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Rez's SharePoint Blog Spot > Posts > Records Management features in SharePoint 2010: Part 2 – Document IDs
May 01
Records Management features in SharePoint 2010: Part 2 – Document IDs

Overview

  • A Document ID is a unique identifier for a document within a SharePoint 2010 site collection
  • SharePoint 2010 now provides a static URL or permalink that opens the document associated with the ID, regardless of the location
  • SharePoint 2010 includes new Site Collection scoped Feature called the Document ID Service.  To enable feature you can go to Site Settings --> Site Collection Features or you can launch the SharePoint 2010 Management Shell and run the following:
      • Enable-SPFeature -id docid -url “<site collection url>”

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Document ID Capabilities:

  • Upon activation of this feature, a new link appears under: Site Settings --> Site Collection Administration called Document ID Settings

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  • Settings allow the custom assignment of Document IDs with certain character prefixes
  • Settings allow the resetting of all Document IDs within the Site Collection (via daily timer jobs)
    • Document ID enable/disable job
      • creates the Document ID column in the Document content type & Document ID list column available in every document library within site collections where the feature has been activated
    • Document ID assignment job
      • Assigns Document IDs to any existing documents within site collection.

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  • To force run these jobs go into Central Administration –> Monitoring –> Review job definitions –> click the two jobs for the appropriate web application
  • Settings also allow user to select a scope to be able to input a specific Document ID in and have it pull up the document directly from this search scope index (i.e. a frequently updated index)

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  • Find by Document ID Web Part enables user to enter a Document ID, then constructs a "static URL" and looks up the item, this web part is located under (Site Actions –> Edit Page –> Insert (from Ribbon) –> Web Part –> Search Category –> Find by Document ID)

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  • Properties of each document within a document library now has a field called Document ID:

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**Note: After activating Doc ID feature for existing documents within site collection, an action needs to be taken on document to cause the Document ID to appear (i.e. like check-in/check-out.)

  • The Document ID URL now looks like this:
  • This is a new SharePoint 2010 application ASPX page that sits in the layouts directory and is called DocIdRedir.aspx that takes a Document ID as query string parameter.
  • This gives the ability to consistently reference documents as on document movement the document ID URL link does'n’t change or break, even if the document moves between sites!
  • Developers now have the ability to create their own Document ID provider if they want to generate doc id’s in a specific way, they would derive from the:
    • Microsoft.Office.DocumentManagement.DocumentIdProvider
public class MyDocumentIdProvider : Microsoft.Office.DocumentManagement.DocumentIdProvider 
{ 
    // Generate doc id we want here
    public override string GenerateDocumentId(SPListItem listItem) 
    { 
        return MyClass.GenerateDocId(); 
    }
 
    // Use default search or call GetDocumentUrlsById before search
    public override bool DoCustomSearchBeforeDefaultSearch 
    { 
        get { return false; } 
    }  
 
    // implement logic to find documents if default search doesn't suffice
    public override string[] GetDocumentUrlsById(SPSite site, string documentId) 
    { 
        return new string[] { }; 
    }  
 
    // return default doc id initially displayed in doc id search web part
    public override string GetSampleDocumentIdText(SPSite site) 
    { 
        return "RezCorp-888--CUSTOMID"; 
    } 
}

The complete list of this series can be seen by the following links:

1. Introduction
2. Document IDs
3. Managed Metadata Service (Term Store)
4. In-Place Records Declarations
5. Site Collection Auditing
6. Content Organizer
7. Compliance Details
8. Hold and eDiscovery
9. Content Type Publishing Hubs
10. Multi-Level Retention
11. Virtual folders and metadata based navigation
12. Scaling
13. Send To...
14. Document Sets

References:

http://msdn.microsoft.com/en-us/library/ee559302(office.14).aspx
http://www.code-magazine.com/Article.aspx?quickid=0911041
http://www.whatsthepointofsharing.com/2010/01/15/sharepoint-2010-document-id-feature/
http://www.zimmergren.net/archive/2010/04/13/sp-2010-sharepoint-server-2010-creating-your-custom-document-id-provider.aspx

 

Comments

Doc IDs across site collections?

Hello Rez, Quick question for you. It is possible to use document IDs across multiple site collections. This could be useful to permit moving docs from several active doc site collections to record centers that are in distinct site collections themselves. Thanks, Albert
 on 8/11/2011 12:18 PM

does the documentid travel accross site collections?

Dear MVP Rez,
 
"•This gives the ability to consistently reference documents as on document movement the document ID URL link does'n’t change or break, even if the document moves between sites! "
 
Is this true if the document travels accross site collections?? If not, would it be solved by using a custom docid provider?
 
Thank you
 on 9/14/2011 8:30 AM

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