Questions tagged [information-management]

Information management (IM) is the collection and management of information from one or more sources and the distribution of that information to one or more audiences.

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Information Management Policy not running

In SharePoint 2016 on premise, I set an Information Management Policy Setting on a document library to send reminders whenever a document is overdue for review. I have it set so it should send 30, 60 ...
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Error while checking the Retention Policy

I have a Sharepoint 2019 on-premise site collection in the Classic experience UI. We use library level "Information Management Policy" (check the section 3. HOW TO SET RETENTION POLICY FOR ...
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Enable Retention option is missing in SharePoint 2013 List - Information Management Policy Settings (Content type - Item)

Enable Retention Option is missing in SharePoint 2013 List Information Management Policy Settings (Content type - Item), In my dev site the option is there (dev site is restored from a site ...
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260 views

Get user activity for specific site collection

Is there anyway to get user activity within a date range for a given SharePoint site collection? Seems like the Management API get's for all SharePoint only. It needs to be from C#.
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Change Column Type On Move

I'm working on creating an auto-archive process with the information management policy settings. I managed to get it to work for the most part but hit a snag when trying to move a document set which ...
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Using SharePoint as a shift/schedule management tool?

Is there an intuitive or functional way to use SharePoint (office 365 version) to manage employee weekly shifts? Instead of just spreadsheets, SharePoint can allow our dispatchers can find an ...
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Retention /Information management policy workflow issue where duplicate files created in destination

The policy is setup at the library/folder level. The associated action is to start a workflow. This is one of 2 active wfs enabled on that library. The workflow copies the item to another existing ...
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Best way to organize "library" of training documents -- some reside on SP, others in external system(s)

trying to figure out how best to present training materials to my users via our SP site. I have a wealth of training documents varying from narrated training courses to white papers with no ...
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Error "The label reference, Version, could not be found". when adding a Label to my Document site content type's "Information management settings"

I want to show the document versions inside our sharepoint online document libraries' items. so i follow these steps, which show how we can add a Label inside our document list content type:- https://...
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Multiple Information Management Policies on Content Type - but just at Site-Level

I am working with SharePoint 2016 On Prem. My goal is to add an Information Management Policy to a document library at the site level that deletes all files older than 30 days. When I create the ...
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SharePoint Retention - Expiration Date not calculating for some items

I have a retention policy set for a content type. The retention is based on the modified date + 3 years, if the condition is met a custom workflow starts. The recurrence is set to every 7 days. The ...
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Edit in Browser Option Missing on SharePoint Online documents after Information rights management

I have configured Information Rights Management on SharePoint Online Document library, After the configuration of IRM the word documents can not be edited on the browser, Question Does information ...
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"Allow Group Protection" Information Rights Management

In the IRM policy settings in a document library in SharePoint Online there is an option to "Allow Group Protection". From what I know of the IRM settings they apply to all document within a document ...
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Enable Content Type Auditing with PowerShell

In the browser, you can go into a Site Content Type's Information Management Policy Settings and decide to audit specific things about this content type. How can this be configured using the ...
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SharePoint Online Information Management Policies

I have some questions regarding Information Management Policies in a SharePoint Online environment. I have taken the required steps to set a retention policy a library. I turned on the Content ...
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Creating an document expiration policy - SharePoint online

I've created a SharePoint (Online 365) site which will host our companies public and private policies. I created a custom column and called it ExpirationDate. In this column a date and time must be ...
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Add additional field to a Task form. The Task is generated using an OOTB Disposition Workflow

I need to add an additional field to a Task form page. The SP Settings cog does not give the option to 'edit page', so I think I need to do this in Designer. I have a document management system set ...
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Information management retention policy not working on SharePoint Online

I have a custom list on SharePoint Online that a customer's maintenance crew uses to log service calls. We recently migrated them from wss 3.0 to SharePoint Online and discovered the 5000 item ...
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SharePoint Online Retention Policy Timer Job

I have an SPO library with a Retention Policy attached for archiving items over 3 months old. The policy is attached to the location, not the content type, and is set to run when a field (Arrival Date)...
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4 answers
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Workflow 'was cancelled by system account'

I am trying to make a simple 2010 workflow in SP Designer, I am using SP 2013. The workflow is made at the List Level: [Email MyUserGroup]. Manual start is enabled. I can successfully trigger the ...
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1 answer
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Office 365 List or Library Information management policy settings file not found error

I am trying to access Information management policy settings at List settings of a SharePoint list Error says "File not found." I need access to that to initiate a overdue workflow. I have ...
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2 answers
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Configuring timer jobs in sharepoint online

I have setup Information Management policies and have added retention stages but to run that and verify I need to run the "Information management policy" and "Expiration policy" timer jobs. Is it ...
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SharePoint Online Friendly URL's

We have a single tenancy O365. It is at http://myparentcompany.sharepoint.com We have a number of business units within our parent company. In order to communicate to our internal users a "friendly"...
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Selecting a 2013 workflow for use with Information Management Policy retention

I have a 365 tenant where I need to have a workflow triggered on a custom date field set by the user, to do a review before the doc validity expires. I've done the workflow in both 2010 and 2013 ...
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User with full control getting Access Denied message on Information management policy settings

I'm completely stumped. The user has full control of the site (not the site collection, a subsite under a site collection) and on the specific list where he wants to apply information management ...
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How to set up recurring Retention Policies?

