Tuesday, June 28, 2011

Creating a Records Center in SharePoint 2010

Today I found a fantastic article on how to create a Records Center in SP 2010. Here's the link:
http://blogs.msdn.com/b/mcsnoiwb/archive/2009/11/05/sharepoint-2010-records-management.aspx

If you're lost while reading the article, fear now. Just create a Records Center site in SP 2010. On the landing page, you'll get a web part that shows you how to start:


After this, click on Site Actions -> Manage Records Center to get a step-by-step description on how to get going. These are the steps I followed to get started:

1.       Created site with records center template
2.    I was asked to activate site collection level features such as in-place records management & document ID service.
3.    Create the content types that you are going to use to filter documents by, or are going to assign to  records
4.       Create a destination for your records – I created a record library. Can one also create other types of libraries though?
5.       Next, you need to create content organizer rules, but before doing that, ensure that your target libraries have the Content Types that you created, included in them.

Once you've created the Content Organizer rules, you're all set. You can upload documents to the drop-off library and associate the content type with the document. The document will then be routed to the approprate library and folder that you've chosen. The document will also become a record that will be locked and read-only. You wont be able to delete or edit it.

Thursday, June 23, 2011

RoleDefinition and RoleAssignments

The concept is pretty simple. You have users who you want to assign unique permissions on your web site. You create a RoleDefinition where you specify the unique permissions that make up the role that you want to create [say you were defining the contribute role], and also give a unique name for the role definition.

Then you'd create a RoleAssignment object. This is a object that takes in

  1. The user that you want to associate with the RoleDefinition above
  2. In the RoleDefinitionBindings collection, you add one or more RoleDefinitions that you want to associate with the user - like Reader, Contributor etc. This is where you would add in the new RoleDefinition object that you created above.
  3. Add this RoleAssignment object to the collection obtained from SPWeb.RoleAssignments
I'll try to illustrate this tomorrow by adding a diagram that shows how it all comes together