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Use of Information Rights Management (IRM) in SharePoint

SharePoint is a Collaborating web platform provider which helps us to share documents and other information with the users of the SharePoint site. Information security is a main concern when sharing documents with various people. Information Right Management server facilitate to overcome the information right violation and restrict the access of the documents. Followings are the main advantages of IRM which mentioned on Microsoft.com site 1. Helps to prevent an authorized viewer from copying, modifying, printing, faxing, or copying and pasting the content for unauthorized use 2. Helps to prevent an authorized viewer from copying the content by using the Print Screen feature in Microsoft Windows 3. Helps to prevent an unauthorized viewer from viewing the content if it is sent in e-mail after it is downloaded from the server 4. Restricts access to content to a specified period of time, after which users must confirm their credentials and download the content again · ...

Information Right Management - SharePoint 2010

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Applying Information Right management (IRM) policy to your document library in SharePoint 2010 Set IRM policy Create a SharePoint group and set permission level Stop permission inheritance from the parent site Allow newly created group to access the document library which you want to apply IRM policy Add users to the group 1. Go to the Document library which you want to apply information Right Management server ( IRM server)Click the Library tab Then you have to click on the Library Settings icon of the Library tab You can see the following interface under the Library settings Then select Information Right Management under Permissions and Management which will open IRM Policy creation page Permission Policy Title: Give a title to identify the policy you will create. (Give a meaningful name for it) Permission Policy Description: Give a short description to the policy Allow Users to print docum...

Having Content Types with Document Templates when using "New Document”

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If you have document library with more than one content type with a document template in there and you use the “New Document” button to create new documents you might run into some unexpected behavior. In order to explain what happens I created two content types ContentType1, and ContentType2. Both have the Enterprise Keywords field added to it, so they have something to show in the document panel later on, but this doesn’t have anything to do with the unexpected behavior. Both content types also have a document template, the document template for ContentType1 is DocumentTemplate1.dotx and is saved in a Document Templates library in the same site, the document template for ContentType2 is DocumentTemplate2.dotx and is saved in the same library. For adding the document templates I used the “Enter the URL of an existing document template” option. I have a document library called Shared Document where I added both the content types. I can now add documents to the library by using...

Create Summary view of SQL Datatable

Combine two rows into one row with same ID Go through the following SQL table named [EmployeeSales] . Think that you have to create a summary table of monthly sales against each employee ID.  EmpID Year Month Sales 0001 2012 May 0.5 0001 2012 June 0.8 0001 2012 July 0.7 0002 2012 May 1.1 0002 2012 June 0.9 0003 2012 May 0.4 0003 2012 June 0.5 0003 2012 July 0.5 [EmployeeSales]  Table For that You can write a SQL query as follows. In that Query I have filter sales records relate to year 2012 and sord according to EmpID .  SELECT  EmpID ,   MAX ( CASE   WHEN  [Month]  =   'May'  THEN  [Sales]  ELSE   NULL   END )   AS  [May] ,   MAX ( CASE   WHEN  [Month]  =   'June...

SharePoint 2010: Customize SharePoint Add/Edit/Display Form

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When you create a SharePoint list the default SharePoint add/edit/display form get its looks by its own. For example the fields appears in the add/edit/display form based on the sequence you added the fields. Also by default all fields of the list are shown in the forms. Sometimes you may need to give a hand to customized that look and feel. I’ll try to give some light on how you can customize the default add/edit/view form of SharePoint list. Enable Content type Management First To customize the List forms you need to enable ‘content type management’. You can do so from List settings Page and then click ‘Advance Settings’. Then select yes for “Allow management of content types” as shown below: Figure 1: Enable content type management. Once you have enabled the content type for a list you will find a available content types associated with the lists under ‘content types’ section of list settings page as shown below: Figure 2: Content type management section in list settings...

SharePoint 2010: Approve/Reject dialog customization, show changed values

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SharePoint provide rich support for approval process. You can maintain version of changes, you can use built-in workflows or develop your own for approval process. You can even create custom workflow activities and use it in SharePoint Designer to create your own approval workflow. Unfortunately, SharePoint doesn’t provide a nice UI where approver can get a snapshot of what’s changes he’s going to approve/reject.  What we are familiar with the following UI: Figure 1: Very generic UI to approve/reject What if we could have a dialog as shown below: Figure 2: Custom Approve/Reject dialog with modification highlighted As shown in figure 2, the approver will have the better look of what’s the changes he’ll approve/reject. As shown in figure 2, the person who will approve/reject, can get a snapshot of what changes are waiting for his/her approval. What’s the cost of custom approve/reject dialog? Now the question comes what’s the development cost of such a custom approve/rej...