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Month: May 2010

SharePoint 2010 for Records Management: Strategies and Considerations Webinar

SharePoint 2010 for Records Management: Strategies and Considerations Webinar

For all of you who missed my last presentation on SharePoint 2010 and Records Management, I am doing another webinar arranged by Burntsand on Wednesday, May 26, 2010 1:30 pm ET.  This webinar will be more focused on the business side of RM and will not cover specific technical details.  Here is the information if you would like to attend:   In this 45-minute webinar, Burntsand reviews strategies for maximizing SharePoint 2010 and other Microsoft technologies to achieve records excellence in…

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Records Management features in SharePoint 2010: Part 10 – Multi Level Retention

Records Management features in SharePoint 2010: Part 10 – Multi Level Retention

Overview Multiple stage retention policies allow specification of the entire lifecycle of a document as one policy (e.g. review Contracts every year, and delete after 7 years) Sarbanes–Oxley Act of 2002 requiring records to be kept for a certain amount of time and you can set review periods for records in between the time they are declared and when they are destroyed SharePoint 2010 has the ability to create hierarchal folder structures and manage retention at each folder within the…

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Records Management features in SharePoint 2010: Part 9 – Content Type Publishing Hubs

Records Management features in SharePoint 2010: Part 9 – Content Type Publishing Hubs

Content Type Publishing Hub is a new feature in SharePoint 2010 whereby it allows a SharePoint administrator to have a central location where they can manage and publish content types from across all their SharePoint web applications Other web applications can subscribe to the content type publishing hub and pull down published content types from the hub and receive updates on the published content types Activated as a Site Collection Feature: Enable-SPFeature -id ContentTypeHub -url “<site collection url>” Notice how…

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Records Management features in SharePoint 2010: Part 8 – Hold and eDiscovery

Records Management features in SharePoint 2010: Part 8 – Hold and eDiscovery

New feature in SharePoint 2010 whereby the use of electronic discovery allows records managers to find and lock down content related to tracking external actions like litigation, investigation or audit For example, if a company is sued about how they use the word “eDiscovery”, the Records Manager needs to find and process all content that contains the words “eDiscovery” or “electronic discovery” Allows discovery of documents by all metadata associated with the document and automatically places them “on hold” and/or…

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Records Management features in SharePoint 2010: Part 7 – Compliance Details

Records Management features in SharePoint 2010: Part 7 – Compliance Details

A new feature in SharePoint 2010 is that all SharePoint list items and library items now have Compliance Details settings which indicate all the important business information about the document They are located in the ECB drop down menu (Edit Control Block)   These settings allow SharePoint administrators to ensure all information about the record in one place including: Viewing name, content type and folder path of document Viewing any retention policies on the document (and their recurrence) Exempting documents…

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Records Management features in SharePoint 2010: Part 6 – Content Organizer

Records Management features in SharePoint 2010: Part 6 – Content Organizer

Overview In SharePoint 2007, content organization was largely a matter of upload decisions based on the individual Administrators could help guide, but ultimately, was up to contributors to decide where the content ended up New Content Organizer in SharePoint 2010 allows routing decisions to be centrally organized This feature takes the decisions out of the hands of users and ensures that items are well organized Users are guided to enter the appropriate metadata rather than being allowed to dump documents…

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Records Management features in SharePoint 2010: Part 5 – Site Collection Auditing

Records Management features in SharePoint 2010: Part 5 – Site Collection Auditing

Overview Configured under Site Settings  –> Site collection audit settings Ability to generate a customized audit report about an individual record, item, column, content type, search or permissions Ability to specify events to audit such as open, edit, check out/in, move, copy, delete & restore   Predefined reports in excel format under Site Settings –> Audit log reports Records Management Scenario(s): Heavy audits are required on items that have been declared a record, for legal reasons (i.e. decisions, invoices, bids,…

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Records Management features in SharePoint 2010: Part 4 – In-Place Records Management

Records Management features in SharePoint 2010: Part 4 – In-Place Records Management

Overview A new capability in SharePoint 2010  is In-Place Records management Instead of moving a document to a specific SharePoint Records Center in order to declare it a record, a document can be declared and handled as a record within site it was created in After having declared the document as a record, the document can now have policies and restrictions different from when it was just a document in the site Policies can be added either to the Content…

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Records Management features in SharePoint 2010: Part 3 – Managed Metadata Service – Term Store

Records Management features in SharePoint 2010: Part 3 – Managed Metadata Service – Term Store

Overview The Managed Metadata service is new in SharePoint 2010 and consists of a feature called the Term Store Management Tool This service can be accessed via Central Administration –> Manage Service Applications –> Managed Metadata Services or via a the site settings in the SharePoint site (Site Actions –> Site Settings –> Term store management) The Term Store (or Taxonomy Term Store) is a hierarchical collection of managed terms that you centrally managed and define, and then use as…

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System.Security.SecurityException when trying to setup a custom ASP.NET 2.0 virtual directory application running on a SharePoint 2010 web application

System.Security.SecurityException when trying to setup a custom ASP.NET 2.0 virtual directory application running on a SharePoint 2010 web application

I was trying to set up a virtual directory on my SharePoint 2010 server to run a custom ASP.NET 2.0 application that was created earlier and I kept getting the following Security Exception error: Server Error in ‘/MyApp Application.——————————————————————————– Security Exception Description: The application attempted to perform an operation not allowed by the security policy.  To grant this application the required permission please contact your system administrator or change the application’s trust level in the configuration file. Exception Details: System.Security.SecurityException:…

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