I need to set up a Retention Policy on a Document Library that sends an email out 12 months after the document was last modified, before sending an email out 15 months after a document was last ...
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2 votes
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766 views

Workflow that is started by the information management policy is not assigning task to user

Our foundation has created a record retention policy that will be implemented on our new SharePoint 2013 site. I have created custom columns for "start retention date" "review date" "data owner" and "...
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Where am I archiving my documents too?

I set up a retention policy for a document library, so that 30 days after a document is uploaded or created it moves it to a storage folder. My question is, where is this storage folder?
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SharePoint 2013: Do list item retention policies update items automatically?

I was prompted with list view threshold error when testing a workflow on a SharePoint subsite. I am trying to get a workflow history list of that site to automatically delete items after 30 days by ...
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1 vote
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Navigation using Managed Metadata (Term Store) OR Add metadata navigation on custom page layouts

I am working on a SharePoint 2013, where i created a new Enterprise wiki site collection. the requirement we get from our customer is as follow:- we need to add 6 metadata columns for the wiki page, ...
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2 votes
2 answers
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Enterprise wiki site collection VS wiki library

I am in a point to decide which approach I should follow for building a wiki site for our company , the wiki need to have the following features: Create wiki pages and add related metadata info. This ...
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1 vote
2 answers
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Metadata Vs Dropdown Vs Lookup column

Seems that SharePoint provides multiple ways to manage information, and I am confused on when to use metadata, dropdown or lookup column. Now I have these requirements:- Inside our document library ...
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1 vote
1 answer
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Saved form when submitted creates duplicate

Is there an easy way to prevent a form from creating a duplicate when submitting a saved form?
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Inventory SharePoint 2010 with Site Title, URL, ID, ParentWebId, & Size

I need to inventory a web app. I have this script below that works like a charm except that I'd really like the size of each Web. Is it possible to do this using this script? Get-SpWebApplication <...
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2 votes
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119 views

Is it possible to dynamically hide specific custom retention actions in the dropdown menu?

I'm dynamically creating custom retention actions for information management policies. My problem is that in the retention action dropdown menu, I would like to show only some custom retention actions ...
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Information Management Policy Settings Link is Missing in Sharepoint 2013

I can't find the Information Management Policy Settings anywhere. I've found a few posts that tell me to first go to Site Collection Features and activate the Library and Folder Based Retention ...
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190 views

Information Management Policy Settings

I need to edit a content type for a document library more specifically the Information Management Policy. When I go to edit it I get this (see screenshot) So I'm guessing that this policy is ...
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1 vote
1 answer
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IRM Prevent Old Document Versions from Opening

Is it possible to force a user to download the most up-to-date version of document when they open an old downloaded version on their local drive? I know IRM can require users to reauthenticate after ...
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1 vote
1 answer
2k views

Execute a retention stage (expiration policy) only for items that are bigger than some specified size

In Information Management Policies, one can set a retention policy for an item, e.g. if item is older than 3 years, then move it to recycle bin. You can then apply this policy to a content type in a ...
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How to hide the Retention Warning in Office Documents

I'd like to know how I can hide (or disable) the retention warning that appears when somebody downloads a Microsoft Office document via Sharepoint, which is about to expire in the near future. People ...
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2 answers
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How to migrate SP07 content to SP13 for our end users

I work for a law firm and we are going to be upgrading to SP13 next year, we are looking for an effective/efficient way to move our end user's content from 07 to 13. Has anyone done this recently or ...
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1 vote
1 answer
202 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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5 votes
1 answer
4k views

Retention policy and recurrence

I'd like to set up a retention policy in a document library so that the editor of a document recieves an e-mail when the document was not modified within the last year. Then the editor of the document ...
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1 vote
2 answers
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How to alter format on a single page

How can you alter a title on a single page for instance to change colour or be in bold without changing all other titles
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1 answer
2k views

Is SharePoint Online a Complete Solution for Document Management?

Microsoft doesn't have a great deal of information or a trial for Sharepoint online (without Office 365). I want to recommend it as a solution for my customers document management, but I'm not sure on ...
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323 views

AD RMS using with Sharepoint 2010 and Form Based Authtication

I am working on a project, the need is that the site is for extranet and by using form based authtication the users can access the portal, I am stack at a point where I have to implement the RMS ...
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3 answers
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Running Retention Policy from Custom Calculated Column

I have a calendar list in which to post deadlines. I need a reminder to be sent out two weeks before the deadline, so I am trying to put in a retention policy. To measure the date to activate this ...
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find sharepoint 2010 user login status

i need to find all share point users login status. basically i need to create the basic live web chat (like Facebook chat) program with integrate with SharePoint users. so i need to display all ...
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How do I set up document versions in SharePoint 2013?

I want to setup document versions like this: Everytime I edit a document the version has to change and if this possible I want to turn it back to a previous version if this is needed. Can you ...
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4 votes
1 answer
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Generate unique filenames

I was just wondering if there is a way of Generating unique filenames when uploading a new document or multiple new documents to a library. I am trying to avoid a situation where a user might ...
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