SharePoint Thomas

“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 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.

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...