I am a Certified Records Manager (CRM) and a Certified Document and Imaging Architect (CDIA) with extensive experience in Information Technology. I have been a long-time proponent of Records and Information Management professionals moving away from the comfort of their paper-based culture into an environment where as many records as possible are maintained in electronic format.
If it is not already obvious, I am also a big fan of Microsoft Office SharePoint Server (MOSS) for managing documents and records. I believe, though there is still a lot of work to be done, MOSS will play an important role in Records and Information Management for a very long time to come.
I have two goals for my posts to this blog. First, I want to limit the technical discussions as much as possible. Just as I don’t have to know everything about a car’s engine to be a champion NASCAR driver, I believe Records Managers need only to understand the functionality provided by SharePoint that allows them to effectively do their jobs. That’s what I want to provide here. Technical concerns (what goes on behind the scenes) should be left up to Site Administrators and Developers. To that end, I will post as few screen shots and equations as I can manage.
Secondly, I want to keep my posts as brief and to-the-point as possible. Unfortunately, this is contradictory to my nature, but I will do what I can. I will be discussing some fairly complex issues here, so I think it’s fair to assume that there will be a lot of multipart posts in order to break things up.
Thanks for coming. Please let me know if you have any questions about SharePoint based Records Management that you don’t see addressed here.
Don Lueders, CRM, CDIA
October 9, 2008 at 9:08 am
Yeah, you finally jumped into the Blog pool! Nice job. I will be a regular reader.
October 9, 2008 at 5:18 pm
Russ, thanks for stopping by. Let me know if you have any suggestions. I can always advice from an old Blogshpere veteran.
July 22, 2009 at 9:30 pm
I am experiencing an issue with records management in SharePoint and seeing your blog was hoping you may be able to assist. I have configured records management and the routing table correctly. However, when an entry is routed to the records center, it recognizes it just fine (I can tell since it routes it to the appropriate library) but once it gets routed, instead of retaining its content type, it gets assigned the “default content type” on the document library. All content types were deployed using a solution package to ensure the GUIDs would match in the active site collection and the records center so I am sure that is not what is causing this. Have you run into this and can you offer any assistance in resolving it? I’d appreciate any help you can provide.
July 24, 2009 at 2:41 pm
Deepa,
Do you have your Records Libraries configured to accept multiple content types? If so, the Records Center is designed to default incoming records with multiple content types to one common content type. (Though you can always find the record’s original content type in the associated metadata sidecar XML document.)
If you don’t want to get into a lot of custom development, you might consider creating an Enterprise Record Content Type, as I suggest in this post: http://sharepointrm.wordpress.com/2008/12/03/the-record-content-type/.
September 24, 2009 at 3:42 am
Hi Don,
what a great blog, I read it regularly and am always impressed. I wanted to let you know about our product RecordPoint which is built on top of SharePoint to enable compliance with ISO 15489. If you interested give me a yell and I’d be glad to take you thru it.
Cheers
September 29, 2009 at 12:29 pm
Anthony,
Thanks for the kind words. Your product sounds interesting. Can you provide me a link to more information on it?
Regards,
Don