SharePoint 2010 - Document Management and Security Setup Recommendations

Greetings All!
I have a requirement where the business would like to manage various files.  The setup looks like this:
User1
----------->User2
----------->User3
-------------------->User4
-------------------->User5
Where User1 has permission to see everything that is their files and everything below their level.   The lower levels cannot see files above them.  I hope this makes sense.
Right now we are using folder level permissions, breaking inheritance, and then explicitly assigning permissions - this could turn into an admin nightmare.
What other options or recommendations do you have?
Best Regards!
CodeYankee

Hello,
I would suggest to create SharePoint user groups with required permission levels and add users to those groups. I think you will need to break inheritance in order to achieve your objectives but it would be easier to manage with SharePoint users groups.
Hope this helps!
Thanks!

Similar Messages

  • Custom Property in Microsoft Word 2010 Document Template and Sharepoint 2010 Content Type not Syncing up

    I wrote a macro in a Word 2010 template with a custom property called HeaderFooter (a Yes/No value). When the property is changed to No, the header and footer are hidden, otherwise, the header and footer are displayed.
    I added the template to a SharePoint 2010 Document library, with a content type DocInformation and a column name HeaderFooterOffOn that I want to map to the custom property HeaderFooter in the Word Document.
    The macro isn't working in SharePoint, though, because when the user clicks on the HeaderFooterOffOn in the DIP of the Word Document, the Word Custom Property (HeaderFooter) isn't changing with it.
    How do I get these two synced up, so that when the SharePoint column is changed, the Word Document's custom property simultaneously updates with it?

    Hi kevinkevinc,
    There is no direct way to run macro in SharePoint
    As a workaround, I suggest you use SharePoint Event Receiver to run some custom code when column changed.
    Here is a similiar thread for your reference:
    http://social.msdn.microsoft.com/Forums/office/en-US/249249e2-3263-4001-86fa-bda342d95f35/run-word-macro-on-newly-uploaded-sharepoint-word-documents?forum=sharepointdevelopmentlegacy
    More information:
    SharePoint Event Receiver:
    http://msdn.microsoft.com/en-us/library/ee231563.aspx
    http://msdn.microsoft.com/en-us/library/ff398052.aspx
    Best Regards
    Forum Support
    Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
    [email protected]
    Zhengyu Guo
    TechNet Community Support

  • Office Web Apps - Preview Sharepoint 2010 documents in Sharepoint 2013 Search Results...again

    Hi,
    I found a thread in this forum With an answere to a similiar question here:
    http://social.technet.microsoft.com/Forums/en-US/28bc1e27-4a65-4c61-9b3e-cb9dad17f779/office-web-apps-preview-sharepoint-2010-documents-in-sharepoint-2013-search-results?forum=sharepointsearch&prof=required
    ...With the answere:
    "OWA uses an access token to talk to SharePoint 2013.  It cannot use this when talking to 2010.  In order to work with 2010, you have to create a custom display template that converts the file url to an openurl link. "
    BUT...
    may anyone give more information how to do this?
    Links to articles? Links to description and samples?
    jik

    Hi,
    According to your description, my understanding is that you want to preview documents from SharePoint 2010 in search results in SharePoint 2013.
    Per my knowledge, the Office Web Apps is configured to work with SharePoint 2013, so it will not work with documents in SharePoint 2010.
    I recommend to configure Office Web Apps to work with SharePoint 2010
    and make sure that documents can be previewed in SharePoint 2010 using Office Web Apps to see if the documents can be previewed in SharePoint 2013 search result.
    http://technet.microsoft.com/en-us/library/ff431687(v=office.14).aspx
    Best regards.
    Thanks
    Victoria Xia
    TechNet Community Support

  • When attempting to create an SSRS Report in SharePoint 2010 Dashboard Designer and change the Server Mode from Report Center to SharePoint Integrated

    Hi,
    When attempting to create an SSRS Report in SharePoint 2010 Dashboard Designer and change the Server Mode from Report Center to SharePoint Integrated, I get the following unhandled exception:
    ************** Exception Text **************
    System.InvalidOperationException: There was an error generating the XML document. ---> System.InvalidOperationException: Instance validation error: '2' is not a valid value for Microsoft.PerformancePoint.Scorecards.SqlReportViewData.SqlReportViewDataServerMode.
       at Microsoft.Xml.Serialization.GeneratedAssembly.XmlSerializationWriterSqlReportViewData.Write1_SqlReportViewDataServerMode(SqlReportViewDataServerMode v)
       at Microsoft.Xml.Serialization.GeneratedAssembly.XmlSerializationWriterSqlReportViewData.Write3_SqlReportViewData(String n, String ns, SqlReportViewData o, Boolean isNullable, Boolean needType)
       at Microsoft.Xml.Serialization.GeneratedAssembly.XmlSerializationWriterSqlReportViewData.Write4_SqlReportViewData(Object o)
       --- End of inner exception stack trace ---

