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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635 views

How does Content Type Inheritance interact with retention policies?

Are there any issues with defining retention policies on a hierarchy of custom Content Types? I want to be able to define retention policies in a flexible manner, with a root Content Type that has the ...
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1answer
168 views

What's the best way to exploit a managed metadata column for document keywords?

I have a managed metadata field as a column in a document library. Users have added multiple keywords through this in some cases. What I'd like to do be able to provide a page for browsing the ...
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1answer
3k views

How to join lists in SP 2010 by GUI tools (visual editors)?

Is there any possibility to join Sharepoint 2010 internal data sources (like lists) in "out-of-the-box" Sharepoint 2010 tools or SPD without using programming tools? "Join" and "merge" queries ...
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1answer
2k views

How to create an Information Management Policy Setting in Office365 SharePoint Online

I have setup the public-facing website and created a document library in Office365 SharePoint Online. I would like to configure an Information Management Policy Setting for the document library that ...
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2answers
672 views

How To Delete a Document Using a Workflow Defined in Information Management Policy

Wondering if someone can help point me to any posts that talk about how to create a Workflow that emails a person asking if a document can be deleted. I am looking for the Workflow to generate the ...
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0answers
808 views

SharePoint 2010 auditing policy for folder content type causes error

If I want to add an auditing policy on a folder content type I get an error the content type "Folder" at "/Shared Documents" is sealed. Does this mean that it's impossible to add an information ...
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4answers
1k views

File Retention Strategies

I'm doing some research into retention strategies on SP2010. As it stands there seems to be enough functionality here to do what we would like to on our intranet of approx. 1700 users across 40 sites ...
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1answer
275 views

Dicussion Board alerts on lists when deleted?

I'm recieving alerts from the list that has the expiration policy on it. Not sure if that has anything to do with why it's sending out alerts... From: Site Collection server@domain.com To: user@...
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2answers
4k views

Error computing the expiration data for item

EventID 7972 Task Category: Information Policy Management Source: Document Management Server > > Error computing the expiration date for item > http:///webapp/sites/sitecoll/documentlib/...
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2answers
2k views

Why can't I attach my AD RMS server to my SharePoint 2010 server? [closed]

In my SharePoint 2010 installation when I go to Central Administration -> Security -> Configure information rights management, select Use the default RMS server specified in Active Directory and ...
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2answers
635 views

Using Information Management Policies to prevent users from downloading videos from a document library

I have a basic SharePoint 2007 document library which contains a number of videos (.wmv files). This list is lives within our company's intranet and so is accessible only by authorised users. We want ...
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1answer
188 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?
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757 views

What to put onto sharepoint?

I am employed by a medium size company in financial the area with approx 10 areas.. Compliance, IT, Sales.. I've built around 14 subsites to allow document storage and each subsite has 6 indentical ...
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2answers
115 views

Collection of Teamsites within a Business - what is the ideal structure?

Our company wants to allows business units and departments to ask for Teamsites to be created for them in a special WebApp we've provisioned. Question is ... what is the recommended approach for ...
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2answers
2k views

Get the check out file based on users Name

My environment is SharePoint 2007. I have write a Power shell script to get the file names and checked out by username and their email id. I am successfully able to get these details. Now I want to ...
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1answer
631 views

Run parallel Retention Policy Stages

I have a document library with a property that can be set to three different values: Pending - > Delete after 90 days Delete - > Delete immediately Completed - > fire a workflow that moves items to a ...
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1answer
1k 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 ...
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5answers
967 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 date ...
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4answers
4k views

Why is the Information Management Policy Settings link missing in blank sites?

In SharePoint Server 2010, when I create a new "Blank Site" site collection, I don't have the Information Management Policy Settings link on the Document content type setting page. The only way I can ...
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1answer
609 views

Retention period for Document, List and Forms for SharePoint 2007

May I know if it is possible to set the retention period for documents in document library, items in SharePoint list and form in Form library without using the 'Information Management Policy Settings' ...
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1answer
58 views

Users Creating Web Sites - How many Pages are Too Many to Effectively Manage?

I know that in part, the answer is "it depends." But are hundreds manageable? Thousands? Yes, space is cheap. But what are the drawbacks to letting users create new webs sites that could result in ...
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1answer
167 views

Is it possible to create per-document information management policies (either with native SharePoint or 3rd-party addons)

Is there a way to code/configure or utilise a 3rd-party solution that will enable per-document information management policies? I have a client requirement whereby they require separate policies "per ...
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1answer
376 views

Get the Information Management Policy schedule

I know the stsadm -o setpolicyschedule command, but I have to get/read the current schedule instead of changing it. Is there a stsadm command or PowerShell cmdlet I can use? Or another way to see ...
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1answer
68 views

Custom policy preventing site template creation

If I apply a custom policy to a Document Library, I can no longer save that site as a template - any ideas why? Incase it's relevant, I'm defining a label "Version: {Version}" which I later use to ...
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0answers
266 views

Hiding document label placeholders

I'm using Labels as part of an information management policy, to display fields in Microsoft Office documents. The fields used are: Protection Level (required choice field with values "Not Protected"...
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2answers
1k views

Creating custom Actions within an Retention Policy

Does anyone know, either via the object model or through xml, if you can create custom actions for a retention policy, which is defined as part of an Information Management Policy? I know that you ...