Chapter 12

Configuring Records Management

IN THIS CHAPTER, YOU WILL LEARN TO:

• UNDERSTAND RECORDS MANAGEMENT IN SHAREPOINT
• CONFIGURE IN-PLACE RECORDS MANAGEMENT
  • Activating the In-Place Records Management Feature
  • Configuring Record Declaration Settings
  • Configuring Lists and Libraries for Records Management
  • Declaring and Undeclaring Records Manually
  • Declaring Records Through Workflow
  • Declaring Records Through a Retention Policy
• CONFIGURE A RECORDS CENTER
  • Creating a Records Center Site
  • Creating Libraries in a Records Center
  • Configuring Organizer Rules for Submitted Records
  • Creating Custom Send To Connections
  • Submitting Records
• CONFIGURE INFORMATION MANAGEMENT POLICIES
  • Creating an Information Management Policy
  • Creating a Site Collection Policy
• CONFIGURE EDISCOVERY AND HOLDS
  • Creating a Hold Definition
  • Searching for Items to Hold
  • Holding and Releasing Individual Items

In this chapter, we look at how SharePoint 2010 can provide the sophisticated records management services required for electronic document and records management systems (EDRMSs). As a combined suite of software services, SharePoint 2010 is not designed specifically as an EDRMS, but it does provide most of the functionality that an organization would typically require. SharePoint 2010 provides a much more scalable storage system than previous versions of the product, and is able to store and manage up to one million items in a folder, tens of millions of items in a single library, and potentially hundreds of millions of items in a large archive.