    Hi,
    According to your post, an error occurred when you integrate SQL Server Reporting Services with SharePoint.
    1. Please check the steps as the link below:
    http://technet.microsoft.com/en-us/library/ff724283(v=office.14).aspx
    2. Try to clean the configuration cache on all of your SharePoint servers and re-tested.
    http://blogs.msdn.com/b/josrod/archive/2007/12/12/clear-the-sharepoint-configuration-cache-for-timer-job-and-psconfig-errors.aspx
    Best Regards
    Dennis Guo
    TechNet Community Support

  • SharePoint 2010 document broken link due to unrecognized File protocol: ms-word

    Please help point me in the right direction.  I checked the File association on Internet settings and document type docx is associated with Word, but it won't open.  What do I need to change?
    I received the following information when I clicked on the troubleshoot link:
    Windows has the following information about this Protocol. This page will help
    you find software needed to open your file.
    Protocol Type: ms-word
    Description: UnKnown
    Windows does not recognize this Protocol.

    Title:  SharePoint 2010 document broken link due to unrecognized File protocol: ms-word
    Please help point me in the right direction.  I checked the File association on Internet settings and document type docx is associated with Word, but it won't open.
    Try refining this symptom description.  What exactly do you mean by "it won't open"?  Answering that might explain why you are posting this in an IE forum.  E.g. right-click, Copy Shortcut whatever it is that you are calling
    a "broken link" and Paste it here.
    Otherwise, try right-click, Save target as... to put the file into your Downloads (Ctrl-j) and then use right-click, Properties to find its
    full path and name.  Note that that would be quite different from what the Copy Shortcut step would have shown.
    Next I suspect that the Set Associations GUI tool may not be showing you the correct information.  FWIW it certainly doesn't show me the correct information in W8.1.  So, I would try checking if you have an explicit association and file type combination
    by using the assoc and ftype commands in a cmd window.  In fact, instead of just showing the ftype for the current association I would use this:
        ftype  |  find  /i  "word"
    Then you could take the most appropriate template (not necessarily the one pointed to by the assoc command) and fill it in on a Run... dialog (or a cmd window command line if you also went back to ensure that the implied program
    would be found by your PathExt shell variable.)  Etc.
    Doing that would make your symptom description independent of IE.  All it would have done for you is download the file.  If you couldn't open it then it would be because either the file was saved incorrectly (in which case you could rename it)
    or it was bad.
    HTH
    Robert Aldwinckle

  • First Java Project - Document Management and Workflow

    We are about to embark on our first java project around document management and workflow.
    I would be interested to know how others have approached similar projects – Open Source applications or other tools/APIs.
    It would also be good to know of any issues encountered along the way.
    Thanks,
    Steve

    Hi Husein,
    I appreciate your interest in procuring a Document Management/Workflow solution for your AP department...its a very smart move toward streamling that process!
    I sent an email today to Richard Braddock about our solutions. I would be happy to discuss them with you.
    My office phone number is 215-646-8000
    -Martin

  • Intel Management and Security Status Icon started appearing 3 days ago

    We didn't install anything new, and this "Intel Management and Security" icon (which you can't close) started appearing in the start menu on the bottom of the screen.  What made this start appearing, and how can we get rid of it?

    Hello aoppen,
    please also refer to this guide how to use AMT.
    Follow @LenovoForums on Twitter! Try the forum search, before first posting: Forum Search Option
    Please insert your type, model (not S/N) number and used OS in your posts.
    I´m a volunteer here using New X1 Carbon, ThinkPad Yoga, Yoga 11s, Yoga 13, T430s,T510, X220t, IdeaCentre B540.
    TIP: If your computer runs satisfactorily now, it may not be necessary to update the system.
     English Community       Deutsche Community       Comunidad en Español

  • Intel Management and Security Software -- How to remove completely?

    I recently rebuilt my x201 Laptop, installed Windows 7 Ultimate x64 and ran the Lenovo automatic update tool.  I now have something called Intel Management and Security software which I neither want nor need.
    I do not understand why it was installed as the Laptop does not have a G3 Broadband card and the Intel software appears to be dependent on it for most of is functionality.  The Lenovo automatic update tool should have been smart enough to realize that the Intel software was worthless on a machine without a G3 Broadband card and not have installed it.
    How do I unistall it and make sure that Lenovo's automatic update does not reinstall it?

