Content Types and Columns and Views

Permission Workarounds

Due to performance, SharePoint does not set permissons on columns but here are some workarounds.

SharePoint Online - Office 365 - Column Level Security Issues Options
http://www.c-sharpcorner.com/article/sharepoint-online-office-365-column-level-security-iss/

3 Approaches to Restricting Access to SharePoint Columns and Metadata
http://sharepointpromag.com/blog/3-approaches-restricting-access-sharepoint-columns-and-metadata

Clean Column level permissions using local lookup
http://aviralchawda.blogspot.in/2014/09/column-level-permission-in-

Office 365

SharePoint Online - Office 365 - Column Level Security Issues Options
http://www.c-sharpcorner.com/article/sharepoint-online-office-365-column-level-security-iss/

SharePoint 2013

Visual Approach to Content Type Tagging
https://blog.splibrarian.com/2015/01/15/a-visual-approach/

Planning
http://technet.microsoft.com/en-us/library/cc262735.aspx

Calculated Columns
https://msdn.microsoft.com/en-us/library/office/bb862071(v=office.14).aspx

Content Types Diagram

 

2010

Content Type Hub
http://sharepointgalaxy.blogspot.com/2012/04/content-type-hub.html

Calculated columns:
http://msdn.microsoft.com/en-us/library/bb862071.aspx
https://msdn.microsoft.com/en-us/library/office/bb862071(v=office.14).aspx
NOTE: You can get up to 7 nested "if" statements in a calculated column of a SharePoint list
http://sharemypoint.in/2009/03/04/sharepoint-calculated-columns-formulas/

Time and Date
http://social.msdn.microsoft.com/Forums/en-US/sharepoint2010general/thread/16cb40af-55fe-4b88-b3ee-5189babe44d5

Columns Issues
No out of the box solution for column permissions yet.  Here is good article on permissions for columnshttp://www.infowisesolutions.com/blog/Comments.aspx?ArticleId=24
Possible Vendor solutionshttp://www.speals.com/products/listpermissionsup/default.aspx

Content Type
Content type and workflow planning http://technet.microsoft.com/en-us/library/cc262735.aspx

Views
Modify Sharepoint List and Library Views
http://office.microsoft.com/en-us/sharepoint-foundation-help/create-modify-or-delete-a-view-HA010377693.aspx?CTT=1

Permissions
Good article on customizing permissions for a document library in such a way that authors can only change their own documents.
http://www.sharepointusecases.com/index.php/2010/03/configure-item-level-permissions-for-document-libraries-part-2/

Psuedo Permissions using VIews
http://www.learningsharepoint.com/2013/12/14/sharepoint-views-permission/

SharePoint Record Management

SharePoint 2013

Good Info
http://blog.rimtechconsulting.com/
http://www.rimtech.ca/reports.html

Discussion

https://social.technet.microsoft.com/Forums/windows/en-US/ad44a450-6981-4591-ad9c-0639406271f7/sharepoint-2013-as-a-records-management-tool?forum=sharepointgeneral

Vendor

https://www.gimmal.com/governance-records-management/

Records Management 2013 (Chart 2007 vs 2010 vs 2013)

http://blogs.technet.com/b/quentin/archive/2014/06/09/records-management-overview-_2800_part-1_2900_.aspx

ECM 2013 (Chart 2007 vs 2010 vs 2013)

http://blogs.technet.com/b/quentin/archive/2014/06/06/enterprise-content-management-overview.aspx

More on Record Management

DOD Standard 5012
http://www.archives.gov/records-mgmt/initiatives/dod-standard-5015-2.html

What’s new in 2013
http://technet.microsoft.com/en-us/sharepoint/fp142374.aspx

SharePoint 2010

Good Article
http://www.khamis.net/blog/Lists/Posts/Post.aspx?ID=32

SharePoint Record Management
http://technet.microsoft.com/en-us/library/ff363731

Declare any list or library item as a record
http://office.microsoft.com/en-us/sharepoint-server-help/declare-any-list-or-library-item-as-a-record-HA101729116.aspx?CTT=3

Configuring in place records management
http://office.microsoft.com/en-us/sharepoint-server-help/configuring-in-place-records-management-HA101729118.aspx

Designing for in-place records management (SharePoint Server 2010)
http://technet.microsoft.com/en-us/library/ff363732.aspx

Using a records archive versus managing records in place (SharePoint Server 2010)
http://technet.microsoft.com/en-us/library/ee424394.aspx

Document Sets

Document Sets allow you to bundle multiple documents together and aid the process during onboarding or any other process that requires a number of documents.

