Chapter 7. ECM: Records Management


  • An overview of SharePoint 2010 records management

  • Programming using the Records Management APIs in SharePoint 2010

With the explosion of digital information and the requirements of keeping this information compliant with government and industry regulations, records management (RM) has become a critical component of any SharePoint deployment. If you haven't heard of records management, you will. RM is the process of classifying, securing, discovering, and managing your information from creation to destruction. With SharePoint 2010, there are a number of new enhancements, as well as enhancements to previous features such as the records center, that allow end users, developers, and IT pros to make their applications and information compliant.

While this chapter will not be the end all, be all introduction to RM, there are a number of Internet resources that will help give you a good introduction to RM. For cross-product RM topics, check out Association for Information and Image Management International (AIIM) at For SharePoint specific RM information, look at the SharePoint ECM blog at Lastly, check out the SharePoint dev wiki at


In SharePoint 2010, there are four feature areas in records management:

  • Recordization

  • eDiscovery and Legal Holds

  • Auditing and Reporting

  • Retention and Expiration

Recordization is the process of formally ...

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