    Do you mean Intel AMT? i frequently have that popping out too. Not sure if you can permantly prevent it from showing up, but the bios has an option that disables this functionality. It doesn't matter if you have mobile broadband or not, it is just a hardware for coporate IT administrators to easily handle the thousand of company laptops around the world.

  • [ANN] Online seminar - Web services management and security seminar

    Join us now (Thu 09:00am) for a live seminar about Web services management and security here:
    http://www.oracle.com/technology/tech/java/newsletter/seminars.html

    I have got the following error when i run the WebServicesAssembler.jar
    D:\Oracle\Oc4j\j2ee\home>java -jar d:/oracle/oc4j/webservices/lib/WebServicesAss
    embler.jar -config etc/config.xml
    Exception in thread "main" java.util.zip.ZipException: The system cannot find th
    e path specified
    at java.util.zip.ZipFile.open(Native Method)
    at java.util.zip.ZipFile.<init>(ZipFile.java:105)
    at java.util.jar.JarFile.<init>(JarFile.java:110)
    at java.util.jar.JarFile.<init>(JarFile.java:52)
    D:\Oracle\Oc4j\j2ee\home>java -jar WebServicesAssembler.jar -config etc/config.x
    ml
    Exception in thread "main" java.lang.InstantiationException: Unknown deployment
    tag in JMS Web Service Example: <option>
    at com.evermind.xml.XMLConfig.parseDeploymentMainNode(XMLConfig.java:293
    at oracle.j2ee.ws.tools.WsAssemblerConfig.parseDeploymentMainNode(WsAsse
    mblerConfig.java:68)
    at com.evermind.xml.XMLConfig.parseRootNode(XMLConfig.java:268)
    at com.evermind.xml.XMLConfig.init(XMLConfig.java:147)
    at com.evermind.xml.XMLConfig.init(XMLConfig.java:88)
    at oracle.j2ee.ws.tools.WsAssemblerConfig.init(WsAssemblerConfig.java:30
    at oracle.j2ee.ws.tools.WsAssembler.main(WsAssembler.java:17)

  • Seeking a document management and file sharing solution for an online client portal

    Hi
    Late last year our developers created a Member’s Portal for a client’s website (built with WordPress) enabling Members to have a secure area for a discussion forum and crucially, secure
    document storage and access, and file-sharing. The WordPress plugin chosen for the Portal was WP-Client.
    We have a problem though and I wonder if you or anyone can help?
    Basically, the solution was supposed to be like Dropbox or Google Drive but within the Portal but with slight differences. The problem is that the current solution we have isn’t like either
    and has various flaws which make it unpopular with most members. It uses free software called kcfinder – see
    http://kcfinder.sunhater.com/ as the basis for the file management systems.
    So we are seeking to change the file management system. This system must do the following:
    It’s got to be intuitive e.g. the action open or download must be ‘typical’ (it is not so in kcfinder you have to right click to download for instance
    You must be able open an Office document (especially Word, Excel and Powerpoint) online in situ within the portal. Currently in kcfinder you have to download it. 
     You must be able to edit it online. Currently you have to download it, open it, edit it, re-upload it and overwrite it.
    The client uses Sharepoint (I think that’s part of MS Office 365) and wants to be able to I think drag docs from there straight into the Portal file management system (I think at the moment they have to download a file from Sharepoint to their hard drive
    and then upload to kcfinder.
    We are currently investigating using a WP plugin for Google Drive
    https://wp-glogin.com/drive/ and Google Apps for work to create some sort of file management system that meets the requirements.
    However having loaded the plugin, the developer has found that two issues remain that so far defeat us:
    Firstly, and this seems to be applicable to using Google Drive outside the portal as well as in it - you can’t edit Word docs online in Google Drive without creating a Google Doc. This means we get duplicate docs which we don’t want – and they’re in
    the wrong format. We want Word and no duplication. The members/users don’t have time to delete and change the format back to Word. I guess the same applies to other Office docs.
    Second, apparently you can’t create a new folder in Google Drive in the portal.
    So my question for this forum is really what can you suggest, either as a fix to the Google Drive solution or is there a totally different plugin or set up we can use? Ideally it should
    be Office-based or friendly since most of our users use Microsoft Office.
    The other proviso is that it must be affordable. We/client cannot afford the $10 per user per month that some systems charge. The attractiveness of the Google option is not only the wide
    use of Google Docs (notwithstanding the fact that you can't open Word in GD instead it creates a duplicate in GD) but the fact that the plugin is cheap.
    Thanks in anticipation. 

