Yesterday I attended the BIWUG meeting where we talked about "Records Management" and "BI" in Sharepoint. Quite interesting, I remebered following topics:
- Records management vs. Document management
- Documents become records after a period of time. Records typically live longer than documents.
- Documents are subject to change, records are subject to stay.
- Authors define the documents lifecycle, policies define the records lifecycle.
- Default there are 4 types of polcies
- Labels
- Auditing
- Barcodes
- Expiration
- It is possible to write extra policies customized for your company, Joris Poelmans showed us how to based on this article.
You can find some additional information on the Records Management Team blog, but they stopped blogging for now.
For the BI part Gunther Staes showed us how to use the Excel services and which things to take into account when implementing BI solutions. Beware of following things:
- When having existing Excel files be sure to check the macro's, they don't work in a browser based scenario
- When implementing Excel services, be sure to think thouroughly about security (Trusted locations, SSO, ...)
We ended with some questions, if anyone knows the answer please feel free:
- What is the "Reporting Calendar" about? It's got something to do with the scheduling of reports but not much known about it...
- Is there any news on the SQL Reporting Services functionalities on SharePoint lists?