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 ...
2
votes
1answer
631 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 ...
2
votes
1answer
158 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
3answers
475 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 ...
1
vote
3answers
134 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
1
vote
2answers
46 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 ...
1
vote
3answers
760 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
1answer
26 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
2answers
2k 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 ...
1
vote
1answer
334 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
2answers
142 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 ...
1
vote
1answer
189 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
57 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 ...
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 ...
1
vote
0answers
54 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
0answers
542 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:- ...
1
vote
1answer
69 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
176 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
89 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
186 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
181 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 ...
0
votes
2answers
49 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 ...
0
votes
1answer
220 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 ...
0
votes
2answers
690 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
213 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 ...
0
votes
1answer
755 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
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 ...
0
votes
1answer
760 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
8 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 ...
0
votes
1answer
31 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
29 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
25 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
26 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 ...
0
votes
0answers
11 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. ...
0
votes
0answers
18 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 ...
0
votes
1answer
168 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 ...
0
votes
1answer
67 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
57 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
207 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 ...