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SharePoint 2010 : Implementing and Configuring Information Management Policies (part 2) - Generating Information Management Policy Usage Reports

3/22/2011 9:06:33 AM

2. Generating Information Management Policy Usage Reports

To obtain information on which policies are being applied throughout your organization, you can configure information management policy usage reports to generate periodic reports on policy behavior. These reports are generated as XML files that will render as reports in Excel, or they can be opened in another application for further extraction and processing.

You configure policy usage reporting in Central Administration, as shown in Figure 10, which generates separate files for each site collection in the selected Web application. The reports will be generated and placed in a designated SharePoint 2010 site location such as a document library. Policy usage reports can also be generated using an alternate report template that must be available through a URL that you provide.

Figure 10. Configuring information management policy usage reporting


To configure information management policy usage reporting, complete the following steps.

  1. Open a browser and go to the SharePoint Central Administration website.

  2. Click Monitoring, and then under Reporting, click Review Information Management Policy Usage Reports.

  3. If you want to generate scheduled reports, select the check box to enable recurring reports and specify the report schedule. You can also click Create Reports Now to generate a one-time report.

  4. In the Report File Location text box, type the relative URL address for the document library where you want the reports to be placed. For example, if you want the reports to appear in a document library called Information Management Reports in a top-level site in the site collection, you would enter /Information Management Reports in the text box.

  5. If you want to use a custom template, enter the URL address for the template in the Report Template box.

The default template used to store your information management reports displays the name of the report, which includes the date and time the report was generated. It also provides columns that list the site collection and the Web application of the report, as shown in Figure 11.

Figure 11. Information Management Reports library

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