Professional SharePoint® 2007 Records Management Development: Managing Official Records with Microsoft® Office SharePoint® Server 2007

Chapter 6. Populating the Records Repository

In Chapter 4, we examined the structure of the Records Center and looked at the records processing architecture. In Chapter 5, we learned how to set up and configure a Records Center site. In this chapter, we will explore the different ways in which official records can be submitted. This will include two scenarios:

• Submitting records one at a time from within a document library

• Submitting records in a batch using a custom application page

Submitting Individual Records

SharePoint enables individual users to select a document in a library and send it to a Records Repository via the Edit Control Block (ECB) menu attached to the library. The Send To command displays the name of the Records Center site. Selecting this command sends the selected document to the repository, displaying the result (success or failure) in a separate page. In order for this process to work, the farm must first be configured by the farm administrator to communicate with the Records Center site, and the Records Center site itself must be configured to give the user permission to do so.

Configuring the Farm for Manual Submission

In Chapter 5, we created our Record Center site and configured the record routing types. Now we can complete the configuration of the SharePoint Farm so that users can send documents to the repository easily from the SharePoint UI.

Open the Central Administration web site. Navigate to the Application Management page and select "Records center" in ...