First you need to turn on Document Sets at the Site Collection Level

Next need to create the content types for each of the bundled documents

Finally create a document set content type
Note that the document set content type info below

Change the Document Set Settings and add your bundled document content types

Change your content type to reflect the single document set content type

If you change your content type you will be prompted to update.

Note within the Document set you can access the individual content types

Hope this helps and have fun with SharePoint

Document ID Feature

Document ID from Office.Microsoft.com
http://office.microsoft.com/en-us/sharepoint-server-help/enable-and-configure-unique-document-ids-HA101790471.aspx?CTT=1

Document ID Feature from MSDN
http://msdn.microsoft.com/en-us/library/ee559302

 Document ID Feature Blog Article
http://blogs.technet.com/b/blairb/archive/2009/10/20/new-document-id-feature-in-sharepoint-2010.aspx

SharePoint No Code Tips

Great Tips for your no-code sharepoint site from Jennifer Mason
http://blogs.sharepoint911.com/blogs/jennifer/default.aspx

Lists
Common Formulas
http://office.microsoft.com/en-us/windows-sharepoint-services-help/examples-of-common-formulas-HA001160947.aspx?CTT=1

Libraries
Document ID
http://office.microsoft.com/en-us/sharepoint-server-help/enable-and-configure-unique-document-ids-HA101790471.aspx?CTT=1

Views
Check out different styles
http://office.microsoft.com/en-us/sharepoint-server-help/create-modify-or-delete-a-view-HA010377693.aspx?CTT=1

Content Editor Web Part
Using custom title with icon and turn chrome off your web part for a really nice look
http://office.microsoft.com/en-us/sharepoint-server-help/using-the-content-editor-web-part-HA101794745.aspx?CTT=1

Associate List and Library
http://blogs.sharepoint911.com/blogs/jennifer/Lists/Posts/Post.aspx?ID=95

Advanced Document Management

Versioning, content approval, and check-out planning (SharePoint Server 2010)

http://technet.microsoft.com/en-us/library/cc262378.aspx

Co-authoring overview (SharePoint Server 2010)
http://technet.microsoft.com/en-us/library/ff718249.aspx

Document Management Tips

More from SharePoint Galaxy
Document ID
http://sharepointgalaxy.blogspot.com/2011/11/document-id-feature.html
Advanced
http://sharepointgalaxy.blogspot.com/2011/11/document-id-feature.html
Scanning Tools
http://sharepointgalaxy.blogspot.com/2012/01/scanning-tools.html

More from the Web

Bulk Import
http://www.sharepointdiary.com/2012/07/upload-file-to-sharepoint-library-using.html

Converting Word Documents to PDF Using SP10 and Word Automation Services: http://msdn.microsoft.com/en-us/library/ff181518.aspx

Great article on how to remove "Use My Local Drafts Folder"
http://blogs.msdn.com/b/uksharepoint/archive/2011/04/06/how-to-remove-quot-use-my-local-drafts-folder-quot-checkbox.aspx

FCI - File Classification Infrastructure and SharePoint
http://blogs.technet.com/b/filecab/archive/2009/12/14/automatically-upload-files-from-file-server-to-sharepoint-using-the-file-classification-infrastructure-fci.aspx

http://sharepointmetadataandclassification.typepad.com/blog/windows-server-fci/

http://sparchitect.wordpress.com/2010/07/27/windows-file-classification-infrastructure-integration-with-sharepoint/

http://sparchitect.wordpress.com/2010/07/27/windows-file-classification-infrastructure-integration-with-sharepoint/

The FCI SharePoint Uploader
http://gallery.technet.microsoft.com/sharepoint/f538c34c-4f74-4645-9649-fd25e49805d6

Great Step by Step Video http://vimeo.com/9940196

More on FCI

FSRM and FCI: Frequently Asked Questions
http://technet.microsoft.com/en-us/library/ee344836(v=ws.10).aspx

File types the Content Classifier can search on a new Windows Server 2008 R2 install
http://blogs.technet.com/b/filecab/archive/2009/06/18/file-types-the-content-classifier-can-search-on-a-new-windows-server-2008-r2-install.aspx