RecordPoint 4.04
Release date: May 2017
Introduction
RecordPoint for SharePoint version 4.04 release brings new enhancements aimed at improving system, administrative and management processes with specific focus on performance, security, deployment, and records administrative tasks.
Changes in this version affect Active Site users, Record Management teams and System Administrators. To make the most of these updates you may wish to communicate these changes to users within your organisation and in particular any features or settings requiring action by an administrator before users can benefit from the new functionality.
These release notes are aimed at describing at a high level, the new and modified features available in this release.
Before deploying this release, we recommend following a best practice deployment process, which includes thorough testing in a non-production environment
When applying this upgrade, it is recommended to perform an "Update Permissions" from Settings > Security Settings.
Feature Summary & Impacts to User Groups
New Feature: Multi Item Finalize/Restore
Multiple records\files can now be Finalized or Restored from the Browser and Search pages. The maximum number of items that can be Finalised/Restored in one operation is 50.
Deployment User Impacts
Configurations required by System Administrator | Settings to be reviewed by Records Administrator | Additional Notes |
|---|---|---|
| - | - | Finalise\Restore will only be available if all selected items can have that action applied. For more information refer to article Multi Item Finalise/Restore. |
New Feature: Boolean search operators in File, Box & Record Search
There are now advanced search capabilities available in the 'File Search' and 'Record Search' areas:
- Search by up to 10 Search Criteria fields in 'And' and 'Or' combinations
- Perform 'contains', 'equals' and 'does not equal' searches on all Search Criteria
- Save an advanced query
Deployment User Impacts
Configurations required by System Administrator | Settings to be reviewed by Records Administrator | Additional Notes |
|---|---|---|
| - | - | Order of precedence for combined searches is from top down. For more information see Search by Record, File or Box Using Properties and Advanced Search. |
New Feature: Copy a non-electronic record, file or box from an existing item
RecordPoint now supports the ability to create a new non-electronic item based on an existing item of the same type. To utilize this feature a new command, 'Copy Item', is available in the Non-Electronic section of the RecordPoint ribbon. This is only available when a single record, file or box is selected, and copies all information from the existing record into the New Item form.
Deployment User Impacts
Configurations required by System Administrator | Settings to be reviewed by Records Administrator | Additional Notes |
|---|---|---|
| - | - | For more information refer to article Copy a Non Electronic Record, File or Box. |
New Feature: Ability to manage SharePoint discussion boards
SharePoint Discussion board posts and relies can now be managed in RecordPoint as records.
Known issue: in SharePoint 2016 on-premises, when viewing a discussion thread in the 'Management' view, the RecordPoint context menu actions (eg: Record Summary, Finalize/Restore) are not available.
Deployment User Impacts
Configurations required by System Administrator | Settings to be reviewed by Records Administrator | Additional Notes |
|---|---|---|
| - | - | The lowest level aggregation for discussion boards is at the board level, independent of the RecordPoint aggregation setting. For more information refer to article SharePoint Discussions. |
New Feature: Removal of Stubs for Disposed Records extended
The disposal stub removal functionality now supports the removal of attachments. In addition, this setting has been moved from the Active Site Collection to the RecordPoint Site under Settings > General Settings.
Enabling this feature means that all Active Site Collections will have disposed stubs removed.
Deployment User Impacts
Configurations required by System Administrator | Settings to be reviewed by Records Administrator | Additional Notes |
|---|---|---|
| This setting will be set to "Disabled" by default. If this setting is currently Enabled in the Active Site configuration, it will need to be re-enabled in the RecordPoint Site after upgrade. | For more information refer to article Removal of Stubs for Disposed Records. |
New Feature: Special character input restricted
As part of ongoing review of security of RecordPoint, changes have been made to the product so that the characters " ? < > # % / \ can no longer be entered in certain form fields in RecordPoint. Whilst security is paramount, we are looking to allow the use of these characters again in a future release without making any compromise in the security profile of the software.
Deployment User Impacts
Configurations required by System Administrator | Settings to be reviewed by Records Administrator | Additional Notes |
|---|---|---|
|
Resolved in release
Release version 4.04 includes all bugs resolved since version 4.03, including:
- Significant security improvements to RecordPoint's architecture
- Record Managers and Record Coordinators cannot see non-electronic Records