SharePoint Thomas

How to enable audit functionality for a Site Collection in SharePoint Applicable to  SharePoint Server Subscription Edition  SharePoint Server 2019  SharePoint Server 2016  SharePoint Server 2013 Enterprise Click here for details.

Seamless integrated and hidden from users Managing records is typically not every employee’s accountability. Putting obligations on users to do records management’s tasks will in most cases lead to failure. Users will find other – frictionless - ways of working with their content, resulting in unmanaged content. Aim to implement a records management solution within your SharePoint environment that is providing automatic records classification, auto-declaring documents as records (based on rules), enriching your content automatically with additional metadata, and performing other records management tasks automatically . The OOTB records management capabilities in SharePoint will not do this for you, so you need to use a third party tools or develop a solution (the “Records Management feature”) to provide this type of functionality. Extendable Content Type schema Create your content type schema with the goal of having as few content types as possible. The number of content types ...

“Microsoft SharePoint Server 2010 includes four information management policy features to help you manage your content: expiration, auditing, document labels, and document bar codes. - msdn.microsoft.c om” In this post I will focus on the audit capabilities in SharePoint 2010, more specifically how to enable the audit functionality. When the audit functionally is enabled it will automatically log events and activities that is done on your content. The content could be documents, records and other items, such as task list and calendars. Why Why would you enable auditing in SharePoint? There could be different reasons, and they often depend on which vertical (e.g. Public/Government) you are located in. Meet Regulatory and Legal requirements. Track how documents (and items) are used. Keep track of document history if documents are sent to the Content Organizer . When using the Content Organizer,  the document’s version history is deleted. The audit log will be your source...

This is a list of OOTB web parts in SharePoint. At this point the list does not indicate which edition of SharePoint and which feature the web part belongs to.

An exciting new feature in SharePoint 2013 is Managed Navigation. This feature allows us to design a site navigation that is driven by terms/topics rather than (site) structure.

Microsoft Access is a 20 year old product and there have been multiple attempts to integrate Access features in earlier versions of SharePoint. Is it better now?

Here is a cheat sheet of the OOTB Permission Levels in SharePoint 2010: (Click here to download the pdf version)

This blog post will cover the basic DM functionality available in SharePoint 2010 and tap into some of the more advanced features you might consider using to control your documents.

After enabling use of Document Sets to your site and document library you will see that within the Document Set, only the default Document content type is available.

Here is the list of features shipped with SharePoint Server 2010 Enterprise edition.

Here is a list of the site templates/definitions shipped with SharePoint 2010 Enterprise Edition. I have also added a column describing which features that are enabled by default. Name Type Category Description Features activated Assets Web Database Site Web Databases Create an asset database to keep track of assets, including asset details and owners. Metadata Navigation and Filtering Offline Synchronization for External Lists Basic Meeting Workspace Site Meetings A site to plan, organize and capture the results of a meeting. It provides lists for managing the agenda, meeting attendees, and documents. Metadata Navigation and Filtering Offline Synchronization for External Lists SharePoint Server Enterprise Site features SharePoint Server Standard Site features Team Collaboration Lists Basic Search Center Site Search A site for delivering the search experience. The site includes pages for search results and advanced searches. Offline Synchronization for E...

After you have created a root site based on the Publishing template, make sure you enable which templates that might be used to create subsites. Open the http://<yourportal>/_Layouts/AreaTemplateSettings.aspx page and choose which templates that should be available when creating a subsite: In the above example I am now able to create subsites of the following type: Publishing site with workflow, Enterprise Wiki and Enterprise Search Center.

Check out Randy Drisgill’s excellent blog post explaining how to create a master page which includes navigation: http://blog.drisgill.com/2010/09/converting-custom-sharepoint-2010.html Mr. Drisgill also have a starter master page available on CodePlex: http://startermasterpages.codeplex.com/

OneNote is a hidden gem in the Office suite. I use OneNote for all my notes during meetings, workshops etc.

SharePoint 2010 introduces new capabilities regarding Records Management. The most interesting feature, I think, is In-Place Records management (info at the end of this post) which makes it possible to declare documents as records without moving them to a Records Center. Records and documents live side by side in the site they were created in, and SharePoint 2010 makes it possible to apply different policies (i.e. retention schedules) depending if the item is a record or a document. The Record Center site template is still available. It utilizes some new functionality like the Content Organizer to route incoming documents to the libraries of your preference. A new “dashboard” gives a record manager faster access to common tasks and to-do actions. Holds (with discovery), audit and file-plan reports are also new or improved functionality to better control your records. Other items than documents can also be declared as records in SharePoint 2010; wiki pages, blog posts, article pages ...

SharePoint 2010 has extended its Document Management (and Records Management) capabilities considerably. I have looked into the new capabilities and will give you a quick overview about some of them. This post explains the following functionality: Document ID Rating, Tag/Notes Rule Based Submission The functionality described in this blog post may be changed substantially prior to final commercial release of SharePoint 2010. Document ID At the Site Collection level you can enable use of Document ID’s: Each document in the Site Collection will get their unique document number (see next screenshot). A document is addressable using the unique document id via a document redirector page (/DocIdRedir.aspx?ID= uniquedocid ), and the unique document id can also be used as a property when searching. Rating, Tag/Notes I have enabled both versioning and forced check-out on my document library. Rating and adding Tag/Notes does not require a check-out, and users are able to easily rate a...