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 ...

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