Microsoft SharePoint. Building Office 2007 Solutions in VB 2005 ...

CHAPTER 6 ■ SHAREPOINT DOCUMENT, FORM, AND RECORDS MANAGEMENT 201Configuring Policy SettingsDocument policies allow you to configure document labels, auditing, expiration dates, andbar codes for each content type used by the library. Document labels define text that willappear when the document is printed to help track its source and key information. Auditingallows you to track key documents events and changes along with the identity of the personwho initiated the event. Expiration dates allow you to delete a document or initiate a workflowafter a given period of time. Bar codes allow you to generate a bar code for the documentfor tracking.Take these steps to configure policies:1. Browse to any document library you have created.2. On the toolbar, select Settings ➤ Document Library Settings.3. On the Customize page, click the link titled Information Management Policy Settings.4. On the Information Policy Settings page, click the content type to manage.5. Select the option to Define a Policy and click the OK button.6. In the Administrative Description field, type A test of all policies.7. In the Policy Statement field, type Important document must be tracked andpreserved.8. Check the Enable Labels box.9. Check the box labeled Prompt Users to Insert a Label Before Saving or Printing.10. In the Label Format field, enter {Title} is Important to label the document with its titleand a message.11. Check the Enable Auditing box.12. Check all of the available auditing options.13. Check the Enable Expiration box.14. Enter 5 years in the time period field to set an expiration period.15. Select the option to Perform This Action and select Delete from the drop-down list.16. Check the Enable Bar Codes option.17. Check the box labeled Prompt Users to Insert a Bar Code Before Saving or Printing.18. Click the OK button.Now you can return to the document library and create a new document. Enter sometext in the document and then save it. When you try to save it, you should be prompted toadd a label to the document and a bar code. Additionally, you should see the policy statementappear within Word to let you know that policies have been defined for the document.Your policy should also be auditing your actions as you work with the document, and youcan run a report.