    Hi,
    Why don't you take a look at Office Web App server which provides browser-based file viewing and editing services for Office files:
    https://technet.microsoft.com/en-us/library/jj219435.aspx
    It can be integrated with your customized website, and provide the ability to online view/editing Office documents..
    Hope it helps.
    Aravindhan Battepati

  • Javascript to upload a file to SharePoint 2010 document library

    Please share your ideas. I am using SharePoint 2010. Currently when uploading files to a document library, first the upload form is opening to upload the document and then the edit form. I would like to have both this in the same form. I am trying to
    create a webpart page with the controls to upload the file to document library and assign values to the fields in the library. I am looking for some javascript for doing this. Is there any other way of achieving this? Please share any sample
    code.
    <label for="title">Enter the title for this document:</label> <input type="text" id="title"><br/><br/>
    <input id="inputFile" type="file"/><br/><br/>
    <input id="uploadDocumentButton" onclick="UploadDocument()" type="button" value="Upload Document"/><script type="text/javascript">
            function UploadDocument() {
                //javascript to upload the file to MyLibrary and update the title field
    </script>

    Use the below code step by step :) 
    (1) Html
      <input type="file" id="attafh"  class="AlltextAccount"  />
          <input type="button" value="upload" onclick="rundCode()" />
    (2) JS File 
    function rundCode() {
        var file = document.getElementById('attafh').files[0];
        if (file) {
            UploadMe(file);
    (3) 
    function UploadMe(readFile) {
        var reader = new FileReader();
        reader.readAsArrayBuffer(readFile); //array buffer
        reader.onprogress = updateProgress;
        reader.onload = loaded;
        reader.onerror = errorHandler;
    (4)
    function loaded(evt) {
        var fileString = evt.target.result;
        var X = _arrayBufferToBase64(fileString); // this is the mothod to convert Buffer array to Binary
            var fileInput = document.getElementById('attafh');
            var fileDisplayArea = document.getElementById('fileDisplayArea');
                var file = fileInput.values;
                 var filePath = $('#attafh').val(); // "c:\\test.pdf";
            var file = filePath.match(/\\([^\\]+)$/)[1];
            var soapEnv =
                "<soap:Envelope xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance' xmlns:xsd='http://www.w3.org/2001/XMLSchema' xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'> \
                    <soap:Body>\
                        <CopyIntoItems xmlns='http://schemas.microsoft.com/sharepoint/soap/'>\
                            <SourceUrl>" + filePath + "</SourceUrl>\
                                <DestinationUrls>\
                                    <string>http://intranet/sites/English/DocumentLibrary/" + file + "</string>\
                                </DestinationUrls>\
                                <Fields>\
                                    <FieldInformation Type='Text' DisplayName='Title' InternalName='Title' Value='Test'  />\
                                      <FieldInformation Type='Text' DisplayName='BudgetId' InternalName='BudgetId' Value='8'  />\
                                </Fields>\
                            <Stream>" + X + "</Stream>\
                        </CopyIntoItems>\
                    </soap:Body>\
                </soap:Envelope>";
            $.ajax({
                url: "http://intranet/_vti_bin/copy.asmx",
                beforeSend: function (xhr) { xhr.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/sharepoint/soap/CopyIntoItems"); },
                type: "POST",
                dataType: "xml",
                data: soapEnv,
                complete: processResult,
                contentType: "text/xml; charset=\"utf-8\""
        SP.SOD.executeOrDelayUntilScriptLoaded(initialize, 'SP.js');
        SP.SOD.executeOrDelayUntilScriptLoaded(test, 'SP.js');
    function errorHandler(evt) {
        if (evt.target.error.name == "NotReadableError") {
            // The file could not be read.
    function _arrayBufferToBase64(buffer) {
        var binary = ''
        var bytes = new Uint8Array(buffer)
        var len = bytes.byteLength;
        for (var i = 0; i < len; i++) {
            binary += String.fromCharCode(bytes[i])
        return window.btoa(binary);
    (5)
    function updateProgress(evt) {
    http://www.abdulazizfarooqi.wordpress.com Abdul Aziz Farooqi [BizTalk & SharePoint Consultant] MCPD Web & MCPD SharePoint 2010

  • Sharepoint 2010 document library pdf files are storing in browser cache when it is opened in browser

     i have sharepoint 2010 site which consists of document library  with pdf files if we click on pdf file it will open in browser .But the thing is it is storing in browser cache  so i need to restrict that pdf to not store in browser cache.
    A,ny suggestions please

    Hi,
    We can use jQuery plugin to open the PDf file in browser.
    The following link for your reference:
    http://www.jqueryrain.com/2012/09/best-jquery-pdf-viewer-plugin-examples/
    Best Regards
    TechNet Community Support
    Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
    [email protected]

  • Document Management and Primavera

    What tool/s work well with Primavera to manage formal communications and related deliverables with the customer and suppliers. Something that can allos us to build custom forms for submittals, work with our email system, attach documents, is fully searchable?
    Thanks.

