Hot answers tagged records-management
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Document Center - This is meant for more of a document storage location, think about storing documents here similar to how you would a network share. This is a centralized location for information. It will always depend on your business needs as to how you would use this. The document centers in 2010 come with Document ID's enabled and a user interface ...
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In the first instance this can be achieved using a normal SharePoint custom list. If you want a site template for asset management, Microsoft created one for SharePoint 2007, and this has been ported to SP2010 by a volunteer (look for Physical Asset Tracking).
I have seen demos that go a step further and use Visio Services and BCS to produce a nice ...
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I guess one of the biggest differences is that SharePoint includes so called in-place Records Management, meaning that you can declare something a record without having to move it away from the location (e.g., workspace) where it originally was. You can also have hybrid scenario and use both archiving type of RM and in place RM. More here.
I suggest ...
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You can create a content organizer rule that will route the document to a directory with a folder name corresponding to one of your fields, creating the folder if necessary. So potentially you could solve your requirement with a single content organizer rule. I'm guessing your file plan is more complicated, but I am sure you can work out a fairly manageable ...
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Documents Center - Basically is like your File Server , except that you can search and index it and also have folders (Do not recommend). Mostly for all the Office Docs, PDF's Pics, Scans etc. Just a big bank with Lots of docs in it.
Record Center on the other hand takes Doc Center to the next level. Lets say you have Laws against management of records such ...
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The SharePoint object model provides a supported way of updating a record without unlocking it. There's a guide here that describes some of the relevant information. I was able to get a working example (excuse some of the 'basic' naming) in an ItemUpdated event receiver.
SPSecurity.RunWithElevatedPrivileges(delegate()
{
using (SPSite site = new ...
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SharePoint per se, it is not actually buit to follow the exact regulations for a particular standard but it does confer capabilities to support many standards, through the actual solution built on top of it, for which there are many, such as http://sharepointrecordsmanagement.com/tag/sharepoint-2010-dod-5015-2-certification/.
If you read at AIIM, you'll ...
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I've got the same requirement, instead of writing a web service, I'm looking at using the built in [MS-OFFICIALFILE]: Official File Web Service.
The SubmitFile method on this should ensure the document is routing when the document is submitted (it's how SharePoint routes documents between sites itself).
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When you say "the entire document library be archived," do you mean the contents of the library be moved to another place pr the library is "moved" (deleted and recreated in another place)? Either way the result would be the same: a dead link... My only suggestion is a little obvious. In the code you write that moves the library or its contents (I'd likely ...
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The quickest way to archive would be to export the document library using the Export-SPWeb PowerShell command. Use Import-SPWeb for restoration (archives are file packages that can use optional compression. See the -Path and other options in the Export-SPWeb command).
Other PowerShell posts to manage the document library (cleanups, uploads, etc) -
Using ...
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I had the same problem and tracked it down to the following 2 reasons:
The item being submitted does not have a content type for which there exists a rule (even though it might get that content type on being added to the destination site, the rule will not trigger (this might also occur when the source site is a different language, that have the same ...
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In my scenario I needed to monitor a site's last accessed date, but with minimum overhead (so not on every page load in masterpage..) and then after a site was not accessed for 6 months - delete it. I've done that via custom list which had only one item and a retention schedule enabled. List would be created when the site is provisioned. And the retention ...
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You could implement a TimerJob, which copies the major versions of the documents to another document library every night or another interval.
Otherwise implement an SPItemEventReceiver, that also makes a copy when a major version of document is checked in. This could be done during the ItemCheckedIn event.
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The following link might help you decide between a Document Center and a Record Center site template.
http://technet.microsoft.com/en-us/library/hh395916.aspx
But to answer your question, I would make my decision like so:
Document Workspace
Use when there is a team that wants to collaborate on a few documents (< 5,000 or so)
Document Center
Use to ...
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Multiple document uploads should be possible to the Records Centre drop-off library. Check that you have the Office client installed, you are running a 32-bit version of IE, you accepted the client ActiveX install. Client integration should also be enabled in Central Administration. The client bit might also require Silverlight.
Try creating a 'normal' ...
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As @David says above, you can create a rule for one contenttype, then add other contenttypes as aliases to this rule. This way you end up with much fewer than 200x500 rules.
Each rule has a ContentTypeString, which is the main content type and a property Aliases (or RoutingAliases) in the format of "ContentType1/ContenType2/ContentType3". The string for ...
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Well, not exactly. But you can indicate the parent content type as the rule (like you did) and then specify all of the other content types as an alias. Priority then works and recognizes your "alias types" and applies the rules as you have previously defined. The downside is your rule would not automatically recognize additional content type "children" ...
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