The Stack Overflow podcast is back! Listen to an interview with our new CEO.

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.

Filter by
Sorted by
Tagged with
13
votes
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/...
6
votes
2answers
3k views

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 ...
6
votes
2answers
1k views

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)...
5
votes
5answers
982 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 ...
4
votes
1answer
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 ...
4
votes
1answer
286 views

Tracking User Activity for badges

I'm creating a QA site similar to Stack Overflow on SharePoint. I'd like to be able to integrate some badges into the System. I've thought of a few ideas, but I'd love some divergent thinking on ...
4
votes
1answer
2k views

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 ...
4
votes
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 ...
4
votes
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 ...
4
votes
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 ...
3
votes
1answer
886 views

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 ...
3
votes
2answers
76 views

Architecture: How do you store single pieces of information?

I am building a solution in which each Site Collection represents a single contained unit. The members of that unit will be using SharePoint to track information that describes their unit at the root ...
3
votes
0answers
87 views

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 ...
3
votes
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 ...
3
votes
1answer
618 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' ...
3
votes
1answer
112 views

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 ...
2
votes
2answers
7k views

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 ...
2
votes
4answers
14k views

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 ...
2
votes
2answers
566 views

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 ...
2
votes
1answer
638 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 ...
2
votes
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 ...
2
votes
0answers
694 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 "...
2
votes
0answers
113 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 ...
1
vote
1answer
81 views

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 ...
1
vote
2answers
2k views

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 ...
1
vote
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 ...
1
vote
1answer
261 views

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://...
1
vote
1answer
572 views

“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 ...
1
vote
1answer
4k views

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 ...
1
vote
1answer
108 views

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 ...
1
vote
1answer
31 views

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?
1
vote
1answer
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 ...
1
vote
2answers
49 views

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 ...
1
vote
2answers
27 views

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
1
vote
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 ...
1
vote
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 ...
1
vote
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 ...
1
vote
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 ...
1
vote
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 ...
1
vote
1answer
37 views

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 ...
1
vote
1answer
120 views

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 ...
1
vote
0answers
239 views

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 ...
1
vote
0answers
390 views

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, ...
1
vote
1answer
138 views

Saved form when submitted creates duplicate

Is there an easy way to prevent a form from creating a duplicate when submitting a saved form?
1
vote
0answers
178 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 ...
1
vote
1answer
44 views

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 ...
1
vote
1answer
166 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
1answer
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 ...
1
vote
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"...
0
votes
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 ...