    Primavera Web is the tool that can do for you the following
    *1 - Workflow*
    Administer Project Process Templates
    Administer Template Categories
    Initiate Project Process
    Initiate Document Approval Review Cycles
    Automatic distribution to decision makers
    Action Required portlet notifications
    Email notifications
    View Approval\Rejection User & Date Stamps
    *2 - Documentation Management*
    Manage Work Products & Documents
    Upload / Download documents
    Check in / check out documents
    Manage Versions of documents
    View History of document usage
    Manage personal documents
    Administer hierarchical document folder structure
    Perform full text searching of documents
    Initiate Document Approval Review Cycles
    Set document security policy
    *3 - Collaboration*
    Communication Center
    Discussion Threads
    Project Events
    Project Discussions
    Project News
    Alerts - Document and Workflow
    Email Integration for Notifications
    Best of Luck.
    Jawad
    Novo Rail, Sydney

  • SharePoint 2007 Migration SharePoint 2010 Documents Broken Link Issue

    Hello All,
    I'm in the process of doing a SharePoint migration from 2K7 to 2010 (different platform).  In SP 2K7 I have several thousands of documents. I have approx. 5K documents with anywhere from 1 to several links (http, https) that
    will break after the migration.   Are there any Best Practices to deal with this issue?  Any information at all!!!
    Thanks
    Suge
    Deny yourself the knowledge of other cultures, you deny yourself the true riches of the world. Suge

    Hi,
    There are a lot of resources out there for migrating from MOSS 2007 to SharePoint server 2010. You need to have at least SP2 for MOSS 2007 installed on your WFE server. After that you can check the status of your farm running
    stsadm -o preupgradecheck.
    I have published a checklist for migration, check it out:
    http://social.technet.microsoft.com/wiki/contents/articles/checklist-for-migrating-from-sharepoint-2007-to-sharepoint-2010.aspx
    This technet link provide you with a comprehensive guide:
    http://technet.microsoft.com/en-us/library/cc303420.aspx
    The best approach is to set up a separate SharePoint 2010 farm and the perform a database attach migration. You simply take a backup of your content database and the restore it to your new SQL server, then attach it to a web application you have created.
    See the checklist I have provided above.
    Regards
    Henrik A. Halmstrand
    sharepointrevealed.com
    getspconfig.codeplex.com
    Please click Mark As Answer; if a post solves your problem or
    Vote As Helpful; if a post has been useful to you.

  • SharePoint 2010 document library - Add a link that points to a page

    Hi
    A department has created a document library. Now, they would like to have a link visible in that library that points to another .aspx page. Is that possible?
    I've seen how to add a "link to a document", but I want to add a link to a page, not a document.
    Thanks in advance,
    Sonya

    Thanks. I think adding a web part should satisfy their request.
    I tried the "Link to a document" content type suggestion, but I'm not sure if there's something missing from our SharePoint installation, or if something is different with our template.docx file, or if SharePoint 2010 is playing strangely with
    Office 2013, but after I added the "Link to a document" content type and chose it from the New Document drop-down, it wants to auto-launch Word 2013 with no dialogue for adding a URL.
    However, once in Word, there are a couple of boxes just above the content area to type a URL and a description (screenshot below). I pasted the URL to the page in the URL box, left the description and content area blank, then saved the file back
    to the library. However, when you click on the document in the library, it simply wants to open Word without going to the link.

Maybe you are looking for

  • How to reset my MacBook Pro os mountainlion with out a disk

    How cAn I reset my act without the. Disks

  • BW Data Mining

    Hello! I need information about the following BW Data Mining topics. Hope, someone can help me? -What 3rd Party Tools are available für Data Mining? (I just know "IBM Intelligent Miner") -Does someone have experiences with performance of the DM-algor

  • Extracting sales order from R/3 to BW

    hi frends, it is very urgent where i have to extract the data from r/3 to bw and create a report. my tl has give a doc which is not of technical bw doc but it is some functional doc where sd already created a report on that. i want to do the same rep

  • Problem with Nokia 6700 Camera

    i can't use the Camera for my new Nokia 6700, always showing that the Camera on Standby some knows what is the problem?

  • Acrobat Form - SAVE AS ONLY function?

    I'm making forms in Acrobat that multiple users will be accessing. Is there a way to set a SAVE AS feature so that the user can only save a copy of the form, not save over the original?